Latest Institutional Purchases of Fidelity Nasdaq Composite Inde (ONEQ)
This list provides information on the latest institutional transactions involving Fidelity Nasdaq Composite Inde (ONEQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
6.77KNew |
$407K - $542K
|
6.77K
$590K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.74K+ 66.19% |
$406K - $540K
|
16.9K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
6.41KNew |
$386K - $513K
|
6.41K
$559K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.3K+ 17.68% |
$379K - $504K
|
41.9K
$3.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
5.82KNew |
$350K - $466K
|
5.82K
$507K
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
5.79KNew |
$349K - $464K
|
5.79K
$505K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.72KNew |
$344K - $458K
|
5.72K
$499K
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
5.65KNew |
$340K - $452K
|
5.65K
$493K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.52K+ 179.72% |
$332K - $442K
|
8.59K
$750K
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
5.35KNew |
$322K - $429K
|
5.35K
$467K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
5.33K+ 46.3% |
$321K - $427K
|
16.8K
$1.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
5.31K+ 62.72% |
$320K - $425K
|
13.8K
$1.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.23K+ 12.96% |
$315K - $419K
|
45.6K
$3.98M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.94K+ 58.43% |
$297K - $396K
|
13.4K
$1.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
4.79KNew |
$288K - $384K
|
4.79K
$418K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.54KNew |
$274K - $364K
|
4.54K
$396K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
4.33KNew |
$261K - $347K
|
4.33K
$377K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.24KNew |
$255K - $339K
|
4.24K
$370K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.18KNew |
$252K - $335K
|
4.18K
$365K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.06K+ 6.33% |
$245K - $325K
|
68.3K
$5.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
4.05KNew |
$244K - $324K
|
4.05K
$353K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
4.04K+ 41.8% |
$243K - $323K
|
13.7K
$1.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.65KNew |
$220K - $292K
|
3.65K
$318K
|
|
|
Jul 21, 2025
Q2 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
3.52KNew |
$212K - $282K
|
3.52K
$307K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
3.46K+ 26.8% |
$208K - $277K
|
16.4K
$1.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.46KNew |
$208K - $277K
|
3.46K
$301K
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
3.45KNew |
$207K - $276K
|
3.45K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.4K+ 13.39% |
$205K - $272K
|
28.8K
$2.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
3.38KNew |
$204K - $271K
|
3.38K
$295K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.36K+ 18.67% |
$203K - $269K
|
21.4K
$1.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.31KNew |
$199K - $265K
|
3.31K
$289K
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
3.23K+ 18.45% |
$194K - $258K
|
20.7K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
3.18KNew |
$191K - $254K
|
3.18K
$277K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.16K+ 7910.0% |
$191K - $253K
|
3.2K
$280K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.11KNew |
$187K - $249K
|
3.11K
$271K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
3KNew |
$181K - $240K
|
3K
$262K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.98K+ 6.23% |
$180K - $239K
|
50.8K
$4.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.89KNew |
$174K - $231K
|
2.89K
$252K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
2.82KNew |
$170K - $226K
|
2.82K
$246K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.77KNew |
$167K - $222K
|
2.77K
$242K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.75KNew |
$166K - $220K
|
2.75K
$240K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.75KNew |
$166K - $220K
|
2.75K
$240K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
2.74K+ 19.79% |
$165K - $219K
|
16.6K
$1.44M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.73KNew |
$165K - $219K
|
2.73K
$238K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
2.67KNew |
$161K - $214K
|
2.67K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.65KNew |
$160K - $213K
|
2.65K
$232K
|
|
|
Aug 08, 2025
Q2 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
2.61KNew |
$157K - $209K
|
2.61K
$228K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.5KNew |
$151K - $200K
|
2.5K
$218K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.48KNew |
$149K - $199K
|
2.48K
$216K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.08K+ 646.73% |
$125K - $166K
|
2.4K
$209K
|