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 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
144K+ 4.89% |
$6.44M - $6.73M
|
3.08M
$140M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
143K+ 11.25% |
$6.43M - $6.71M
|
1.42M
$64.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
138KNew |
$6.18M - $6.46M
|
138K
$6.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
130K+ 29.02% |
$5.83M - $6.09M
|
578K
$26.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
127K+ 68.51% |
$5.72M - $5.97M
|
313K
$14.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
126K+ 24.09% |
$5.64M - $5.89M
|
647K
$29.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
124K+ 2.76% |
$5.55M - $5.79M
|
4.61M
$209M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
123K+ 200.37% |
$5.53M - $5.78M
|
185K
$8.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
116K+ 13.38% |
$5.22M - $5.46M
|
986K
$44.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
113KNew |
$5.08M - $5.31M
|
113K
$5.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
112K+ 25.55% |
$5.04M - $5.26M
|
552K
$25.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
110K+ 17.28% |
$4.92M - $5.14M
|
745K
$33.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
109K+ 73.29% |
$4.91M - $5.13M
|
259K
$11.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
109KNew |
$4.88M - $5.1M
|
109K
$4.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
107K+ 3.02% |
$4.8M - $5.01M
|
3.65M
$166M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
106KNew |
$4.75M - $4.96M
|
106K
$4.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
103KNew |
$4.62M - $4.83M
|
103K
$4.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
102KNew |
$4.59M - $4.8M
|
102K
$4.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
102K+ 11.19% |
$4.59M - $4.79M
|
1.02M
$46.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
98.1KNew |
$4.4M - $4.59M
|
98.1K
$4.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
95.1K+ 5.4% |
$4.27M - $4.46M
|
1.86M
$84.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
92.4KNew |
$4.14M - $4.33M
|
92.4K
$4.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
91.1K+ 3.61% |
$4.09M - $4.27M
|
2.61M
$119M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
90.9K+ 244.28% |
$4.08M - $4.26M
|
128K
$5.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
90.7K+ 72.3% |
$4.07M - $4.25M
|
216K
$9.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
90.5K+ 137.42% |
$4.06M - $4.24M
|
156K
$7.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
90.1KNew |
$4.04M - $4.22M
|
90.1K
$4.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
88.8K+ 24.65% |
$3.99M - $4.16M
|
449K
$20.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
84.2K+ 177.62% |
$3.78M - $3.95M
|
132K
$5.99M
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
83.5KNew |
$3.75M - $3.91M
|
83.5K
$3.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
83.5KNew |
$3.74M - $3.91M
|
83.5K
$3.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
82.7K+ 25.69% |
$3.71M - $3.87M
|
404K
$18.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
82.5K+ 313.52% |
$3.7M - $3.87M
|
109K
$4.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
81.8KNew |
$3.67M - $3.83M
|
81.8K
$3.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
81.5K+ 5.9% |
$3.66M - $3.82M
|
1.46M
$66.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
81K+ 257.9% |
$3.63M - $3.79M
|
112K
$5.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
75.6K+ 12.06% |
$3.39M - $3.54M
|
702K
$31.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
73.4KNew |
$3.29M - $3.44M
|
73.4K
$3.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
73.4KNew |
$3.29M - $3.44M
|
73.4K
$3.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
71.9K+ 24.99% |
$3.23M - $3.37M
|
360K
$16.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
71K+ 11.08% |
$3.18M - $3.33M
|
711K
$32.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
68.1K+ 3.58% |
$3.05M - $3.19M
|
1.97M
$89.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
67.5K+ 13.78% |
$3.03M - $3.16M
|
557K
$25.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
66.7KNew |
$2.99M - $3.13M
|
66.7K
$3.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
65.5KNew |
$2.94M - $3.07M
|
65.5K
$2.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
65K+ 21.93% |
$2.92M - $3.05M
|
362K
$16.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
64.4K+ 41.26% |
$2.89M - $3.02M
|
220K
$10M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
63.3K+ 21.14% |
$2.84M - $2.97M
|
363K
$16.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
61.8K+ 9.76% |
$2.77M - $2.89M
|
695K
$31.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
60.4K+ 12.74% |
$2.71M - $2.83M
|
534K
$24.3M
|