Purchases and Sales Made in Q4 2022 in Fidelity Nasdaq Composite Inde (ONEQ)
This table provides information about the institutional ownership of Fidelity Nasdaq Composite Inde (ONEQ) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
6.47KNew |
$259K - $292K
|
6.47K
$485K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
6.38KNew |
$255K - $288K
|
6.38K
$478K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
6.2KNew |
$248K - $280K
|
6.2K
$465K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
6.12KNew |
$245K - $276K
|
6.12K
$458K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6K+ 68.4% |
$240K - $271K
|
14.8K
$1.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.74K+ 17.24% |
$230K - $259K
|
39.1K
$2.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5.71KNew |
$229K - $258K
|
5.71K
$428K
|
|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
5.7K+ 2.46% |
$228K - $258K
|
238K
$17.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
5.13KNew |
$205K - $232K
|
5.13K
$384K
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.1KNew |
$204K - $230K
|
5.1K
$382K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
5.06KNew |
$202K - $228K
|
5.06K
$379K
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
4.91KNew |
$196K - $222K
|
4.91K
$368K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.77K+ 7.82% |
$151K - $170K
|
52K
$3.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.7K+ 21.76% |
$148K - $167K
|
20.7K
$1.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.17KNew |
$127K - $143K
|
3.17K
$237K
|
|
|
Feb 14, 2023
Q4 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
3K+ 26.55% |
$120K - $136K
|
14.3K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.72K+ 18.37% |
$109K - $123K
|
17.5K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.41K+ 5.68% |
$96.3K - $109K
|
44.8K
$3.36M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.33K+ 7.08% |
$93.2K - $105K
|
35.2K
$2.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.29K+ 9.24% |
$91.4K - $103K
|
27K
$2.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.49K+ 7.71% |
$59.7K - $67.4K
|
20.9K
$1.56M
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.21K+ 8.23% |
$48.3K - $54.6K
|
15.9K
$1.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.2K+ 36.34% |
$48K - $54.2K
|
4.5K
$337K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1KNew |
$40K - $45.2K
|
1K
$75K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
894+ 7.24% |
$35.8K - $40.4K
|
13.2K
$992K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
880New |
$35.2K - $39.7K
|
880
$66K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
820+ 0.88% |
$32.8K - $37K
|
94.1K
$7.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
800+ 29.41% |
$32K - $36.1K
|
3.52K
$264K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
731New |
$29.3K - $33K
|
731
$54.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
578+ 1.6% |
$23.1K - $26.1K
|
36.6K
$2.74M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
435New |
$17.4K - $19.6K
|
435
$32.6K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
435+ 2.04% |
$17.4K - $19.6K
|
21.8K
$1.63M
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
435New |
$17.4K - $19.6K
|
435
$32.6K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
427+ 8.32% |
$17.1K - $19.3K
|
5.56K
$417K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
422+ 8.39% |
$16.9K - $19.1K
|
5.45K
$409K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
340New |
$13.6K - $15.4K
|
340
$25.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
316+ 10.43% |
$12.6K - $14.3K
|
3.35K
$251K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
209+ 1.15% |
$8.36K - $9.44K
|
18.4K
$1.38M
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
200+ 50.0% |
$8K - $9.03K
|
600
$45K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
200New |
$8K - $9.03K
|
200
$15K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
200+ 1.73% |
$8K - $9.03K
|
11.8K
$881K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
199+ 3.54% |
$7.96K - $8.99K
|
5.82K
$437K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
173+ 51.95% |
$6.92K - $7.81K
|
506
$37.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
170New |
$6.8K - $7.68K
|
170
$12.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
170New |
$6.8K - $7.68K
|
170
$12.7K
|
|
|
Jan 06, 2023
Q4 2022
|
Avondale Wealth Management
|
BUY
|
- |
164+ 1.0% |
$6.56K - $7.41K
|
16.5K
$1.24M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
131+ 1.05% |
$5.24K - $5.92K
|
12.6K
$945K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
115+ 1.81% |
$4.6K - $5.19K
|
6.49K
$486K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
91New |
$3.64K - $4.11K
|
91
$6.82K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
46+ 0.96% |
$1.84K - $2.08K
|
4.86K
$364K
|