Purchases and Sales Made in Q1 2025 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
10.9K+ 93.26% |
$485K - $502K
|
22.6K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
10.9K+ 4.12% |
$483K - $500K
|
275K
$12.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.8K+ 5.57% |
$481K - $498K
|
205K
$9.24M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.7K+ 9.64% |
$473K - $490K
|
121K
$5.46M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.6KNew |
$469K - $485K
|
10.6K
$476K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
10.5KNew |
$468K - $485K
|
10.5K
$476K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.5KNew |
$468K - $485K
|
10.5K
$475K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
10.4K+ 5.33% |
$463K - $479K
|
206K
$9.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
10.4K+ 12.09% |
$460K - $476K
|
96K
$4.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
10.3K+ 4.42% |
$459K - $475K
|
245K
$11M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
10.3K+ 32.89% |
$455K - $472K
|
41.4K
$1.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
10.1K+ 0.69% |
$447K - $463K
|
1.47M
$66.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
9.59K+ 1.96% |
$426K - $441K
|
499K
$22.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
9.57K+ 1.34% |
$425K - $440K
|
726K
$32.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
9.44KNew |
$419K - $434K
|
9.44K
$426K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
9.29K+ 3.18% |
$412K - $427K
|
302K
$13.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.23K+ 69.18% |
$410K - $424K
|
22.6K
$1.02M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
9.06KNew |
$402K - $417K
|
9.06K
$408K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
8.74K+ 4.42% |
$388K - $402K
|
207K
$9.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
8.65K+ 1.18% |
$384K - $398K
|
741K
$33.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
8.37K+ 6.12% |
$372K - $385K
|
145K
$6.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
8.35KNew |
$371K - $384K
|
8.35K
$376K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
8.19K+ 6.02% |
$364K - $377K
|
144K
$6.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
8.11K+ 6.72% |
$360K - $373K
|
129K
$5.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8.07K+ 10.59% |
$358K - $371K
|
84.3K
$3.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
8.06K+ 5.15% |
$358K - $371K
|
164K
$7.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
7.96K+ 2.31% |
$354K - $366K
|
353K
$15.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
7.94KNew |
$353K - $365K
|
7.94K
$358K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.81K+ 47.48% |
$347K - $359K
|
24.2K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
7.8K+ 8.51% |
$346K - $358K
|
99.4K
$4.48M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
7.79K+ 2.74% |
$346K - $358K
|
292K
$13.2M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
7.73K+ 5.26% |
$343K - $355K
|
155K
$6.97M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
7.72K+ 1.34% |
$343K - $355K
|
585K
$26.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
7.61KNew |
$338K - $350K
|
7.61K
$343K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
7.46K+ 23.55% |
$331K - $343K
|
39.1K
$1.76M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
7.42K+ 8.39% |
$330K - $341K
|
95.9K
$4.32M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.4KNew |
$329K - $340K
|
7.4K
$334K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
7.33K+ 10.92% |
$325K - $337K
|
74.4K
$3.36M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.3K+ 1.23% |
$324K - $336K
|
599K
$27M
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
7.16K+ 13.23% |
$318K - $329K
|
61.3K
$2.76M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
7.11KNew |
$316K - $327K
|
7.11K
$320K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.93K+ 1.75% |
$308K - $319K
|
404K
$18.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
6.84K+ 6.28% |
$304K - $314K
|
116K
$5.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.7K+ 69.96% |
$298K - $308K
|
16.3K
$734K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.64K+ 15.27% |
$295K - $305K
|
50.1K
$2.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
6.48K+ 14.14% |
$288K - $298K
|
52.3K
$2.36M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.47K+ 1715.38% |
$287K - $297K
|
6.84K
$309K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.41K+ 8.73% |
$285K - $295K
|
79.8K
$3.6M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.36K+ 1.1% |
$282K - $292K
|
584K
$26.3M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.35K+ 112.56% |
$282K - $292K
|
12K
$540K
|