Who owns Fidelity msci utils index?
- Ticker: FUTY
- CUSIP Number: 316092865
Tip: Access positions for across all investors
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 | 9.5M | $389M | -45% | Dec 2023 |
|
| AE Wealth Management | 449k | $18M | 70% | Dec 2023 |
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| Bnp Paribas Arbitrage, Snc | 429k | $18M | 185% | Dec 2023 |
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| Lido Advisors | 399k | $16M | 0% | Dec 2023 |
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| Commonwealth Equity Services | 270k | $11M | -16% | Dec 2023 |
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| Advisor Group Holdings | 226k | $9.2M | -23% | Dec 2023 |
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| Cambridge Investment Research Advisors | 215k | $9.1M | -14% | Mar 2024 |
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| Brookstone Capital Management | 147k | $6.2M | 6% | Mar 2024 |
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| IFG Advisory | 127k | $5.2M | 6% | Dec 2023 |
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| Goldman Sachs Group | 123k | $5.0M | 379% | Dec 2023 |
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| Estate Counselors | 102k | $4.1M | 148% | Dec 2023 |
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| Advisory Services Network | 94k | $3.8M | -20% | Dec 2023 |
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| Richard C. Young & Co | 83k | $3.4M | 100% | Dec 2023 |
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| HighTower Advisors | 80k | $3.3M | 150% | Dec 2023 |
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| Dynamic Advisors Solutions | 77k | $3.3M | 18% | Mar 2024 |
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| Conrad Siegel Investment Advisors | 75k | $3.2M | 1% | Mar 2024 |
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| ValMark Advisers | 73k | $3.0M | 4% | Dec 2023 |
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| Monumental Financial Group | 68k | $2.9M | 5% | Mar 2024 |
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| Neuberger Berman Group | 67k | $2.7M | 100% | Dec 2023 |
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| Beck Bode | 59k | $2.4M | -4% | Dec 2023 |
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| Beaumont Financial Advisors | 58k | $2.4M | 133% | Dec 2023 |
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| Wells Fargo & Company | 48k | $2.0M | 131% | Dec 2023 |
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| Steward Partners Investment Advisory | 40k | $1.6M | 4% | Dec 2023 |
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| Kestra Advisory Services | 39k | $1.6M | -22% | Dec 2023 |
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| Raymond James & Associates | 38k | $1.6M | 16% | Mar 2024 |
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| Maltin Wealth Management | 37k | $1.6M | 8% | Mar 2024 |
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| Private Advisor | 35k | $1.4M | 110% | Dec 2023 |
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| Yoder Wealth Management | 33k | $1.4M | 13% | Mar 2024 |
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| Nwam | 30k | $1.2M | -21% | Dec 2023 |
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| Citadel Advisors | 29k | $1.2M | -33% | Dec 2023 |
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| H D Vest Advisory Services | 27k | $1.1M | 100% | Dec 2023 |
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| Financial Management Network | 27k | $1.1M | -12% | Mar 2024 |
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| Galvin, Gaustad & Stein | 26k | $1.1M | -20% | Mar 2024 |
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| UBS Group | 25k | $1.0M | 4% | Dec 2023 |
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| Lincoln National | 25k | $1.0M | 16% | Dec 2023 |
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| Stifel Financial | 24k | $998k | 30% | Dec 2023 |
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| Atria Wealth Solutions | 24k | $993k | -5% | Dec 2023 |
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| Capital Investment Advisory Services | 23k | $929k | -5% | Dec 2023 |
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| Mercer Global Advisors | 21k | $862k | -24% | Dec 2023 |
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| J.w. Cole Advisors | 21k | $855k | -13% | Dec 2023 |
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| Mascoma Wealth Management | 20k | $820k | -26% | Dec 2023 |
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| Atlas Capital Advisors | 20k | $851k | 7% | Mar 2024 |
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| Rockefeller Capital Management | 20k | $803k | -18% | Dec 2023 |
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| GSA Capital Partners | 19k | $778k | 100% | Dec 2023 |
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| Agf Management | 18k | $740k | 42% | Dec 2023 |
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| BEAM Asset Management | 16k | $660k | -13% | Dec 2023 |
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| Royal Bank of Canada | 16k | $647k | 16% | Dec 2023 |
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| Sunbelt Securities | 15k | $646k | -31% | Mar 2024 |
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| Jane Street | 15k | $613k | -85% | Dec 2023 |
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| Sigma Planning | 14k | $586k | -62% | Dec 2023 |
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| Raymond James Financial Services Advisors | 14k | $607k | 6% | Mar 2024 |
