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 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
$1.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-270- 1.4% |
$12.1K - $12.7K
|
19K
$854K
|
|
|
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
$463K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-368- 4.35% |
$16.5K - $17.2K
|
8.09K
$365K
|
|
|
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
$4.43M
|
|
|
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
$561K
|
|
|
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
$597K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-547- 0.56% |
$24.5K - $25.6K
|
96.7K
$4.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-553- 58.03% |
$24.8K - $25.9K
|
400
$18K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-593- 5.77% |
$26.6K - $27.8K
|
9.69K
$437K
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-634- 2.32% |
$28.4K - $29.7K
|
26.7K
$1.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-655- 0.46% |
$29.4K - $30.7K
|
142K
$6.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-668- 0.92% |
$30K - $31.3K
|
71.7K
$3.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-676- 8.58% |
$30.3K - $31.7K
|
7.2K
$325K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-770- 53.62% |
$34.5K - $36.1K
|
666
$30K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-779- 13.92% |
$35K - $36.5K
|
4.82K
$217K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-811- 6.08% |
$36.4K - $38K
|
12.5K
$564K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-946- 1.99% |
$42.4K - $44.3K
|
46.6K
$2.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-988- 0.2% |
$44.3K - $46.3K
|
489K
$22M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.02K- 9.35% |
$45.7K - $47.7K
|
9.87K
$445K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.06K- 13.07% |
$47.7K - $49.9K
|
7.07K
$319K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.07K- 3.04% |
$47.9K - $50K
|
34K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-1.08K- 2.27% |
$48.5K - $50.7K
|
46.6K
$2.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-1.15K- 1.32% |
$51.5K - $53.8K
|
86.1K
$3.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.26K- 18.67% |
$56.7K - $59.2K
|
5.5K
$248K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.31K- 2.13% |
$58.9K - $61.5K
|
60.3K
$2.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.42K- 9.27% |
$63.9K - $66.7K
|
13.9K
$628K
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.43K- 1.98% |
$64.3K - $67.2K
|
70.8K
$3.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-1.62K- 2.62% |
$72.8K - $76K
|
60.3K
$2.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.65K- 10.84% |
$73.9K - $77.2K
|
13.6K
$611K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.65K- 6.69% |
$74K - $77.3K
|
23K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.67K- 11.28% |
$75K - $78.3K
|
13.2K
$593K
|
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-1.72K- 11.27% |
$77K - $80.4K
|
13.5K
$609K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.82K- 76.91% |
$81.4K - $85.1K
|
545
$24.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.83K- 14.73% |
$82.3K - $85.9K
|
10.6K
$479K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.92K- 24.31% |
$86.3K - $90.1K
|
5.99K
$270K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.15K- 42.69% |
$96.5K - $101K
|
2.89K
$130K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.19K- 4.59% |
$98.4K - $103K
|
45.5K
$2.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.44K- 36.14% |
$110K - $115K
|
4.32K
$195K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-2.52K- 16.78% |
$113K - $118K
|
12.5K
$563K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.53K- 20.18% |
$113K - $118K
|
9.99K
$450K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-2.57K- 31.97% |
$115K - $120K
|
5.47K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.64K- 4.47% |
$118K - $124K
|
56.4K
$2.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.65K- 2.88% |
$119K - $124K
|
89.6K
$4.04M
|