Purchases and Sales Made in Q4 2024 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
68.9M+ 1542.47% |
$3.09B - $3.23B
|
73.4M
$3.32B
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
8.81MNew |
$395M - $413M
|
8.81M
$398M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.12M+ 25.38% |
$319M - $334M
|
35.2M
$1.59B
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.38MNew |
$196M - $205M
|
4.38M
$198M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.02M+ 39.17% |
$90.9M - $94.9M
|
7.19M
$325M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.73M+ 142.11% |
$77.4M - $80.9M
|
2.94M
$133M
|
|
|
Feb 14, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
1.68MNew |
$75.2M - $78.5M
|
1.68M
$75.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.28M+ 60.92% |
$57.3M - $59.9M
|
3.37M
$153M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.08MNew |
$48.2M - $50.4M
|
1.08M
$48.6M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.01M+ 145.46% |
$45.4M - $47.4M
|
1.71M
$77.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
996K+ 55.07% |
$44.7M - $46.7M
|
2.8M
$127M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
879K+ 8.44% |
$39.5M - $41.2M
|
11.3M
$511M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
754K+ 1113.92% |
$33.8M - $35.3M
|
822K
$37.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
720K+ 322.86% |
$32.3M - $33.7M
|
942K
$42.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
676K+ 94.01% |
$30.3M - $31.7M
|
1.39M
$63M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
670K+ 28.18% |
$30.1M - $31.4M
|
3.05M
$138M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
657K+ 69.8% |
$29.5M - $30.8M
|
1.6M
$72.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
654K+ 584.46% |
$29.3M - $30.6M
|
766K
$34.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
595K+ 21.37% |
$26.7M - $27.9M
|
3.38M
$153M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
563K+ 8064.14% |
$25.3M - $26.4M
|
570K
$25.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
562K+ 62.47% |
$25.2M - $26.3M
|
1.46M
$66M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
537K+ 44.58% |
$24.1M - $25.1M
|
1.74M
$78.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
353KNew |
$15.8M - $16.5M
|
353K
$15.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
346K+ 50.63% |
$15.5M - $16.2M
|
1.03M
$46.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
345KNew |
$15.5M - $16.2M
|
345K
$15.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
335K+ 15.5% |
$15M - $15.7M
|
2.49M
$113M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
312KNew |
$14M - $14.6M
|
312K
$14.1M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
303KNew |
$13.6M - $14.2M
|
303K
$13.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
BUY
|
- |
287KNew |
$12.9M - $13.4M
|
287K
$13M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
285KNew |
$12.8M - $13.3M
|
285K
$12.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
284KNew |
$12.8M - $13.3M
|
284K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
277KNew |
$12.4M - $13M
|
277K
$12.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
274K+ 94.62% |
$12.3M - $12.8M
|
564K
$25.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
269K+ 5.64% |
$12.1M - $12.6M
|
5.05M
$228M
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
268KNew |
$12M - $12.6M
|
268K
$12.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
264KNew |
$11.8M - $12.4M
|
264K
$11.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
251K+ 6.2% |
$11.3M - $11.8M
|
4.29M
$194M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
248K+ 38.27% |
$11.1M - $11.6M
|
896K
$40.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
216K+ 2193.31% |
$9.7M - $10.1M
|
226K
$10.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
203K+ 7.09% |
$9.13M - $9.53M
|
3.07M
$139M
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
202KNew |
$9.08M - $9.48M
|
202K
$9.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
195K+ 14.36% |
$8.74M - $9.12M
|
1.55M
$70.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
189K+ 3817.35% |
$8.49M - $8.87M
|
194K
$8.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
189K+ 84.21% |
$8.46M - $8.83M
|
412K
$18.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
180K+ 138.91% |
$8.08M - $8.44M
|
310K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
172K+ 19.76% |
$7.72M - $8.07M
|
1.04M
$47.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
168K+ 44.16% |
$7.56M - $7.89M
|
550K
$24.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
165K+ 29.84% |
$7.38M - $7.71M
|
716K
$32.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
161K+ 35.86% |
$7.22M - $7.54M
|
609K
$27.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
147K+ 9.27% |
$6.62M - $6.91M
|
1.74M
$78.5M
|