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| CX Institutional | 14k | $591k | -32% | Mar 2024 |
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| Demars Financial Group | 14k | $563k | -81% | Dec 2023 |
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| Harbour Investments | 14k | $560k | 3% | Dec 2023 |
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| Smith, Salley & Associates | 14k | $560k | -4% | Dec 2023 |
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| Atlas Financial Advisors | 13k | $536k | -49% | Dec 2023 |
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| Jpmorgan Chase & Co | 13k | $532k | -17% | Dec 2023 |
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| P.J. Schmidt Investment Management | 12k | $480k | -12% | Dec 2023 |
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| Cedar Brook Financial Partners | 12k | $501k | 1% | Mar 2024 |
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| Snowden Capital Advisors | 12k | $472k | -24% | Dec 2023 |
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| Proquility Private Wealth Partners | 11k | $466k | -67% | Dec 2023 |
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| Glass Jacobson Investment Advisors | 11k | $461k | 10% | Dec 2023 |
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| LYNCH & Associates | 11k | $462k | 10% | Mar 2024 |
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| MidWestOne Financial Group | 11k | $429k | 100% | Dec 2023 |
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| Exchange Capital Management | 10k | $432k | -7% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 9.4k | $399k | 1% | Mar 2024 |
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| Mariner Wealth Advisors | 9.3k | $381k | 100% | Dec 2023 |
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| Stableford Capital Ii | 9.3k | $394k | -5% | Mar 2024 |
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| Eudaimonia Advisors | 9.0k | $367k | -10% | Dec 2023 |
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| Callan Capital | 9.0k | $367k | 100% | Dec 2023 |
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| B.O.S.S. Retirement Advisors | 8.4k | $345k | 100% | Dec 2023 |
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| Creative Financial Designs | 8.4k | $342k | -22% | Dec 2023 |
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| Trail Ridge Investment Advisors | 8.3k | $337k | 14% | Dec 2023 |
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| Ameritas Advisory Services | 8.0k | $320k | 39% | Dec 2023 |
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| William Blair $ Company | 7.9k | $324k | -13% | Dec 2023 |
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| Ballentine Partners | 7.6k | $322k | 100% | Mar 2024 |
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| Accel Wealth Management | 7.6k | $322k | -12% | Mar 2024 |
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| Pensionmark Financial Group | 7.0k | $284k | -2% | Dec 2023 |
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| Ellis Investment Partners | 6.7k | $286k | 5% | Mar 2024 |
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| Pnc Financial Services | 6.7k | $275k | 1% | Dec 2023 |
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| Wagner Bowman Management | 6.7k | $285k | -2% | Mar 2024 |
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| Kingsview Wealth Management | 6.7k | $275k | -21% | Dec 2023 |
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| Eudaimonia Partners | 6.5k | $264k | -15% | Dec 2023 |
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| Smith Shellnut Wilson | 6.4k | $262k | -4% | Dec 2023 |
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| Ballew Advisors | 6.3k | $263k | -32% | Mar 2024 |
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| Aurora Private Wealth | 6.2k | $263k | 1% | Mar 2024 |
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| Penobscot Wealth Management | 6.1k | $251k | 100% | Dec 2023 |
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| VCI Wealth Management | 6.1k | $248k | 100% | Dec 2023 |
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| Centennial Wealth Advisory | 5.9k | $252k | 100% | Mar 2024 |
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| Lifeworks Advisors | 5.7k | $232k | -76% | Dec 2023 |
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| Mutual Advisors | 5.4k | $222k | 100% | Dec 2023 |
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| PFG Advisors | 5.4k | $220k | -4% | Dec 2023 |
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| Arkadios Wealth Advisors | 5.3k | $216k | -1% | Dec 2023 |
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| Prospera Financial Services | 5.1k | $210k | 100% | Dec 2023 |
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| Sym Financial Corporation | 5.1k | $208k | 24% | Dec 2023 |
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| BKM Wealth Management | 5.0k | $210k | -6% | Mar 2024 |
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| Proequities | 4.4k | $178M | -16% | Dec 2023 |
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| Geneos Wealth Management | 4.2k | $170k | 0% | Dec 2023 |
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| Creekmur Asset Management | 3.5k | $143k | 100% | Dec 2023 |
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| Global Retirement Partners | 2.8k | $119k | -4% | Mar 2024 |
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| Hanson McClain Advisors | 2.1k | $84k | 3% | Dec 2023 |
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| EPG Wealth Management | 1.8k | $69k | 1% | Dec 2023 |
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| Principal Securities | 1.5k | $63k | 100% | Dec 2023 |
