Purchases and Sales Made in Q2 2025 in Fidelity Nasdaq Composite Inde (ONEQ)
This table provides information about the institutional ownership of Fidelity Nasdaq Composite Inde (ONEQ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
167K+ 37.95% |
$10.1M - $13.4M
|
609K
$50.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
154K+ 12.18% |
$9.28M - $12.3M
|
1.42M
$118M
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
111KNew |
$6.7M - $8.92M
|
111K
$9.27M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
66.8K+ 49.11% |
$4.02M - $5.35M
|
203K
$16.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
36.4K+ 17.35% |
$2.19M - $2.92M
|
246K
$20.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
32.6K+ 708.99% |
$1.96M - $2.61M
|
37.2K
$3.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
32.1K+ 195.52% |
$1.93M - $2.57M
|
48.5K
$4.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
31.8KNew |
$1.92M - $2.55M
|
31.8K
$2.65M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
21.1K+ 31.72% |
$1.27M - $1.69M
|
87.4K
$7.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
20.8K+ 6.27% |
$1.25M - $1.67M
|
352K
$29.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
BUY
|
- |
20.8K+ 21.46% |
$1.25M - $1.66M
|
117K
$9.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
18.9K+ 8.17% |
$1.14M - $1.51M
|
250K
$20.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
17.6KNew |
$1.06M - $1.41M
|
17.6K
$1.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
14.8KNew |
$889K - $1.18M
|
14.8K
$1.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.79KNew |
$590K - $784K
|
9.79K
$815K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
9.78KNew |
$589K - $783K
|
9.78K
$814K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9.26KNew |
$558K - $742K
|
9.26K
$772K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
8.13KNew |
$490K - $651K
|
8.13K
$677K
|
|
|
Jul 16, 2025
Q2 2025
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
8.08K+ 3.47% |
$487K - $647K
|
241K
$20M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
6.77KNew |
$407K - $542K
|
6.77K
$563K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.3K+ 17.68% |
$379K - $504K
|
41.9K
$3.49M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.72KNew |
$344K - $458K
|
5.72K
$476K
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
5.35KNew |
$322K - $429K
|
5.35K
$446K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.23K+ 12.96% |
$315K - $419K
|
45.6K
$3.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.94K+ 58.43% |
$297K - $396K
|
13.4K
$1.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
4.79KNew |
$288K - $384K
|
4.79K
$399K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
4.33KNew |
$261K - $347K
|
4.33K
$360K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.24KNew |
$255K - $339K
|
4.24K
$353K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.06K+ 6.33% |
$245K - $325K
|
68.3K
$5.69M
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
4.04K+ 41.8% |
$243K - $323K
|
13.7K
$1.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.65KNew |
$220K - $292K
|
3.65K
$304K
|
|
|
Jul 21, 2025
Q2 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
3.52KNew |
$212K - $282K
|
3.52K
$293K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
3.46K+ 26.8% |
$208K - $277K
|
16.4K
$1.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
3.45KNew |
$207K - $276K
|
3.45K
$287K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
3.38KNew |
$204K - $271K
|
3.38K
$282K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.36K+ 18.67% |
$203K - $269K
|
21.4K
$1.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.11KNew |
$187K - $249K
|
3.11K
$259K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.98K+ 6.23% |
$180K - $239K
|
50.8K
$4.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
2.82KNew |
$170K - $226K
|
2.82K
$235K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.75KNew |
$166K - $220K
|
2.75K
$229K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
2.74K+ 19.79% |
$165K - $219K
|
16.6K
$1.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.73KNew |
$165K - $219K
|
2.73K
$228K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
2.67KNew |
$161K - $214K
|
2.67K
$222K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.5KNew |
$151K - $200K
|
2.5K
$208K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.48KNew |
$149K - $199K
|
2.48K
$207K
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.82K+ 4.16% |
$109K - $146K
|
45.5K
$3.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.77K+ 4.69% |
$107K - $142K
|
39.5K
$3.29M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.68K+ 13.71% |
$101K - $134K
|
13.9K
$1.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1K+ 23.11% |
$60.2K - $80.1K
|
5.33K
$444K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
890New |
$53.6K - $71.3K
|
890
$74.1K
|