Purchases and Sales Made in Q3 2025 in Fidelity Nasdaq Composite Inde (ONEQ)
This table provides information about the institutional ownership of Fidelity Nasdaq Composite Inde (ONEQ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
42.4K+ 44.89% |
$3.37M - $3.8M
|
137K
$12.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
22.8K+ 920.4% |
$1.82M - $2.05M
|
25.3K
$2.25M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
20.5KNew |
$1.63M - $1.84M
|
20.5K
$1.83M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
10.5KNew |
$832K - $938K
|
10.5K
$931K
|
|
|
Oct 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
9.72K+ 24.6% |
$773K - $871K
|
49.2K
$4.38M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.95K+ 305.01% |
$711K - $802K
|
11.9K
$1.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.83K+ 283.61% |
$702K - $791K
|
11.9K
$1.06M
|
|
|
Oct 06, 2025
Q3 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
8.4KNew |
$668K - $753K
|
8.4K
$748K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
7.24KNew |
$576K - $649K
|
7.24K
$644K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.64K+ 13.08% |
$369K - $416K
|
40.1K
$3.57M
|
|
|
Oct 10, 2025
Q3 2025
|
First Bank & Trust
|
BUY
|
- |
3.78KNew |
$301K - $339K
|
3.78K
$337K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
3.58KNew |
$285K - $321K
|
3.58K
$318K
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
2.52KNew |
$200K - $226K
|
2.52K
$224K
|
|
|
Oct 23, 2025
Q3 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
2.33KNew |
$185K - $209K
|
2.33K
$207K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
2.31K+ 3.33% |
$184K - $207K
|
71.6K
$6.37M
|
|
|
Oct 09, 2025
Q3 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
2.28KNew |
$181K - $204K
|
2.28K
$203K
|
|
|
Oct 14, 2025
Q3 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
2.21K+ 6.93% |
$176K - $198K
|
34.1K
$3.03M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.07K+ 69.62% |
$165K - $186K
|
5.05K
$450K
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
2.05K+ 3.99% |
$163K - $183K
|
53.3K
$4.74M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.95K+ 55.62% |
$155K - $174K
|
5.44K
$484K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.59K+ 16.19% |
$126K - $142K
|
11.4K
$1.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1.24K+ 5.69% |
$98.7K - $111K
|
23.1K
$2.05M
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
824+ 2.22% |
$65.5K - $73.9K
|
38K
$3.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
618+ 11.2% |
$49.1K - $55.4K
|
6.14K
$546K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
430+ 17.2% |
$34.2K - $38.5K
|
2.93K
$261K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
384+ 5.68% |
$30.5K - $34.4K
|
7.15K
$636K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
365+ 2.2% |
$29K - $32.7K
|
16.9K
$1.51M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
154+ 5.6% |
$12.2K - $13.8K
|
2.91K
$259K
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
56New |
$4.45K - $5.02K
|
56
$4.98K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
45+ 4.74% |
$3.58K - $4.03K
|
994
$88.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
40+ 1.16% |
$3.18K - $3.59K
|
3.49K
$310K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
30New |
$2.39K - $2.69K
|
30
$2.67K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
29+ 0.75% |
$2.31K - $2.6K
|
3.9K
$347K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
26+ 0.59% |
$2.07K - $2.33K
|
4.45K
$396K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 0.14% |
$557 - $627
|
4.99K
$444K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
6+ 0.11% |
$477 - $538
|
5.39K
$480K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
5+ 0.15% |
$398 - $448
|
3.31K
$295K
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2+ 0.06% |
$159 - $179
|
3.18K
$283K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$79.5 - $89.6
|
11K
$979K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-10- 0.58% |
$795 - $896
|
1.73K
$154K
|
|
|
Oct 22, 2025
Q3 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-11- 0.07% |
$875 - $986
|
14.7K
$1.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-13- 0.34% |
$1.03K - $1.17K
|
3.85K
$342K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16- 0.18% |
$1.27K - $1.43K
|
8.87K
$789K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-36- 1.49% |
$2.86K - $3.23K
|
2.38K
$211K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-64- 0.16% |
$5.09K - $5.74K
|
39.7K
$3.53M
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-94- 0.48% |
$7.47K - $8.43K
|
19.4K
$1.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-118- 1.46% |
$9.38K - $10.6K
|
7.99K
$711K
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-162- 0.75% |
$12.9K - $14.5K
|
21.5K
$1.92M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-171- 1.11% |
$13.6K - $15.3K
|
15.2K
$1.35M
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-174- 1.05% |
$13.8K - $15.6K
|
16.4K
$1.46M
|