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Get Institutions for : 
Fidelity Concord Street Trust (FUSV.X)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 23    2
Total shares held : 
 401,138  
% of shares held : 
 4.46%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   13  
Amount of shares held : 
 286,585  
% of shares held change : 
   3.18%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 288,980
 72.04%
 
Increased Positions :
12
 1,780
 0.44%
 
Unchanged Positions :
8
 49,409
 12.32%
 
Decreased Positions :
1
-4,175
-1.04%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SEQUENT ASSET MANAGEMENT, LLC 1 - 2024-03-31 288,811 $52,838,000 381
   GOFEN & GLOSSBERG LLC /IL/ 110 - 2022-12-31 58,229 $7,751,000 -295
   Financial Gravity Wealth Inc. 100 - 2023-12-31 17,727 $3,376,000 0
   Sippican Capital Adivsors 4 - 2023-12-31 17,490 $2,894,000 137
   FULTON BANK, N.A. 120 - 2024-03-31 13,085 $2,394,000 22
   ROTHSCHILD INVESTMENT CORP /IL 112 - 2023-09-30 13,492 $2,015,000 -1,869
   Williams Jones Wealth Management LLC. 212 - 2023-12-31 9,434 $1,561,000 0
   TEXAS CAPITAL BANCSHARES INC/TX 20 - 2023-12-31 6,889 $1,140,000 0
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 191 - 2024-03-31 5,486 $1,004,000 -149
   TWIN CAPITAL MANAGEMENT INC 175 - 2023-12-31 5,515 $913,000 42
   WOODSTOCK CORP 105 - 2024-03-31 4,496 $823,000 0
   CARRET ASSET MANAGEMENT 154 - 2024-03-31 4,385 $802,000 0
   MAGNOLIA CAPITAL MANAGEMENT LTD 30 - 2024-03-31 4,316 $790,000 0
   Coston McIsaac & Partners 59 - 2024-03-31 3,760 $687,000 0
   NEVILLE RODIE & SHAW INC 169 - 2024-03-31 3,109 $568,000 -82
   THOMAS STORY & SON LLC 44 - 2023-12-31 3,012 $498,000 24
   DUMONT & BLAKE INVESTMENT ADVISORS LLC 144 - 2024-03-31 2,258 $413,000 -28
   NORTH STAR ASSET MANAGEMENT INC 239 - 2023-12-31 1,898 $314,000 0
   PUZO MICHAEL J 66 - 2023-12-31 1,642 $272,000 0
   MOODY LYNN & CO/ 206 - 2024-03-31 1,328 $243,000 0
   ORG Partners LLC 255 - 2023-12-31 1,250 $207,000 35
   Westside Investment Management Inc. 274 - 2024-03-31 550 $101,000 0
   GROVE CREEK ASSET MANAGEMENT 180 - 2023-12-31 348 $58,000 2
   Main Street Group LTD 283 - 2023-12-31 181 $30,000 0
   TUCKER ASSET MANAGEMENT LLC 321 - 2023-12-31 157 $26,000 35
   Livelsberger Financial Advisory 253 - 2023-12-31 10 $2,000 0
   PSI Advisors LLC 727 *Closed 2024-03-31 0 $0 -2
   RIVERBRIDGE PARTNERS LLC 176 *Closed 2024-03-31 0 $0 -7,322
   Garde Capital Inc. 279 *Closed 2023-12-31 0 $0 -2,062
  29 Records found
  1    
  Page 1 of 1
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