Purchases and Sales Made in Q4 2023 in Fidelity Nasdaq Composite Inde (ONEQ)
This table provides information about the institutional ownership of Fidelity Nasdaq Composite Inde (ONEQ) during Q4 2023. 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 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
338K+ 2060.47% |
$16.8M - $20.1M
|
354K
$26.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
266KNew |
$13.2M - $15.8M
|
266K
$20.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
208K+ 40.36% |
$10.3M - $12.4M
|
723K
$55M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
139KNew |
$6.92M - $8.3M
|
139K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
103K+ 135.93% |
$5.1M - $6.12M
|
179K
$13.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
97.7K+ 381.68% |
$4.85M - $5.81M
|
123K
$9.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
63.4K+ 26.47% |
$3.15M - $3.77M
|
303K
$23M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
62.9K+ 6.16% |
$3.12M - $3.75M
|
1.08M
$82.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
59K+ 27.7% |
$2.93M - $3.51M
|
272K
$20.7M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
58.5KNew |
$2.9M - $3.48M
|
58.5K
$4.45M
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
53.8K+ 39.6% |
$2.67M - $3.2M
|
190K
$14.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
41.9KNew |
$2.08M - $2.49M
|
41.9K
$3.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
41.6K+ 93.36% |
$2.06M - $2.47M
|
86.1K
$6.54M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
41.5K+ 105.6% |
$2.06M - $2.47M
|
80.8K
$6.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
33K+ 26.5% |
$1.64M - $1.96M
|
157K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.3K+ 8.22% |
$1.45M - $1.75M
|
386K
$29.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
23.9K+ 148.39% |
$1.18M - $1.42M
|
39.9K
$3.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
21.2KNew |
$1.05M - $1.26M
|
21.2K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
20.2K+ 12.0% |
$1M - $1.2M
|
188K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
16.5K+ 6.56% |
$821K - $985K
|
269K
$20.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.1K+ 4.32% |
$799K - $959K
|
389K
$29.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
15.9K+ 8.08% |
$789K - $947K
|
213K
$16.2M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
15.5KNew |
$770K - $923K
|
15.5K
$1.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
15.1K+ 32.1% |
$749K - $899K
|
62.2K
$4.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
14.4K+ 24.55% |
$713K - $856K
|
73K
$5.55M
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
12K+ 47.47% |
$597K - $716K
|
37.4K
$2.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.4K+ 160.85% |
$565K - $678K
|
18.5K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.78K+ 18.82% |
$435K - $522K
|
55.4K
$4.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
8.77KNew |
$435K - $522K
|
8.77K
$667K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.61K+ 49.0% |
$427K - $513K
|
26.2K
$1.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
8.32K+ 3.64% |
$413K - $495K
|
237K
$18M
|
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
7.87K+ 20.05% |
$390K - $468K
|
47.1K
$3.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.45K+ 62.4% |
$370K - $444K
|
19.4K
$1.48M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
7.35K+ 12.92% |
$365K - $438K
|
64.3K
$4.89M
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
6.54K+ 123.04% |
$324K - $389K
|
11.8K
$901K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.11K+ 63.12% |
$303K - $363K
|
15.8K
$1.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
6.01K+ 28.4% |
$298K - $357K
|
27.2K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.7KNew |
$283K - $339K
|
5.7K
$433K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.61KNew |
$278K - $334K
|
5.61K
$426K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.47KNew |
$272K - $326K
|
5.47K
$416K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
5.42K+ 3.81% |
$269K - $323K
|
148K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.32K+ 2.93% |
$264K - $317K
|
187K
$14.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.3KNew |
$263K - $315K
|
5.3K
$403K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
5.16KNew |
$256K - $307K
|
5.16K
$392K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.15KNew |
$256K - $307K
|
5.15K
$392K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5.03KNew |
$249K - $299K
|
5.03K
$382K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.64K+ 8.16% |
$230K - $276K
|
61.5K
$4.68M
|
|
|
Feb 01, 2024
Q4 2023
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
4.56KNew |
$226K - $271K
|
4.56K
$347K
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
4.31KNew |
$214K - $256K
|
4.31K
$327K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.22K+ 24.68% |
$209K - $251K
|
21.3K
$1.62M
|