Who owns Fidelity fund?
- Ticker: FIVA
- CUSIP Number: 316092717
Tip: Access positions for across all investors
Analyze quarterly positions in Fidelity fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Fidelity fund stock
Who bought or sold Fidelity fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Commonwealth Equity Services | 1.1M | $30M | 49% | Sep 2024 |
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| Pallas Capital Advisors | 637k | $16M | 1% | Sep 2024 |
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| Jane Street | 96k | $2.5M | 100% | Sep 2024 |
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| Flow Traders US | 69k | $1.8M | -13% | Sep 2024 |
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| Advisor Group Holdings | 68k | $1.8M | 178% | Sep 2024 |
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| Kestra Advisory Services | 55k | $1.5M | -16% | Sep 2024 |
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| Cadent Capital Advisors | 46k | $1.2M | -14% | Sep 2024 |
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| OmniStar Financial Group | 41k | $1.1M | 10% | Sep 2024 |
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| Jpmorgan Chase & Co | 33k | $863k | 16066% | Sep 2024 |
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| Cambridge Investment Research Advisors | 29k | $767k | -3% | Sep 2024 |
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| HBK Sorce Advisory | 26k | $679k | -47% | Sep 2024 |
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| Beirne Wealth Consulting Services | 19k | $509k | -1% | Sep 2024 |
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| Envestnet Asset Management | 16k | $430k | 17% | Sep 2024 |
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| Mml Investors Services | 15k | $403k | 6% | Sep 2024 |
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| LPL Financial | 13k | $341k | -6% | Sep 2024 |
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| Royal Bank of Canada | 11k | $286k | 550% | Sep 2024 |
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| Spire Wealth Management | 9.9k | $262k | 14% | Sep 2024 |
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| Raymond James Trust | 9.0k | $239k | 100% | Sep 2024 |
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| Mariner Wealth Advisors | 8.0k | $213k | 100% | Sep 2024 |
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| Prosperity Planning | 7.7k | $206k | 100% | Sep 2024 |
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| Bank of America Corporation | 3.4k | $91k | 3% | Sep 2024 |
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| Brian McDonald | 2.1k | $56k | 112% | Sep 2024 |
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| Morgan Stanley | 687.00 | $17k | 100% | Jun 2024 |
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| Live Oak Investment Partners | 178.00 | $4.7k | 0% | Sep 2024 |
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| Hanson McClain Advisors | 100.00 | $2.7k | 100% | Sep 2024 |
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| CWM | 40.00 | $1.0k | 100% | Sep 2024 |
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| Kozak & Associates | 29.00 | $745.998900 | 0% | Sep 2024 |
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| Dunhill Financial | 17.00 | $450.999800 | 100% | Sep 2024 |
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| Assetmark | 15.00 | $397.999500 | 100% | Sep 2024 |
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| Pineridge Advisors | 6.00 | $160.999800 | -40% | Sep 2024 |
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| Wells Fargo & Company | 1.00 | $19.000000 | 0% | Sep 2024 |
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Who sold out of Fidelity fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Old Mission Capital | Mar 2024 | 14k | $344k |
| Global Retirement Partners | Jun 2024 | 2.5k | $63k |