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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
516+ 621.69% |
$35.1K - $40.8K
|
599
$48K
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
410+ 6.94% |
$27.9K - $32.4K
|
6.32K
$506K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
407New |
$27.7K - $32.1K
|
407
$32.6K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
405+ 19.44% |
$27.6K - $32K
|
2.49K
$199K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
383+ 14.83% |
$26.1K - $30.3K
|
2.97K
$238K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
380New |
$25.9K - $30K
|
380
$30.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
380+ 10.89% |
$25.9K - $30K
|
3.87K
$310K
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
372+ 5.03% |
$25.3K - $29.4K
|
7.77K
$622K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
349+ 3.13% |
$23.8K - $27.6K
|
11.5K
$922K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
321+ 3.04% |
$21.9K - $25.4K
|
10.9K
$872K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
290New |
$19.7K - $22.9K
|
290
$23.2K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
272+ 1.19% |
$18.5K - $21.5K
|
23.2K
$1.86M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
245+ 1.78% |
$16.7K - $19.4K
|
14K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
213+ 1.41% |
$14.5K - $16.8K
|
15.3K
$1.23M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
212New |
$14.4K - $16.7K
|
212
$17K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
180+ 3.79% |
$12.3K - $14.2K
|
4.93K
$395K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
150New |
$10.2K - $11.8K
|
150
$12K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
130New |
$8.85K - $10.3K
|
130
$10.4K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
90+ 2.42% |
$6.13K - $7.11K
|
3.81K
$305K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
68+ 20.36% |
$4.63K - $5.37K
|
402
$32.2K
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
64+ 0.13% |
$4.36K - $5.06K
|
51.2K
$4.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
40+ 0.12% |
$2.72K - $3.16K
|
32.3K
$2.59M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
39New |
$2.65K - $3.08K
|
39
$3.12K
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
33+ 0.74% |
$2.25K - $2.61K
|
4.5K
$361K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
31+ 11.52% |
$2.11K - $2.45K
|
300
$24K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
26+ 0.12% |
$1.77K - $2.05K
|
22.1K
$1.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
14+ 0.12% |
$953 - $1.11K
|
11.3K
$902K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 0.07% |
$545 - $632
|
12.2K
$980K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
7+ 0.13% |
$476 - $553
|
5.38K
$431K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6+ 0.1% |
$408 - $474
|
6.17K
$494K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.12% |
$408 - $474
|
4.98K
$399K
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
5+ 0.12% |
$340 - $395
|
4.31K
$345K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.12% |
$272 - $316
|
3.36K
$269K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4+ 0.08% |
$272 - $316
|
5.24K
$419K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
4+ 0.12% |
$272 - $316
|
3.3K
$265K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2+ 0.04% |
$136 - $158
|
4.55K
$365K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2+ 0.07% |
$136 - $158
|
2.94K
$236K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 0.13% |
$136 - $158
|
1.55K
$124K
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
2+ 0.04% |
$136 - $158
|
5.43K
$435K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
139KNew |
$9.78M - $11M
|
139K
$11.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
76.7KNew |
$5.41M - $6.11M
|
76.7K
$6.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
41.8K+ 30.71% |
$2.95M - $3.33M
|
178K
$14.3M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.4K+ 17.68% |
$2.71M - $3.05M
|
255K
$20.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
32.5KNew |
$2.29M - $2.59M
|
32.5K
$2.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.8KNew |
$1.68M - $1.89M
|
23.8K
$1.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
23.2KNew |
$1.63M - $1.84M
|
23.2K
$1.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.4KNew |
$1.37M - $1.54M
|
19.4K
$1.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
12.9KNew |
$910K - $1.03M
|
12.9K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
12.2K+ 117.33% |
$863K - $974K
|
22.7K
$1.82M
|
|