Purchases and Sales Made in Q3 2024 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-5.25K- 19.38% |
$235K - $248K
|
21.9K
$988K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-5.44K- 11.89% |
$243K - $257K
|
40.3K
$1.82M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-6.23K- 2.73% |
$278K - $294K
|
222K
$10M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.81K- 16.52% |
$304K - $322K
|
34.4K
$1.56M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.3K- 9.74% |
$326K - $345K
|
67.7K
$3.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.58K- 4.37% |
$339K - $358K
|
166K
$7.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-8.27K- 25.21% |
$369K - $391K
|
24.5K
$1.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-8.34K- 23.16% |
$372K - $394K
|
27.7K
$1.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-8.46K- 3.59% |
$378K - $399K
|
227K
$10.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-8.63K- 15.3% |
$385K - $407K
|
47.8K
$2.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9.09K- 3.05% |
$406K - $429K
|
289K
$13M
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-10.3K- 1.17% |
$461K - $487K
|
870K
$39.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-10.4K- 1.36% |
$465K - $491K
|
756K
$34.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-11.2K- 5.45% |
$501K - $529K
|
195K
$8.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-11.8K- 57.04% |
$525K - $555K
|
8.86K
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-12K- 20.01% |
$534K - $565K
|
47.8K
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-14.7K- 22.35% |
$658K - $696K
|
51.2K
$2.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
SELL
|
- |
-15.1K- 33.16% |
$674K - $712K
|
30.4K
$1.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.6K- 8.83% |
$740K - $782K
|
171K
$7.73M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-17.6K- 11.02% |
$786K - $832K
|
142K
$6.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-21.5K- 63.33% |
$960K - $1.01M
|
12.4K
$563K
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-28.9K- 26.97% |
$1.29M - $1.37M
|
78.3K
$3.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-30.5K- 18.91% |
$1.36M - $1.44M
|
131K
$5.92M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-37.3K- 34.37% |
$1.66M - $1.76M
|
71.2K
$3.22M
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-38.9K- 82.4% |
$1.74M - $1.84M
|
8.32K
$376K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-42.3K- 7.95% |
$1.89M - $2M
|
490K
$22.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-113K- 80.54% |
$5.05M - $5.34M
|
27.3K
$1.24M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-116K- 15.2% |
$5.19M - $5.48M
|
648K
$29.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-118K- 26.37% |
$5.29M - $5.59M
|
331K
$14.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-229K- 59.16% |
$10.2M - $10.8M
|
158K
$7.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-319K- 55.93% |
$14.2M - $15M
|
251K
$11.4M
|