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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.75K- 4.53% |
$348K - $363K
|
163K
$7.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-8.54K- 1.2% |
$383K - $400K
|
705K
$31.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-9.13K- 22.66% |
$409K - $428K
|
31.1K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-9.37K- 2.04% |
$420K - $439K
|
449K
$20.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-9.53K- 2.48% |
$428K - $447K
|
375K
$17M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-9.75K- 9.83% |
$437K - $457K
|
89.4K
$4.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.76K- 30.63% |
$438K - $458K
|
22.1K
$999K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-10.8K- 22.62% |
$486K - $508K
|
37.1K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11.6K- 14.5% |
$521K - $544K
|
68.4K
$3.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11.8K- 4.07% |
$527K - $551K
|
277K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-12.4K- 24.32% |
$558K - $583K
|
38.7K
$1.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-13.1K- 2.89% |
$587K - $613K
|
440K
$19.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-13.2K- 25.19% |
$590K - $617K
|
39.1K
$1.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-14.3K- 57.26% |
$641K - $669K
|
10.7K
$482K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-14.6K- 7.69% |
$654K - $683K
|
175K
$7.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.6K- 3.41% |
$698K - $729K
|
440K
$19.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-18.3K- 4.36% |
$820K - $856K
|
401K
$18.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-18.7K- 3.88% |
$838K - $875K
|
463K
$20.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-20.5K- 15.07% |
$922K - $963K
|
116K
$5.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-21.3K- 8.34% |
$956K - $998K
|
234K
$10.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-23.5K- 31.54% |
$1.05M - $1.1M
|
50.9K
$2.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-26.2K- 11.78% |
$1.18M - $1.23M
|
196K
$8.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-30K- 87.11% |
$1.35M - $1.41M
|
4.44K
$200K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-30.8K- 11.17% |
$1.38M - $1.44M
|
245K
$11.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-31.2K- 28.94% |
$1.4M - $1.46M
|
76.6K
$3.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-31.7K- 13.01% |
$1.42M - $1.49M
|
212K
$9.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-32.6K- 17.94% |
$1.46M - $1.53M
|
149K
$6.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-33.4K- 54.71% |
$1.5M - $1.56M
|
27.6K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-34.2K- 38.67% |
$1.53M - $1.6M
|
54.2K
$2.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-37.8K- 83.02% |
$1.69M - $1.77M
|
7.72K
$349K
|
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-40K- 3.67% |
$1.8M - $1.88M
|
1.05M
$47.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-40.4K- 1.62% |
$1.81M - $1.9M
|
2.46M
$111M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-43.2K- 10.99% |
$1.94M - $2.03M
|
350K
$15.8M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-44.5K- 19.23% |
$2M - $2.08M
|
187K
$8.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-44.6K- 17.76% |
$2M - $2.09M
|
207K
$9.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-76.6K- 20.77% |
$3.44M - $3.59M
|
292K
$13.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-82.2K- 7.86% |
$3.69M - $3.85M
|
964K
$43.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-144K- 28.08% |
$6.47M - $6.76M
|
369K
$16.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-153K- 60.03% |
$6.86M - $7.16M
|
102K
$4.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-197K- 45.86% |
$8.86M - $9.25M
|
233K
$10.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-211K- 46.68% |
$9.47M - $9.89M
|
241K
$10.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-311K- 10.35% |
$13.9M - $14.6M
|
2.69M
$122M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-574K- 48.46% |
$25.8M - $26.9M
|
611K
$27.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-738K- 97.94% |
$33.1M - $34.6M
|
15.5K
$700K
|