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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-255- 0.28% |
$15.4K - $20.4K
|
89.4K
$8.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
5.31K+ 62.72% |
$320K - $425K
|
13.8K
$1.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.16K+ 7910.0% |
$191K - $253K
|
3.2K
$289K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-791- 17.24% |
$47.6K - $63.4K
|
3.8K
$342K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.77KNew |
$167K - $222K
|
2.77K
$249K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
57New |
$3.43K - $4.57K
|
57
$5.13K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.73K- 37.6% |
$225K - $299K
|
6.19K
$557K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.46KNew |
$208K - $277K
|
3.46K
$311K
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-150- 4.87% |
$9.03K - $12K
|
2.93K
$264K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-535- 10.85% |
$32.2K - $42.9K
|
4.4K
$396K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.74K+ 66.19% |
$406K - $540K
|
16.9K
$1.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.72K- 20.34% |
$104K - $138K
|
6.74K
$607K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.75KNew |
$166K - $220K
|
2.75K
$248K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
3.38KNew |
$204K - $271K
|
3.38K
$305K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-7.35K- 43.63% |
$443K - $589K
|
9.5K
$855K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
226+ 17.33% |
$13.6K - $18.1K
|
1.53K
$138K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.22K- 30.07% |
$73.2K - $97.3K
|
2.83K
$254K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-200- 66.67% |
$12K - $16K
|
100
$9.01K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
4.33KNew |
$261K - $347K
|
4.33K
$390K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
130New |
$7.83K - $10.4K
|
130
$11.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 50.0% |
$30.1K - $40.1K
|
500
$45K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
288New |
$17.3K - $23.1K
|
288
$25.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.65KNew |
$220K - $292K
|
3.65K
$328K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-31.1KClosed |
$1.87M - $2.49M
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
140+ 18.67% |
$8.43K - $11.2K
|
890
$80.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
111KNew |
$6.7M - $8.92M
|
111K
$10M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
27New |
$1.63K - $2.16K
|
27
$2.43K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
91New |
$5.48K - $7.29K
|
91
$8.19K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
59New |
$3.55K - $4.73K
|
59
$5.31K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
168+ 3.13% |
$10.1K - $13.5K
|
5.53K
$498K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 0.13% |
$120 - $160
|
1.55K
$139K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10New |
$602 - $801
|
10
$901
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
255New |
$15.4K - $20.4K
|
255
$23K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
890New |
$53.6K - $71.3K
|
890
$80.1K
|
|
|
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 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
319+ 531.67% |
$19.2K - $25.6K
|
379
$34.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-311- 8.46% |
$18.7K - $24.9K
|
3.37K
$303K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.72KNew |
$344K - $458K
|
5.72K
$515K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.73KNew |
$165K - $219K
|
2.73K
$246K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
8.13KNew |
$490K - $651K
|
8.13K
$732K
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
BUY
|
- |
123+ 1.0% |
$7.41K - $9.85K
|
12.4K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
2.82KNew |
$170K - $226K
|
2.82K
$254K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-400- 4.92% |
$24.1K - $32K
|
7.72K
$695K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
17.6KNew |
$1.06M - $1.41M
|
17.6K
$1.59M
|
|
|
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 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
21.1K+ 31.72% |
$1.27M - $1.69M
|
87.4K
$7.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-673- 6.97% |
$40.5K - $53.9K
|
8.98K
$809K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.94K+ 58.43% |
$297K - $396K
|
13.4K
$1.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
2.67KNew |
$161K - $214K
|
2.67K
$241K
|
|