Who owns Fidelity msci utils index?

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Analyze quarterly positions in Fidelity msci utils index with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Fidelity msci utils index stock

Who bought or sold Fidelity msci utils index this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Bank of America Corporation 4.6M $241M 7% Sep 2024
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AE Wealth Management 631k $33M 15% Sep 2024
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Lido Advisors 520k $23M 2% Jun 2024
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Commonwealth Equity Services 335k $17M 31% Sep 2024
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LPL Financial 300k $16M 17% Sep 2024
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Kestra Advisory Services 297k $15M 3% Sep 2024
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Advisor Group Holdings 283k $15M 7% Sep 2024
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Cambridge Investment Research Advisors 262k $14M 16% Sep 2024
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Morgan Stanley 218k $9.6M 6% Jun 2024
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Envestnet Asset Management 210k $11M -8% Sep 2024
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HighTower Advisors 206k $9.1M 541% Jun 2024
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Brookstone Capital Management 165k $8.5M 3% Sep 2024
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Northwestern Mutual Wealth Management Company 153k $7.9M 2867% Sep 2024
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IFG Advisory 139k $7.2M 3% Sep 2024
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Traphagen Investment Advisors 133k $6.9M -35% Sep 2024
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Q3 Asset Management 116k $5.1M 100% Jun 2024
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Kingswood Wealth Advisors 111k $5.8M 100% Sep 2024
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Advisory Services Network 106k $4.7M 0% Sep 2024
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Estate Counselors 102k $5.3M 0% Sep 2024
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Monumental Financial Group 93k $4.8M 20% Sep 2024
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ValMark Advisers 86k $4.5M 11% Sep 2024
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Richard C. Young & Co 78k $4.0M -1% Sep 2024
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Sweeney & Michel 76k $4.0M 363% Sep 2024
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Grant/GrossMendelsohn 71k $3.7M 100% Sep 2024
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Conrad Siegel Investment Advisors 69k $3.6M 0% Sep 2024
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Adviser Investments 68k $3.5M -4% Sep 2024
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Agf Management 68k $3.5M 107% Sep 2024
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Primoris Wealth Advisors 57k $2.9M 100% Sep 2024
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Win Advisors 57k $2.9M 100% Sep 2024
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Beaumont Financial Advisors 53k $2.7M -4% Sep 2024
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Citadel Advisors 52k $2.7M 16% Sep 2024
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GSB Wealth Management 51k $2.7M 228% Sep 2024
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Wells Fargo & Company 46k $2.4M 3% Sep 2024
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Atlas Capital Advisors 46k $2.4M 19% Sep 2024
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Dynamic Advisors Solutions 45k $2.4M 2% Sep 2024
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Smith Shellnut Wilson 45k $2.3M -1% Sep 2024
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Maltin Wealth Management 41k $2.1M 7% Sep 2024
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Cedar Wealth Management 40k $2.0M -1% Sep 2024
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Goldman Sachs Group 39k $1.7M -81% Jun 2024
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Goss Wealth Management 38k $1.7M -4% Jun 2024
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Private Advisor 38k $2.0M -3% Sep 2024
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Proquility Private Wealth Partners 38k $1.9M 24% Sep 2024
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Yoder Wealth Management 36k $1.9M 5% Sep 2024
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Orion Portfolio Solutions 34k $1.8M 100% Sep 2024
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Kovitz Investment Group Partners 34k $1.8M 0% Sep 2024
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Full Sail Capital 33k $1.7M -8% Sep 2024
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Raymond James & Associates 32k $1.6M 5% Sep 2024
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Mml Investors Services 31k $1.6M 16% Sep 2024
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Banco BTG Pactual 31k $1.6M 100% Sep 2024
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Cetera Investment Advisers 30k $1.3M -8% Jun 2024
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GeoWealth Management 28k $1.5M 100% Sep 2024
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Beck Bode 27k $1.4M -34% Sep 2024
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H D Vest Advisory Services 26k $1.1M -5% Jun 2024
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Capital Investment Advisory Services 25k $1.3M 2% Sep 2024
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Sigma Planning 24k $1.2M 24% Sep 2024
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Raymond James Financial Services Advisors 22k $1.1M 44% Sep 2024
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Jaffetilchin Investment Partners 22k $1.1M 1% Sep 2024
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Nwam 20k $1.0M 100% Sep 2024
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Financial Management Network 20k $1.1M -23% Sep 2024
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J.w. Cole Advisors 20k $1.0M 0% Sep 2024
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Janney Montgomery Scott 19k $996k 100% Sep 2024
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Rockefeller Capital Management 19k $840k -16% Jun 2024
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BEAM Asset Management 19k $956k 2% Sep 2024
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Atria Wealth Solutions 18k $955k -42% Sep 2024
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Sunbelt Securities 17k $903k 23% Sep 2024
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Mercer Global Advisors 17k $765k -5% Jun 2024
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Ameritas Advisory Services 16k $833k 37% Sep 2024
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Harbour Investments 16k $826k 4% Sep 2024
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B.O.S.S. Retirement Advisors 16k $815k 24% Sep 2024
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Snowden Capital Advisors 15k $778k 0% Sep 2024
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Prairie Wealth Advisors 14k $745k 5% Sep 2024
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Smith, Salley & Associates 14k $731k 2% Sep 2024
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LYNCH & Associates 13k $682k 7% Sep 2024
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Galvin, Gaustad & Stein 13k $678k -5% Sep 2024
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P.J. Schmidt Investment Management 13k $662k -2% Sep 2024
