Purchases and Sales Made in Q4 2022 in Fidelity Nasdaq Composite Inde (ONEQ)
This table provides information about the institutional ownership of Fidelity Nasdaq Composite Inde (ONEQ) during Q4 2022. 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 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
16MNew |
$641M - $724M
|
16M
$1.15B
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
332KNew |
$13.3M - $15M
|
332K
$23.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
263K+ 227.34% |
$10.5M - $11.9M
|
378K
$27.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
256K+ 52.33% |
$10.2M - $11.6M
|
745K
$53.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
251K+ 207.68% |
$10M - $11.3M
|
372K
$26.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
127K+ 164.47% |
$5.07M - $5.72M
|
204K
$14.6M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
116KNew |
$4.65M - $5.25M
|
116K
$8.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
110KNew |
$4.39M - $4.96M
|
110K
$7.89M
|
|
|
Jan 10, 2023
Q4 2022
|
Jvl Associates LLC
|
BUY
|
- |
107K+ 638.04% |
$4.3M - $4.85M
|
124K
$8.93M
|
|
|
May 16, 2023
Q4 2022
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
101KNew |
$4.02M - $4.54M
|
101K
$7.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
72.6K+ 594.84% |
$2.91M - $3.28M
|
84.8K
$6.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
70.2K+ 17.83% |
$2.81M - $3.17M
|
464K
$33.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
68.1KNew |
$2.73M - $3.08M
|
68.1K
$4.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
65.1KNew |
$2.61M - $2.94M
|
65.1K
$4.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
63.4KNew |
$2.54M - $2.87M
|
63.4K
$4.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
59.1K+ 32.35% |
$2.36M - $2.67M
|
242K
$17.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
56K+ 53.2% |
$2.24M - $2.53M
|
161K
$11.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
46.8K+ 19.35% |
$1.87M - $2.11M
|
289K
$20.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
45.2K+ 16.75% |
$1.81M - $2.04M
|
315K
$22.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
38.3KNew |
$1.53M - $1.73M
|
38.3K
$2.75M
|
|
|
Jan 20, 2023
Q4 2022
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
38KNew |
$1.52M - $1.72M
|
38K
$2.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
37.3K+ 1582.11% |
$1.49M - $1.69M
|
39.7K
$2.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
33.3KNew |
$1.33M - $1.5M
|
33.3K
$2.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
32K+ 638.6% |
$1.28M - $1.45M
|
37K
$2.66M
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
30.7KNew |
$1.23M - $1.39M
|
30.7K
$2.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.1K+ 108.41% |
$1.17M - $1.32M
|
56K
$4.02M
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
25.3KNew |
$1.01M - $1.14M
|
25.3K
$1.82M
|
|
|
Feb 10, 2023
Q4 2022
|
Portfolio Strategies, Inc.
|
BUY
|
- |
25K+ 23.01% |
$1M - $1.13M
|
134K
$9.61M
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
23.7KNew |
$950K - $1.07M
|
23.7K
$1.71M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
21.9K+ 1.14% |
$875K - $987K
|
1.94M
$139M
|
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
21.1K+ 5.18% |
$845K - $954K
|
429K
$30.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20.7K+ 6.04% |
$827K - $934K
|
363K
$26.1M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
20.4KNew |
$817K - $922K
|
20.4K
$1.47M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
20KNew |
$799K - $902K
|
20K
$1.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.7K+ 52.89% |
$788K - $890K
|
56.9K
$4.09M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
19.5K+ 4.82% |
$781K - $882K
|
425K
$30.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.6K+ 10.91% |
$746K - $842K
|
189K
$13.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
18.5K+ 12.94% |
$740K - $835K
|
161K
$11.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
18KNew |
$720K - $813K
|
18K
$1.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.4K+ 43.12% |
$655K - $740K
|
54.3K
$3.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.4K+ 115.65% |
$576K - $650K
|
26.9K
$1.93M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
13.9K+ 1057.93% |
$555K - $627K
|
15.2K
$1.09M
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
11.6KNew |
$464K - $524K
|
11.6K
$834K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
9.21K+ 115.69% |
$369K - $416K
|
17.2K
$1.23M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
8.94KNew |
$358K - $404K
|
8.94K
$643K
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
7.72KNew |
$309K - $349K
|
7.72K
$555K
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
7.68K+ 1.88% |
$307K - $347K
|
416K
$29.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
7.4K+ 87.18% |
$296K - $334K
|
15.9K
$1.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Divergent Wealth Advisors
|
BUY
|
- |
7.09K+ 1.5% |
$284K - $320K
|
480K
$34.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.92K+ 5.42% |
$277K - $312K
|
134K
$9.66M
|