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
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
29.7KNew |
$1.33M - $1.39M
|
29.7K
$1.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
27.2K+ 15.23% |
$1.22M - $1.28M
|
206K
$9.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
27KNew |
$1.21M - $1.26M
|
27K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
26.9K+ 7.3% |
$1.2M - $1.26M
|
395K
$17.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
26.6K+ 4.24% |
$1.19M - $1.24M
|
653K
$29.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
26.4K+ 97.83% |
$1.18M - $1.23M
|
53.3K
$2.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
26.1K+ 23.48% |
$1.17M - $1.22M
|
137K
$6.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
26KNew |
$1.17M - $1.22M
|
26K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
25.8K+ 4.24% |
$1.16M - $1.21M
|
635K
$28.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
25.8K+ 17.66% |
$1.16M - $1.21M
|
172K
$7.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
25.5K+ 6.52% |
$1.14M - $1.2M
|
417K
$18.9M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
25.5K+ 45.51% |
$1.14M - $1.19M
|
81.5K
$3.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
25.1K+ 10.89% |
$1.13M - $1.18M
|
256K
$11.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
25.1K+ 59.59% |
$1.13M - $1.18M
|
67.2K
$3.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
25.1K+ 4.43% |
$1.13M - $1.18M
|
591K
$26.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
24.8K+ 2.42% |
$1.11M - $1.16M
|
1.05M
$47.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
24.7KNew |
$1.11M - $1.16M
|
24.7K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
24.7K+ 80.8% |
$1.11M - $1.16M
|
55.3K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
24.1KNew |
$1.08M - $1.13M
|
24.1K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
24.1K+ 20.56% |
$1.08M - $1.13M
|
141K
$6.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
23.9K+ 21.19% |
$1.07M - $1.12M
|
137K
$6.22M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
23.7K+ 26.55% |
$1.06M - $1.11M
|
113K
$5.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
23.7K+ 34.62% |
$1.06M - $1.11M
|
92K
$4.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
23.2KNew |
$1.04M - $1.09M
|
23.2K
$1.06M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
22.6KNew |
$1.01M - $1.06M
|
22.6K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
22.5K+ 2.07% |
$1.01M - $1.05M
|
1.11M
$50.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
22.2KNew |
$998K - $1.04M
|
22.2K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
22.2KNew |
$998K - $1.04M
|
22.2K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
21.9K+ 9.63% |
$983K - $1.03M
|
249K
$11.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
21.8K+ 34.06% |
$977K - $1.02M
|
85.7K
$3.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
20.9K+ 11.4% |
$939K - $981K
|
205K
$9.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
20.7KNew |
$928K - $969K
|
20.7K
$941K
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
20.4K+ 3.08% |
$915K - $956K
|
683K
$31.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
20.4KNew |
$914K - $954K
|
20.4K
$926K
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
20.3K+ 16.57% |
$911K - $952K
|
143K
$6.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
20.1K+ 39.19% |
$904K - $944K
|
71.5K
$3.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
20KNew |
$896K - $935K
|
20K
$908K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
19.3K+ 45.53% |
$866K - $904K
|
61.7K
$2.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
19.3K+ 12.18% |
$865K - $903K
|
178K
$8.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
19KNew |
$854K - $892K
|
19K
$866K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
18.9KNew |
$850K - $887K
|
18.9K
$861K
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
18.9K+ 11.39% |
$846K - $883K
|
184K
$8.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
18.8K+ 14.92% |
$841K - $879K
|
144K
$6.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
18.6K+ 2.46% |
$836K - $873K
|
775K
$35.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
18.1K+ 11.49% |
$814K - $850K
|
176K
$8M
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
17.7KNew |
$795K - $830K
|
17.7K
$805K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.6K+ 15.6% |
$790K - $825K
|
131K
$5.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
16.7K+ 6.73% |
$750K - $783K
|
265K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
16.4KNew |
$738K - $771K
|
16.4K
$748K
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
16.1K+ 2.63% |
$722K - $754K
|
629K
$28.6M
|