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 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
167+ 2.93% |
$11.8K - $13.3K
|
5.87K
$450K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
155+ 12.84% |
$10.9K - $12.3K
|
1.36K
$104K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
150New |
$10.6K - $11.9K
|
150
$11.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
134+ 0.31% |
$9.45K - $10.7K
|
43.2K
$3.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
100New |
$7.05K - $7.96K
|
100
$7.67K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
93+ 0.78% |
$6.56K - $7.4K
|
11.9K
$916K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
91+ 1.72% |
$6.42K - $7.24K
|
5.39K
$414K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
79+ 1975.0% |
$5.57K - $6.29K
|
83
$6.37K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
78+ 1.06% |
$5.5K - $6.21K
|
7.47K
$573K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
75New |
$5.29K - $5.97K
|
75
$5.75K
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
66+ 0.13% |
$4.66K - $5.25K
|
51.1K
$3.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
66+ 3.67% |
$4.66K - $5.25K
|
1.86K
$143K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
65+ 0.77% |
$4.59K - $5.17K
|
8.46K
$649K
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
60+ 0.1% |
$4.23K - $4.78K
|
60.3K
$4.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
60+ 1.22% |
$4.23K - $4.78K
|
4.97K
$381K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
54+ 0.25% |
$3.81K - $4.3K
|
22.1K
$1.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
41+ 1.07% |
$2.89K - $3.26K
|
3.88K
$298K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
40+ 4.3% |
$2.82K - $3.18K
|
971
$74.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
34New |
$2.4K - $2.71K
|
34
$2.61K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
29New |
$2.05K - $2.31K
|
29
$2.22K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
27+ 0.18% |
$1.9K - $2.15K
|
15.1K
$1.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
27+ 0.84% |
$1.9K - $2.15K
|
3.24K
$249K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
25+ 0.22% |
$1.76K - $1.99K
|
11.3K
$863K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
20+ 0.18% |
$1.41K - $1.59K
|
11.4K
$873K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
19+ 0.13% |
$1.34K - $1.51K
|
15.2K
$1.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
16+ 0.36% |
$1.13K - $1.27K
|
4.47K
$343K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
11+ 0.11% |
$776 - $876
|
9.92K
$761K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 0.22% |
$776 - $876
|
4.97K
$381K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10+ 0.16% |
$705 - $796
|
6.16K
$473K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10+ 0.05% |
$705 - $796
|
21.4K
$1.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9+ 0.21% |
$635 - $716
|
4.36K
$334K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
9+ 0.22% |
$635 - $716
|
4.1K
$314K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
6+ 0.11% |
$423 - $478
|
5.38K
$412K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
6+ 0.22% |
$423 - $478
|
2.76K
$212K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
6+ 0.11% |
$423 - $478
|
5.33K
$409K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5+ 0.17% |
$353 - $398
|
2.94K
$225K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
5+ 0.12% |
$353 - $398
|
4.12K
$316K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4+ 0.26% |
$282 - $318
|
1.54K
$118K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4+ 0.22% |
$282 - $318
|
1.82K
$139K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
4+ 0.1% |
$282 - $318
|
3.87K
$297K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.22% |
$141 - $159
|
902
$69.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.01% |
$141 - $159
|
27K
$2.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2+ 0.06% |
$141 - $159
|
3.28K
$252K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$70.5 - $79.6
|
9.8K
$752K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1- 0.09% |
$70.5 - $79.6
|
1.06K
$81.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-13- 0.39% |
$917 - $1.03K
|
3.3K
$253K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-14- 0.37% |
$988 - $1.11K
|
3.78K
$290K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-20- 0.19% |
$1.41K - $1.59K
|
10.8K
$825K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-23- 0.62% |
$1.62K - $1.83K
|
3.67K
$281K
|