Purchases and Sales Made in Q3 2021 in Fidelity Nasdaq Composite Inde (ONEQ)
This table provides information about the institutional ownership of Fidelity Nasdaq Composite Inde (ONEQ) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
975+ 5.34% |
$54K - $58.3K
|
19.2K
$1.45M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
802+ 14.78% |
$44.5K - $48K
|
6.23K
$469K
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
779+ 1.29% |
$43.2K - $46.6K
|
61.3K
$4.62M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
685+ 0.49% |
$38K - $41K
|
141K
$10.6M
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
600New |
$33.3K - $35.9K
|
600
$45.1K
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
560New |
$31K - $33.5K
|
560
$42.1K
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
497+ 1.58% |
$27.5K - $29.7K
|
32K
$2.41M
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
450+ 10.92% |
$24.9K - $26.9K
|
4.57K
$344K
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
374+ 9.01% |
$20.7K - $22.4K
|
4.52K
$340K
|
|
Oct 20, 2021
Q3 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
374+ 2.87% |
$20.7K - $22.4K
|
13.4K
$1.01M
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
370+ 6.21% |
$20.5K - $22.1K
|
6.33K
$476K
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
327+ 2.87% |
$18.1K - $19.6K
|
11.7K
$881K
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
257+ 1.0% |
$14.2K - $15.4K
|
25.9K
$1.95M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
209+ 11.0% |
$11.6K - $12.5K
|
2.11K
$159K
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
181+ 2.54% |
$10K - $10.8K
|
7.31K
$550K
|
|
Nov 10, 2021
Q3 2021
|
Silicon Valley Capital Partners
|
BUY
|
- |
176+ 0.16% |
$9.76K - $10.5K
|
113K
$8.5M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
170+ 1.04% |
$9.42K - $10.2K
|
16.5K
$1.24M
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
161+ 16.77% |
$8.92K - $9.63K
|
1.12K
$84.3K
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
126+ 2.61% |
$6.98K - $7.53K
|
4.95K
$372K
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
64+ 0.37% |
$3.55K - $3.83K
|
17.3K
$1.3M
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
60+ 5.66% |
$3.33K - $3.59K
|
1.12K
$84.3K
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
52+ 24.76% |
$2.88K - $3.11K
|
262
$19.7K
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
50New |
$2.77K - $2.99K
|
50
$3.76K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
27+ 0.04% |
$1.5K - $1.61K
|
74K
$5.57M
|
|
Oct 08, 2021
Q3 2021
|
Engrave Wealth Partners LLC
|
BUY
|
- |
18+ 0.15% |
$998 - $1.08K
|
12K
$905K
|
|
Oct 29, 2021
Q3 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
16+ 0.15% |
$887 - $957
|
10.7K
$808K
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10+ 0.11% |
$554 - $598
|
9.25K
$696K
|
|
Nov 12, 2021
Q3 2021
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
9+ 0.07% |
$499 - $538
|
13.3K
$999K
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8+ 0.14% |
$443 - $478
|
5.82K
$438K
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
6+ 0.12% |
$333 - $359
|
5.04K
$379K
|
|
Oct 28, 2021
Q3 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
6+ 0.12% |
$333 - $359
|
4.96K
$373K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5+ 0.18% |
$277 - $299
|
2.84K
$213K
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.17% |
$166 - $179
|
1.77K
$133K
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
3+ 0.06% |
$166 - $179
|
4.7K
$353K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.33% |
$55.4 - $59.8
|
301
$22.6K
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
BUY
|
- |
1+ 0.0% |
$55.4 - $59.8
|
23.5K
$1.77M
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-1Closed |
$55.4 - $59.8
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-37- 0.24% |
$2.05K - $2.21K
|
15.7K
$1.18M
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-41- 2.32% |
$2.27K - $2.45K
|
1.73K
$130K
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-125- 3.06% |
$6.93K - $7.47K
|
3.96K
$298K
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-150Closed |
$8.31K - $8.97K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-175- 25.0% |
$9.7K - $10.5K
|
525
$39.5K
|
|
Nov 12, 2021
Q3 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-213- 2.67% |
$11.8K - $12.7K
|
7.76K
$584K
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-215- 4.98% |
$11.9K - $12.9K
|
4.1K
$309K
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-261- 3.31% |
$14.5K - $15.6K
|
7.63K
$574K
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
SELL
|
- |
-308- 6.31% |
$17.1K - $18.4K
|
4.57K
$344K
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-355- 3.0% |
$19.7K - $21.2K
|
11.5K
$863K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-454- 1.54% |
$25.2K - $27.1K
|
29.1K
$2.19M
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-497- 16.58% |
$27.5K - $29.7K
|
2.5K
$188K
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-562- 0.61% |
$31.2K - $33.6K
|
91.3K
$6.87M
|