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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
349+ 3.13% |
$23.8K - $27.6K
|
11.5K
$866K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
321+ 3.04% |
$21.9K - $25.4K
|
10.9K
$819K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
290New |
$19.7K - $22.9K
|
290
$21.8K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
272+ 1.19% |
$18.5K - $21.5K
|
23.2K
$1.74M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
245+ 1.78% |
$16.7K - $19.4K
|
14K
$1.05M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
213+ 1.41% |
$14.5K - $16.8K
|
15.3K
$1.15M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
212New |
$14.4K - $16.7K
|
212
$15.9K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
180+ 3.79% |
$12.3K - $14.2K
|
4.93K
$371K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
150New |
$10.2K - $11.8K
|
150
$11.3K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
90+ 2.42% |
$6.13K - $7.11K
|
3.81K
$287K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
68+ 20.36% |
$4.63K - $5.37K
|
402
$30.2K
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
64+ 0.13% |
$4.36K - $5.06K
|
51.2K
$3.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
40+ 0.12% |
$2.72K - $3.16K
|
32.3K
$2.43M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
39New |
$2.65K - $3.08K
|
39
$2.93K
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
33+ 0.74% |
$2.25K - $2.61K
|
4.5K
$339K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
31+ 11.52% |
$2.11K - $2.45K
|
300
$22.6K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
26+ 0.12% |
$1.77K - $2.05K
|
22.1K
$1.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
14+ 0.12% |
$953 - $1.11K
|
11.3K
$847K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 0.07% |
$545 - $632
|
12.2K
$920K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
7+ 0.13% |
$476 - $553
|
5.38K
$405K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.12% |
$408 - $474
|
4.98K
$374K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6+ 0.1% |
$408 - $474
|
6.17K
$464K
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
5+ 0.12% |
$340 - $395
|
4.31K
$324K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
4+ 0.12% |
$272 - $316
|
3.3K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.12% |
$272 - $316
|
3.36K
$252K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4+ 0.08% |
$272 - $316
|
5.24K
$394K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3+ 0.02% |
$204 - $237
|
15.2K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
2+ 0.04% |
$136 - $158
|
5.43K
$409K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 0.13% |
$136 - $158
|
1.55K
$116K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2+ 0.07% |
$136 - $158
|
2.94K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2+ 0.04% |
$136 - $158
|
4.55K
$342K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$68.1 - $79
|
3.28K
$247K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$68.1 - $79
|
8.46K
$636K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.11% |
$68.1 - $79
|
903
$67.9K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-2- 33.33% |
$136 - $158
|
4
$301
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 0.52% |
$340 - $395
|
954
$71.8K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-32- 0.73% |
$2.18K - $2.53K
|
4.33K
$325K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-47- 1.11% |
$3.2K - $3.71K
|
4.19K
$315K
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
SELL
|
- |
-65- 0.07% |
$4.42K - $5.13K
|
96.7K
$7.27M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-66- 1.79% |
$4.49K - $5.21K
|
3.63K
$273K
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-67- 0.11% |
$4.56K - $5.29K
|
60.3K
$4.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-69- 5.07% |
$4.7K - $5.45K
|
1.29K
$97.3K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-75- 2.17% |
$5.11K - $5.92K
|
3.38K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-78- 0.29% |
$5.31K - $6.16K
|
26.7K
$2.01M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-90- 1.92% |
$6.13K - $7.11K
|
4.59K
$346K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-96- 1.29% |
$6.53K - $7.58K
|
7.37K
$555K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-97- 2.11% |
$6.6K - $7.66K
|
4.51K
$339K
|
|
|
Apr 24, 2025
Q1 2025
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-138- 1.31% |
$9.39K - $10.9K
|
10.4K
$783K
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-143- 0.7% |
$9.73K - $11.3K
|
20.3K
$1.52M
|