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
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
52+ 0.16% |
$2.33K - $2.44K
|
33.4K
$1.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
46+ 0.98% |
$2.06K - $2.16K
|
4.74K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
23+ 12.11% |
$1.03K - $1.08K
|
213
$9.63K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
18+ 0.17% |
$808 - $843
|
10.7K
$484K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13+ 0.59% |
$583 - $609
|
2.21K
$100K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12+ 25.53% |
$538 - $562
|
59
$2.67K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11+ 0.04% |
$494 - $515
|
26.8K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
11+ 1.03% |
$494 - $515
|
1.08K
$48.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
11+ 0.13% |
$494 - $515
|
8.41K
$380K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
10New |
$449 - $469
|
10
$452
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8+ 1.69% |
$359 - $375
|
480
$21.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7+ 0.07% |
$314 - $328
|
9.88K
$446K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6New |
$269 - $281
|
6
$271
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5+ 0.06% |
$224 - $234
|
8.9K
$402K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
4+ 0.75% |
$179 - $187
|
538
$24.3K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 8.33% |
$44.9 - $46.9
|
13
$587
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
1+ 0.0% |
$44.9 - $46.9
|
52.3K
$2.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-8- 0.04% |
$359 - $375
|
20.9K
$946K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-9- 9.28% |
$404 - $422
|
88
$3.98K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-14- 0.03% |
$628 - $656
|
42.9K
$1.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-15- 68.18% |
$673 - $703
|
7
$316
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-100- 0.41% |
$4.49K - $4.69K
|
24.4K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-104- 1.19% |
$4.67K - $4.87K
|
8.63K
$390K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-107Closed |
$4.8K - $5.01K
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-115- 2.34% |
$5.16K - $5.39K
|
4.81K
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-117- 1.3% |
$5.25K - $5.48K
|
8.89K
$402K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-207- 1.94% |
$9.29K - $9.7K
|
10.5K
$473K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-222- 1.23% |
$9.96K - $10.4K
|
17.8K
$805K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-222- 18.17% |
$9.96K - $10.4K
|
1K
$45.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-233- 0.22% |
$10.5K - $10.9K
|
108K
$4.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-242- 33.43% |
$10.9K - $11.3K
|
482
$21.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-248- 3.92% |
$11.1K - $11.6K
|
6.08K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-252- 0.73% |
$11.3K - $11.8K
|
34.1K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-261- 0.67% |
$11.7K - $12.2K
|
38.8K
$1.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-270- 1.4% |
$12.1K - $12.7K
|
19K
$857K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-315- 1.24% |
$14.1K - $14.8K
|
25K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-340- 3.2% |
$15.3K - $15.9K
|
10.3K
$465K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-368- 4.35% |
$16.5K - $17.2K
|
8.09K
$366K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-369- 42.12% |
$16.6K - $17.3K
|
507
$22.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-394- 6.92% |
$17.7K - $18.5K
|
5.3K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-418- 0.42% |
$18.8K - $19.6K
|
98.2K
$4.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-427- 14.83% |
$19.2K - $20K
|
2.45K
$111K
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-431- 3.35% |
$19.3K - $20.2K
|
12.4K
$562K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-452- 8.56% |
$20.3K - $21.2K
|
4.83K
$218K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-471- 3.43% |
$21.1K - $22.1K
|
13.2K
$598K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-547- 0.56% |
$24.5K - $25.6K
|
96.7K
$4.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-553- 58.03% |
$24.8K - $25.9K
|
400
$18.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-593- 5.77% |
$26.6K - $27.8K
|
9.69K
$438K
|