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 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-249- 1.11% |
$15K - $19.9K
|
22.2K
$1.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-255- 0.28% |
$15.4K - $20.4K
|
89.4K
$7.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-271- 1.21% |
$16.3K - $21.7K
|
22.2K
$1.98M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-311- 8.46% |
$18.7K - $24.9K
|
3.37K
$299K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-336- 2.63% |
$20.2K - $26.9K
|
12.5K
$1.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-374- 1.69% |
$22.5K - $30K
|
21.8K
$1.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-400- 4.92% |
$24.1K - $32K
|
7.72K
$687K
|
|
|
Aug 04, 2025
Q2 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-425- 0.08% |
$25.6K - $34K
|
503K
$44.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-429- 11.42% |
$25.8K - $34.4K
|
3.33K
$296K
|
|
|
Jul 29, 2025
Q2 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-435- 2.69% |
$26.2K - $34.8K
|
15.7K
$1.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-490- 2.42% |
$29.5K - $39.2K
|
19.7K
$1.76M
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 50.0% |
$30.1K - $40.1K
|
500
$44.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-531- 14.05% |
$32K - $42.5K
|
3.25K
$289K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-535- 10.85% |
$32.2K - $42.9K
|
4.4K
$391K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-552- 7.49% |
$33.2K - $44.2K
|
6.82K
$607K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-673- 6.97% |
$40.5K - $53.9K
|
8.98K
$800K
|
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-728- 0.87% |
$43.8K - $58.3K
|
83.1K
$7.39M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-747- 3.68% |
$45K - $59.8K
|
19.5K
$1.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-750- 1.76% |
$45.2K - $60.1K
|
41.8K
$3.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-791- 17.24% |
$47.6K - $63.4K
|
3.8K
$338K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-798- 1.14% |
$48.1K - $63.9K
|
69.3K
$6.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-803- 0.38% |
$48.4K - $64.3K
|
212K
$18.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-830- 7.02% |
$50K - $66.5K
|
11K
$978K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-832- 8.48% |
$50.1K - $66.6K
|
8.98K
$799K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.01K- 25.69% |
$60.8K - $80.8K
|
2.92K
$260K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.22K- 30.07% |
$73.2K - $97.3K
|
2.83K
$252K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.3K- 22.74% |
$78.3K - $104K
|
4.42K
$393K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.37K- 16.39% |
$82.4K - $110K
|
6.99K
$622K
|
|
|
Jul 28, 2025
Q2 2025
|
Variant Private Wealth, LLC
Tysons, VA |
SELL
|
- |
-1.45K- 4.48% |
$87.2K - $116K
|
30.9K
$2.75M
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-1.58K- 4.12% |
$94.8K - $126K
|
36.7K
$3.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.6K- 3.11% |
$96.4K - $128K
|
49.8K
$4.43M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.7K- 4.58% |
$102K - $136K
|
35.5K
$3.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.72K- 20.34% |
$104K - $138K
|
6.74K
$600K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.8K- 27.98% |
$108K - $144K
|
4.63K
$412K
|
|
|
Jul 30, 2025
Q2 2025
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-1.88K- 42.63% |
$113K - $151K
|
2.53K
$225K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.89K- 3.15% |
$114K - $151K
|
58K
$5.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.99K- 3.7% |
$120K - $159K
|
51.8K
$4.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2.06K- 13.59% |
$124K - $165K
|
13.1K
$1.17M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-2.19K- 1.22% |
$132K - $176K
|
178K
$15.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-2.36K- 2.43% |
$142K - $189K
|
94.4K
$8.41M
|
|
|
Aug 18, 2025
Q2 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
SELL
|
- |
-2.53K- 11.15% |
$152K - $202K
|
20.1K
$1.79M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.68K- 79.27% |
$161K - $215K
|
701
$62.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2.97K- 12.32% |
$179K - $238K
|
21.2K
$1.88M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.05K- 16.08% |
$184K - $244K
|
15.9K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-3.72K- 53.21% |
$224K - $298K
|
3.27K
$291K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.73K- 37.6% |
$225K - $299K
|
6.19K
$551K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-4.1K- 3.8% |
$247K - $328K
|
104K
$9.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.53K- 16.97% |
$273K - $363K
|
22.1K
$1.97M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-4.55K- 21.57% |
$274K - $364K
|
16.5K
$1.47M
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
SELL
|
- |
-4.94K- 3.96% |
$297K - $395K
|
120K
$10.7M
|