Purchases and Sales Made in Q3 2024 in Fidelity Nasdaq Composite Inde (ONEQ)
This table provides information about the institutional ownership of Fidelity Nasdaq Composite Inde (ONEQ) during Q3 2024. The information is specifically focused on institutions that hold shares of FIDELITY NASDAQ COMPOSITE INDE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-500- 4.24% |
$31.9K - $36.7K
|
11.3K
$893K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-534- 1.94% |
$34K - $39.2K
|
27K
$2.13M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-558- 2.16% |
$35.6K - $41K
|
25.2K
$1.99M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-581- 5.34% |
$37K - $42.7K
|
10.3K
$814K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-622- 1.03% |
$39.6K - $45.7K
|
59.8K
$4.73M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-685- 27.61% |
$43.7K - $50.3K
|
1.8K
$142K
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-787- 9.62% |
$50.2K - $57.8K
|
7.39K
$584K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-854- 7.07% |
$54.4K - $62.7K
|
11.2K
$887K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-869- 16.93% |
$55.4K - $63.8K
|
4.27K
$337K
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-936- 6.24% |
$59.7K - $68.8K
|
14.1K
$1.11M
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-986- 7.89% |
$62.8K - $72.4K
|
11.5K
$910K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.01K- 6.49% |
$64.6K - $74.4K
|
14.6K
$1.15M
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.06K- 4.98% |
$67.6K - $77.9K
|
20.2K
$1.6M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.07K- 14.45% |
$68K - $78.4K
|
6.32K
$499K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.2K- 3.05% |
$76.4K - $88K
|
38K
$3.01M
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.26K- 8.7% |
$80.5K - $92.8K
|
13.3K
$1.05M
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-1.29K- 26.83% |
$82.4K - $95K
|
3.53K
$279K
|
|
Nov 15, 2024
Q3 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-1.31K- 1.39% |
$83.2K - $95.9K
|
92.6K
$7.32M
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.35K- 4.53% |
$86K - $99.1K
|
28.4K
$2.24M
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-1.46K- 19.4% |
$93.3K - $107K
|
6.08K
$480K
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-1.49K- 3.6% |
$95K - $109K
|
39.9K
$3.16M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.83K- 10.06% |
$117K - $135K
|
16.4K
$1.29M
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-1.92K- 0.42% |
$122K - $141K
|
450K
$35.6M
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.2K- 74.58% |
$140K - $162K
|
750
$59.3K
|
|
Nov 06, 2024
Q3 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-2.38K- 2.64% |
$152K - $175K
|
87.6K
$6.93M
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.51K- 4.0% |
$160K - $184K
|
60.3K
$4.76M
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.52K- 45.9% |
$160K - $185K
|
2.96K
$234K
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-2.7K- 1.76% |
$172K - $199K
|
151K
$11.9M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.09K- 2.44% |
$197K - $227K
|
124K
$9.77M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.29K- 0.91% |
$210K - $241K
|
356K
$28.1M
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-4.62K- 21.8% |
$294K - $339K
|
16.6K
$1.31M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.03K- 29.02% |
$320K - $369K
|
12.3K
$972K
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-5.14K- 51.11% |
$327K - $377K
|
4.91K
$388K
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-5.81K- 2.41% |
$371K - $427K
|
236K
$18.6M
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-6.19K- 70.71% |
$394K - $454K
|
2.56K
$203K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.93K- 3.83% |
$442K - $509K
|
174K
$13.8M
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-7.14K- 5.12% |
$455K - $525K
|
132K
$10.5M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.6K- 25.1% |
$484K - $558K
|
22.7K
$1.79M
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-7.88K- 4.18% |
$502K - $579K
|
181K
$14.3M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.45K- 3.76% |
$602K - $694K
|
242K
$19.1M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-9.81K- 2.83% |
$625K - $721K
|
336K
$26.6M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-11.1K- 31.18% |
$706K - $814K
|
24.5K
$1.93M
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-12.7K- 8.54% |
$810K - $934K
|
136K
$10.8M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-14.7K- 2.62% |
$936K - $1.08M
|
546K
$43.1M
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
SELL
|
- |
-14.7K- 12.52% |
$939K - $1.08M
|
103K
$8.14M
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-15.5K- 40.74% |
$988K - $1.14M
|
22.5K
$1.78M
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-17.1K- 23.57% |
$1.09M - $1.25M
|
55.3K
$4.37M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.7K- 68.94% |
$1.25M - $1.44M
|
8.86K
$700K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19.9K- 17.46% |
$1.27M - $1.46M
|
94.1K
$7.44M
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-24.1K- 7.17% |
$1.54M - $1.77M
|
312K
$24.7M
|