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Glass Jacobson Investment Advisors 12k $629k 4% Sep 2024
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Signature Estate and Investment Advisors 12k $622k 1% Sep 2024
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Per Stirling Capital Management 12k $615k 100% Sep 2024
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Sowa Financial Group 12k $612k 0% Sep 2024
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Royal Bank of Canada 12k $602k 17% Sep 2024
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Demars Financial Group 12k $594k -1% Sep 2024
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Gibson Wealth Advisors 11k $570k 0% Sep 2024
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PFG Advisors 11k $568k 92% Sep 2024
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Jane Street 10k $539k -45% Sep 2024
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Trail Ridge Investment Advisors 10k $545k 2% Sep 2024
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Stifel Financial 10k $448k 3% Jun 2024
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Exchange Capital Management 9.8k $508k -2% Sep 2024
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Mascoma Wealth Management 9.5k $492k 46% Sep 2024
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Wealth Enhancement Advisory Services 9.3k $408k -1% Jun 2024
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Elevated Capital Advisors 9.3k $481k 100% Sep 2024
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Stableford Capital Ii 9.2k $469k 0% Sep 2024
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Callan Capital 9.0k $465k 0% Sep 2024
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Secure Asset Management 8.6k $447k -16% Sep 2024
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Mariner Wealth Advisors 8.4k $433k -6% Sep 2024
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FLC Capital Advisors 8.1k $421k 3% Sep 2024
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Accel Wealth Management 7.8k $403k 2% Sep 2024
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Creative Financial Designs 7.7k $401k -2% Sep 2024
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Pnc Financial Services 7.7k $399k 0% Sep 2024
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VCI Wealth Management 7.7k $397k -59% Sep 2024
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Lifeworks Advisors 7.4k $383k 13% Sep 2024
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Everstar Asset Management 7.3k $378k 100% Sep 2024
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Ellis Investment Partners 7.2k $374k 3% Sep 2024
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Wagner Bowman Management 6.8k $354k -1% Sep 2024
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William Blair $ Company 6.5k $337k 1% Sep 2024
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Axxcess Wealth Management 6.5k $336k 12% Sep 2024
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Tower Research Capital 6.4k $282k -82% Jun 2024
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Kingsview Wealth Management 6.3k $328k -5% Sep 2024
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Arkadios Wealth Advisors 6.3k $326k 0% Sep 2024
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Centennial Wealth Advisory 6.3k $325k 8% Sep 2024
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Fortis Advisors 6.0k $312k -90% Sep 2024
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Ballew Advisors 5.9k $301k -3% Sep 2024
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Founders Financial Securities 5.6k $289k -7% Sep 2024
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Essex Financial Services 5.6k $291k 100% Sep 2024
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MidWestOne Financial Group 5.5k $285k 0% Sep 2024
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Sanctuary Advisors 5.0k $263k -25% Sep 2024
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BKM Wealth Management 5.0k $257k 0% Sep 2024
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Pathway Financial Advisers 4.9k $256k -21% Sep 2024
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Summit Financial 4.9k $252k 100% Sep 2024
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4.7k $244k 3% Sep 2024
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HBW Advisory Services 4.6k $241k -87% Sep 2024
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CX Institutional 4.5k $232k -68% Sep 2024
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D.B. Root & Company 4.4k $227k 100% Sep 2024
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Penobscot Wealth Management 4.2k $220k 100% Sep 2024
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Geneos Wealth Management 4.2k $183k 0% Jun 2024
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Charter Oak Capital Management 4.1k $215k 100% Sep 2024
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Qube Research & Technologies 4.1k $178k -47% Jun 2024
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Aurora Private Wealth 4.0k $207k 100% Sep 2024
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Kestra Private Wealth Services 4.0k $207k 100% Sep 2024
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Insight Advisors, LLC/ PA 4.0k $205k 100% Sep 2024
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Steward Partners Investment Advisory 3.5k $155k -8% Jun 2024
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Brian McDonald 3.5k $182k 16% Sep 2024
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Rogco 3.5k $181k -5% Sep 2024
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Jpmorgan Chase & Co 3.1k $163k 45% Sep 2024
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Global Financial Private Client 3.1k $161k 100% Sep 2024
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Global Retirement Partners 2.5k $127k -12% Sep 2024
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CoreCap Advisors 2.4k $124k 100% Sep 2024
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Hanson McClain Advisors 2.1k $107k 0% Sep 2024
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Huntington National Bank 2.0k $105k 100% Sep 2024
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American National Bank 1.8k $91k 9% Sep 2024
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Glen Eagle Advisors 1.6k $83k 21% Sep 2024
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Principal Securities 1.6k $82k 6% Sep 2024
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IFP Advisors 1.6k $70k -34% Jun 2024
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GHP Investment Advisors 1.3k $67k 0% Sep 2024
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CWM 1.2k $64k 8% Sep 2024
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Proequities 1.1k $58M -13% Sep 2024
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Citigroup 1.1k $58k 51% Sep 2024
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Bnp Paribas Arbitrage, Snc 1.1k $56k 100% Sep 2024
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Colonial Trust Co / SC 828.00 $43k 0% Sep 2024
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Whittier Trust 785.00 $41k 0% Sep 2024
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Who sold out of Fidelity msci utils index?

Fund or Company Name Date Sold Shares Held Valued At
Susquehanna International Jun 2024 57k $2.5M
D. E. Shaw & Co Jun 2024 15k $665k
Thrivent Financial for Lutherans Mar 2024 5.2k $219k
Gradient Investments Jun 2024 2.6k $113k
Sym Financial Corporation Mar 2024 1.3k $53k