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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.82K+ 4.16% |
$109K - $146K
|
45.5K
$4.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.77K+ 4.69% |
$107K - $142K
|
39.5K
$3.52M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.68K+ 13.71% |
$101K - $134K
|
13.9K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.2K+ 4.71% |
$72K - $95.8K
|
26.6K
$2.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.03K+ 8.97% |
$62K - $82.5K
|
12.5K
$1.11M
|
|
|
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
$474K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
911+ 17.96% |
$54.9K - $73K
|
5.98K
$532K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
890New |
$53.6K - $71.3K
|
890
$79.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
845+ 12.49% |
$50.9K - $67.7K
|
7.61K
$677K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
758+ 1.26% |
$45.6K - $60.7K
|
61K
$5.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
740New |
$44.6K - $59.3K
|
740
$65.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
720+ 14.65% |
$43.4K - $57.7K
|
5.63K
$501K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
697+ 116.36% |
$42K - $55.8K
|
1.3K
$115K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
660+ 1.69% |
$39.7K - $52.9K
|
39.7K
$3.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
643+ 5.91% |
$38.7K - $51.5K
|
11.5K
$1.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
564+ 19.02% |
$34K - $45.2K
|
3.53K
$314K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
555+ 2.05% |
$33.4K - $44.5K
|
27.6K
$2.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
537+ 0.49% |
$32.3K - $43K
|
111K
$9.87M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
531+ 0.47% |
$32K - $42.5K
|
113K
$10M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
500+ 51.49% |
$30.1K - $40.1K
|
1.47K
$131K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
489+ 9.82% |
$29.4K - $39.2K
|
5.47K
$487K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
488+ 0.84% |
$29.4K - $39.1K
|
58.7K
$5.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
459+ 11.29% |
$27.6K - $36.8K
|
4.52K
$403K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
350+ 1.09% |
$21.1K - $28K
|
32.5K
$2.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
345+ 0.84% |
$20.8K - $27.6K
|
41.5K
$3.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
339+ 4.36% |
$20.4K - $27.2K
|
8.11K
$722K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
319+ 531.67% |
$19.2K - $25.6K
|
379
$33.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
288New |
$17.3K - $23.1K
|
288
$25.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
261New |
$15.7K - $20.9K
|
261
$23.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
255New |
$15.4K - $20.4K
|
255
$22.7K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
254New |
$15.3K - $20.3K
|
254
$22.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
252+ 6.99% |
$15.2K - $20.2K
|
3.86K
$343K
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
251New |
$15.1K - $20.1K
|
251
$22.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
226+ 17.33% |
$13.6K - $18.1K
|
1.53K
$136K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
209+ 5.69% |
$12.6K - $16.7K
|
3.88K
$345K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
185+ 6.23% |
$11.1K - $14.8K
|
3.15K
$281K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
168+ 3.95% |
$10.1K - $13.5K
|
4.42K
$393K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
168+ 3.13% |
$10.1K - $13.5K
|
5.53K
$492K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
142+ 2.71% |
$8.55K - $11.4K
|
5.38K
$479K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
140+ 18.67% |
$8.43K - $11.2K
|
890
$79.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
131New |
$7.89K - $10.5K
|
131
$11.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
130New |
$7.83K - $10.4K
|
130
$11.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
124+ 0.56% |
$7.47K - $9.93K
|
22.2K
$1.98M
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
BUY
|
- |
123+ 1.0% |
$7.41K - $9.85K
|
12.4K
$1.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
101+ 1.94% |
$6.08K - $8.09K
|
5.31K
$473K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
91New |
$5.48K - $7.29K
|
91
$8.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
75+ 1.87% |
$4.52K - $6.01K
|
4.09K
$364K
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
75+ 0.15% |
$4.52K - $6.01K
|
51.2K
$4.56M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
59New |
$3.55K - $4.73K
|
59
$5.25K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
57New |
$3.43K - $4.57K
|
57
$5.07K
|