Purchases and Sales Made in Q2 2023 in Fidelity Nasdaq Composite Inde (ONEQ)
This table provides information about the institutional ownership of Fidelity Nasdaq Composite Inde (ONEQ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.49K- 90.72% |
$162K - $189K
|
357
$26.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-4.63K- 1.84% |
$214K - $250K
|
247K
$18.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-4.86K- 3.15% |
$225K - $263K
|
149K
$11.2M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.04K- 1.97% |
$234K - $273K
|
251K
$18.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.53K- 45.05% |
$256K - $299K
|
6.74K
$505K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.33K- 35.53% |
$293K - $342K
|
11.5K
$861K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-6.74K- 3.06% |
$312K - $365K
|
214K
$16M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-7.03K- 40.1% |
$325K - $380K
|
10.5K
$787K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.3K- 17.92% |
$338K - $395K
|
33.4K
$2.51M
|
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-7.61K- 20.38% |
$353K - $412K
|
29.7K
$2.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-7.64K- 16.84% |
$354K - $413K
|
37.7K
$2.83M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8.38K- 23.6% |
$388K - $454K
|
27.1K
$2.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.89K- 41.39% |
$412K - $481K
|
12.6K
$943K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.4K- 5.84% |
$575K - $671K
|
200K
$15M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12.5K- 15.41% |
$580K - $678K
|
68.8K
$5.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-13.8K- 15.23% |
$640K - $748K
|
76.9K
$5.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.4K- 62.96% |
$711K - $830K
|
9.03K
$677K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.4K- 2.49% |
$715K - $835K
|
604K
$45.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-24.8K- 5.99% |
$1.15M - $1.34M
|
389K
$29.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-36.9K- 4.62% |
$1.71M - $2M
|
762K
$57.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-37K- 9.67% |
$1.71M - $2M
|
346K
$25.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-43.5K- 9.85% |
$2.02M - $2.35M
|
398K
$29.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-45.9K- 8.18% |
$2.12M - $2.48M
|
515K
$38.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-46.2K- 60.7% |
$2.14M - $2.5M
|
29.9K
$2.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-57.7K- 25.53% |
$2.67M - $3.12M
|
168K
$12.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-86.8K- 67.1% |
$4.02M - $4.69M
|
42.5K
$3.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-102K- 6.08% |
$4.71M - $5.5M
|
1.57M
$118M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-118K- 42.56% |
$5.46M - $6.38M
|
159K
$11.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-124K- 32.58% |
$5.74M - $6.7M
|
256K
$19.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-197K- 44.87% |
$9.13M - $10.7M
|
242K
$18.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-250K- 94.29% |
$11.6M - $13.5M
|
15.1K
$1.14M
|