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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4+ 0.14% |
$318 - $359
|
2.95K
$265K
|
|
|
Nov 04, 2025
Q3 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
4+ 0.13% |
$318 - $359
|
2.99K
$270K
|
|
|
Oct 27, 2025
Q3 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$239 - $269
|
2.61K
$235K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2+ 0.05% |
$159 - $179
|
4.09K
$368K
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2+ 0.06% |
$159 - $179
|
3.18K
$286K
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.11% |
$79.5 - $89.6
|
906
$81.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.39% |
$79.5 - $89.6
|
259
$23.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
1+ 0.0% |
$79.5 - $89.6
|
23K
$2.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 2.13% |
$79.5 - $89.6
|
48
$4.32K
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.47% |
$79.5 - $89.6
|
216
$19.5K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1+ 0.02% |
$79.5 - $89.6
|
4.56K
$410K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.04% |
$79.5 - $89.6
|
2.67K
$241K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$79.5 - $89.6
|
11K
$990K
|
|
| Q2 2025 | |||||||
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
111KNew |
$6.7M - $8.92M
|
111K
$10M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
85.2K+ 149.57% |
$5.13M - $6.83M
|
142K
$12.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
60.8K+ 709.82% |
$3.66M - $4.87M
|
69.4K
$6.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
21.1K+ 31.72% |
$1.27M - $1.69M
|
87.4K
$7.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
20.4KNew |
$1.23M - $1.63M
|
20.4K
$1.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
17.6KNew |
$1.06M - $1.41M
|
17.6K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
16.2KNew |
$978K - $1.3M
|
16.2K
$1.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
8.13KNew |
$490K - $651K
|
8.13K
$732K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.74K+ 66.19% |
$406K - $540K
|
16.9K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
6.41KNew |
$386K - $513K
|
6.41K
$577K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.72KNew |
$344K - $458K
|
5.72K
$515K
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
5.65KNew |
$340K - $452K
|
5.65K
$509K
|
|
|
Aug 12, 2025
Q2 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
5.31K+ 62.72% |
$320K - $425K
|
13.8K
$1.24M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.94K+ 58.43% |
$297K - $396K
|
13.4K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.54KNew |
$274K - $364K
|
4.54K
$409K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
4.33KNew |
$261K - $347K
|
4.33K
$390K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.18KNew |
$252K - $335K
|
4.18K
$377K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
4.05KNew |
$244K - $324K
|
4.05K
$365K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.65KNew |
$220K - $292K
|
3.65K
$328K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.46KNew |
$208K - $277K
|
3.46K
$311K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
3.38KNew |
$204K - $271K
|
3.38K
$305K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.16K+ 7910.0% |
$191K - $253K
|
3.2K
$289K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
2.82KNew |
$170K - $226K
|
2.82K
$254K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.77KNew |
$167K - $222K
|
2.77K
$249K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.75KNew |
$166K - $220K
|
2.75K
$248K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.73KNew |
$165K - $219K
|
2.73K
$246K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
2.67KNew |
$161K - $214K
|
2.67K
$241K
|
|
|
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
$480K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
890New |
$53.6K - $71.3K
|
890
$80.1K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
697+ 116.36% |
$42K - $55.8K
|
1.3K
$117K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
350+ 1.09% |
$21.1K - $28K
|
32.5K
$2.92M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
319+ 531.67% |
$19.2K - $25.6K
|
379
$34.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
288New |
$17.3K - $23.1K
|
288
$25.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
261New |
$15.7K - $20.9K
|
261
$23.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
255New |
$15.4K - $20.4K
|
255
$23K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
254New |
$15.3K - $20.3K
|
254
$22.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
226+ 17.33% |
$13.6K - $18.1K
|
1.53K
$138K
|
|