Purchases and Sales Made in Q2 2022 in Fidelity Nasdaq Composite Inde (ONEQ)
This table provides information about the institutional ownership of Fidelity Nasdaq Composite Inde (ONEQ) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.5KNew |
$62.7K - $85K
|
1.5K
$112K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.5K+ 312.5% |
$62.7K - $85K
|
1.98K
$148K
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.49K+ 3.96% |
$62.1K - $84.3K
|
39K
$2.92M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.42KNew |
$59.3K - $80.5K
|
1.42K
$106K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.1K+ 3.83% |
$45.9K - $62.3K
|
29.8K
$2.24M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.02K+ 5.5% |
$42.6K - $57.9K
|
19.6K
$1.47M
|
|
|
Jul 27, 2022
Q2 2022
|
Portfolio Strategies, Inc.
|
BUY
|
- |
940+ 4.07% |
$39.3K - $53.3K
|
24K
$1.8M
|
|
|
Jul 25, 2022
Q2 2022
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
915+ 0.17% |
$38.2K - $51.9K
|
526K
$39.4M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
852+ 11.75% |
$35.6K - $48.3K
|
8.11K
$608K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
839+ 25.63% |
$35K - $47.5K
|
4.11K
$308K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
808+ 8.8% |
$33.8K - $45.8K
|
10K
$749K
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
660+ 2.07% |
$27.6K - $37.4K
|
32.5K
$2.43M
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
655+ 4.42% |
$27.4K - $37.1K
|
15.5K
$1.16M
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
640+ 2.21% |
$26.7K - $36.3K
|
29.5K
$2.21M
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
599+ 7.37% |
$25K - $33.9K
|
8.72K
$654K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
520+ 0.89% |
$21.7K - $29.5K
|
59.1K
$4.43M
|
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
485+ 4.41% |
$20.3K - $27.5K
|
11.5K
$861K
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
400+ 32.0% |
$16.7K - $22.7K
|
1.65K
$124K
|
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
400+ 1.33% |
$16.7K - $22.7K
|
30.4K
$2.28M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
230New |
$9.61K - $13K
|
230
$17.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
178+ 1483.33% |
$7.44K - $10.1K
|
190
$14.2K
|
|
|
Jul 11, 2022
Q2 2022
|
Grandview Asset Management LLC
|
BUY
|
- |
147+ 2.41% |
$6.14K - $8.33K
|
6.23K
$467K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
125+ 23.58% |
$5.22K - $7.08K
|
655
$49.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
118+ 4.51% |
$4.93K - $6.69K
|
2.74K
$205K
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
103+ 0.3% |
$4.3K - $5.84K
|
34K
$2.55M
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
90New |
$3.76K - $5.1K
|
90
$6.75K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
70New |
$2.92K - $3.97K
|
70
$5.25K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
68+ 26.15% |
$2.84K - $3.85K
|
328
$24.6K
|
|
|
Jul 26, 2022
Q2 2022
|
Horrell Capital Management, Inc.
|
BUY
|
- |
40New |
$1.67K - $2.27K
|
40
$3K
|
|
|
Jul 13, 2022
Q2 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
24+ 0.2% |
$1K - $1.36K
|
12.1K
$906K
|
|
|
Jul 27, 2022
Q2 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
22+ 0.21% |
$919 - $1.25K
|
10.7K
$803K
|
|
|
Aug 12, 2022
Q2 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
10+ 0.1% |
$418 - $567
|
10.3K
$770K
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
9+ 0.17% |
$376 - $510
|
5.44K
$408K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4+ 0.23% |
$167 - $227
|
1.78K
$133K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.18% |
$167 - $227
|
2.24K
$168K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.14% |
$83.5 - $113
|
1.43K
$107K
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 0.13% |
$83.5 - $113
|
1.51K
$113K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.02% |
$41.8 - $56.7
|
6K
$450K
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.0% |
$41.8 - $56.7
|
20K
$1.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-16- 0.17% |
$668 - $907
|
9.44K
$707K
|
|
|
Jul 07, 2022
Q2 2022
|
Sequent Asset Management, LLC
|
SELL
|
- |
-40- 0.18% |
$1.67K - $2.27K
|
22.6K
$1.69M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-50Closed |
$2.09K - $2.83K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-120- 0.43% |
$5.01K - $6.8K
|
27.6K
$2.07M
|
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-163Closed |
$6.81K - $9.24K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-167Closed |
$6.98K - $9.46K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-300Closed |
$12.5K - $17K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-349- 0.56% |
$14.6K - $19.8K
|
61.5K
$4.61M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-352- 0.48% |
$14.7K - $19.9K
|
72.3K
$5.42M
|
|
|
Jul 13, 2022
Q2 2022
|
Silicon Valley Capital Partners
|
SELL
|
- |
-354- 0.32% |
$14.8K - $20.1K
|
109K
$8.16M
|