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 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
60.1K+ 3.46% |
$2.7M - $2.82M
|
1.8M
$81.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
58.6K+ 12.56% |
$2.63M - $2.75M
|
525K
$23.7M
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
57.8K+ 30.38% |
$2.59M - $2.71M
|
248K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
57.4K+ 11.91% |
$2.58M - $2.69M
|
539K
$24.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
56.2KNew |
$2.52M - $2.63M
|
56.2K
$2.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
55.2K+ 57.97% |
$2.48M - $2.59M
|
150K
$6.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
54.8K+ 1266.92% |
$2.46M - $2.57M
|
59.1K
$2.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
53.9K+ 5.26% |
$2.42M - $2.53M
|
1.08M
$48.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
53.4K+ 27.43% |
$2.39M - $2.5M
|
248K
$11.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
53.1K+ 16.08% |
$2.38M - $2.49M
|
384K
$17.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
51.9KNew |
$2.33M - $2.43M
|
51.9K
$2.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
51.3K+ 17.91% |
$2.3M - $2.4M
|
337K
$15.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
49.6K+ 21.62% |
$2.23M - $2.32M
|
279K
$12.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
48.7K+ 17.93% |
$2.19M - $2.28M
|
320K
$14.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
48.4K+ 9.95% |
$2.17M - $2.27M
|
535K
$24.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
48.2KNew |
$2.16M - $2.26M
|
48.2K
$2.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
47.4KNew |
$2.13M - $2.22M
|
47.4K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
46K+ 8.44% |
$2.07M - $2.16M
|
592K
$26.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
45.7K+ 7.28% |
$2.05M - $2.14M
|
673K
$30.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
45.2K+ 27.24% |
$2.03M - $2.12M
|
211K
$9.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
44.8K+ 72.3% |
$2.01M - $2.1M
|
107K
$4.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
44.6K+ 18.98% |
$2M - $2.09M
|
280K
$12.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
42.6K+ 23.09% |
$1.91M - $2M
|
227K
$10.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
41.5KNew |
$1.86M - $1.94M
|
41.5K
$1.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
39.3K+ 139.69% |
$1.76M - $1.84M
|
67.4K
$3.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
39.1K+ 33.01% |
$1.75M - $1.83M
|
157K
$7.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
39KNew |
$1.75M - $1.83M
|
39K
$1.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
38.4KNew |
$1.72M - $1.8M
|
38.4K
$1.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
38.4K+ 10.03% |
$1.72M - $1.8M
|
421K
$19M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
38.3K+ 53.83% |
$1.72M - $1.8M
|
110K
$4.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
38.1K+ 20.69% |
$1.71M - $1.78M
|
222K
$10M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
37.1K+ 122.15% |
$1.67M - $1.74M
|
67.6K
$3.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
35.6K+ 68.85% |
$1.6M - $1.67M
|
87.3K
$3.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
34.8K+ 3.64% |
$1.56M - $1.63M
|
991K
$44.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
34.8K+ 10.9% |
$1.56M - $1.63M
|
354K
$16M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
34.8K+ 3.94% |
$1.56M - $1.63M
|
918K
$41.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
34.5K+ 6.51% |
$1.55M - $1.62M
|
564K
$25.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
33.9K+ 5.37% |
$1.52M - $1.59M
|
666K
$30.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
33.5KNew |
$1.5M - $1.57M
|
33.5K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
33.5K+ 5.18% |
$1.5M - $1.57M
|
680K
$30.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
33.4KNew |
$1.5M - $1.57M
|
33.4K
$1.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
32.9K+ 18.89% |
$1.48M - $1.54M
|
207K
$9.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
32.7K+ 9.34% |
$1.47M - $1.53M
|
382K
$17.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
31.8K+ 30.81% |
$1.43M - $1.49M
|
135K
$6.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
31.6KNew |
$1.42M - $1.48M
|
31.6K
$1.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
31.3K+ 3.95% |
$1.4M - $1.47M
|
824K
$37.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
31.2K+ 0.52% |
$1.4M - $1.46M
|
5.99M
$271M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
30.8K+ 42.41% |
$1.38M - $1.44M
|
103K
$4.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
29.8K+ 6.32% |
$1.34M - $1.4M
|
502K
$22.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
29.7KNew |
$1.33M - $1.39M
|
29.7K
$1.34M
|