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 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-287- 4.07% |
$12.8K - $13.5K
|
6.77K
$306K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-347- 2.33% |
$15.5K - $16.4K
|
14.6K
$658K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-353- 0.06% |
$15.8K - $16.7K
|
628K
$28.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-354- 0.67% |
$15.8K - $16.7K
|
52.2K
$2.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-395- 3.5% |
$17.6K - $18.6K
|
10.9K
$492K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-411- 4.21% |
$18.4K - $19.4K
|
9.34K
$422K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-414- 2.38% |
$18.5K - $19.5K
|
17K
$767K
|
|
|
Oct 22, 2024
Q3 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-420- 2.75% |
$18.8K - $19.8K
|
14.8K
$671K
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-479- 3.05% |
$21.4K - $22.6K
|
15.2K
$688K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-500- 4.78% |
$22.3K - $23.6K
|
9.97K
$450K
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-518- 1.65% |
$23.1K - $24.5K
|
30.8K
$1.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-529- 2.33% |
$23.6K - $25K
|
22.2K
$1M
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-545- 0.73% |
$24.3K - $25.7K
|
74.3K
$3.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-556- 0.58% |
$24.8K - $26.2K
|
96K
$4.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-621- 53.72% |
$27.7K - $29.3K
|
535
$24.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-642- 0.01% |
$28.7K - $30.3K
|
5.96M
$269M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-659- 0.45% |
$29.4K - $31.1K
|
147K
$6.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-721- 6.81% |
$32.2K - $34K
|
9.87K
$446K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-732- 7.11% |
$32.7K - $34.6K
|
9.56K
$432K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-875- 3.56% |
$39.1K - $41.3K
|
23.7K
$1.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
SELL
|
- |
-951- 1.96% |
$42.5K - $44.9K
|
47.6K
$2.15M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-998- 6.18% |
$44.6K - $47.1K
|
15.2K
$685K
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-998- 10.68% |
$44.6K - $47.1K
|
8.35K
$377K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.11K- 3.13% |
$49.6K - $52.4K
|
34.4K
$1.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.13K- 1.8% |
$50.4K - $53.3K
|
61.6K
$2.78M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.15K- 0.05% |
$51.1K - $54.1K
|
2.09M
$94.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.15K- 3.16% |
$51.3K - $54.2K
|
35.2K
$1.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.43K- 22.26% |
$63.8K - $67.5K
|
4.99K
$226K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.48K- 7.44% |
$66.1K - $69.9K
|
18.4K
$832K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.51K- 38.28% |
$67.5K - $71.4K
|
2.44K
$110K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.53K- 1.55% |
$68.1K - $72K
|
97.2K
$4.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.55K- 16.37% |
$69.1K - $73.1K
|
7.91K
$357K
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.55K- 0.52% |
$69.4K - $73.4K
|
300K
$13.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.64K- 3.67% |
$73K - $77.2K
|
42.9K
$1.94M
|
|
|
Oct 29, 2024
Q3 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-1.65K- 13.45% |
$73.7K - $77.9K
|
10.6K
$480K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.84K- 1.83% |
$82.1K - $86.8K
|
98.6K
$4.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.88K- 3.09% |
$84K - $88.8K
|
59.1K
$2.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.89K- 2.55% |
$84.5K - $89.3K
|
72.3K
$3.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.08K- 13.63% |
$92.6K - $98K
|
13.2K
$594K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.15K- 24.09% |
$95.8K - $101K
|
6.76K
$306K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-2.16K- 3.71% |
$96.4K - $102K
|
56K
$2.53M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-2.39K- 13.59% |
$107K - $113K
|
15.2K
$687K
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-2.61K- 4.48% |
$117K - $123K
|
55.6K
$2.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-2.68K- 22.62% |
$120K - $127K
|
9.18K
$415K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2.75K- 20.16% |
$123K - $130K
|
10.9K
$492K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-2.79K- 29.8% |
$125K - $132K
|
6.58K
$297K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.17K- 1.79% |
$142K - $150K
|
174K
$7.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-3.35K- 43.56% |
$149K - $158K
|
4.34K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-3.44K- 40.74% |
$153K - $162K
|
5K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.76K- 40.62% |
$168K - $177K
|
5.49K
$248K
|