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 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
3.58KNew |
$285K - $321K
|
3.58K
$322K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
154+ 5.6% |
$12.2K - $13.8K
|
2.91K
$262K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-251Closed |
$20K - $22.5K
|
0
$0
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
6+ 0.11% |
$477 - $538
|
5.39K
$486K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-275- 2.25% |
$21.9K - $24.6K
|
11.9K
$1.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.29K- 12.25% |
$103K - $116K
|
9.25K
$833K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-171- 1.11% |
$13.6K - $15.3K
|
15.2K
$1.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-190- 1.45% |
$15.1K - $17K
|
12.9K
$1.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
430+ 17.2% |
$34.2K - $38.5K
|
2.93K
$264K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-340- 1.17% |
$27K - $30.5K
|
28.7K
$2.58M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
5+ 0.15% |
$398 - $448
|
3.31K
$298K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.59K+ 16.19% |
$126K - $142K
|
11.4K
$1.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.95K+ 55.62% |
$155K - $174K
|
5.44K
$490K
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-94- 0.48% |
$7.47K - $8.43K
|
19.4K
$1.75M
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-311- 2.98% |
$24.7K - $27.9K
|
10.1K
$912K
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
2.52KNew |
$200K - $226K
|
2.52K
$227K
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-535- 1.46% |
$42.5K - $48K
|
36.1K
$3.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
365+ 2.2% |
$29K - $32.7K
|
16.9K
$1.52M
|
|
|
Oct 14, 2025
Q3 2025
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-1.34K- 25.0% |
$106K - $120K
|
4.02K
$362K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.07K+ 69.62% |
$165K - $186K
|
5.05K
$455K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
26+ 0.59% |
$2.07K - $2.33K
|
4.45K
$400K
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-526- 5.39% |
$41.8K - $47.1K
|
9.23K
$831K
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.22K- 3.64% |
$177K - $199K
|
58.8K
$5.29M
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2+ 0.06% |
$159 - $179
|
3.18K
$286K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
824+ 2.22% |
$65.5K - $73.9K
|
38K
$3.42M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-564- 15.98% |
$44.8K - $50.6K
|
2.97K
$267K
|
|
|
Oct 09, 2025
Q3 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
2.28KNew |
$181K - $204K
|
2.28K
$205K
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
56New |
$4.45K - $5.02K
|
56
$5.04K
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-174- 1.05% |
$13.8K - $15.6K
|
16.4K
$1.47M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
20.5KNew |
$1.63M - $1.84M
|
20.5K
$1.85M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-10- 0.58% |
$795 - $896
|
1.73K
$156K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.4K- 95.24% |
$111K - $126K
|
70
$6.3K
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-162- 0.75% |
$12.9K - $14.5K
|
21.5K
$1.94M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.95K+ 305.01% |
$711K - $802K
|
11.9K
$1.07M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
SELL
|
- |
-258- 1.58% |
$20.5K - $23.1K
|
16.1K
$1.45M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
85.2K+ 149.57% |
$5.13M - $6.83M
|
142K
$12.8M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
254New |
$15.3K - $20.3K
|
254
$22.9K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
697+ 116.36% |
$42K - $55.8K
|
1.3K
$117K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-119K- 57.46% |
$7.15M - $9.51M
|
87.9K
$7.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.54KNew |
$274K - $364K
|
4.54K
$409K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3+ 0.03% |
$181 - $240
|
9.26K
$834K
|
|
|
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
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
5.65KNew |
$340K - $452K
|
5.65K
$509K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
20.4KNew |
$1.23M - $1.63M
|
20.4K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
6.41KNew |
$386K - $513K
|
6.41K
$577K
|
|
|
Aug 14, 2025
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
16.2KNew |
$978K - $1.3M
|
16.2K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
4.05KNew |
$244K - $324K
|
4.05K
$365K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.18KNew |
$252K - $335K
|
4.18K
$377K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
261New |
$15.7K - $20.9K
|
261
$23.5K
|
|