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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-760- 21.78% |
$53.6K - $60.5K
|
2.73K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-781- 3.99% |
$55.1K - $62.2K
|
18.8K
$1.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-927- 8.09% |
$65.4K - $73.8K
|
10.5K
$830K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-945- 8.21% |
$66.7K - $75.2K
|
10.6K
$833K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.05K- 1.76% |
$74.3K - $83.9K
|
58.8K
$4.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.07K- 2.43% |
$75.1K - $84.8K
|
42.8K
$3.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.08K- 0.24% |
$76.3K - $86.1K
|
453K
$35.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.16K- 9.91% |
$81.8K - $92.3K
|
10.5K
$831K
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-1.2K- 2.17% |
$84.6K - $95.5K
|
54.1K
$4.27M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.24K- 5.51% |
$87.1K - $98.3K
|
21.2K
$1.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-1.32K- 3.29% |
$92.8K - $105K
|
38.6K
$3.04M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-1.39K- 9.07% |
$98.2K - $111K
|
14K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-1.52K- 0.61% |
$107K - $121K
|
249K
$19.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.53K- 12.98% |
$108K - $121K
|
10.2K
$806K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.67K- 2.94% |
$118K - $133K
|
55.3K
$4.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-1.75K- 1.89% |
$123K - $139K
|
90.9K
$7.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.82K- 4.07% |
$129K - $145K
|
43K
$3.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.89K- 3.0% |
$133K - $151K
|
61.2K
$4.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.89K- 11.02% |
$134K - $151K
|
15.3K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-2.05K- 2.34% |
$145K - $163K
|
85.6K
$6.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.24K- 3.86% |
$158K - $178K
|
55.9K
$4.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.82K- 2.62% |
$199K - $225K
|
105K
$8.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-2.95K- 2.23% |
$208K - $235K
|
129K
$10.2M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.24K- 12.96% |
$229K - $258K
|
21.8K
$1.72M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-3.42K- 20.66% |
$241K - $272K
|
13.1K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.77K- 45.33% |
$266K - $300K
|
4.55K
$359K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-4.21K- 7.15% |
$297K - $335K
|
54.7K
$4.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-5.19K- 78.04% |
$366K - $413K
|
1.46K
$115K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.62K- 4.06% |
$396K - $447K
|
133K
$10.5M
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
SELL
|
- |
-6.18K- 6.01% |
$436K - $492K
|
96.8K
$7.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-6.51K- 46.39% |
$459K - $518K
|
7.52K
$593K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-7.52K- 53.63% |
$530K - $598K
|
6.5K
$512K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.36K- 4.47% |
$660K - $745K
|
200K
$15.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-10.5K- 3.11% |
$739K - $834K
|
326K
$25.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-17.1K- 38.56% |
$1.21M - $1.36M
|
27.2K
$2.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-19.2K- 12.71% |
$1.35M - $1.53M
|
132K
$10.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-27.1K- 8.69% |
$1.91M - $2.16M
|
285K
$22.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-58K- 15.4% |
$4.09M - $4.62M
|
319K
$25.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-62.8K- 7.2% |
$4.43M - $5M
|
809K
$63.8M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-64.2K- 12.85% |
$4.53M - $5.11M
|
435K
$34.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-94.7K- 89.21% |
$6.68M - $7.54M
|
11.4K
$903K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-304K- 85.48% |
$21.5M - $24.2M
|
51.7K
$4.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-550K- 99.83% |
$38.8M - $43.8M
|
959
$75.6K
|