Purchases and Sales Made in Q4 2024 in Fidelity Nasdaq Composite Inde (ONEQ)
This table provides information about the institutional ownership of Fidelity Nasdaq Composite Inde (ONEQ) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.76KNew |
$406K - $458K
|
5.76K
$433K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.73KNew |
$404K - $456K
|
5.73K
$431K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5.71KNew |
$403K - $455K
|
5.71K
$430K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5.69K+ 1.99% |
$401K - $453K
|
292K
$21.9M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.59K+ 38.29% |
$394K - $445K
|
20.2K
$1.52M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
5.24KNew |
$370K - $417K
|
5.24K
$394K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.8K+ 12.63% |
$339K - $382K
|
42.8K
$3.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.78KNew |
$337K - $380K
|
4.78K
$359K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.4KNew |
$310K - $350K
|
4.4K
$331K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.28K+ 2.46% |
$302K - $341K
|
178K
$13.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.97KNew |
$280K - $316K
|
3.97K
$298K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.95KNew |
$279K - $315K
|
3.95K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.8K+ 7.11% |
$268K - $302K
|
57.2K
$4.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
3.8KNew |
$268K - $302K
|
3.8K
$286K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
3.77KNew |
$266K - $300K
|
3.77K
$283K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.76KNew |
$265K - $299K
|
3.76K
$282K
|
|
|
Jan 31, 2025
Q4 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
3.46K+ 4.15% |
$244K - $275K
|
86.7K
$6.52M
|
|
|
Feb 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
3.35KNew |
$236K - $267K
|
3.35K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3KNew |
$212K - $239K
|
3K
$226K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.97K+ 12.47% |
$209K - $236K
|
26.7K
$2.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.95K+ 2.38% |
$208K - $235K
|
127K
$9.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.85K+ 17.42% |
$201K - $227K
|
19.2K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.83KNew |
$200K - $225K
|
2.83K
$213K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
2.75KNew |
$194K - $219K
|
2.75K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.65KNew |
$187K - $211K
|
2.65K
$200K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.65KNew |
$187K - $211K
|
2.65K
$199K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.63KNew |
$186K - $210K
|
2.63K
$198K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.62K+ 23.23% |
$185K - $209K
|
13.9K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.6K+ 4.44% |
$183K - $207K
|
61.2K
$4.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.57K+ 74.21% |
$181K - $205K
|
6.04K
$454K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.15K+ 72.64% |
$152K - $171K
|
5.12K
$385K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.15K+ 72.64% |
$152K - $171K
|
5.12K
$385K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
2.01K+ 67.43% |
$142K - $160K
|
4.98K
$375K
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.94K+ 61.96% |
$136K - $154K
|
5.06K
$380K
|
|
|
Feb 26, 2025
Q4 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1.65K+ 9.99% |
$116K - $131K
|
18.2K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.63K+ 1.44% |
$115K - $130K
|
115K
$8.63M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.46KNew |
$103K - $116K
|
1.46K
$110K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.44K+ 6.22% |
$101K - $114K
|
24.6K
$1.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.43K+ 43.9% |
$101K - $114K
|
4.68K
$352K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.38K+ 3.65% |
$97.2K - $110K
|
39.1K
$2.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.34K+ 49.67% |
$94.6K - $107K
|
4.04K
$304K
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
1.33K+ 32.46% |
$93.9K - $106K
|
5.43K
$409K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.24K+ 37.58% |
$87.6K - $98.9K
|
4.55K
$342K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.05K+ 2.33% |
$74K - $83.5K
|
46.2K
$3.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.02K+ 3.51% |
$71.6K - $80.8K
|
30K
$2.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1KNew |
$70.5K - $79.6K
|
1K
$75.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
988+ 23.17% |
$69.7K - $78.7K
|
5.25K
$395K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
905+ 16.82% |
$63.8K - $72K
|
6.29K
$473K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
674New |
$47.5K - $53.7K
|
674
$50.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
661+ 10.47% |
$46.6K - $52.6K
|
6.98K
$525K
|