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 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.22K+ 24.68% |
$209K - $251K
|
21.3K
$1.65M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.1KNew |
$203K - $244K
|
4.1K
$317K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
4.09KNew |
$203K - $243K
|
4.09K
$317K
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
4.07KNew |
$202K - $242K
|
4.07K
$315K
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
3.62KNew |
$180K - $216K
|
3.62K
$280K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.42K+ 45.3% |
$170K - $204K
|
11K
$850K
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
3.33KNew |
$165K - $198K
|
3.33K
$258K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3K+ 15.13% |
$149K - $178K
|
22.8K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.92K+ 0.63% |
$145K - $174K
|
469K
$36.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.58K+ 8.65% |
$128K - $153K
|
32.4K
$2.51M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2.57KNew |
$127K - $153K
|
2.57K
$199K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.51K+ 3.88% |
$124K - $149K
|
67.1K
$5.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.5K+ 166.51% |
$124K - $149K
|
4K
$310K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.4K+ 8.7% |
$119K - $143K
|
30K
$2.32M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.39K+ 35.55% |
$119K - $142K
|
9.11K
$705K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
1.85K+ 2.52% |
$91.8K - $110K
|
75.4K
$5.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.8K+ 36.0% |
$89.3K - $107K
|
6.8K
$526K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.8K+ 91.53% |
$89K - $107K
|
3.76K
$291K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.58K+ 36.78% |
$78.6K - $94.3K
|
5.89K
$456K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
1.54K+ 40.96% |
$76.4K - $91.6K
|
5.3K
$410K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.5K+ 91.37% |
$74.6K - $89.4K
|
3.15K
$244K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.43KNew |
$71K - $85.2K
|
1.43K
$111K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.15K+ 0.91% |
$56.8K - $68.1K
|
127K
$9.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.03K+ 6.12% |
$51.3K - $61.5K
|
17.9K
$1.39M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.02KNew |
$50.7K - $60.8K
|
1.02K
$79.1K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1K+ 17.92% |
$49.8K - $59.7K
|
6.6K
$511K
|
|
|
Feb 09, 2024
Q4 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
960+ 0.2% |
$47.6K - $57.1K
|
475K
$36.7M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
939+ 9.25% |
$46.6K - $55.9K
|
11.1K
$858K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
886+ 18.44% |
$44K - $52.7K
|
5.69K
$440K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
849+ 3.71% |
$42.1K - $50.5K
|
23.7K
$1.84M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
808+ 1.33% |
$40.1K - $48.1K
|
61.6K
$4.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
708+ 14.56% |
$35.1K - $42.1K
|
5.57K
$431K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
693+ 2.66% |
$34.4K - $41.2K
|
26.8K
$2.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
674+ 1.53% |
$33.4K - $40.1K
|
44.7K
$3.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
613+ 1.86% |
$30.4K - $36.5K
|
33.5K
$2.59M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
581New |
$28.8K - $34.6K
|
581
$45K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
577+ 10.67% |
$28.6K - $34.3K
|
5.99K
$463K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
464+ 24.81% |
$23K - $27.6K
|
2.33K
$181K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
455New |
$22.6K - $27.1K
|
455
$35.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
446+ 8.51% |
$22.1K - $26.5K
|
5.69K
$440K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
313+ 2.26% |
$15.5K - $18.6K
|
14.1K
$1.09M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
272+ 0.93% |
$13.5K - $16.2K
|
29.6K
$2.29M
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
268+ 4.47% |
$13.3K - $15.9K
|
6.26K
$485K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
255+ 21.39% |
$12.7K - $15.2K
|
1.45K
$112K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
250+ 3.92% |
$12.4K - $14.9K
|
6.62K
$513K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
180+ 12.45% |
$8.93K - $10.7K
|
1.63K
$126K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
155+ 9.39% |
$7.69K - $9.22K
|
1.81K
$140K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
149+ 21.88% |
$7.39K - $8.87K
|
830
$64.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Avondale Wealth Management
|
BUY
|
- |
137+ 0.9% |
$6.8K - $8.15K
|
15.3K
$1.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
114New |
$5.66K - $6.78K
|
114
$8.82K
|