LPL Financial LLC - FIDELITY ownership

FIDELITY's ticker is FLTB and the CUSIP is 316188200. A total of 47 filers reported holding FIDELITY in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of FIDELITY
ValueSharesWeighting
Q3 2023$2,132,600
+0.6%
44,619
+1.1%
0.00%
-50.0%
Q2 2023$2,119,653
-4.3%
44,155
-3.4%
0.00%0.0%
Q1 2023$2,215,787
+12.8%
45,724
+11.6%
0.00%0.0%
Q4 2022$1,964,590
+3.7%
40,955
+2.8%
0.00%0.0%
Q3 2022$1,895,000
-0.5%
39,823
+1.9%
0.00%0.0%
Q2 2022$1,904,000
-7.8%
39,098
-5.7%
0.00%0.0%
Q1 2022$2,065,000
-9.5%
41,482
-5.9%
0.00%0.0%
Q4 2021$2,282,000
-3.3%
44,069
-2.4%
0.00%0.0%
Q3 2021$2,359,000
+3.0%
45,150
+3.2%
0.00%0.0%
Q2 2021$2,291,000
+8.7%
43,746
+8.5%
0.00%0.0%
Q1 2021$2,108,000
+86.5%
40,320
+88.7%
0.00%
+100.0%
Q4 2020$1,130,000
+7.4%
21,372
+6.6%
0.00%
-50.0%
Q3 2020$1,052,000
+21.8%
20,056
+21.4%
0.00%0.0%
Q2 2020$864,000
+15.7%
16,522
+10.1%
0.00%0.0%
Q1 2020$747,000
+103.0%
15,002
+107.7%
0.00%
+100.0%
Q4 2019$368,000
-8.7%
7,224
-8.6%
0.00%0.0%
Q3 2019$403,000
+68.6%
7,902
+67.3%
0.00%0.0%
Q2 2019$239,000
-25.5%
4,723
-26.3%
0.00%0.0%
Q1 2019$321,000
-15.1%
6,406
-16.2%
0.00%0.0%
Q4 2018$378,000
+35.0%
7,647
+34.4%
0.00%0.0%
Q3 2018$280,000
-30.9%
5,690
-28.9%
0.00%0.0%
Q1 2016$405,0008,0000.00%
Other shareholders
FIDELITY shareholders Q4 2020
NameSharesValueWeighting ↓
MIRSKY FINANCIAL MANAGEMENT CORP. 165,750$8,765,0004.51%
LVZ, Inc. 85,672$4,530,0000.76%
ISLAY CAPITAL MANAGEMENT, LLC 14,865$786,0000.71%
Levy Wealth Management Group, LLC 15,018$794,0000.56%
Rehmann Capital Advisory Group 75,969$4,019,880,0000.45%
SCHMIDT P J INVESTMENT MANAGEMENT INC 30,692$1,620,0000.37%
Retirement Group, LLC 11,229$593,0000.27%
Soltis Investment Advisors LLC 27,190$1,438,0000.27%
IFP Advisors, Inc 122,237$6,467,0000.26%
NICOLET ADVISORY SERVICES, LLC 19,523$1,032,0000.14%
View complete list of FIDELITY shareholders