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 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
6+ 0.11% |
$423 - $478
|
5.38K
$417K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
6+ 0.22% |
$423 - $478
|
2.76K
$214K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5+ 0.17% |
$353 - $398
|
2.94K
$228K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
4+ 0.1% |
$282 - $318
|
3.87K
$300K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4+ 0.22% |
$282 - $318
|
1.82K
$141K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4+ 0.26% |
$282 - $318
|
1.54K
$120K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2+ 0.06% |
$141 - $159
|
3.28K
$254K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.22% |
$141 - $159
|
902
$69.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$70.5 - $79.6
|
9.8K
$760K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-13- 0.39% |
$917 - $1.03K
|
3.3K
$256K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-14- 0.37% |
$988 - $1.11K
|
3.78K
$293K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-25- 0.89% |
$1.76K - $1.99K
|
2.77K
$215K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-28- 2.84% |
$1.98K - $2.23K
|
959
$74.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-30- 0.85% |
$2.12K - $2.39K
|
3.49K
$270K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-46- 1.15% |
$3.24K - $3.66K
|
3.94K
$305K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-61- 1.15% |
$4.3K - $4.86K
|
5.23K
$406K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-105- 5.65% |
$7.41K - $8.36K
|
1.75K
$136K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-116- 0.55% |
$8.18K - $9.23K
|
21.1K
$1.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-120- 2.43% |
$8.46K - $9.55K
|
4.82K
$374K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-130- 60.19% |
$9.17K - $10.3K
|
86
$6.67K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-195- 0.8% |
$13.8K - $15.5K
|
24.2K
$1.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-199- 0.7% |
$14K - $15.8K
|
28.2K
$2.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-231- 22.6% |
$16.3K - $18.4K
|
791
$61.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-244- 3.97% |
$17.2K - $19.4K
|
5.91K
$458K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-255- 1.14% |
$18K - $20.3K
|
22K
$1.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-309- 1.53% |
$21.8K - $24.6K
|
19.9K
$1.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-330- 4.48% |
$23.3K - $26.3K
|
7.04K
$546K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-361- 2.57% |
$25.5K - $28.7K
|
13.7K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-385- 3.52% |
$27.2K - $30.6K
|
10.6K
$818K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-400- 13.03% |
$28.2K - $31.8K
|
2.67K
$207K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-503- 1.99% |
$35.5K - $40K
|
24.7K
$1.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-561- 17.01% |
$39.6K - $44.7K
|
2.74K
$212K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-614- 6.23% |
$43.3K - $48.9K
|
9.24K
$716K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-650- 49.62% |
$45.9K - $51.7K
|
660
$51.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-681- 6.07% |
$48K - $54.2K
|
10.5K
$817K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.07K- 2.43% |
$75.1K - $84.8K
|
42.8K
$3.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.16K- 9.91% |
$81.8K - $92.3K
|
10.5K
$817K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-1.32K- 3.29% |
$92.8K - $105K
|
38.6K
$2.99M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-1.39K- 9.07% |
$98.2K - $111K
|
14K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-1.52K- 0.61% |
$107K - $121K
|
249K
$19.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.82K- 4.07% |
$129K - $145K
|
43K
$3.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.89K- 3.0% |
$133K - $151K
|
61.2K
$4.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-2.05K- 2.34% |
$145K - $163K
|
85.6K
$6.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-2.95K- 2.23% |
$208K - $235K
|
129K
$10M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.24K- 12.96% |
$229K - $258K
|
21.8K
$1.69M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-3.42K- 20.66% |
$241K - $272K
|
13.1K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-4.21K- 7.15% |
$297K - $335K
|
54.7K
$4.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-5.19K- 78.04% |
$366K - $413K
|
1.46K
$113K
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
SELL
|
- |
-6.18K- 6.01% |
$436K - $492K
|
96.8K
$7.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-7.52K- 53.63% |
$530K - $598K
|
6.5K
$504K
|