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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.08% |
$40.4 - $48
|
1.19K
$89.1K
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
1+ 0.02% |
$40.4 - $48
|
4.98K
$375K
|
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-2- 0.03% |
$80.8 - $95.9
|
5.84K
$440K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-8- 0.14% |
$323 - $384
|
5.7K
$429K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-40- 2.96% |
$1.62K - $1.92K
|
1.31K
$98.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-55- 0.61% |
$2.22K - $2.64K
|
8.94K
$673K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-93- 1.76% |
$3.76K - $4.46K
|
5.2K
$391K
|
|
|
May 16, 2023
Q1 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-112- 4.87% |
$4.53K - $5.37K
|
2.19K
$164K
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-122- 2.38% |
$4.93K - $5.85K
|
5.01K
$377K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-130- 1.8% |
$5.25K - $6.23K
|
7.1K
$534K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-168- 1.11% |
$6.79K - $8.06K
|
14.9K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-169- 1.68% |
$6.83K - $8.1K
|
9.86K
$742K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-216- 21.6% |
$8.73K - $10.4K
|
784
$59K
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-238- 1.99% |
$9.62K - $11.4K
|
11.7K
$881K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-323- 3.14% |
$13.1K - $15.5K
|
9.97K
$750K
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-324- 1.65% |
$13.1K - $15.5K
|
19.3K
$1.45M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-450- 88.93% |
$18.2K - $21.6K
|
56
$4.21K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-470- 8.62% |
$19K - $22.5K
|
4.98K
$375K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-500- 7.72% |
$20.2K - $24K
|
5.97K
$449K
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-550- 0.63% |
$22.2K - $26.4K
|
86.9K
$6.54M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-600- 24.0% |
$24.2K - $28.8K
|
1.9K
$143K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-626- 18.71% |
$25.3K - $30K
|
2.72K
$205K
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
SELL
|
- |
-707- 10.9% |
$28.6K - $33.9K
|
5.78K
$435K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-773- 9.97% |
$31.2K - $37.1K
|
6.98K
$525K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-800- 22.73% |
$32.3K - $38.4K
|
2.72K
$205K
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-855- 0.56% |
$34.6K - $41K
|
152K
$11.4M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.2K- 26.63% |
$48.5K - $57.5K
|
3.3K
$248K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.26K- 6.03% |
$50.8K - $60.3K
|
19.6K
$1.47M
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.45K- 4.4% |
$58.6K - $69.5K
|
31.5K
$2.37M
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.94K- 0.47% |
$78.5K - $93.2K
|
414K
$31.1M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.98K- 42.95% |
$79.9K - $94.8K
|
2.63K
$198K
|
|
|
May 19, 2023
Q1 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-2.29K- 2.28% |
$92.5K - $110K
|
98.2K
$7.39M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.61K- 0.56% |
$106K - $125K
|
461K
$34.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-3.14K- 7.76% |
$127K - $151K
|
37.4K
$2.81M
|
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-3.15K- 4.96% |
$127K - $151K
|
60.3K
$4.54M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.9K- 50.32% |
$157K - $187K
|
3.85K
$289K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.16K- 10.48% |
$168K - $199K
|
35.5K
$2.67M
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-4.34K- 43.9% |
$175K - $208K
|
5.54K
$417K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-4.57K- 26.6% |
$185K - $219K
|
12.6K
$948K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.2K- 54.08% |
$210K - $249K
|
4.42K
$332K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.61K- 15.9% |
$227K - $269K
|
29.6K
$2.23M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.78K- 1.59% |
$234K - $277K
|
357K
$26.9M
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-6.91K- 4.29% |
$279K - $331K
|
154K
$11.6M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.11K- 10.44% |
$287K - $341K
|
61K
$4.59M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-8.17K- 94.94% |
$330K - $392K
|
435
$32.7K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-9.05K- 12.77% |
$366K - $434K
|
61.8K
$4.65M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.09K- 2.48% |
$367K - $436K
|
357K
$26.9M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.55K- 22.01% |
$386K - $458K
|
33.8K
$2.55M
|
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-11.1K- 20.39% |
$447K - $530K
|
43.1K
$3.25M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.3K- 22.64% |
$497K - $590K
|
42K
$3.16M
|