Purchases and Sales Made in Q1 2024 in Fidelity Nasdaq Composite Inde (ONEQ)
This table provides information about the institutional ownership of Fidelity Nasdaq Composite Inde (ONEQ) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.64KNew |
$208K - $235K
|
3.64K
$274K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.64K+ 61.7% |
$208K - $235K
|
9.53K
$717K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.64KNew |
$208K - $235K
|
3.64K
$273K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
3.53KNew |
$202K - $228K
|
3.53K
$265K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.5KNew |
$200K - $227K
|
3.5K
$264K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.5KNew |
$200K - $227K
|
3.5K
$264K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3.5K+ 5.45% |
$200K - $227K
|
67.8K
$5.1M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.46K+ 0.98% |
$198K - $224K
|
358K
$27M
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3.46KNew |
$198K - $224K
|
3.46K
$260K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
3.34KNew |
$191K - $216K
|
3.34K
$251K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.3KNew |
$189K - $214K
|
3.3K
$248K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.27KNew |
$187K - $211K
|
3.27K
$246K
|
|
|
Aug 12, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
3.25K+ 3.61% |
$186K - $210K
|
93.3K
$7.02M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.16KNew |
$180K - $204K
|
3.16K
$237K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.01K+ 5.43% |
$172K - $195K
|
58.4K
$4.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
2.35K+ 391.67% |
$134K - $152K
|
2.95K
$222K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.33K+ 18.34% |
$133K - $151K
|
15K
$1.13M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.19KNew |
$125K - $142K
|
2.19K
$165K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.19K+ 2.01% |
$125K - $141K
|
111K
$8.36M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.06K+ 1.89% |
$118K - $133K
|
111K
$8.36M
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.99K+ 4.74% |
$114K - $128K
|
43.8K
$3.3M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.94K+ 12.29% |
$111K - $125K
|
17.7K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.92K+ 33.75% |
$110K - $124K
|
7.62K
$573K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.58K+ 11.17% |
$90.4K - $102K
|
15.7K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.52K+ 8.46% |
$86.8K - $98.1K
|
19.4K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.25KNew |
$71.5K - $80.9K
|
1.25K
$94K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.22K+ 2.32% |
$69.5K - $78.6K
|
53.7K
$4.04M
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.13K+ 8.19% |
$64.7K - $73.2K
|
14.9K
$1.12M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.05K+ 58.03% |
$59.9K - $67.8K
|
2.85K
$215K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1K+ 3.27% |
$57.3K - $64.7K
|
31.6K
$2.38M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
958+ 967.68% |
$54.8K - $62K
|
1.06K
$79.5K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
912+ 7.63% |
$52.2K - $59K
|
12.9K
$968K
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
834+ 2.92% |
$47.7K - $53.9K
|
29.4K
$2.21M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
800New |
$45.8K - $51.7K
|
800
$60.2K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
775+ 11.7% |
$44.3K - $50.1K
|
7.4K
$557K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
726+ 12.36% |
$41.5K - $47K
|
6.6K
$497K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
602+ 8.56% |
$34.4K - $38.9K
|
7.63K
$574K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
578+ 10.38% |
$33.1K - $37.4K
|
6.15K
$462K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
448+ 3.95% |
$25.6K - $29K
|
11.8K
$887K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
404+ 7.97% |
$23.1K - $26.1K
|
5.48K
$412K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
400+ 2.06% |
$22.9K - $25.9K
|
19.8K
$1.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
396+ 68.16% |
$22.7K - $25.6K
|
977
$73.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
390+ 6.23% |
$22.3K - $25.2K
|
6.65K
$500K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
369+ 4.05% |
$21.1K - $23.9K
|
9.48K
$713K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
347+ 1.17% |
$19.8K - $22.4K
|
29.9K
$2.25M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
300+ 4.55% |
$17.2K - $19.4K
|
6.9K
$519K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
257+ 4.52% |
$14.7K - $16.6K
|
5.94K
$447K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
251New |
$14.4K - $16.2K
|
251
$18.9K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
240+ 1.98% |
$13.7K - $15.5K
|
12.4K
$932K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
223+ 0.12% |
$12.8K - $14.4K
|
189K
$14.2M
|