Purchases and Sales Made in Q3 2023 in Fidelity Nasdaq Composite Inde (ONEQ)
This table provides information about the institutional ownership of Fidelity Nasdaq Composite Inde (ONEQ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.7KNew |
$139K - $152K
|
2.7K
$203K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.27K+ 15.53% |
$117K - $128K
|
16.9K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.26K+ 42.72% |
$116K - $128K
|
7.56K
$569K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.18K+ 4.9% |
$112K - $123K
|
46.6K
$3.51M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.96K+ 12.95% |
$101K - $111K
|
17.1K
$1.29M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
1.96K+ 2.73% |
$101K - $110K
|
73.6K
$5.53M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.8KNew |
$92.6K - $102K
|
1.8K
$135K
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
BUY
|
- |
1.77K+ 9.24% |
$91K - $99.9K
|
20.9K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.65KNew |
$84.6K - $92.8K
|
1.65K
$124K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.6K+ 800.0% |
$82.3K - $90.3K
|
1.8K
$135K
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
1.45K+ 3.41% |
$74.5K - $81.8K
|
44K
$3.31M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.44K+ 15.91% |
$74.2K - $81.4K
|
10.5K
$791K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.13K+ 24.14% |
$58.3K - $64K
|
5.83K
$439K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.11KNew |
$57K - $62.6K
|
1.11K
$83.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
800New |
$41.1K - $45.1K
|
800
$60.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
748+ 10.35% |
$38.5K - $42.2K
|
7.97K
$600K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
698+ 10.94% |
$35.9K - $39.4K
|
7.08K
$533K
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
683+ 4.41% |
$35.1K - $38.5K
|
16.2K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
681New |
$35K - $38.4K
|
681
$51.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
664+ 7.77% |
$34.1K - $37.5K
|
9.21K
$693K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
657+ 3.43% |
$33.8K - $37.1K
|
19.8K
$1.49M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
615+ 246.0% |
$31.6K - $34.7K
|
865
$65.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
604+ 16.31% |
$31.1K - $34.1K
|
4.31K
$324K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
586New |
$30.1K - $33.1K
|
586
$44.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
548+ 1.9% |
$28.2K - $30.9K
|
29.3K
$2.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
502+ 50.2% |
$25.8K - $28.3K
|
1.5K
$113K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
500+ 75.76% |
$25.7K - $28.2K
|
1.16K
$87.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
491+ 1.97% |
$25.2K - $27.7K
|
25.4K
$1.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
488New |
$25.1K - $27.5K
|
488
$36.7K
|
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
380New |
$19.5K - $21.4K
|
380
$28.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
378+ 13.99% |
$19.4K - $21.3K
|
3.08K
$232K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
376+ 0.3% |
$19.3K - $21.2K
|
124K
$9.36M
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
375+ 0.25% |
$19.3K - $21.2K
|
150K
$11.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
339+ 77.93% |
$17.4K - $19.1K
|
774
$58.2K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
339+ 77.93% |
$17.4K - $19.1K
|
774
$58.2K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
330+ 81.48% |
$17K - $18.6K
|
735
$55.3K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
320+ 2.18% |
$16.5K - $18.1K
|
15K
$1.13M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
260+ 2363.64% |
$13.4K - $14.7K
|
271
$20.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
243+ 6.83% |
$12.5K - $13.7K
|
3.8K
$286K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
242+ 1.07% |
$12.4K - $13.7K
|
22.9K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
172+ 3.45% |
$8.84K - $9.71K
|
5.16K
$388K
|
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
BUY
|
- |
161+ 1.07% |
$8.28K - $9.09K
|
15.2K
$1.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
150+ 9.99% |
$7.71K - $8.46K
|
1.65K
$124K
|
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
141+ 1.21% |
$7.25K - $7.96K
|
11.7K
$884K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
97+ 1.84% |
$4.99K - $5.47K
|
5.38K
$405K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
96+ 0.31% |
$4.94K - $5.42K
|
30.6K
$2.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
89New |
$4.58K - $5.02K
|
89
$6.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
60New |
$3.09K - $3.39K
|
60
$4.51K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
40New |
$2.06K - $2.26K
|
40
$3.01K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
27New |
$1.39K - $1.52K
|
27
$2.03K
|