Purchases and Sales Made in Q4 2021 in Fidelity Nasdaq Composite Inde (ONEQ)
This table provides information about the institutional ownership of Fidelity Nasdaq Composite Inde (ONEQ) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.48K+ 6.28% |
$81.8K - $92.1K
|
25K
$1.93M
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
1.35K+ 4.22% |
$75K - $84.5K
|
33.4K
$2.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.35KNew |
$74.8K - $84.3K
|
1.35K
$104K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.29K+ 20.73% |
$71.4K - $80.4K
|
7.5K
$579K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.25KNew |
$69.3K - $78.1K
|
1.25K
$96.5K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
979+ 21.64% |
$54.3K - $61.1K
|
5.5K
$425K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
754+ 20.39% |
$41.8K - $47.1K
|
4.45K
$344K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
753+ 20.36% |
$41.7K - $47K
|
4.45K
$344K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
747+ 11.81% |
$41.4K - $46.7K
|
7.07K
$546K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
682+ 0.11% |
$37.8K - $42.6K
|
601K
$46.4M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
652+ 0.46% |
$36.1K - $40.7K
|
142K
$10.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
650+ 16.43% |
$36K - $40.6K
|
4.61K
$356K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
500New |
$27.7K - $31.2K
|
500
$38.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
476+ 0.91% |
$26.4K - $29.7K
|
52.5K
$4.05M
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
450New |
$24.9K - $28.1K
|
450
$34.7K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
444+ 147.51% |
$24.6K - $27.7K
|
745
$57.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
385+ 2.87% |
$21.3K - $24K
|
13.8K
$1.07M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
380+ 1.94% |
$21.1K - $23.7K
|
20K
$1.54M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
340New |
$18.8K - $21.2K
|
340
$26.3K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
300New |
$16.6K - $18.7K
|
300
$23.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
272+ 5.84% |
$15.1K - $17K
|
4.93K
$381K
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
272+ 5.84% |
$15.1K - $17K
|
4.93K
$381K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
260+ 12.33% |
$14.4K - $16.2K
|
2.37K
$183K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
250New |
$13.9K - $15.6K
|
250
$19.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
200New |
$11.1K - $12.5K
|
200
$15.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
183+ 3.63% |
$10.1K - $11.4K
|
5.22K
$403K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
181+ 2.31% |
$10K - $11.3K
|
8K
$618K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
166+ 8.03% |
$9.2K - $10.4K
|
2.23K
$172K
|
|
|
May 04, 2022
Q4 2021
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
163New |
$9.04K - $10.2K
|
163
$12.6K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
120New |
$6.65K - $7.5K
|
120
$9.27K
|
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
105+ 1.35% |
$5.82K - $6.56K
|
7.87K
$607K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
105+ 1500.0% |
$5.82K - $6.56K
|
112
$8.65K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
100New |
$5.54K - $6.25K
|
100
$7.72K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
100+ 38.17% |
$5.54K - $6.25K
|
362
$28K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
90New |
$4.99K - $5.62K
|
90
$6.95K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
90New |
$4.99K - $5.62K
|
90
$6.95K
|
|
|
Jan 13, 2022
Q4 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
81+ 1.74% |
$4.49K - $5.06K
|
4.74K
$366K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
58+ 0.09% |
$3.22K - $3.62K
|
62.2K
$4.8M
|
|
|
Jan 12, 2022
Q4 2021
|
Engrave Wealth Partners LLC
|
BUY
|
- |
21+ 0.17% |
$1.16K - $1.31K
|
12K
$930K
|
|
|
Feb 10, 2022
Q4 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
20+ 0.19% |
$1.11K - $1.25K
|
10.8K
$831K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8+ 0.18% |
$444 - $500
|
4.38K
$338K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
7+ 0.14% |
$388 - $437
|
4.97K
$383K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5+ 0.18% |
$277 - $312
|
2.84K
$219K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
4+ 0.09% |
$222 - $250
|
4.7K
$363K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.17% |
$166 - $187
|
1.77K
$137K
|
|
|
Jan 11, 2022
Q4 2021
|
Churchill Management Corp
|
BUY
|
- |
3+ 0.0% |
$166 - $187
|
86.4K
$6.67M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.09% |
$55.4 - $62.5
|
1.15K
$88.5K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1New |
$55.4 - $62.5
|
1
$77.2
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
SELL
|
- |
-1- -0.0% |
$55.4 - $62.5
|
23.5K
$1.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-2- 3.33% |
$111 - $125
|
58
$4.48K
|