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
$404K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5+ 0.17% |
$353 - $398
|
2.94K
$221K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
5+ 0.12% |
$353 - $398
|
4.12K
$310K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
4+ 0.1% |
$282 - $318
|
3.87K
$291K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4+ 0.26% |
$282 - $318
|
1.54K
$116K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4+ 0.22% |
$282 - $318
|
1.82K
$137K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2+ 0.06% |
$141 - $159
|
3.28K
$247K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.01% |
$141 - $159
|
27K
$2.03M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.22% |
$141 - $159
|
902
$67.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 1.05% |
$70.5 - $79.6
|
96
$7.22K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.39% |
$70.5 - $79.6
|
258
$19.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$70.5 - $79.6
|
9.8K
$737K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1- 0.09% |
$70.5 - $79.6
|
1.06K
$79.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-13- 0.39% |
$917 - $1.03K
|
3.3K
$248K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-14- 0.37% |
$988 - $1.11K
|
3.78K
$284K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-20- 0.19% |
$1.41K - $1.59K
|
10.8K
$809K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-23- 0.62% |
$1.62K - $1.83K
|
3.67K
$276K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-25- 0.89% |
$1.76K - $1.99K
|
2.77K
$209K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-28- 2.84% |
$1.98K - $2.23K
|
959
$72.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-30- 0.85% |
$2.12K - $2.39K
|
3.49K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-44- 0.15% |
$3.1K - $3.5K
|
29.6K
$2.22M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-46- 1.15% |
$3.24K - $3.66K
|
3.94K
$296K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-47- 0.13% |
$3.32K - $3.74K
|
35.9K
$2.7M
|
|
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-54- 0.26% |
$3.81K - $4.3K
|
20.4K
$1.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-61- 1.15% |
$4.3K - $4.86K
|
5.23K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-75- 3.48% |
$5.29K - $5.97K
|
2.08K
$157K
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-76- 0.41% |
$5.36K - $6.05K
|
18.7K
$1.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-78- 1.22% |
$5.5K - $6.21K
|
6.3K
$474K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-80- 0.65% |
$5.64K - $6.37K
|
12.2K
$919K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-82- 78.85% |
$5.78K - $6.53K
|
22
$1.65K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-105- 5.65% |
$7.41K - $8.36K
|
1.75K
$132K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-116- 0.55% |
$8.18K - $9.23K
|
21.1K
$1.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-120- 2.43% |
$8.46K - $9.55K
|
4.82K
$363K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-130- 60.19% |
$9.17K - $10.3K
|
86
$6.47K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-132- 3.68% |
$9.31K - $10.5K
|
3.46K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-161- 3.66% |
$11.4K - $12.8K
|
4.24K
$319K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-165- 3.36% |
$11.6K - $13.1K
|
4.75K
$357K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-195- 0.8% |
$13.8K - $15.5K
|
24.2K
$1.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-199- 0.7% |
$14K - $15.8K
|
28.2K
$2.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-200- 0.11% |
$14.1K - $15.9K
|
181K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-200- 5.3% |
$14.1K - $15.9K
|
3.58K
$269K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-231- 22.6% |
$16.3K - $18.4K
|
791
$59.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-234- 5.96% |
$16.5K - $18.6K
|
3.7K
$278K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-244- 3.97% |
$17.2K - $19.4K
|
5.91K
$444K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-255- 1.14% |
$18K - $20.3K
|
22K
$1.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-266- 7.04% |
$18.8K - $21.2K
|
3.51K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-295- 3.62% |
$20.8K - $23.5K
|
7.85K
$590K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-309- 1.53% |
$21.8K - $24.6K
|
19.9K
$1.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-318- 6.46% |
$22.4K - $25.3K
|
4.6K
$346K
|