Purchases and Sales Made in Q1 2023 in Fidelity Merrimack Str Tr Tota (FBND)

FBND Quotes by TradingView

This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q1 2023. 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
May 08, 2023 Q1 2023
Baker Ellis Asset Management LLC

BUY
 -
12.9K
+ 7.45%
$577K - $602K
185K $8.24M
May 09, 2023 Q1 2023
Clear Investment Research, LLC

BUY
 -
12.7K
+ 148.34%
$568K - $593K
21.2K $943K
Apr 18, 2023 Q1 2023
Steph & CO

BUY
 -
12.6K
+ 15.75%
$566K - $590K
92.7K $4.12M
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
12.3K
+ 14.96%
$554K - $578K
94.8K $4.22M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
11.9K
New
$534K - $557K
11.9K $529K
Apr 20, 2023 Q1 2023
Fortress Wealth Management, Inc.

BUY
 -
11.5K
+ 39.78%
$515K - $537K
40.4K $1.79M
Dec 11, 2023 Q1 2023
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
11.1K
+ 88.6%
$496K - $517K
23.5K $1.05M
May 09, 2023 Q1 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
11K
+ 42.42%
$494K - $516K
37K $1.65M
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
11K
+ 29.91%
$492K - $513K
47.6K $2.12M
Jan 12, 2024 Q1 2023
Comprehensive Wealth Management, LLC

Lynnwood, WA
BUY
 -
10.3K
+ 34.42%
$463K - $483K
40.3K $1.79M
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
9.8K
+ 14.68%
$440K - $459K
76.6K $3.41M
May 03, 2023 Q1 2023
Anchor Capital Advisors LLC

BUY
 -
9.34K
+ 14.08%
$419K - $437K
75.6K $3.36M
May 15, 2023 Q1 2023
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
8.89K
New
$399K - $416K
8.89K $395K
Apr 07, 2023 Q1 2023
Keystone Wealth Services, LLC

BUY
 -
8.86K
New
$397K - $415K
8.86K $394K
May 08, 2023 Q1 2023
Lokken Investment Group LLC

BUY
 -
8.84K
+ 6.51%
$397K - $414K
145K $6.43M
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

BUY
 -
7.91K
+ 80.95%
$355K - $370K
17.7K $787K
Apr 10, 2023 Q1 2023
Cmh Wealth Management LLC

BUY
 -
7.88K
+ 7.01%
$353K - $369K
120K $5.35M
Apr 26, 2023 Q1 2023
Ifg Advisory, LLC

BUY
 -
7.58K
New
$340K - $355K
7.58K $337K
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
6.71K
New
$301K - $314K
6.71K $298K
May 10, 2023 Q1 2023
Cardinal Point Wealth Management Partners, LLC

BUY
 -
6.13K
+ 26.98%
$275K - $287K
28.9K $1.28M
Jun 21, 2023 Q1 2023
Cardinal Point Capital Management, Ulc

Toronto, Z4
BUY
 -
6.13K
+ 26.98%
$275K - $287K
28.9K $1.28M
Apr 26, 2023 Q1 2023
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
6.11K
New
$274K - $286K
6.11K $272K
Apr 24, 2023 Q1 2023
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
5.8K
New
$260K - $271K
5.8K $258K
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
5.72K
+ 69.65%
$256K - $268K
13.9K $619K
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
5.47K
New
$245K - $256K
5.47K $243K
May 05, 2023 Q1 2023
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
5.35K
+ 5.25%
$240K - $250K
107K $4.77M
May 05, 2023 Q1 2023
Assetmark, Inc

BUY
 -
5.26K
+ 171.13%
$236K - $246K
8.34K $371K
May 01, 2023 Q1 2023
Valmark Advisers, Inc.

BUY
 -
5.15K
+ 4.96%
$231K - $241K
109K $4.85M
May 12, 2023 Q1 2023
Masso Torrence Wealth Management Inc.

BUY
 -
5.12K
+ 7.33%
$230K - $240K
75K $3.33M
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
4.98K
+ 2.21%
$223K - $233K
231K $10.3M
May 09, 2023 Q1 2023
Warwick Investment Management, Inc.

BUY
 -
4.71K
New
$211K - $220K
4.71K $209K
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
4.47K
+ 20.51%
$200K - $209K
26.3K $1.17M
Apr 12, 2023 Q1 2023
Flagship Harbor Advisors, LLC

BUY
 -
4.4K
+ 4.68%
$197K - $206K
98.4K $4.38M
May 11, 2023 Q1 2023
Townsquare Capital LLC

BUY
 -
4.39K
New
$197K - $206K
4.39K $195K
May 03, 2023 Q1 2023
First Purpose Wealth LLC

BUY
 -
4.15K
+ 18.66%
$186K - $194K
26.4K $1.17M
Apr 10, 2023 Q1 2023
Wealth Management Resources, Inc.

BUY
 -
4.06K
+ 2.75%
$182K - $190K
152K $6.76M
May 15, 2023 Q1 2023
Valley Financial Management, Inc.

New York, NY
BUY
 -
3.84K
+ 14.28%
$172K - $180K
30.7K $1.37M
Apr 13, 2023 Q1 2023
Spinnaker Trust

BUY
 -
3.71K
+ 4.52%
$166K - $174K
85.7K $3.81M
Apr 17, 2023 Q1 2023
Mjp Associates Inc

BUY
 -
3.33K
+ 10.45%
$149K - $156K
35.2K $1.57M
May 03, 2023 Q1 2023
Live Oak Investment Partners

Austin, TX
BUY
 -
3.25K
+ 4.3%
$146K - $152K
78.9K $3.51M
Apr 20, 2023 Q1 2023
Cpa Asset Management LLC

West Palm Beach, FL
BUY
 -
3K
+ 0.68%
$135K - $140K
447K $19.9M
May 01, 2023 Q1 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
2.82K
+ 9.17%
$126K - $132K
33.5K $1.49M
Apr 21, 2023 Q1 2023
Argent Advisors, Inc.

Monroe, LA
BUY
 -
2.81K
+ 61.94%
$126K - $132K
7.35K $327K
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
2.7K
+ 2.99%
$121K - $126K
92.8K $4.13M
May 10, 2023 Q1 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
2.66K
+ 1.33%
$119K - $124K
202K $8.98M
Apr 10, 2023 Q1 2023
Eagle Rock Investment Company, LLC

Atlanta, GA
BUY
 -
2.57K
+ 22.84%
$115K - $120K
13.8K $613K
Apr 25, 2023 Q1 2023
Adviser Investments LLC

BUY
 -
2.52K
+ 1.28%
$113K - $118K
199K $8.87M
May 01, 2023 Q1 2023
Essex Private Wealth Management, LLC

Topsfield, MA
BUY
 -
2.41K
+ 9.79%
$108K - $113K
27K $1.2M
Apr 12, 2023 Q1 2023
Scott Capital Advisors, LLC

BUY
 -
2.4K
+ 52.83%
$107K - $112K
6.93K $308K

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