DUMONT & BLAKE INVESTMENT ADVISORS LLC - Fidelity Tr 500 Index Ins Prem ownership

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Fidelity Tr 500 Index Ins Prem's ticker is and the CUSIP is 315911750. A total of 23 filers reported holding Fidelity Tr 500 Index Ins Prem in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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Quarter-by-quarter ownership
DUMONT & BLAKE INVESTMENT ADVISORS LLC ownership history of Fidelity Tr 500 Index Ins Prem
ValueSharesWeighting
Q3 2023$339
-2.9%
2,267
+0.6%
0.12%
+1.8%
Q2 2023$349
+8.7%
2,253
+0.5%
0.11%
+3.7%
Q1 2023$321
+8.8%
2,241
+1.2%
0.11%
+4.8%
Q4 2022$295
-99.9%
2,214
+1.2%
0.10%
+2.0%
Q3 2022$273,000
-4.5%
2,188
+1.0%
0.10%
+9.7%
Q2 2022$286,000
-14.4%
2,167
+2.3%
0.09%
+2.2%
Q1 2022$334,000
-3.7%
2,119
+1.0%
0.09%
+1.1%
Q4 2021$347,000
+12.3%
2,097
+1.6%
0.09%
+2.3%
Q3 2021$309,000
+3.3%
2,063
+3.2%
0.09%
+3.5%
Q2 2021$299,000
+9.9%
1,999
+1.6%
0.08%
+2.4%
Q1 2021$272,000
+7.9%
1,968
+1.5%
0.08%
-3.5%
Q4 2020$252,000
+12.0%
1,938
+0.9%
0.09%
+1.2%
Q3 2020$225,000
+9.2%
1,921
+0.4%
0.08%
-1.2%
Q2 2020$206,000
-14.5%
1,913
-11.2%
0.09%
-9.5%
Q4 2019$241,000
-6.6%
2,154
-13.3%
0.10%
-12.8%
Q3 2019$258,000
-21.6%
2,483
-22.6%
0.11%
-20.4%
Q2 2019$329,000
+22.3%
3,209
+18.2%
0.14%
+20.2%
Q1 2019$269,000
+14.5%
2,714
+0.6%
0.11%
+3.6%
Q4 2018$235,000–2,697–0.11%–
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Other shareholders
Fidelity Tr 500 Index Ins Prem shareholders Q3 2023
NameSharesValueWeighting ↓
Sequent Asset Management, LLC 322,569$50,873,00029.77%
Sippican Capital Advisors 16,018$2,526,0002.10%
MAGNOLIA CAPITAL MANAGEMENT LTD 4,316$681,0000.56%
Almanack Investment Partners, LLC. 25,478$4,018,0000.35%
ENCOMPASS WEALTH ADVISORS, LLC 5,645$890,0000.22%
GOFEN & GLOSSBERG LLC /IL/ 57,776$9,112,0000.21%
THOMAS STORY & SON LLC 2,916$460,0000.18%
TOCQUEVILLE ASSET MANAGEMENT L.P. 75,817$11,957,0000.18%
NAVELLIER & ASSOCIATES INC 4,820$760,0000.13%
Barrett Asset Management, LLC 17,600$2,775,0000.12%
View complete list of Fidelity Tr 500 Index Ins Prem shareholders