Purchases and Sales Made in Q3 2025 in Fidelity Nasdaq Composite Inde (ONEQ)
This table provides information about the institutional ownership of Fidelity Nasdaq Composite Inde (ONEQ) during Q3 2025. The information is specifically focused on institutions that hold shares of FIDELITY NASDAQ COMPOSITE INDE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
685+ 19.33% |
$54.5K - $61.4K
|
4.23K
$376K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
618+ 11.2% |
$49.1K - $55.4K
|
6.14K
$546K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
430+ 17.2% |
$34.2K - $38.5K
|
2.93K
$261K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
384+ 5.68% |
$30.5K - $34.4K
|
7.15K
$636K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
365+ 2.2% |
$29K - $32.7K
|
16.9K
$1.51M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
154+ 5.6% |
$12.2K - $13.8K
|
2.91K
$259K
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
56New |
$4.45K - $5.02K
|
56
$4.98K
|
|
|
Oct 30, 2025
Q3 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
51+ 1.45% |
$4.06K - $4.57K
|
3.57K
$318K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
45+ 4.74% |
$3.58K - $4.03K
|
994
$88.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
40+ 1.16% |
$3.18K - $3.59K
|
3.49K
$310K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
38+ 15.14% |
$3.02K - $3.41K
|
289
$25.7K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
30New |
$2.39K - $2.69K
|
30
$2.67K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
29+ 0.75% |
$2.31K - $2.6K
|
3.9K
$347K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
27New |
$2.15K - $2.42K
|
27
$2.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
26+ 0.59% |
$2.07K - $2.33K
|
4.45K
$396K
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
12New |
$954 - $1.08K
|
12
$1.07K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 0.14% |
$557 - $627
|
4.99K
$444K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7+ 175.0% |
$557 - $627
|
11
$979
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
6+ 0.14% |
$477 - $538
|
4.32K
$385K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
6+ 0.11% |
$477 - $538
|
5.39K
$480K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
5+ 0.06% |
$398 - $448
|
9.06K
$807K
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
5+ 0.14% |
$398 - $448
|
3.6K
$320K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
5+ 0.15% |
$398 - $448
|
3.31K
$295K
|
|
|
Nov 04, 2025
Q3 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
4+ 0.13% |
$318 - $359
|
2.99K
$266K
|
|
|
Oct 27, 2025
Q3 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$239 - $269
|
2.61K
$233K
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2+ 0.06% |
$159 - $179
|
3.18K
$283K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$79.5 - $89.6
|
11K
$979K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.04% |
$79.5 - $89.6
|
2.67K
$238K
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-5- 0.12% |
$398 - $448
|
4.21K
$375K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-10- 0.58% |
$795 - $896
|
1.73K
$154K
|
|
|
Oct 22, 2025
Q3 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-11- 0.07% |
$875 - $986
|
14.7K
$1.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-13- 0.34% |
$1.03K - $1.17K
|
3.85K
$342K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16- 0.18% |
$1.27K - $1.43K
|
8.87K
$789K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-36- 1.49% |
$2.86K - $3.23K
|
2.38K
$211K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-64- 0.16% |
$5.09K - $5.74K
|
39.7K
$3.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-79- 0.1% |
$6.28K - $7.08K
|
83K
$7.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-94- 0.48% |
$7.47K - $8.43K
|
19.4K
$1.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-118- 1.46% |
$9.38K - $10.6K
|
7.99K
$711K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-143- 2.69% |
$11.4K - $12.8K
|
5.17K
$460K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-151- 0.68% |
$12K - $13.5K
|
22.1K
$1.96M
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-162- 0.75% |
$12.9K - $14.5K
|
21.5K
$1.92M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-171- 1.11% |
$13.6K - $15.3K
|
15.2K
$1.35M
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-174- 1.05% |
$13.8K - $15.6K
|
16.4K
$1.46M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-190- 1.45% |
$15.1K - $17K
|
12.9K
$1.15M
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-223- 1.63% |
$17.7K - $20K
|
13.5K
$1.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-251Closed |
$20K - $22.5K
|
0
$0
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-254- 2.04% |
$20.2K - $22.8K
|
12.2K
$1.09M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
SELL
|
- |
-258- 1.58% |
$20.5K - $23.1K
|
16.1K
$1.43M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-275- 2.25% |
$21.9K - $24.6K
|
11.9K
$1.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-311- 2.98% |
$24.7K - $27.9K
|
10.1K
$901K
|