Latest Institutional Transactions on Fidelity Nasdaq Composite Inde (ONEQ)
This table provides information on the latest institutional transactions involving Fidelity Nasdaq Composite Inde (ONEQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-75K- 20.19% |
$4.51M - $6.01M
|
296K
$24.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
890New |
$53.6K - $71.3K
|
890
$73.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.79KNew |
$590K - $784K
|
9.79K
$805K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.75KNew |
$166K - $220K
|
2.75K
$226K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
124+ 0.56% |
$7.47K - $9.93K
|
22.2K
$1.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
459+ 11.29% |
$27.6K - $36.8K
|
4.52K
$372K
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
5.35KNew |
$322K - $429K
|
5.35K
$440K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
252+ 6.99% |
$15.2K - $20.2K
|
3.86K
$317K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.77K+ 4.69% |
$107K - $142K
|
39.5K
$3.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-830- 7.02% |
$50K - $66.5K
|
11K
$904K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-43.2K- 39.54% |
$2.6M - $3.46M
|
66K
$5.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
7+ 0.16% |
$422 - $561
|
4.32K
$355K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
167K+ 37.95% |
$10.1M - $13.4M
|
609K
$50.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
319+ 531.67% |
$19.2K - $25.6K
|
379
$31.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-4.1K- 3.8% |
$247K - $328K
|
104K
$8.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-4.55K- 21.57% |
$274K - $364K
|
16.5K
$1.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-311- 8.46% |
$18.7K - $24.9K
|
3.37K
$277K
|
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-728- 0.87% |
$43.8K - $58.3K
|
83.1K
$6.83M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.8K- 27.98% |
$108K - $144K
|
4.63K
$381K
|
|
|
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
$438K
|
|
|
Jul 21, 2025
Q2 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
3.52KNew |
$212K - $282K
|
3.52K
$290K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.73KNew |
$165K - $219K
|
2.73K
$225K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 0.16% |
$482 - $641
|
4.98K
$410K
|
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
BUY
|
- |
20.8K+ 21.46% |
$1.25M - $1.66M
|
117K
$9.66M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.72KNew |
$344K - $458K
|
5.72K
$470K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
2.82KNew |
$170K - $226K
|
2.82K
$232K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
339+ 4.36% |
$20.4K - $27.2K
|
8.11K
$667K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
564+ 19.02% |
$34K - $45.2K
|
3.53K
$290K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-2- 0.05% |
$120 - $160
|
3.87K
$318K
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
BUY
|
- |
123+ 1.0% |
$7.41K - $9.85K
|
12.4K
$1.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-43.6K- 16.29% |
$2.62M - $3.49M
|
224K
$18.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
8.13KNew |
$490K - $651K
|
8.13K
$669K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.6K- 3.11% |
$96.4K - $128K
|
49.8K
$4.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
17.6KNew |
$1.06M - $1.41M
|
17.6K
$1.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
5+ 0.15% |
$301 - $401
|
3.31K
$272K
|
|
|
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
$738K
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
3.45KNew |
$207K - $276K
|
3.45K
$283K
|
|
|
Jul 16, 2025
Q2 2025
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
8.08K+ 3.47% |
$487K - $647K
|
241K
$19.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-400- 4.92% |
$24.1K - $32K
|
7.72K
$635K
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-3- 0.08% |
$181 - $240
|
3.62K
$298K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
18+ 0.12% |
$1.08K - $1.44K
|
15.4K
$1.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
32.6K+ 708.99% |
$1.96M - $2.61M
|
37.2K
$3.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.11KNew |
$187K - $249K
|
3.11K
$256K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 0.52% |
$301 - $401
|
949
$78.1K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
350+ 1.09% |
$21.1K - $28K
|
32.5K
$2.67M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-336- 2.63% |
$20.2K - $26.9K
|
12.5K
$1.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1+ 0.0% |
$60.2 - $80.1
|
29K
$2.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-15.2K- 55.44% |
$915K - $1.22M
|
12.2K
$1.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.5KNew |
$151K - $200K
|
2.5K
$206K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2.06K- 13.59% |
$124K - $165K
|
13.1K
$1.08M
|