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 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
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.48KNew |
$149K - $199K
|
2.48K
$204K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
168+ 3.95% |
$10.1K - $13.5K
|
4.42K
$364K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2.06K- 13.59% |
$124K - $165K
|
13.1K
$1.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.5KNew |
$151K - $200K
|
2.5K
$206K
|
|
|
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 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
21.1K+ 31.72% |
$1.27M - $1.69M
|
87.4K
$7.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.22% |
$120 - $160
|
905
$74.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-110- 3.35% |
$6.62K - $8.81K
|
3.17K
$261K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.36K+ 18.67% |
$203K - $269K
|
21.4K
$1.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
31.8KNew |
$1.92M - $2.55M
|
31.8K
$2.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-179- 0.82% |
$10.8K - $14.3K
|
21.7K
$1.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
758+ 1.26% |
$45.6K - $60.7K
|
61K
$5.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-673- 6.97% |
$40.5K - $53.9K
|
8.98K
$739K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
2.67KNew |
$161K - $214K
|
2.67K
$220K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-15- 0.86% |
$903 - $1.2K
|
1.74K
$143K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
500+ 51.49% |
$30.1K - $40.1K
|
1.47K
$121K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
660+ 1.69% |
$39.7K - $52.9K
|
39.7K
$3.27M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.94K+ 58.43% |
$297K - $396K
|
13.4K
$1.1M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-747- 3.68% |
$45K - $59.8K
|
19.5K
$1.61M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
3.46K+ 26.8% |
$208K - $277K
|
16.4K
$1.35M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-49- 23.44% |
$2.95K - $3.92K
|
160
$13.2K
|
|
| Q1 2025 | |||||||
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
212New |
$14.4K - $16.7K
|
212
$17.4K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
130New |
$8.85K - $10.3K
|
130
$10.7K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
58.8K+ 598.01% |
$4M - $4.64M
|
68.6K
$5.65M
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
SELL
|
- |
-4.56K- 3.52% |
$310K - $360K
|
125K
$10.3M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-219- 0.98% |
$14.9K - $17.3K
|
22.2K
$1.83M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-638- 48.63% |
$43.4K - $50.4K
|
674
$55.4K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
4.02KNew |
$273K - $317K
|
4.02K
$330K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
516+ 621.69% |
$35.1K - $40.8K
|
599
$49.3K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
525+ 11.55% |
$35.7K - $41.5K
|
5.07K
$417K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.21K+ 19.91% |
$287K - $333K
|
25.4K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
8.47KNew |
$576K - $669K
|
8.47K
$696K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.55K+ 39.19% |
$106K - $123K
|
5.52K
$454K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-211- 5.56% |
$14.4K - $16.7K
|
3.59K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-33K- 5.69% |
$2.25M - $2.61M
|
547K
$45M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
80KNew |
$5.45M - $6.32M
|
80K
$6.58M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-72.1K- 68.8% |
$4.91M - $5.7M
|
32.7K
$2.69M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
68+ 20.36% |
$4.63K - $5.37K
|
402
$33.1K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-78- 0.29% |
$5.31K - $6.16K
|
26.7K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.59KNew |
$312K - $362K
|
4.59K
$377K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
272+ 1.19% |
$18.5K - $21.5K
|
23.2K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
31.1KNew |
$2.11M - $2.45M
|
31.1K
$2.55M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-780- 3.49% |
$53.1K - $61.6K
|
21.6K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2.37K- 2.1% |
$161K - $187K
|
110K
$9.08M
|
|