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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-211- 2.36% |
$12.1K - $13.6K
|
8.74K
$655K
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-241- 0.89% |
$13.8K - $15.6K
|
26.9K
$2.02M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-255- 17.62% |
$14.6K - $16.5K
|
1.19K
$89.3K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-270- 10.51% |
$15.4K - $17.5K
|
2.3K
$172K
|
|
|
May 15, 2024
Q1 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-275- 0.28% |
$15.7K - $17.8K
|
96.9K
$7.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-276- 6.75% |
$15.8K - $17.9K
|
3.81K
$286K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-301- 45.95% |
$17.2K - $19.5K
|
354
$26.5K
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-365- 2.35% |
$20.9K - $23.6K
|
15.2K
$1.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-474- 6.93% |
$27.1K - $30.7K
|
6.37K
$477K
|
|
|
Apr 17, 2024
Q1 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-495- 1.15% |
$28.3K - $32K
|
42.7K
$3.2M
|
|
|
May 14, 2024
Q1 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-512- 0.35% |
$29.3K - $33.1K
|
147K
$11M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-600- 1.6% |
$34.3K - $38.8K
|
36.8K
$2.76M
|
|
|
Apr 08, 2024
Q1 2024
|
Jvl Associates LLC
|
SELL
|
- |
-601- 0.5% |
$34.4K - $38.9K
|
121K
$9.04M
|
|
|
May 01, 2024
Q1 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-602- 13.2% |
$34.4K - $38.9K
|
3.96K
$297K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-639- 1.04% |
$36.6K - $41.3K
|
60.9K
$4.57M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-766- 92.29% |
$43.8K - $49.5K
|
64
$4.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-835- 5.38% |
$47.8K - $54K
|
14.7K
$1.1M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.09K- 3.36% |
$62.3K - $70.4K
|
31.3K
$2.34M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.1K- 9.9% |
$62.8K - $71K
|
9.99K
$749K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-1.11K- 0.47% |
$63.6K - $71.9K
|
236K
$17.7M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.26K- 2.33% |
$72.1K - $81.5K
|
52.8K
$3.96M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.35K- 6.34% |
$77.4K - $87.5K
|
20K
$1.5M
|
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-1.51K- 0.3% |
$86.1K - $97.3K
|
505K
$37.8M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.6K- 17.57% |
$91.3K - $103K
|
7.49K
$562K
|
|
|
May 03, 2024
Q1 2024
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-1.65K- 0.66% |
$94.1K - $106K
|
247K
$18.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-1.68K- 31.6% |
$95.8K - $108K
|
3.63K
$272K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.79K- 16.31% |
$102K - $116K
|
9.19K
$689K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.27K- 14.47% |
$130K - $147K
|
13.4K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.29K- 12.38% |
$131K - $148K
|
16.2K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-2.48K- 3.4% |
$142K - $161K
|
70.5K
$5.28M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.91K- 4.33% |
$166K - $188K
|
64.2K
$4.81M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.07K- 6.87% |
$175K - $198K
|
41.6K
$3.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.26K- 14.29% |
$186K - $211K
|
19.5K
$1.46M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.41K- 32.37% |
$195K - $220K
|
7.11K
$533K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.6K- 17.19% |
$263K - $298K
|
22.2K
$1.66M
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-6.53K- 4.47% |
$374K - $422K
|
139K
$10.5M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.42K- 3.96% |
$424K - $480K
|
180K
$13.5M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-7.44K- 44.31% |
$426K - $481K
|
9.35K
$701K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.64K- 1.84% |
$494K - $559K
|
460K
$34.5M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.51K- 1.28% |
$544K - $615K
|
735K
$55.1M
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-11.9K- 29.87% |
$682K - $772K
|
28K
$2.1M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.2K- 37.27% |
$697K - $788K
|
20.5K
$1.54M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-12.3K- 19.81% |
$704K - $796K
|
49.9K
$3.74M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.8K- 31.84% |
$789K - $892K
|
29.5K
$2.21M
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-14.5K- 4.09% |
$829K - $937K
|
340K
$25.5M
|
|
|
May 10, 2024
Q1 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-18.9K- 3.98% |
$1.08M - $1.22M
|
456K
$34.2M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-26.5K- 8.26% |
$1.51M - $1.71M
|
294K
$22M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-26.6K- 78.8% |
$1.52M - $1.72M
|
7.15K
$536K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-26.6K- 21.6% |
$1.52M - $1.72M
|
96.7K
$7.25M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-28.8K- 7.41% |
$1.65M - $1.86M
|
360K
$27M
|