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 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
48+ 0.35% |
$2.89K - $3.84K
|
13.6K
$1.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
36+ 0.86% |
$2.17K - $2.88K
|
4.22K
$375K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
31+ 0.5% |
$1.87K - $2.48K
|
6.2K
$552K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
27New |
$1.63K - $2.16K
|
27
$2.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
25+ 0.24% |
$1.51K - $2K
|
10.4K
$929K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
24New |
$1.45K - $1.92K
|
24
$2.14K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
18+ 0.12% |
$1.08K - $1.44K
|
15.4K
$1.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
17+ 0.15% |
$1.02K - $1.36K
|
11.3K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
14+ 0.03% |
$843 - $1.12K
|
54.6K
$4.86M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10New |
$602 - $801
|
10
$890
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 0.16% |
$482 - $641
|
4.98K
$444K
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
7+ 0.16% |
$422 - $561
|
4.32K
$384K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
5+ 0.14% |
$301 - $401
|
3.55K
$316K
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
5+ 0.17% |
$301 - $401
|
2.99K
$266K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
5+ 0.15% |
$301 - $401
|
3.31K
$294K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
4+ 0.07% |
$241 - $320
|
5.39K
$479K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3+ 0.1% |
$181 - $240
|
2.94K
$262K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3+ 0.03% |
$181 - $240
|
9.26K
$824K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.22% |
$120 - $160
|
905
$80.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 0.13% |
$120 - $160
|
1.55K
$138K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2+ 0.04% |
$120 - $160
|
4.53K
$403K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1+ 0.01% |
$60.2 - $80.1
|
8.59K
$765K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
1+ 0.03% |
$60.2 - $80.1
|
3.5K
$311K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1+ 0.0% |
$60.2 - $80.1
|
29K
$2.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1+ 0.02% |
$60.2 - $80.1
|
4.55K
$405K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-2- 0.05% |
$120 - $160
|
3.87K
$344K
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-3- 0.08% |
$181 - $240
|
3.62K
$322K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 0.52% |
$301 - $401
|
949
$84.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-15- 0.86% |
$903 - $1.2K
|
1.74K
$155K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-17- 0.53% |
$1.02K - $1.36K
|
3.21K
$286K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-33- 0.91% |
$1.99K - $2.64K
|
3.6K
$320K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-39- 9.2% |
$2.35K - $3.12K
|
385
$34.3K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-49- 23.44% |
$2.95K - $3.92K
|
160
$14.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-68- 2.23% |
$4.09K - $5.45K
|
2.98K
$265K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-70- 0.62% |
$4.22K - $5.61K
|
11.2K
$996K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-77- 3.09% |
$4.64K - $6.17K
|
2.41K
$215K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-109- 0.33% |
$6.56K - $8.73K
|
32.6K
$2.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-110- 3.35% |
$6.62K - $8.81K
|
3.17K
$282K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-121- 9.36% |
$7.29K - $9.69K
|
1.17K
$104K
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-127- 2.01% |
$7.65K - $10.2K
|
6.19K
$551K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-142- 3.39% |
$8.55K - $11.4K
|
4.05K
$360K
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-150- 4.87% |
$9.03K - $12K
|
2.93K
$261K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-179- 0.82% |
$10.8K - $14.3K
|
21.7K
$1.93M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-183- 4.06% |
$11K - $14.7K
|
4.32K
$385K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-187- 46.52% |
$11.3K - $15K
|
215
$19.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-200- 66.67% |
$12K - $16K
|
100
$8.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-235- 5.44% |
$14.2K - $18.8K
|
4.08K
$363K
|