FXAIX
Fidelity 500 Index Fund
1W: -0.9%
1M: -1.5%
3M: +2.6%
YTD: +11.2%
1Y: +13.2%
3Y: +83.2%
5Y: +80.3%
$266.84
+1.85 (+0.70%)
Weekly Expected Move ±1.4%
$259
$263
$266
$270
$274
Institutional Ownership — FXAIX
31
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
112M
Total Invested
6
New Positions
10
Increased
9
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (37 total)
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| Wealthspire Advisors, LLC | 125,005 | 33M |
| McIlrath & Eck, LLC | 1,290 | 344K |
| Financial Gravity Companies, Inc. | 967 | 258K |
| Vermillion Wealth Management, Inc. | 828 | 221K |
| NBT BANK, N.A. | 243 | 65K |
| Park Place Capital Corp | 242 | 65K |
| Luminist Capital LLC | 3 | 1K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kohmann Bosshard Financial Services | 12,422 | 3M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT | 12,021 | 3M |
| KELLEHER FINANCIAL ADVISORS | 2,566 | 685K |
| TOWER BRIDGE ADVISORS | 1,013 | 270K |
| Hemenway Trust Co LLC | 903 | 241K |
Biggest Increases (10)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Fulton Bank, N.A. | +6,543 | +37.8% | 23,864 |
| Williams Jones Wealth Management, L | +2,273 | +38.5% | 8,173 |
| Sippican Capital Advisors | +449 | +4.3% | 10,959 |
| GREAT LAKES ADVISORS, LLC | +236 | +6.2% | 4,035 |
| Mengis Capital Management, Inc. | +33 | +1.3% | 2,561 |
| OAKWORTH CAPITAL, INC. | +20 | +3.1% | 663 |
| CARRET ASSET MANAGEMENT, LLC | +13 | +0.3% | 4,833 |
| CENTRAL BANK & TRUST CO | +8 | +0.2% | 3,728 |
| Financial Concepts Unlimited, Inc. | +4 | +0.3% | 1,571 |
| Estabrook Capital Management | +1 | +0.2% | 616 |
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Sequent Asset Management, LLC | -1,203 | -0.6% | 208,403 |
| MOODY LYNN LIEBERSON & WALKER, LLC | -704 | -20.3% | 2,771 |
| Grey Fox Wealth Advisors, LLC | -499 | -1.5% | 32,852 |
| RIVERBRIDGE PARTNERS LLC | -204 | -3.2% | 6,264 |
| NEVILLE RODIE & SHAW INC | -111 | -4.9% | 2,167 |
| DUMONT & BLAKE INVESTMENT ADVISORS | -50 | -2.2% | 2,273 |
| NORTH STAR ASSET MANAGEMENT INC | -39 | -1.0% | 4,051 |
| WOODSTOCK CORP | -20 | -1.0% | 2,009 |