Purchases and Sales Made in Q2 2024 in Fidelity Nasdaq Composite Inde (ONEQ)
This table provides information about the institutional ownership of Fidelity Nasdaq Composite Inde (ONEQ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
320K+ 2013.89% |
$19.3M - $22.6M
|
336K
$25.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
BUY
|
- |
181KNew |
$10.9M - $12.7M
|
181K
$13.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
175K+ 300.05% |
$10.6M - $12.3M
|
234K
$17.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
153KNew |
$9.2M - $10.8M
|
153K
$11.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
151KNew |
$9.06M - $10.6M
|
151K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
138K+ 42.33% |
$8.29M - $9.7M
|
463K
$34.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
124K+ 3125.21% |
$7.44M - $8.71M
|
128K
$9.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
90KNew |
$5.42M - $6.34M
|
90K
$6.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
85.1K+ 45.92% |
$5.12M - $5.99M
|
270K
$20.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
54K+ 12.34% |
$3.25M - $3.8M
|
491K
$36.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
47K+ 3.81% |
$2.83M - $3.31M
|
1.28M
$96.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
35.5KNew |
$2.14M - $2.5M
|
35.5K
$2.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
31.8K+ 6.01% |
$1.91M - $2.24M
|
561K
$42M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31.1K+ 37.44% |
$1.87M - $2.19M
|
114K
$8.55M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.1K+ 3.96% |
$1.75M - $2.05M
|
764K
$57.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.5K+ 9.0% |
$1.59M - $1.86M
|
320K
$24M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.5K+ 9.0% |
$1.59M - $1.86M
|
320K
$24M
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
24KNew |
$1.44M - $1.69M
|
24K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
21.1K+ 59.42% |
$1.27M - $1.49M
|
56.7K
$4.25M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
20.7KNew |
$1.24M - $1.45M
|
20.7K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
16.7K+ 18.35% |
$1M - $1.18M
|
108K
$8.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
11K+ 179.18% |
$663K - $776K
|
17.2K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.8KNew |
$649K - $760K
|
10.8K
$809K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
10.4KNew |
$628K - $734K
|
10.4K
$782K
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
10.1KNew |
$605K - $708K
|
10.1K
$753K
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
9.97KNew |
$600K - $702K
|
9.97K
$747K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
9.16KNew |
$551K - $645K
|
9.16K
$686K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.06K+ 95.58% |
$545K - $638K
|
18.5K
$1.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
9.04K+ 2.52% |
$544K - $636K
|
367K
$27.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.22K+ 192.44% |
$495K - $579K
|
12.5K
$937K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.11K+ 36.59% |
$488K - $571K
|
30.3K
$2.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
8.1KNew |
$487K - $570K
|
8.1K
$607K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.72K+ 665.69% |
$465K - $544K
|
8.88K
$666K
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
7.7KNew |
$464K - $542K
|
7.7K
$577K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.44K+ 79.56% |
$448K - $524K
|
16.8K
$1.26M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.27K+ 72.74% |
$437K - $512K
|
17.3K
$1.29M
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
6.97K+ 117.33% |
$420K - $491K
|
12.9K
$968K
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
6.66K+ 4.53% |
$401K - $469K
|
154K
$11.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
6.37K+ 2.4% |
$383K - $448K
|
271K
$20.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.26K+ 60.25% |
$377K - $441K
|
16.7K
$1.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.1K+ 30.81% |
$367K - $430K
|
25.9K
$1.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
5.56K+ 2.36% |
$335K - $392K
|
242K
$18.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.43KNew |
$327K - $382K
|
5.43K
$407K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
5.3KNew |
$319K - $373K
|
5.3K
$397K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.26KNew |
$317K - $370K
|
5.26K
$394K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.08KNew |
$246K - $288K
|
4.08K
$306K
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
3.76K+ 10.23% |
$227K - $265K
|
40.6K
$3.04M
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
3.67K+ 30.97% |
$221K - $258K
|
15.5K
$1.16M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.57KNew |
$215K - $251K
|
3.57K
$267K
|
|
|
Aug 13, 2024
Q2 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
3.49K+ 7.38% |
$210K - $245K
|
50.7K
$3.8M
|