Purchases and Sales Made in Q3 2024 in Fidelity Nasdaq Composite Inde (ONEQ)
This table provides information about the institutional ownership of Fidelity Nasdaq Composite Inde (ONEQ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
74+ 0.35% |
$4.72K - $5.44K
|
21.4K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
33+ 0.63% |
$2.1K - $2.42K
|
5.29K
$417K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
22New |
$1.4K - $1.62K
|
22
$1.73K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12+ 1.23% |
$765 - $882
|
987
$77.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
8+ 0.15% |
$510 - $588
|
5.37K
$423K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 0.16% |
$510 - $588
|
4.96K
$391K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7+ 0.16% |
$446 - $514
|
4.35K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7+ 0.11% |
$446 - $514
|
6.15K
$485K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
6+ 0.15% |
$382 - $441
|
4.09K
$322K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
6+ 0.18% |
$382 - $441
|
3.31K
$261K
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
5+ 0.17% |
$319 - $367
|
2.98K
$235K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
5+ 0.05% |
$319 - $367
|
9.86K
$777K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4+ 0.12% |
$255 - $294
|
3.21K
$253K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3+ 0.1% |
$191 - $220
|
2.93K
$231K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3+ 0.02% |
$191 - $220
|
15.2K
$1.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.17% |
$191 - $220
|
1.81K
$143K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 0.13% |
$127 - $147
|
1.54K
$121K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.02% |
$63.7 - $73.5
|
5.49K
$433K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.11% |
$63.7 - $73.5
|
900
$71K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$63.7 - $73.5
|
3.28K
$259K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.09% |
$63.7 - $73.5
|
1.06K
$83.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1- 0.02% |
$63.7 - $73.5
|
5.03K
$397K
|
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
SELL
|
- |
-2- 0.01% |
$127 - $147
|
15.4K
$1.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2- 66.67% |
$127 - $147
|
1
$78.8
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-8- 0.18% |
$510 - $588
|
4.37K
$345K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-10- 0.04% |
$637 - $735
|
22.3K
$1.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-12- 0.32% |
$765 - $882
|
3.79K
$299K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-25- 0.71% |
$1.59K - $1.84K
|
3.52K
$277K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-25- 0.34% |
$1.59K - $1.84K
|
7.37K
$581K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-47- 1.06% |
$3K - $3.45K
|
4.4K
$347K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-57- 0.25% |
$3.63K - $4.19K
|
23K
$1.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-59- 0.2% |
$3.76K - $4.33K
|
30K
$2.37M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-67- 1.74% |
$4.27K - $4.92K
|
3.78K
$298K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-70- 0.32% |
$4.46K - $5.14K
|
22K
$1.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-78- 2.45% |
$4.97K - $5.73K
|
3.1K
$244K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-80- 0.74% |
$5.1K - $5.88K
|
10.8K
$849K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-98- 2.75% |
$6.25K - $7.2K
|
3.47K
$273K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-108- 0.51% |
$6.88K - $7.93K
|
21.2K
$1.67M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-114- 14.54% |
$7.27K - $8.38K
|
670
$52.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-120Closed |
$7.65K - $8.82K
|
0
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-134- 0.88% |
$8.54K - $9.84K
|
15.1K
$1.19M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-136- 0.18% |
$8.67K - $9.99K
|
73.8K
$5.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-145- 2.76% |
$9.24K - $10.7K
|
5.11K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-190- 42.51% |
$12.1K - $14K
|
257
$20.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-200- 3.91% |
$12.7K - $14.7K
|
4.92K
$388K
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-223- 0.52% |
$14.2K - $16.4K
|
43K
$3.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-229- 3.86% |
$14.6K - $16.8K
|
5.71K
$450K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-262- 3.12% |
$16.7K - $19.2K
|
8.15K
$642K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-275- 12.89% |
$17.5K - $20.2K
|
1.86K
$146K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-319- 0.5% |
$20.3K - $23.4K
|
63K
$4.97M
|