Purchases and Sales Made in Q4 2021 in Fidelity Nasdaq Composite Inde (ONEQ)
This table provides information about the institutional ownership of Fidelity Nasdaq Composite Inde (ONEQ) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
789K+ 444.24% |
$43.7M - $49.3M
|
966K
$72.4M
|
|
Feb 09, 2022
Q4 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
146KNew |
$8.12M - $9.15M
|
146K
$11M
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
83.4K+ 81.24% |
$4.62M - $5.21M
|
186K
$13.9M
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
59.2KNew |
$3.28M - $3.69M
|
59.2K
$4.43M
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
52.5K+ 41.05% |
$2.91M - $3.28M
|
180K
$13.5M
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.4K+ 127.45% |
$2.79M - $3.15M
|
90K
$6.74M
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
41.3KNew |
$2.29M - $2.58M
|
41.3K
$3.1M
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
23.8K+ 26391.11% |
$1.32M - $1.48M
|
23.8K
$1.79M
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
23.6K+ 41.79% |
$1.31M - $1.47M
|
79.9K
$5.99M
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.2KNew |
$1.17M - $1.32M
|
21.2K
$1.59M
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
18.2K+ 24.63% |
$1.01M - $1.14M
|
92.3K
$6.91M
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.3K+ 20.05% |
$957K - $1.08M
|
103K
$7.75M
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.9K+ 3.77% |
$939K - $1.06M
|
466K
$35M
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.8K+ 408.75% |
$930K - $1.05M
|
20.9K
$1.56M
|
|
Jan 26, 2022
Q4 2021
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
16.1K+ 5.74% |
$892K - $1.01M
|
296K
$22.2M
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
15.2K+ 90.9% |
$842K - $948K
|
31.9K
$2.39M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.5K+ 2.47% |
$638K - $719K
|
477K
$35.8M
|
|
Jan 19, 2022
Q4 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
11.3K+ 6.39% |
$629K - $709K
|
189K
$14.2M
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
10.7KNew |
$592K - $667K
|
10.7K
$801K
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.96KNew |
$552K - $622K
|
9.96K
$747K
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
9.8KNew |
$543K - $612K
|
9.8K
$735K
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
9.01KNew |
$500K - $563K
|
9.01K
$675K
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7.79KNew |
$432K - $486K
|
7.79K
$584K
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.6K+ 118.65% |
$421K - $475K
|
14K
$1.05M
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
7.29KNew |
$404K - $455K
|
7.29K
$546K
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
7.16K+ 8.56% |
$397K - $447K
|
90.8K
$6.81M
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
6.77K+ 8.05% |
$375K - $423K
|
90.8K
$6.81M
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.61K+ 23.0% |
$366K - $413K
|
35.3K
$2.65M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.32K+ 33.92% |
$350K - $395K
|
24.9K
$1.87M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
6.03K+ 6.64% |
$334K - $377K
|
96.8K
$7.25M
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.92KNew |
$328K - $370K
|
5.92K
$444K
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.88K+ 3.83% |
$326K - $367K
|
159K
$11.9M
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
5.3KNew |
$294K - $331K
|
5.3K
$397K
|
|
Jan 21, 2022
Q4 2021
|
Sequent Asset Management, LLC
|
BUY
|
- |
4.82K+ 21.43% |
$267K - $301K
|
27.3K
$2.05M
|
|
Jan 21, 2022
Q4 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
4.35KNew |
$241K - $272K
|
4.35K
$326K
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4KNew |
$222K - $250K
|
4K
$300K
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.51K+ 33.43% |
$194K - $219K
|
14K
$1.05M
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.5KNew |
$194K - $219K
|
3.5K
$262K
|
|
Feb 09, 2022
Q4 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
3.5KNew |
$194K - $219K
|
3.5K
$262K
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.48K+ 24.78% |
$193K - $217K
|
17.5K
$1.31M
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.46K+ 69.86% |
$192K - $216K
|
8.41K
$630K
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.41KNew |
$189K - $213K
|
3.41K
$255K
|
|
Feb 02, 2022
Q4 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3.38K+ 10.09% |
$187K - $211K
|
36.9K
$2.76M
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
2.93K+ 64.07% |
$162K - $183K
|
7.5K
$562K
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.36KNew |
$131K - $147K
|
2.36K
$177K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.07K+ 3.73% |
$115K - $129K
|
57.5K
$4.31M
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2K+ 11.03% |
$111K - $125K
|
20.1K
$1.51M
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.69K+ 6.5% |
$93.5K - $105K
|
27.6K
$2.07M
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.55KNew |
$85.9K - $96.8K
|
1.55K
$116K
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.51KNew |
$83.5K - $94.1K
|
1.51K
$113K
|