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 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
16K+ 69.76% |
$716K - $748K
|
38.8K
$1.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
15.8K+ 10.54% |
$708K - $739K
|
165K
$7.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
15.6K+ 25.69% |
$699K - $730K
|
76.2K
$3.47M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
15.4K+ 15.62% |
$692K - $723K
|
114K
$5.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
15.1KNew |
$675K - $705K
|
15.1K
$684K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
14.7KNew |
$661K - $691K
|
14.7K
$670K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
14.7KNew |
$661K - $690K
|
14.7K
$670K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
14.6K+ 4.21% |
$656K - $685K
|
362K
$16.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
14K+ 5.17% |
$629K - $656K
|
285K
$13M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
14K+ 49.67% |
$627K - $654K
|
42.1K
$1.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13.9KNew |
$622K - $649K
|
13.9K
$630K
|
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
13.6K+ 5.69% |
$609K - $636K
|
252K
$11.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
13.5K+ 6.37% |
$606K - $633K
|
225K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
13.4K+ 16.59% |
$599K - $626K
|
93.8K
$4.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
13.3KNew |
$595K - $621K
|
13.3K
$603K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
13.2K+ 3.84% |
$594K - $620K
|
358K
$16.3M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.2K+ 2.39% |
$591K - $617K
|
565K
$25.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
13.1K+ 131.46% |
$588K - $614K
|
23.1K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
13K+ 2.42% |
$582K - $608K
|
548K
$24.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.9K+ 367.52% |
$580K - $606K
|
16.4K
$747K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
12.9K+ 31.26% |
$578K - $604K
|
54.1K
$2.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
12.7K+ 5.05% |
$569K - $595K
|
264K
$12M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
12.7K+ 21.1% |
$568K - $593K
|
72.6K
$3.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
12.4K+ 7.9% |
$555K - $579K
|
169K
$7.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
12.3K+ 8.18% |
$550K - $574K
|
162K
$7.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
12.2KNew |
$546K - $570K
|
12.2K
$553K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
12K+ 8.29% |
$537K - $561K
|
156K
$7.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
11.9K+ 2.62% |
$535K - $558K
|
467K
$21.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
11.9K+ 23.93% |
$533K - $557K
|
61.5K
$2.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
11.8KNew |
$528K - $552K
|
11.8K
$535K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
11.7K+ 4.52% |
$525K - $549K
|
271K
$12.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
11.7KNew |
$525K - $548K
|
11.7K
$532K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
11.7K+ 11.37% |
$523K - $547K
|
114K
$5.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.5K+ 10.44% |
$515K - $538K
|
122K
$5.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.4K+ 11.55% |
$513K - $536K
|
110K
$5.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.2KNew |
$504K - $526K
|
11.2K
$510K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
11.2KNew |
$501K - $523K
|
11.2K
$507K
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
11.1KNew |
$497K - $520K
|
11.1K
$504K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11.1K+ 15.2% |
$496K - $518K
|
83.8K
$3.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.9K+ 11.34% |
$489K - $510K
|
107K
$4.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
10.7KNew |
$481K - $502K
|
10.7K
$487K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
10.7K+ 5.78% |
$479K - $500K
|
195K
$8.88M
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
10.5K+ 2.78% |
$473K - $494K
|
390K
$17.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
10.5K+ 13.82% |
$472K - $493K
|
86.6K
$3.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
10.5K+ 15.75% |
$471K - $492K
|
77.1K
$3.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
10.4K+ 9.96% |
$466K - $487K
|
115K
$5.21M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
BUY
|
- |
10.3K+ 41.93% |
$461K - $482K
|
34.8K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.2KNew |
$458K - $478K
|
10.2K
$464K
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
10.1K+ 7.84% |
$453K - $473K
|
139K
$6.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10K+ 13.11% |
$449K - $469K
|
86.3K
$3.93M
|