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
|
Novem Group
Rochester, NY |
BUY
|
- |
9.55KNew |
$429K - $448K
|
9.55K
$434K
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
9.46K+ 5.44% |
$424K - $443K
|
183K
$8.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
9.39KNew |
$421K - $440K
|
9.39K
$427K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
9.34KNew |
$419K - $438K
|
9.34K
$425K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
8.99K+ 17.95% |
$404K - $421K
|
59.1K
$2.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
8.74K+ 7.24% |
$392K - $409K
|
129K
$5.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
8.52K+ 48.1% |
$382K - $399K
|
26.2K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7.89K+ 2.03% |
$354K - $370K
|
397K
$18.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7.55K+ 22.66% |
$339K - $354K
|
40.9K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
7.54KNew |
$338K - $353K
|
7.54K
$343K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
7.14K+ 5.11% |
$320K - $335K
|
147K
$6.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
6.74K+ 5.48% |
$303K - $316K
|
130K
$5.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.53KNew |
$293K - $306K
|
6.53K
$297K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6.5KNew |
$292K - $305K
|
6.5K
$296K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.48K+ 3.98% |
$291K - $304K
|
169K
$7.7M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
6.39KNew |
$287K - $299K
|
6.39K
$291K
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
6.38K+ 2.08% |
$286K - $299K
|
313K
$14.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
6.35K+ 4.11% |
$285K - $298K
|
161K
$7.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.28KNew |
$282K - $294K
|
6.28K
$286K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
6.26K+ 28.62% |
$281K - $293K
|
28.1K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
6.03K+ 86.94% |
$271K - $283K
|
13K
$589K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.95KNew |
$267K - $279K
|
5.95K
$270K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
5.94KNew |
$267K - $278K
|
5.94K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
5.85K+ 63.72% |
$262K - $274K
|
15K
$683K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.74K+ 57.64% |
$257K - $269K
|
15.7K
$713K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
5.51K+ 4.47% |
$247K - $258K
|
129K
$5.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5.42K+ 18.11% |
$243K - $254K
|
35.4K
$1.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
5.4K+ 20.96% |
$242K - $253K
|
31.2K
$1.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.27K+ 34.77% |
$237K - $247K
|
20.4K
$929K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
5.23KNew |
$235K - $245K
|
5.23K
$238K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.17K+ 15.23% |
$232K - $242K
|
39.2K
$1.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.15KNew |
$231K - $241K
|
5.15K
$234K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.14K+ 6.45% |
$231K - $241K
|
84.8K
$3.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
5.12K+ 34.55% |
$230K - $240K
|
19.9K
$907K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
5.12K+ 24.92% |
$230K - $240K
|
25.6K
$1.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
5.1K+ 3.89% |
$229K - $239K
|
136K
$6.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
5.08K+ 4.3% |
$228K - $238K
|
123K
$5.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
4.95K+ 1.69% |
$222K - $232K
|
298K
$13.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
4.94K+ 5.91% |
$221K - $231K
|
88.5K
$4.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4.9K+ 11.42% |
$220K - $230K
|
47.8K
$2.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
4.86K+ 0.85% |
$218K - $228K
|
578K
$26.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.84K+ 10.07% |
$217K - $227K
|
52.9K
$2.41M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.83KNew |
$217K - $226K
|
4.83K
$219K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
4.82K+ 6.34% |
$216K - $226K
|
80.9K
$3.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.78KNew |
$214K - $224K
|
4.78K
$217K
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
4.77K+ 5.49% |
$214K - $223K
|
91.6K
$4.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
4.73K+ 1.55% |
$212K - $222K
|
309K
$14.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
4.41K+ 5.16% |
$198K - $206K
|
89.7K
$4.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.36K+ 28.84% |
$196K - $204K
|
19.5K
$886K
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
4.25K+ 3.59% |
$191K - $199K
|
122K
$5.57M
|