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
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.93K+ 38.76% |
$86.2K - $91.1K
|
6.91K
$312K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.91K+ 0.33% |
$85.4K - $90.3K
|
584K
$26.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.86KNew |
$82.9K - $87.7K
|
1.86K
$83.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.81K+ 105.61% |
$80.6K - $85.3K
|
3.52K
$159K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.78K+ 323.64% |
$79.5K - $84K
|
2.33K
$105K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.75K+ 11.62% |
$78.3K - $82.8K
|
16.9K
$762K
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
1.69K+ 1.2% |
$75.2K - $79.5K
|
142K
$6.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.51K+ 4.66% |
$67.5K - $71.4K
|
34K
$1.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.47K+ 3.16% |
$65.8K - $69.5K
|
48.1K
$2.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.36K+ 3.26% |
$60.5K - $64K
|
42.9K
$1.94M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.3K+ 6.73% |
$57.8K - $61.1K
|
20.5K
$927K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.29K+ 12.79% |
$57.5K - $60.8K
|
11.4K
$513K
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1.22K+ 8.98% |
$54.6K - $57.7K
|
14.8K
$670K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.21K+ 4.97% |
$54.1K - $57.2K
|
25.6K
$1.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.2K+ 9.47% |
$53.7K - $56.8K
|
13.9K
$628K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.19K+ 3.06% |
$53K - $56.1K
|
40K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.17K+ 14.95% |
$52.3K - $55.3K
|
9.01K
$407K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.16K+ 3.77% |
$51.7K - $54.7K
|
31.9K
$1.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.16KNew |
$51.7K - $54.6K
|
1.16K
$52.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.14K+ 23.04% |
$51K - $54K
|
6.1K
$276K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.06K+ 8.74% |
$47.2K - $49.9K
|
13.2K
$595K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.06K+ 7.51% |
$47.2K - $49.9K
|
15.1K
$683K
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.02K+ 0.87% |
$45.7K - $48.3K
|
118K
$5.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
998New |
$44.6K - $47.1K
|
998
$45.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
991+ 2.13% |
$44.2K - $46.8K
|
47.4K
$2.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
958+ 0.79% |
$42.8K - $45.2K
|
123K
$5.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
953New |
$42.6K - $45K
|
953
$43.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
952+ 842.48% |
$42.5K - $44.9K
|
1.07K
$48.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
938+ 2.46% |
$41.9K - $44.3K
|
39.1K
$1.77M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
876New |
$39.1K - $41.4K
|
876
$39.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
868+ 2.09% |
$38.8K - $41K
|
42.4K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
843+ 0.68% |
$37.6K - $39.8K
|
125K
$5.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
770+ 2.32% |
$34.4K - $36.4K
|
34K
$1.54M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
753+ 0.67% |
$33.6K - $35.5K
|
113K
$5.1M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
692+ 0.88% |
$30.9K - $32.7K
|
79.6K
$3.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
BUY
|
- |
692+ 0.18% |
$30.9K - $32.7K
|
392K
$17.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
680+ 0.86% |
$30.4K - $32.1K
|
80.1K
$3.62M
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
652+ 0.19% |
$29.1K - $30.8K
|
347K
$15.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
640New |
$28.6K - $30.2K
|
640
$28.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
563+ 3.47% |
$25.1K - $26.6K
|
16.8K
$759K
|
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
538+ 3.15% |
$24K - $25.4K
|
17.6K
$797K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
534New |
$23.8K - $25.2K
|
534
$24.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
517New |
$23.1K - $24.4K
|
517
$23.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
406+ 4.42% |
$18.1K - $19.2K
|
9.6K
$434K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
393+ 2.72% |
$17.5K - $18.6K
|
14.8K
$670K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
327+ 0.15% |
$14.6K - $15.4K
|
224K
$10.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
319New |
$14.2K - $15.1K
|
319
$14.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
307+ 6.65% |
$13.7K - $14.5K
|
4.92K
$222K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
304+ 2.27% |
$13.6K - $14.4K
|
13.7K
$620K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
298New |
$13.3K - $14.1K
|
298
$13.5K
|