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 20, 2023
Q4 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
40+ 0.33% |
$1.6K - $1.81K
|
12.2K
$915K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
38+ 0.38% |
$1.52K - $1.72K
|
10K
$755K
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
19+ 0.33% |
$760 - $858
|
5.74K
$432K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
17+ 0.17% |
$680 - $768
|
10.3K
$775K
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
7+ 0.1% |
$280 - $316
|
7.25K
$545K
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
5+ 0.33% |
$200 - $226
|
1.52K
$114K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.21% |
$120 - $136
|
1.44K
$108K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.21% |
$120 - $136
|
1.44K
$108K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.33% |
$40 - $45.2
|
305
$22.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.23% |
$40 - $45.2
|
444
$33.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.27% |
$40 - $45.2
|
371
$27.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-10- 0.07% |
$400 - $452
|
14.2K
$1.07M
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-11- 0.19% |
$440 - $497
|
5.85K
$440K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-26- 12.38% |
$1.04K - $1.17K
|
184
$13.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-52- 0.26% |
$2.08K - $2.35K
|
19.6K
$1.48M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-75- 4.76% |
$3K - $3.39K
|
1.5K
$113K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-81- 15.7% |
$3.24K - $3.66K
|
435
$32.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
SELL
|
- |
-84- 0.84% |
$3.36K - $3.79K
|
9.88K
$743K
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-110- 1.77% |
$4.4K - $4.97K
|
6.1K
$459K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-154- 2.83% |
$6.16K - $6.96K
|
5.3K
$398K
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-175- 1.44% |
$7K - $7.9K
|
11.9K
$899K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-200- 66.67% |
$8K - $9.03K
|
100
$7.52K
|
|
|
Jan 19, 2023
Q4 2022
|
Ridgewood Investments LLC
|
SELL
|
- |
-268- 1.93% |
$10.7K - $12.1K
|
13.6K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-304- 5.06% |
$12.2K - $13.7K
|
5.71K
$429K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-316- 6.48% |
$12.6K - $14.3K
|
4.56K
$343K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-367- 3.92% |
$14.7K - $16.6K
|
9K
$677K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-496- 6.12% |
$19.8K - $22.4K
|
7.6K
$572K
|
|
|
Jan 09, 2023
Q4 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-525- 8.3% |
$21K - $23.7K
|
5.8K
$437K
|
|
|
Feb 16, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-580- 1.58% |
$23.2K - $26.2K
|
36K
$2.71M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-636- 7.58% |
$25.5K - $28.7K
|
7.75K
$583K
|
|
|
Jan 31, 2023
Q4 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-636- 2.87% |
$25.5K - $28.7K
|
21.5K
$1.62M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-649- 1.7% |
$26K - $29.3K
|
37.6K
$2.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-748- 12.67% |
$29.9K - $33.8K
|
5.16K
$388K
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-886- 1.0% |
$35.5K - $40K
|
87.4K
$6.58M
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-1K- 66.67% |
$40K - $45.2K
|
500
$37.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.03K- 6.4% |
$41.2K - $46.5K
|
15.1K
$1.13M
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.04K- 3.05% |
$41.5K - $46.8K
|
33K
$2.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.77K- 9.44% |
$70.8K - $80K
|
17K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-1.86K- 0.65% |
$74.6K - $84.2K
|
286K
$21.5M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.02K- 11.05% |
$80.7K - $91.1K
|
16.2K
$1.22M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.17K- 10.65% |
$86.8K - $98K
|
18.2K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.19K- 14.18% |
$87.5K - $98.8K
|
13.2K
$996K
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.69K- 13.92% |
$107K - $121K
|
16.6K
$1.25M
|
|
|
Jan 20, 2023
Q4 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-2.87K- 30.91% |
$115K - $130K
|
6.43K
$483K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.31K- 0.9% |
$133K - $150K
|
363K
$27.3M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.33K- 20.75% |
$133K - $150K
|
12.7K
$955K
|
|
|
Jan 27, 2023
Q4 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-3.66K- 6.33% |
$146K - $165K
|
54.2K
$4.08M
|
|
|
Jan 09, 2023
Q4 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-3.89K- 8.18% |
$156K - $176K
|
43.6K
$3.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-4.04K- 5.39% |
$162K - $182K
|
70.9K
$5.33M
|
|
|
Jan 17, 2023
Q4 2022
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-4.11K- 9.22% |
$165K - $186K
|
40.5K
$3.05M
|