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 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-299- 38.63% |
$14.8K - $17.8K
|
475
$37.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-399- 1.27% |
$19.8K - $23.7K
|
31K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-443- 4.71% |
$22K - $26.4K
|
8.95K
$708K
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-505- 3.53% |
$25.1K - $30.1K
|
13.8K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-650- 0.66% |
$32.2K - $38.7K
|
97.2K
$7.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-679- 0.41% |
$33.7K - $40.4K
|
165K
$13M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-808- 2.34% |
$40.1K - $48.1K
|
33.7K
$2.66M
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-1.11K- 3.73% |
$55K - $65.9K
|
28.6K
$2.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.13K- 12.85% |
$56.2K - $67.4K
|
7.68K
$607K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.16K- 3.42% |
$57.4K - $68.9K
|
32.7K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.24K- 83.26% |
$61.7K - $74K
|
250
$19.8K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-1.51K- 12.58% |
$75.1K - $90.1K
|
10.5K
$832K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.61K- 1.65% |
$79.8K - $95.8K
|
95.7K
$7.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.91K- 0.54% |
$95K - $114K
|
355K
$28.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-1.98K- 16.2% |
$98.3K - $118K
|
10.2K
$810K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.1K- 26.32% |
$104K - $125K
|
5.88K
$464K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.33K- 15.5% |
$116K - $139K
|
12.7K
$1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.48K- 4.51% |
$123K - $147K
|
52.5K
$4.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.51K- 4.43% |
$124K - $149K
|
54.1K
$4.28M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.6K- 0.2% |
$129K - $155K
|
1.29M
$102M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.03K- 0.89% |
$150K - $180K
|
338K
$26.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.52K- 0.47% |
$175K - $209K
|
745K
$58.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.52K- 15.24% |
$175K - $210K
|
19.6K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-3.76K- 2.51% |
$186K - $224K
|
146K
$11.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.87K- 19.8% |
$192K - $230K
|
15.7K
$1.24M
|
|
|
Jan 17, 2024
Q4 2023
|
Jvl Associates LLC
|
SELL
|
- |
-3.9K- 3.12% |
$193K - $232K
|
121K
$9.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-4.74K- 53.7% |
$235K - $282K
|
4.09K
$323K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-6.22K- 71.33% |
$309K - $370K
|
2.5K
$198K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.3K- 54.4% |
$312K - $375K
|
5.28K
$417K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-7.32K- 45.25% |
$363K - $435K
|
8.85K
$700K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-8.51K- 2.34% |
$422K - $506K
|
354K
$28M
|
|
|
Feb 12, 2024
Q4 2023
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-10.6K- 2.05% |
$526K - $632K
|
507K
$40M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-13.9K- 3.82% |
$690K - $828K
|
350K
$27.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-15K- 12.09% |
$744K - $892K
|
109K
$8.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-15.1K- 12.19% |
$750K - $900K
|
109K
$8.61M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-20.6K- 24.08% |
$1.02M - $1.23M
|
65K
$5.14M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-21.2K- 3.56% |
$1.05M - $1.26M
|
574K
$45.4M
|
|
|
Jan 23, 2024
Q4 2023
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-22.3K- 8.23% |
$1.11M - $1.33M
|
249K
$19.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.1K- 11.37% |
$1.74M - $2.09M
|
273K
$21.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-39.2K- 59.26% |
$1.95M - $2.33M
|
27K
$2.13M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-48.1K- 15.03% |
$2.39M - $2.86M
|
272K
$21.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-72K- 94.77% |
$3.57M - $4.28M
|
3.97K
$314K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-94.3K- 6.78% |
$4.68M - $5.61M
|
1.3M
$102M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-158K- 90.86% |
$7.82M - $9.38M
|
15.8K
$1.25M
|