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 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
22.7K+ 16.17% |
$1.01M - $1.07M
|
163K
$7.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
21.5K+ 394.4% |
$960K - $1.01M
|
26.9K
$1.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
20.9K+ 13.23% |
$933K - $987K
|
179K
$8.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
20.9K+ 48.78% |
$932K - $986K
|
63.7K
$2.88M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
20.5K+ 39.59% |
$917K - $969K
|
72.4K
$3.27M
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
20.5K+ 3.49% |
$915K - $968K
|
609K
$27.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
20.4K+ 3.68% |
$909K - $962K
|
573K
$25.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20.3K+ 432.69% |
$904K - $956K
|
24.9K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
20.2K+ 3.26% |
$902K - $954K
|
640K
$28.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
20.2K+ 254.25% |
$901K - $953K
|
28.1K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.8K+ 184.53% |
$886K - $936K
|
30.6K
$1.38M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19.8K+ 24.97% |
$884K - $934K
|
99K
$4.48M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
19.2KNew |
$858K - $908K
|
19.2K
$869K
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
18.7K+ 4.29% |
$835K - $883K
|
455K
$20.6M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
18.6KNew |
$831K - $878K
|
18.6K
$841K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
18KNew |
$805K - $852K
|
18K
$815K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
17.8KNew |
$796K - $841K
|
17.8K
$805K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
17.7K+ 5.4% |
$788K - $833K
|
344K
$15.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
16.7K+ 3.12% |
$744K - $787K
|
551K
$24.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
16.6K+ 65.32% |
$743K - $785K
|
42.1K
$1.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
16.6K+ 7.77% |
$742K - $785K
|
231K
$10.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
16.3K+ 34.19% |
$727K - $769K
|
63.9K
$2.89M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16.1K+ 3.63% |
$717K - $758K
|
459K
$20.7M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
15.6K+ 24.09% |
$697K - $737K
|
80.5K
$3.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Trust Investment Advisors
|
BUY
|
- |
15.6KNew |
$696K - $736K
|
15.6K
$705K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
15.3K+ 27.33% |
$682K - $721K
|
71.1K
$3.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
15.3K+ 17.12% |
$681K - $720K
|
104K
$4.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
15.2K+ 5.25% |
$679K - $718K
|
304K
$13.8M
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
14.9K+ 3.83% |
$666K - $704K
|
404K
$18.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
14.8KNew |
$660K - $698K
|
14.8K
$668K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
14.7KNew |
$654K - $692K
|
14.7K
$662K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
14.6K+ 6.37% |
$651K - $689K
|
244K
$11M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
14.3K+ 14.9% |
$637K - $674K
|
110K
$4.97M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
13.7K+ 8.06% |
$611K - $646K
|
184K
$8.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
13.5K+ 3.55% |
$602K - $637K
|
393K
$17.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
13.3K+ 2.88% |
$592K - $626K
|
474K
$21.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
13.2KNew |
$591K - $625K
|
13.2K
$598K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
13.2KNew |
$587K - $621K
|
13.2K
$594K
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
12.7K+ 4.9% |
$565K - $597K
|
271K
$12.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
12.4K+ 202.82% |
$552K - $584K
|
18.5K
$835K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
12.3K+ 8.97% |
$551K - $582K
|
150K
$6.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
12.3K+ 4.38% |
$549K - $581K
|
293K
$13.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
12.1K+ 7.11% |
$538K - $569K
|
182K
$8.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11.9K+ 14.29% |
$531K - $562K
|
95.2K
$4.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
11.9K+ 1.87% |
$531K - $562K
|
647K
$29.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
11.9K+ 8.11% |
$530K - $560K
|
158K
$7.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
11.8K+ 5.21% |
$528K - $558K
|
239K
$10.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
11.8KNew |
$527K - $557K
|
11.8K
$533K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.8K+ 87.04% |
$525K - $555K
|
25.3K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
11.5K+ 2.15% |
$514K - $543K
|
546K
$24.7M
|