LPL Financial LLC - FIDELITY ownership

FIDELITY's ticker is FCOR and the CUSIP is 316188101. A total of 47 filers reported holding FIDELITY in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of FIDELITY
ValueSharesWeighting
Q3 2023$4,018,664
-5.6%
91,939
-1.3%
0.00%0.0%
Q2 2023$4,259,204
-1.4%
93,158
-0.5%
0.00%0.0%
Q1 2023$4,319,128
-26.1%
93,650
-28.1%
0.00%
-40.0%
Q4 2022$5,842,624
-3.2%
130,299
-5.5%
0.01%
-16.7%
Q3 2022$6,036,000
-1.3%
137,811
+4.5%
0.01%0.0%
Q2 2022$6,117,000
+15.6%
131,845
+26.1%
0.01%
+20.0%
Q1 2022$5,291,000
+31.6%
104,561
+43.1%
0.01%
+66.7%
Q4 2021$4,021,000
+6.1%
73,094
+6.8%
0.00%
-25.0%
Q3 2021$3,789,000
+33.3%
68,448
+34.1%
0.00%
+33.3%
Q2 2021$2,843,000
+11.8%
51,029
+8.7%
0.00%0.0%
Q1 2021$2,544,000
+5.3%
46,943
+11.2%
0.00%0.0%
Q4 2020$2,416,000
+29.7%
42,211
+26.7%
0.00%0.0%
Q3 2020$1,863,000
+186.6%
33,319
+184.2%
0.00%
+200.0%
Q2 2020$650,000
+71.1%
11,725
+54.4%
0.00%0.0%
Q1 2020$380,000
+11.4%
7,593
+18.0%
0.00%0.0%
Q4 2019$341,000
+0.6%
6,433
+0.6%
0.00%0.0%
Q3 2019$339,000
+6.9%
6,393
+4.4%
0.00%0.0%
Q2 2019$317,000
+36.6%
6,126
+32.3%
0.00%0.0%
Q1 2019$232,000
+15.4%
4,630
+17.1%
0.00%0.0%
Q4 2017$201,0003,9540.00%
Other shareholders
FIDELITY shareholders Q4 2021
NameSharesValueWeighting ↓
Lineweaver Wealth Advisors, LLC 376,540$21,059,0009.41%
PROFESSIONAL PLANNING 96,397$5,389,0004.11%
Financial Partners Group, Inc 38,989$2,180,0000.75%
ISLAY CAPITAL MANAGEMENT, LLC 10,340$578,0000.60%
High Falls Advisors, Inc 26,610$1,0000.35%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 61,364$3,447,0000.30%
HBW ADVISORY SERVICES LLC 12,326$689,0000.28%
GeoWealth Management, LLC 5,941$331,0000.10%
RWA WEALTH PARTNERS, LLC 15,375$860,0000.09%
Stratos Investment Management, LLC 3,851$215,0000.08%
View complete list of FIDELITY shareholders