Who owns Fidelity 500 Index Instl Premi?
- Ticker: FXAIX
- CUSIP Number: 315911750
Tip: Access positions for across all investors
Analyze quarterly positions in Fidelity 500 Index Instl Premi with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Fidelity 500 Index Instl Premi this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Sequent Asset Management | 287k | $58M | -1% | Sep 2024 |
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Grey Fox Wealth Advisors | 17k | $38k | 100% | Sep 2024 |
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Sippican Capital Adivsors | 16k | $3.1M | 10% | Sep 2024 |
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Fulton Bank, NA | 13k | $2.6M | 0% | Sep 2024 |
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Texas Capital Banchares | 6.9k | $1.3M | 0% | Jun 2024 |
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Riverbrige Partners | 6.4k | $1.3M | 165% | Sep 2024 |
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Ferguson Wellman Capital Management | 6.1k | $1.2M | 10% | Sep 2024 |
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Silvercrest Asset Management Group | 5.6k | $1.1M | 100% | Jun 2024 |
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Twin Capital Management | 5.5k | $1.1M | 1% | Sep 2024 |
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Williams Jones Wealth Management | 5.3k | $1.1M | 2% | Sep 2024 |
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Dumont & Blake Investment Advisors | 4.6k | $869k | 102% | Jun 2024 |
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Carret Asset Management | 4.4k | $886k | 0% | Sep 2024 |
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Magnolia Capital Management | 4.3k | $866k | 0% | Sep 2024 |
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Woodstock Corp | 3.8k | $762k | -15% | Sep 2024 |
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Coston, McIsaac & Partners | 3.8k | $759k | 0% | Sep 2024 |
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North Point Portfolio Managers Corporation | 3.6k | $724k | 63% | Sep 2024 |
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Marcia E. Wade | 3.6k | $721k | 100% | Sep 2024 |
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Thomas Story & Son | 3.0k | $608k | 0% | Sep 2024 |
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Neville Rodie & Shaw | 2.9k | $586k | -4% | Sep 2024 |
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North Star Asset Management | 1.9k | $381k | 0% | Sep 2024 |
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Puzo Michael J | 1.6k | $330k | 0% | Sep 2024 |
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Moody Lynn & Co/ | 1.5k | $304k | 0% | Sep 2024 |
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Tower Bridge Advisors | 1.4k | $289k | 0% | Sep 2024 |
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Financial Gravity Companies | 946.00 | $190k | 100% | Sep 2024 |
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Financial Gravity Wealth | 943.00 | $179k | 0% | Jun 2024 |
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Westside Investment Management | 552.00 | $105k | 0% | Jun 2024 |
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Estabrook Capital Management | 436.00 | $83k | 0% | Jun 2024 |
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Tucker Asset Management | 359.00 | $68k | -15% | Jun 2024 |
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Fairfield Financial Advisors | 280.00 | $56k | 0% | Sep 2024 |
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Who sold out of Fidelity 500 Index Instl Premi?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
ORG Partners | Jun 2024 | 1.0k | $195k |
Laffer Investments | Jun 2024 | 487.00 | $93k |