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
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
107+ 120.22% |
$5.31K - $6.37K
|
196
$15.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
104+ 1.18% |
$5.16K - $6.19K
|
8.93K
$706K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
99New |
$4.91K - $5.89K
|
99
$7.83K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
90New |
$4.46K - $5.36K
|
90
$7.11K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
84+ 11.43% |
$4.17K - $5K
|
819
$64.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
26+ 0.52% |
$1.29K - $1.55K
|
5.07K
$401K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
21+ 0.18% |
$1.04K - $1.25K
|
12K
$945K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 0.18% |
$446 - $536
|
4.93K
$390K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8+ 0.19% |
$397 - $476
|
4.33K
$342K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
7+ 0.12% |
$347 - $417
|
5.97K
$472K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
7+ 0.17% |
$347 - $417
|
4.07K
$322K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
6+ 0.09% |
$298 - $357
|
7.03K
$556K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
6New |
$298 - $357
|
6
$474
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
5+ 0.1% |
$248 - $298
|
5.16K
$408K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
5+ 0.07% |
$248 - $298
|
7.13K
$563K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3+ 0.03% |
$149 - $179
|
10.5K
$831K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.17% |
$149 - $179
|
1.8K
$143K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3+ 0.2% |
$149 - $179
|
1.53K
$121K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3+ 0.01% |
$149 - $179
|
36.1K
$2.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.01% |
$99.2 - $119
|
18.9K
$1.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.23% |
$99.2 - $119
|
867
$68.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.02% |
$49.6 - $59.5
|
4.38K
$346K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1+ 0.02% |
$49.6 - $59.5
|
5.88K
$465K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.22% |
$49.6 - $59.5
|
446
$35.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1New |
$49.6 - $59.5
|
1
$79.1
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-2- 3.57% |
$99.2 - $119
|
54
$4.27K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-14- 0.19% |
$695 - $833
|
7.52K
$594K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-16- 0.07% |
$794 - $952
|
22.5K
$1.78M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-37Closed |
$1.84K - $2.2K
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-40- 0.36% |
$1.98K - $2.38K
|
11K
$870K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-44- 0.9% |
$2.18K - $2.62K
|
4.82K
$381K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-53- 0.17% |
$2.63K - $3.15K
|
30.6K
$2.42M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
SELL
|
- |
-55- 1.02% |
$2.73K - $3.27K
|
5.35K
$423K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-60- 0.28% |
$2.98K - $3.57K
|
21.5K
$1.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-61- 0.27% |
$3.03K - $3.63K
|
22.6K
$1.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-70- 0.16% |
$3.47K - $4.17K
|
43.3K
$3.43M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-85- 2.92% |
$4.22K - $5.06K
|
2.83K
$223K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-101- 0.65% |
$5.01K - $6.01K
|
15.4K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-116- 1.26% |
$5.75K - $6.9K
|
9.09K
$719K
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-141- 1.2% |
$7K - $8.39K
|
11.6K
$917K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-150- 0.65% |
$7.44K - $8.93K
|
23K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-157- 3.35% |
$7.79K - $9.34K
|
4.53K
$358K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-171- 4.18% |
$8.48K - $10.2K
|
3.92K
$310K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-181- 3.29% |
$8.98K - $10.8K
|
5.32K
$421K
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-188- 2.67% |
$9.33K - $11.2K
|
6.84K
$541K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-213- 19.21% |
$10.6K - $12.7K
|
896
$70.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-238- 7.73% |
$11.8K - $14.2K
|
2.84K
$225K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-243- 6.39% |
$12.1K - $14.5K
|
3.56K
$281K
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-277- 2.38% |
$13.7K - $16.5K
|
11.3K
$897K
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-293- 1.85% |
$14.5K - $17.4K
|
15.5K
$1.23M
|