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| IFP Advisors | 1.4k | $55k | -77% | Dec 2023 |
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| GHP Investment Advisors | 1.3k | $53k | 0% | Dec 2023 |
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| American National Bank | 1.3k | $54k | 61% | Mar 2024 |
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| Whittier Trust | 785.00 | $32k | 0% | Dec 2023 |
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| CWM | 690.00 | $29k | -1% | Mar 2024 |
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| Hanson & Doremus Investment Management | 613.00 | $26k | 0% | Mar 2024 |
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| Franklin Resources | 562.00 | $23k | 0% | Dec 2023 |
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| Bartlett & Co. | 500.00 | $20k | 100% | Dec 2023 |
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| Bartlett & Co. Wealth Management | 500.00 | $21k | 100% | Dec 2023 |
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| Nbc Securities | 375.00 | $15k | 0% | Mar 2024 |
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| Clarity Asset Management | 372.00 | $15k | 100% | Dec 2023 |
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| Newbridge Financial Services Group | 317.00 | $13k | 0% | Dec 2023 |
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| Avalon Trust | 285.00 | $12k | 0% | Dec 2023 |
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| Larson Financial Group | 234.00 | $9.6k | 75% | Dec 2023 |
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| AdvisorNet Financial | 230.00 | $9.7k | -24% | Mar 2024 |
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| Citigroup | 229.00 | $9.4k | -57% | Dec 2023 |
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| Ancora Advisors | 177.00 | $7.2k | 100% | Dec 2023 |
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| Global Wealth Management Investment Advisory | 155.00 | $6.3k | -87% | Dec 2023 |
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| Sawyer & Company | 145.00 | $6.2k | 100% | Mar 2024 |
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| Raleigh Capital Management | 145.00 | $5.9k | 100% | Dec 2023 |
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| JFS Wealth Advisors | 135.00 | $5.5k | 0% | Dec 2023 |
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| Massmutual Trust | 130.00 | $5.5k | 100% | Mar 2024 |
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| Parallel Advisors | 130.00 | $5.3k | 0% | Dec 2023 |
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| Archer Investment Corp | 128.00 | $5.2k | 100% | Dec 2023 |
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| Sound Income Strategies | 104.00 | $4.4k | 333% | Mar 2024 |
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| Farmers & Merchants Investment | 104.00 | $4.4k | 0% | Mar 2024 |
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| Pineridge Advisors | 99.00 | $4.0k | 100% | Dec 2023 |
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| Benjamin F. Edwards & Company | 90.00 | $4.0k | 100% | Dec 2023 |
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| Castleview Partners | 75.00 | $3.1k | 100% | Dec 2023 |
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| Key FInancial | 73.00 | $3.0k | 0% | Dec 2023 |
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| Signature | 70.00 | $2.9k | 0% | Dec 2023 |
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| Activest Wealth Management | 37.00 | $1.5k | 0% | Dec 2023 |
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| Spire Wealth Management | 32.00 | $1.3k | 10% | Mar 2024 |
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| Concord Wealth Partners | 32.00 | $1.3k | -49% | Dec 2023 |
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| Robbins Farley | 30.00 | $1.3k | 7% | Mar 2024 |
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| Farmers & Merchants Trust Co of Chambersburg PA | 25.00 | $1.0k | 0% | Dec 2023 |
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| Element Wealth | 22.00 | $885.000600 | 0% | Dec 2023 |
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| Pacifica Partners | 18.00 | $745.000200 | 100% | Mar 2024 |
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| Parkside Financial Bank & Trust | 12.00 | $491.000400 | 0% | Dec 2023 |
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| Gradient Investments | 10.00 | $428.000000 | -55% | Mar 2024 |
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| Rockbridge Investment Management, LCC | 9.00 | $368.000100 | 100% | Dec 2023 |
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| O'shaughnessy Asset Management | 8.00 | $327.000000 | -100% | Dec 2023 |
|
| Armor Investment Advisors | 2.00 | $82.000000 | 0% | Dec 2023 |
|
| Financial Management Professionals | 1.00 | $0 | 0% | Mar 2024 |
|
Who sold out of Fidelity msci utils index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Huntington Asset Advisors | Dec 2023 | 534k | $22M |
| Two Sigma Investments | Sep 2023 | 57k | $2.2M |
| Benchmark Financial Wealth Advisors | Dec 2023 | 43k | $1.8M |
| Soltis Investment Advisors | Sep 2023 | 18k | $699k |
| Adviser Investments | Sep 2023 | 11k | $427k |
| Robertson Stephens Wealth Management | Sep 2023 | 10k | $385k |
| Pine Valley Investments Ltd Liability | Sep 2023 | 6.3k | $239k |
| Capital Analysts | Sep 2023 | 219.00 | $8.0k |
| Carmel Capital Partners | Sep 2023 | 104.00 | $3.9k |
| Tennessee Valley Asset Management Partners | Dec 2023 | 27.00 | $1.1k |
| Plante Moran Financial Advisors | Sep 2023 | 19.00 | $719.999300 |
| Cary Street Partner Investment Advisory | Sep 2023 | 11.00 | $417.000100 |