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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
51+ 1.45% |
$4.06K - $4.57K
|
3.57K
$322K
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-518- 13.75% |
$41.2K - $46.4K
|
3.25K
$293K
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.29K- 2.36% |
$103K - $116K
|
53.4K
$4.81M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-16.1K- 4.56% |
$1.28M - $1.44M
|
336K
$30.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-79- 0.1% |
$6.28K - $7.08K
|
83K
$7.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-684- 21.05% |
$54.4K - $61.3K
|
2.57K
$231K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
950New |
$75.5K - $85.1K
|
950
$85.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
6.3KNew |
$501K - $565K
|
6.3K
$567K
|
|
|
Oct 29, 2025
Q3 2025
|
Variant Private Wealth, LLC
Tysons, VA |
SELL
|
- |
-988- 3.2% |
$78.6K - $88.6K
|
29.9K
$2.69M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.68KNew |
$213K - $240K
|
2.68K
$241K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
5+ 0.06% |
$398 - $448
|
9.06K
$816K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.5KNew |
$915K - $1.03M
|
11.5K
$1.04M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
27New |
$2.15K - $2.42K
|
27
$2.43K
|
|
|
Oct 27, 2025
Q3 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$239 - $269
|
2.61K
$235K
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
12New |
$954 - $1.08K
|
12
$1.08K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
7.42K+ 1.22% |
$590K - $665K
|
616K
$55.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7+ 175.0% |
$557 - $627
|
11
$991
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.15K+ 2.31% |
$91.7K - $103K
|
51K
$4.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
2.33KNew |
$185K - $209K
|
2.33K
$210K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.64K+ 13.08% |
$369K - $416K
|
40.1K
$3.61M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
2.05K+ 3.99% |
$163K - $183K
|
53.3K
$4.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
2.31K+ 3.33% |
$184K - $207K
|
71.6K
$6.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
7.24KNew |
$576K - $649K
|
7.24K
$652K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-656- 10.6% |
$52.2K - $58.8K
|
5.53K
$498K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.45KNew |
$195K - $220K
|
2.45K
$221K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.87K+ 90.87% |
$228K - $257K
|
6.02K
$542K
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
6+ 0.14% |
$477 - $538
|
4.32K
$389K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.5K- 1.02% |
$1.16M - $1.3M
|
1.41M
$127M
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-478- 1.05% |
$38K - $42.8K
|
45.1K
$4.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-1.23K- 34.01% |
$97.9K - $110K
|
2.39K
$215K
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
SELL
|
- |
-475- 14.96% |
$37.8K - $42.6K
|
2.7K
$243K
|
|
|
Oct 22, 2025
Q3 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-11- 0.07% |
$875 - $986
|
14.7K
$1.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
618+ 11.2% |
$49.1K - $55.4K
|
6.14K
$553K
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-118- 1.46% |
$9.38K - $10.6K
|
7.99K
$719K
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.53K- 35.47% |
$201K - $227K
|
4.6K
$415K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-784- 3.53% |
$62.3K - $70.3K
|
21.4K
$1.93M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1.24K+ 5.69% |
$98.7K - $111K
|
23.1K
$2.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
9.72K+ 24.6% |
$773K - $871K
|
49.2K
$4.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
22.8K+ 920.4% |
$1.82M - $2.05M
|
25.3K
$2.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
10.5KNew |
$832K - $938K
|
10.5K
$942K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$79.5 - $89.6
|
11K
$990K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 0.14% |
$557 - $627
|
4.99K
$449K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
42.4K+ 44.89% |
$3.37M - $3.8M
|
137K
$12.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-455- 4.03% |
$36.2K - $40.8K
|
10.8K
$975K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
30New |
$2.39K - $2.69K
|
30
$2.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16- 0.18% |
$1.27K - $1.43K
|
8.87K
$798K
|
|
|
Oct 20, 2025
Q3 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-1.71K- 0.34% |
$136K - $153K
|
501K
$45.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
29+ 0.75% |
$2.31K - $2.6K
|
3.9K
$351K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
384+ 5.68% |
$30.5K - $34.4K
|
7.15K
$644K
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
40+ 1.16% |
$3.18K - $3.59K
|
3.49K
$314K
|
|