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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
356K+ 310.89% |
$25.1M - $28.3M
|
470K
$36.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
355KNew |
$25M - $28.3M
|
355K
$27.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
308K+ 39.97% |
$21.7M - $24.5M
|
1.08M
$82.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
301K+ 33835.24% |
$21.3M - $24M
|
302K
$23.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
240KNew |
$16.9M - $19.1M
|
240K
$18.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
185K+ 5046.02% |
$13M - $14.7M
|
189K
$14.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
139KNew |
$9.78M - $11M
|
139K
$10.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
127K+ 11.3% |
$8.97M - $10.1M
|
1.25M
$96M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
91.6KNew |
$6.46M - $7.29M
|
91.6K
$7.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
86.2KNew |
$6.08M - $6.86M
|
86.2K
$6.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
76.7KNew |
$5.41M - $6.11M
|
76.7K
$5.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
76.2K+ 18.39% |
$5.38M - $6.07M
|
491K
$37.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
74.1K+ 45.0% |
$5.23M - $5.9M
|
239K
$18.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
71.8K+ 811.17% |
$5.07M - $5.72M
|
80.7K
$6.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
64.5KNew |
$4.55M - $5.13M
|
64.5K
$4.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
41.8K+ 30.71% |
$2.95M - $3.33M
|
178K
$13.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
38.1KNew |
$2.69M - $3.03M
|
38.1K
$2.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
36.7KNew |
$2.59M - $2.93M
|
36.7K
$2.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
32.5KNew |
$2.29M - $2.59M
|
32.5K
$2.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
32.3KNew |
$2.28M - $2.57M
|
32.3K
$2.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
25.1K+ 118.89% |
$1.77M - $2M
|
46.3K
$3.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.8KNew |
$1.68M - $1.89M
|
23.8K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
23.2KNew |
$1.64M - $1.85M
|
23.2K
$1.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
23.2KNew |
$1.63M - $1.84M
|
23.2K
$1.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
22.4KNew |
$1.58M - $1.78M
|
22.4K
$1.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.4KNew |
$1.37M - $1.54M
|
19.4K
$1.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
18.3KNew |
$1.29M - $1.46M
|
18.3K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
16.6KNew |
$1.17M - $1.32M
|
16.6K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
13.4KNew |
$949K - $1.07M
|
13.4K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
12.9KNew |
$910K - $1.03M
|
12.9K
$990K
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
12.2K+ 117.33% |
$863K - $974K
|
22.7K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.3KNew |
$724K - $817K
|
10.3K
$787K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
9.57KNew |
$675K - $762K
|
9.57K
$734K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.15K+ 3.78% |
$646K - $729K
|
251K
$19.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
9.07KNew |
$640K - $722K
|
9.07K
$696K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.8K+ 44.62% |
$621K - $701K
|
28.5K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.44K+ 8.96% |
$595K - $672K
|
103K
$7.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
7.95KNew |
$560K - $633K
|
7.95K
$609K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
7.4KNew |
$522K - $589K
|
7.4K
$567K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.07K+ 31.17% |
$499K - $563K
|
29.8K
$2.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.06K+ 128.62% |
$498K - $562K
|
12.6K
$963K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
6.42K+ 2.72% |
$453K - $511K
|
242K
$18.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.78K+ 30.81% |
$408K - $460K
|
24.5K
$1.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.76KNew |
$406K - $458K
|
5.76K
$442K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.73KNew |
$404K - $456K
|
5.73K
$439K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5.71KNew |
$403K - $455K
|
5.71K
$438K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5.69K+ 1.99% |
$401K - $453K
|
292K
$22.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.8K+ 12.63% |
$339K - $382K
|
42.8K
$3.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.4KNew |
$310K - $350K
|
4.4K
$338K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.28K+ 2.46% |
$302K - $341K
|
178K
$13.7M
|