Purchases and Sales Made in Q3 2024 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q3 2024. The information is specifically focused on institutions that hold shares of FIDELITY MERRIMACK STR TR TOTA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
134K+ 5.67% |
$5.98M - $6.33M
|
2.5M
$114M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
128K+ 22.97% |
$5.7M - $6.02M
|
683K
$31.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
124K+ 15.95% |
$5.53M - $5.84M
|
900K
$40.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
121K+ 44.98% |
$5.39M - $5.7M
|
389K
$17.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
121KNew |
$5.39M - $5.7M
|
121K
$5.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
120K+ 10.93% |
$5.34M - $5.65M
|
1.21M
$55.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
118KNew |
$5.28M - $5.58M
|
118K
$5.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
118K+ 2139.91% |
$5.25M - $5.55M
|
123K
$5.59M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
BUY
|
- |
117K+ 102.58% |
$5.23M - $5.53M
|
231K
$10.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
117K+ 1376.52% |
$5.22M - $5.52M
|
126K
$5.71M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
114K+ 55.51% |
$5.09M - $5.38M
|
319K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
105K+ 577.95% |
$4.67M - $4.94M
|
123K
$5.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
100K+ 28.44% |
$4.48M - $4.74M
|
453K
$20.6M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
98.8KNew |
$4.41M - $4.66M
|
98.8K
$4.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
95K+ 33.04% |
$4.24M - $4.49M
|
383K
$17.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
92.3KNew |
$4.12M - $4.36M
|
92.3K
$4.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
91.6K+ 97.0% |
$4.09M - $4.32M
|
186K
$8.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
91K+ 27.73% |
$4.06M - $4.29M
|
419K
$19M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
90K+ 10.92% |
$4.02M - $4.25M
|
914K
$41.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
89.5K+ 6.93% |
$4M - $4.23M
|
1.38M
$62.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
87.3KNew |
$3.9M - $4.12M
|
87.3K
$3.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
83.9K+ 22.8% |
$3.75M - $3.96M
|
452K
$20.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
83.7K+ 75.44% |
$3.74M - $3.95M
|
195K
$8.85M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
83.6K+ 44.43% |
$3.73M - $3.95M
|
272K
$12.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
82.5K+ 4.53% |
$3.68M - $3.9M
|
1.9M
$86.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
82.4K+ 14.9% |
$3.68M - $3.89M
|
635K
$28.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
81.1K+ 14.87% |
$3.62M - $3.83M
|
626K
$28.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
79.3K+ 17.93% |
$3.54M - $3.74M
|
522K
$23.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
78.6KNew |
$3.51M - $3.71M
|
78.6K
$3.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
78.5K+ 20.8% |
$3.51M - $3.71M
|
456K
$20.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
74.2KNew |
$3.31M - $3.5M
|
74.2K
$3.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
72.1K+ 19.27% |
$3.22M - $3.4M
|
446K
$20.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
70.5KNew |
$3.15M - $3.33M
|
70.5K
$3.21M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
66.5K+ 3.93% |
$2.97M - $3.14M
|
1.76M
$80M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
63.2K+ 6.18% |
$2.82M - $2.99M
|
1.09M
$49.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
62.8K+ 2.18% |
$2.8M - $2.97M
|
2.94M
$134M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
61.9KNew |
$2.76M - $2.92M
|
61.9K
$2.82M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
58.4K+ 9.17% |
$2.61M - $2.76M
|
695K
$31.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
55.9K+ 24.12% |
$2.5M - $2.64M
|
288K
$13.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
55.5K+ 534.69% |
$2.48M - $2.62M
|
65.8K
$2.99M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
52.2K+ 67.49% |
$2.33M - $2.47M
|
130K
$5.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
52.2K+ 81.23% |
$2.33M - $2.46M
|
116K
$5.29M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
51K+ 6.12% |
$2.28M - $2.41M
|
883K
$40.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
49.4K+ 11.84% |
$2.21M - $2.33M
|
466K
$21.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
49.2K+ 10.24% |
$2.2M - $2.32M
|
530K
$24.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
49K+ 4.24% |
$2.19M - $2.31M
|
1.2M
$54.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
48.7K+ 26.95% |
$2.17M - $2.3M
|
229K
$10.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
47.9KNew |
$2.14M - $2.26M
|
47.9K
$2.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
45.7K+ 6.56% |
$2.04M - $2.16M
|
743K
$33.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
43.5KNew |
$1.94M - $2.05M
|
43.5K
$1.98M
|