Purchases and Sales Made in Q1 2025 in Fidelity Nasdaq Composite Inde (ONEQ)
This table provides information about the institutional ownership of Fidelity Nasdaq Composite Inde (ONEQ) during Q1 2025. The information is specifically focused on institutions that hold shares of FIDELITY NASDAQ COMPOSITE INDE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.18K+ 12.09% |
$352K - $409K
|
48K
$3.61M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.01K+ 2.41% |
$341K - $395K
|
212K
$16M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.59KNew |
$312K - $362K
|
4.59K
$345K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.52K+ 18.41% |
$308K - $357K
|
29.1K
$2.19M
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
4.32KNew |
$294K - $341K
|
4.32K
$325K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.3K+ 73.3% |
$293K - $340K
|
10.2K
$765K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.21K+ 19.91% |
$287K - $333K
|
25.4K
$1.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.06KNew |
$277K - $321K
|
4.06K
$306K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
4.02KNew |
$273K - $317K
|
4.02K
$302K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
3.97KNew |
$270K - $314K
|
3.97K
$299K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
3.96K+ 0.87% |
$270K - $313K
|
457K
$34.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.8K+ 5.89% |
$259K - $300K
|
68.3K
$5.14M
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
3.74KNew |
$254K - $295K
|
3.74K
$281K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3.69K+ 10.82% |
$251K - $291K
|
37.7K
$2.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.68KNew |
$250K - $290K
|
3.68K
$277K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.67KNew |
$250K - $290K
|
3.67K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.56KNew |
$242K - $281K
|
3.56K
$268K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.28K+ 2.47% |
$223K - $259K
|
136K
$10.2M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.23KNew |
$220K - $255K
|
3.23K
$243K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.94KNew |
$200K - $232K
|
2.94K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
2.44K+ 13.09% |
$166K - $193K
|
21.1K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.43K+ 92.44% |
$166K - $192K
|
5.07K
$381K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.43K+ 0.23% |
$166K - $192K
|
1.08M
$81.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.02K+ 20.65% |
$138K - $160K
|
11.8K
$889K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.87K+ 15.69% |
$128K - $148K
|
13.8K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1.62KNew |
$111K - $128K
|
1.62K
$122K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.55K+ 39.19% |
$106K - $123K
|
5.52K
$415K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.55K+ 20.14% |
$106K - $123K
|
9.26K
$696K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.44K+ 52.74% |
$98.3K - $114K
|
4.18K
$315K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.28K+ 3.27% |
$87.1K - $101K
|
40.4K
$3.04M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.23K+ 9.97% |
$83.7K - $97.2K
|
13.6K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.03K+ 3.45% |
$70.4K - $81.7K
|
31K
$2.33M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.03K+ 26.53% |
$70.1K - $81.4K
|
4.91K
$370K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
956+ 2.51% |
$65.1K - $75.5K
|
39.1K
$2.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
812+ 2.88% |
$55.3K - $64.1K
|
29K
$2.18M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
750+ 2.08% |
$51.1K - $59.2K
|
36.8K
$2.77M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
638+ 94.66% |
$43.4K - $50.4K
|
1.31K
$98.7K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
625New |
$42.5K - $49.4K
|
625
$47K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
600New |
$40.8K - $47.4K
|
600
$45.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
583+ 15.89% |
$39.7K - $46.1K
|
4.25K
$320K
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
548+ 1.27% |
$37.3K - $43.3K
|
43.7K
$3.29M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
525+ 11.55% |
$35.7K - $41.5K
|
5.07K
$382K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
516+ 621.69% |
$35.1K - $40.8K
|
599
$45.1K
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
410+ 6.94% |
$27.9K - $32.4K
|
6.32K
$475K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
407New |
$27.7K - $32.1K
|
407
$30.6K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
405+ 19.44% |
$27.6K - $32K
|
2.49K
$187K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
383+ 14.83% |
$26.1K - $30.3K
|
2.97K
$223K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
380New |
$25.9K - $30K
|
380
$28.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
380+ 10.89% |
$25.9K - $30K
|
3.87K
$291K
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
372+ 5.03% |
$25.3K - $29.4K
|
7.77K
$584K
|