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
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
958+ 10.98% |
$43K - $44.9K
|
9.68K
$438K
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
911+ 1.29% |
$40.9K - $42.7K
|
71.4K
$3.23M
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
872+ 10.02% |
$39.1K - $40.9K
|
9.58K
$433K
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
863+ 2.8% |
$38.7K - $40.4K
|
31.7K
$1.43M
|
|
Feb 13, 2025
Q4 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
815+ 0.58% |
$36.6K - $38.2K
|
142K
$6.44M
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
793New |
$35.6K - $37.2K
|
793
$35.8K
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
715+ 1.05% |
$32.1K - $33.5K
|
68.8K
$3.11M
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
704New |
$31.6K - $33K
|
704
$31.8K
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
704+ 3.99% |
$31.6K - $33K
|
18.3K
$829K
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
676+ 6.77% |
$30.3K - $31.7K
|
10.7K
$482K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
603New |
$27.1K - $28.3K
|
603
$27.2K
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
589+ 2.66% |
$26.4K - $27.6K
|
22.7K
$1.03M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
549New |
$24.6K - $25.7K
|
549
$24.8K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
502New |
$22.5K - $23.5K
|
502
$22.7K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
485New |
$21.8K - $22.7K
|
485
$21.9K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
457New |
$20.5K - $21.4K
|
457
$20.7K
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
431New |
$19.3K - $20.2K
|
431
$19.5K
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
425+ 3.23% |
$19.1K - $19.9K
|
13.6K
$614K
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
409+ 4.39% |
$18.4K - $19.2K
|
9.73K
$440K
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
404+ 0.19% |
$18.1K - $18.9K
|
210K
$9.51M
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
386+ 0.8% |
$17.3K - $18.1K
|
48.5K
$2.19M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
377New |
$16.9K - $17.7K
|
377
$17K
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
377+ 8.18% |
$16.9K - $17.7K
|
4.98K
$225K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
356New |
$16K - $16.7K
|
356
$16.1K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
325New |
$14.6K - $15.2K
|
325
$14.7K
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
311+ 1.69% |
$14K - $14.6K
|
18.7K
$846K
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
302+ 0.39% |
$13.6K - $14.2K
|
78.4K
$3.54M
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
299+ 1.76% |
$13.4K - $14K
|
17.3K
$781K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
266New |
$11.9K - $12.5K
|
266
$12K
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
257New |
$11.5K - $12K
|
257
$11.6K
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
242+ 0.88% |
$10.9K - $11.3K
|
27.9K
$1.26M
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
240+ 1.01% |
$10.8K - $11.2K
|
23.9K
$1.08M
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
238+ 1.6% |
$10.7K - $11.2K
|
15.1K
$682K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
236New |
$10.6K - $11.1K
|
236
$10.7K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
231+ 3.0% |
$10.4K - $10.8K
|
7.94K
$359K
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
230New |
$10.3K - $10.8K
|
230
$10.4K
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
197+ 1.33% |
$8.84K - $9.23K
|
15K
$677K
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
142New |
$6.37K - $6.65K
|
142
$6.42K
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
140+ 1.01% |
$6.28K - $6.56K
|
14K
$632K
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
139+ 0.41% |
$6.24K - $6.51K
|
34.1K
$1.54M
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
136+ 1.03% |
$6.1K - $6.37K
|
13.4K
$605K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
128+ 7.5% |
$5.74K - $6K
|
1.84K
$82.9K
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
116+ 48.74% |
$5.2K - $5.44K
|
354
$16K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
83New |
$3.72K - $3.89K
|
83
$3.75K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
82+ 0.94% |
$3.68K - $3.84K
|
8.81K
$398K
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
82New |
$3.68K - $3.84K
|
82
$3.71K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
75+ 1.94% |
$3.37K - $3.51K
|
3.95K
$178K
|
|
Feb 10, 2025
Q4 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
62+ 0.27% |
$2.78K - $2.91K
|
23K
$1.04M
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
61+ 0.65% |
$2.74K - $2.86K
|
9.4K
$425K
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
52New |
$2.33K - $2.44K
|
52
$2.35K
|