Purchases and Sales Made in Q1 2023 in Fidelity Nasdaq Composite Inde (ONEQ)
This table provides information about the institutional ownership of Fidelity Nasdaq Composite Inde (ONEQ) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
279K+ 20.09% |
$11.3M - $13.4M
|
1.67M
$126M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
251K+ 1697.74% |
$10.1M - $12M
|
265K
$20M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
99.8K+ 61.83% |
$4.03M - $4.79M
|
261K
$19.7M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
90.6K+ 90644.0% |
$3.66M - $4.35M
|
90.7K
$6.83M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
74.1K+ 8.61% |
$3M - $3.55M
|
935K
$70.4M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
73.2K+ 35.91% |
$2.96M - $3.51M
|
277K
$20.8M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
71.7K+ 124.4% |
$2.9M - $3.44M
|
129K
$9.73M
|
|
|
May 12, 2023
Q1 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
65.8KNew |
$2.66M - $3.16M
|
65.8K
$4.95M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
65.2K+ 20.71% |
$2.64M - $3.13M
|
380K
$28.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
56.5KNew |
$2.28M - $2.71M
|
56.5K
$4.25M
|
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
49.6KNew |
$2M - $2.38M
|
49.6K
$3.73M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
43.2K+ 14.94% |
$1.74M - $2.07M
|
332K
$25M
|
|
|
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
36.7K+ 27.45% |
$1.48M - $1.76M
|
170K
$12.8M
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
26.7K+ 80.34% |
$1.08M - $1.28M
|
60K
$4.51M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.1K+ 12.19% |
$933K - $1.11M
|
213K
$16M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
22.5K+ 75.35% |
$908K - $1.08M
|
52.3K
$3.93M
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
19.3K+ 50.62% |
$778K - $924K
|
57.3K
$4.31M
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
18.9K+ 5.71% |
$765K - $908K
|
351K
$26.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
17.7KNew |
$717K - $850K
|
17.7K
$1.33M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
17.2K+ 4.05% |
$695K - $824K
|
442K
$33.2M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
16.5KNew |
$665K - $789K
|
16.5K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15.4K+ 90.98% |
$624K - $740K
|
32.4K
$2.44M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.7K+ 10.96% |
$596K - $707K
|
149K
$11.2M
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
14.6K+ 47.66% |
$592K - $702K
|
45.4K
$3.41M
|
|
|
Apr 24, 2023
Q1 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
14.1K+ 2.94% |
$570K - $676K
|
494K
$37.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
13.4K+ 5.65% |
$543K - $645K
|
251K
$18.9M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
12.1KNew |
$491K - $582K
|
12.1K
$914K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11K+ 16.85% |
$443K - $526K
|
76.1K
$5.72M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
10.4KNew |
$420K - $499K
|
10.4K
$782K
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
10K+ 2.34% |
$405K - $481K
|
439K
$33M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
10KNew |
$404K - $480K
|
10K
$752K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.13KNew |
$288K - $342K
|
7.13K
$536K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.1KNew |
$287K - $340K
|
7.1K
$534K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.84KNew |
$277K - $328K
|
6.84K
$515K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
6.75K+ 42.48% |
$273K - $323K
|
22.6K
$1.7M
|
|
|
May 03, 2023
Q1 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
6.31K+ 35.04% |
$255K - $302K
|
24.3K
$1.83M
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
5.87K+ 13.44% |
$237K - $281K
|
49.5K
$3.73M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.78K+ 1.62% |
$234K - $277K
|
363K
$27.3M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.7KNew |
$230K - $273K
|
5.7K
$429K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.59K+ 20.7% |
$226K - $268K
|
32.6K
$2.45M
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
4.82KNew |
$195K - $231K
|
4.82K
$363K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.77KNew |
$193K - $229K
|
4.77K
$359K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.58K+ 34.62% |
$185K - $220K
|
17.8K
$1.34M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.3KNew |
$174K - $206K
|
4.3K
$324K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
4.29K+ 1.13% |
$173K - $206K
|
383K
$28.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
3.96K+ 110.98% |
$160K - $190K
|
7.53K
$566K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
3.82KNew |
$154K - $183K
|
3.82K
$287K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.56KNew |
$144K - $171K
|
3.56K
$268K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.25K+ 17.84% |
$131K - $156K
|
21.5K
$1.61M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.6KNew |
$105K - $125K
|
2.6K
$196K
|