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 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
4.1K+ 13.93% |
$184K - $192K
|
33.6K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.04K+ 16.77% |
$181K - $189K
|
28.1K
$1.28M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.89K+ 9.88% |
$175K - $182K
|
43.3K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.88K+ 89.53% |
$174K - $182K
|
8.22K
$374K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
3.78K+ 75.52% |
$169K - $177K
|
8.78K
$399K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
3.76K+ 7.88% |
$169K - $176K
|
51.5K
$2.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
3.76K+ 4.79% |
$169K - $176K
|
82.3K
$3.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
3.61K+ 36.3% |
$162K - $169K
|
13.6K
$617K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.56K+ 22.67% |
$160K - $167K
|
19.3K
$876K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.54K+ 18.02% |
$159K - $166K
|
23.2K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.48K+ 8.7% |
$156K - $163K
|
43.5K
$1.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
3.48K+ 11.13% |
$156K - $163K
|
34.7K
$1.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.45K+ 23.44% |
$155K - $162K
|
18.2K
$826K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
3.45K+ 7.58% |
$155K - $161K
|
48.9K
$2.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.25K+ 23.4% |
$146K - $152K
|
17.2K
$780K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.22K+ 1.1% |
$144K - $151K
|
296K
$13.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.21K+ 1.65% |
$144K - $151K
|
198K
$9M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3.1KNew |
$139K - $145K
|
3.1K
$141K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.85K+ 3.62% |
$128K - $134K
|
81.5K
$3.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2.82KNew |
$127K - $132K
|
2.82K
$128K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.75K+ 50.88% |
$123K - $129K
|
8.16K
$371K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.69K+ 14.7% |
$121K - $126K
|
21K
$953K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.59K+ 59.15% |
$116K - $121K
|
6.96K
$316K
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
2.51K+ 4.51% |
$113K - $118K
|
58.1K
$2.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
2.38K+ 8.8% |
$107K - $112K
|
29.4K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.33K+ 38.2% |
$105K - $109K
|
8.44K
$384K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
2.24K+ 0.56% |
$101K - $105K
|
406K
$18.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.23K+ 3.14% |
$100K - $105K
|
73.4K
$3.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.12K+ 16.91% |
$94.9K - $99.2K
|
14.6K
$665K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.06K+ 1.4% |
$92.5K - $96.6K
|
149K
$6.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.04K+ 6.37% |
$91.7K - $95.7K
|
34.1K
$1.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.97K+ 53.71% |
$88.4K - $92.3K
|
5.64K
$256K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.78K+ 1.04% |
$79.6K - $83.2K
|
172K
$7.84M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.77K+ 12.14% |
$79.3K - $82.8K
|
16.3K
$742K
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.75K+ 24.98% |
$78.7K - $82.2K
|
8.78K
$399K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.75K+ 3.97% |
$78.6K - $82.1K
|
45.8K
$2.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
1.68K+ 2.14% |
$75.2K - $78.6K
|
80K
$3.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.63K+ 6.52% |
$73.1K - $76.4K
|
26.6K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
1.61K+ 1.35% |
$72K - $75.2K
|
121K
$5.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.59K+ 35.19% |
$71.4K - $74.6K
|
6.12K
$278K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
1.57KNew |
$70.3K - $73.4K
|
1.57K
$71.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.41K+ 13.44% |
$63.3K - $66.1K
|
11.9K
$542K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.39KNew |
$62.5K - $65.3K
|
1.39K
$63.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.32KNew |
$59.1K - $61.8K
|
1.32K
$59.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.26K+ 9.54% |
$56.4K - $58.9K
|
14.4K
$656K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
1.22K+ 15.82% |
$54.6K - $57K
|
8.91K
$405K
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.15K+ 16.64% |
$51.6K - $53.9K
|
8.06K
$366K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.13K+ 19.27% |
$50.8K - $53K
|
7.01K
$319K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
1.09K+ 17.66% |
$48.9K - $51.1K
|
7.26K
$330K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.03K+ 5.59% |
$46.3K - $48.4K
|
19.5K
$887K
|