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 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.67K- 14.35% |
$120K - $125K
|
15.9K
$718K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-2.67K- 0.68% |
$120K - $125K
|
389K
$17.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-3.13K- 4.91% |
$140K - $147K
|
60.6K
$2.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-3.16K- 32.91% |
$142K - $148K
|
6.44K
$290K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-3.17K- 9.0% |
$142K - $148K
|
32K
$1.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.5K- 8.06% |
$157K - $164K
|
40K
$1.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.52K- 20.88% |
$158K - $165K
|
13.3K
$601K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.06K- 35.7% |
$182K - $190K
|
7.3K
$329K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-4.13K- 3.37% |
$185K - $194K
|
119K
$5.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.18K- 43.71% |
$188K - $196K
|
5.38K
$243K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-5K- 4.3% |
$224K - $234K
|
111K
$5.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-5.93K- 26.75% |
$266K - $278K
|
16.2K
$731K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-6.74K- 2.25% |
$303K - $316K
|
293K
$13.2M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7.05K- 27.9% |
$316K - $330K
|
18.2K
$822K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-7.2K- 1.23% |
$323K - $337K
|
577K
$26M
|
|
|
Apr 22, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-7.33K- 9.84% |
$329K - $343K
|
67.1K
$3.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.45K- 1.67% |
$334K - $349K
|
439K
$19.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.75K- 4.53% |
$348K - $363K
|
163K
$7.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-8.54K- 1.2% |
$383K - $400K
|
705K
$31.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-9.13K- 22.66% |
$409K - $428K
|
31.1K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-9.37K- 2.04% |
$420K - $439K
|
449K
$20.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-9.53K- 2.48% |
$428K - $447K
|
375K
$16.9M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-9.75K- 9.83% |
$437K - $457K
|
89.4K
$4.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.76K- 30.63% |
$438K - $458K
|
22.1K
$997K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-10.8K- 22.62% |
$486K - $508K
|
37.1K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11.6K- 14.5% |
$521K - $544K
|
68.4K
$3.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11.8K- 4.07% |
$527K - $551K
|
277K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-12.4K- 24.32% |
$558K - $583K
|
38.7K
$1.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-13.1K- 2.89% |
$587K - $613K
|
440K
$19.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-13.2K- 25.19% |
$590K - $617K
|
39.1K
$1.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-14.3K- 57.26% |
$641K - $669K
|
10.7K
$480K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-14.6K- 7.69% |
$654K - $683K
|
175K
$7.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.6K- 3.41% |
$698K - $729K
|
440K
$19.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-18.3K- 4.36% |
$820K - $856K
|
401K
$18.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-18.7K- 3.88% |
$838K - $875K
|
463K
$20.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-20.5K- 15.07% |
$922K - $963K
|
116K
$5.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-21.3K- 8.34% |
$956K - $998K
|
234K
$10.6M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-23.1K- 76.97% |
$1.04M - $1.08M
|
6.91K
$312K
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-23.5K- 31.54% |
$1.05M - $1.1M
|
50.9K
$2.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-26.2K- 11.78% |
$1.18M - $1.23M
|
196K
$8.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-30K- 87.11% |
$1.35M - $1.41M
|
4.44K
$200K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-30.8K- 11.17% |
$1.38M - $1.44M
|
245K
$11M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-31.2K- 28.94% |
$1.4M - $1.46M
|
76.6K
$3.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-31.7K- 13.01% |
$1.42M - $1.49M
|
212K
$9.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-32.6K- 17.94% |
$1.46M - $1.53M
|
149K
$6.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-33.4K- 54.71% |
$1.5M - $1.56M
|
27.6K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-34.2K- 38.67% |
$1.53M - $1.6M
|
54.2K
$2.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-37.8K- 83.02% |
$1.69M - $1.77M
|
7.72K
$348K
|
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-40K- 3.67% |
$1.8M - $1.88M
|
1.05M
$47.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-40.4K- 1.62% |
$1.81M - $1.9M
|
2.46M
$111M
|