Purchases and Sales Made in Q4 2024 in Fidelity Nasdaq Composite Inde (ONEQ)
This table provides information about the institutional ownership of Fidelity Nasdaq Composite Inde (ONEQ) during Q4 2024. 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 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
661+ 10.47% |
$46.6K - $52.6K
|
6.98K
$543K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
543New |
$38.3K - $43.2K
|
543
$42.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
523+ 3.95% |
$36.9K - $41.6K
|
13.8K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
500New |
$35.3K - $39.8K
|
500
$38.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
396+ 1.18% |
$27.9K - $31.5K
|
34K
$2.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
342+ 7.62% |
$24.1K - $27.2K
|
4.83K
$376K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
334New |
$23.6K - $26.6K
|
334
$26K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
300+ 3.83% |
$21.2K - $23.9K
|
8.12K
$633K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
150New |
$10.6K - $11.9K
|
150
$11.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
134+ 0.31% |
$9.45K - $10.7K
|
43.2K
$3.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
93+ 0.78% |
$6.56K - $7.4K
|
11.9K
$930K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
79+ 1975.0% |
$5.57K - $6.29K
|
83
$6.46K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
78+ 1.06% |
$5.5K - $6.21K
|
7.47K
$582K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
75New |
$5.29K - $5.97K
|
75
$5.84K
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
66+ 0.13% |
$4.66K - $5.25K
|
51.1K
$3.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
66+ 3.67% |
$4.66K - $5.25K
|
1.86K
$145K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
60+ 1.22% |
$4.23K - $4.78K
|
4.97K
$387K
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
60+ 0.1% |
$4.23K - $4.78K
|
60.3K
$4.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
54+ 0.25% |
$3.81K - $4.3K
|
22.1K
$1.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
40+ 4.3% |
$2.82K - $3.18K
|
971
$75.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
29New |
$2.05K - $2.31K
|
29
$2.26K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
27+ 0.84% |
$1.9K - $2.15K
|
3.24K
$252K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
27+ 0.18% |
$1.9K - $2.15K
|
15.1K
$1.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
25+ 0.22% |
$1.76K - $1.99K
|
11.3K
$876K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
20+ 0.18% |
$1.41K - $1.59K
|
11.4K
$886K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
19+ 0.13% |
$1.34K - $1.51K
|
15.2K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
16+ 0.36% |
$1.13K - $1.27K
|
4.47K
$348K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 0.22% |
$776 - $876
|
4.97K
$387K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
11+ 0.11% |
$776 - $876
|
9.92K
$773K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9+ 0.21% |
$635 - $716
|
4.36K
$339K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
9+ 0.22% |
$635 - $716
|
4.1K
$319K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
6+ 0.22% |
$423 - $478
|
2.76K
$215K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
6+ 0.11% |
$423 - $478
|
5.33K
$415K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
6+ 0.11% |
$423 - $478
|
5.38K
$419K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5+ 0.17% |
$353 - $398
|
2.94K
$229K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
4+ 0.1% |
$282 - $318
|
3.87K
$301K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4+ 0.26% |
$282 - $318
|
1.54K
$120K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4+ 0.22% |
$282 - $318
|
1.82K
$142K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.22% |
$141 - $159
|
902
$70.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2+ 0.06% |
$141 - $159
|
3.28K
$256K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$70.5 - $79.6
|
9.8K
$763K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-13- 0.39% |
$917 - $1.03K
|
3.3K
$257K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-14- 0.37% |
$988 - $1.11K
|
3.78K
$294K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-20- 0.19% |
$1.41K - $1.59K
|
10.8K
$837K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-25- 0.89% |
$1.76K - $1.99K
|
2.77K
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-28- 2.84% |
$1.98K - $2.23K
|
959
$74.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-30- 0.85% |
$2.12K - $2.39K
|
3.49K
$272K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-46- 1.15% |
$3.24K - $3.66K
|
3.94K
$307K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-61- 1.15% |
$4.3K - $4.86K
|
5.23K
$407K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-78- 1.22% |
$5.5K - $6.21K
|
6.3K
$491K
|