Purchases and Sales Made in Q1 2024 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
724+ 7.88% |
$32.5K - $33.3K
|
9.92K
$446K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
689+ 0.53% |
$30.9K - $31.7K
|
130K
$5.85M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
678+ 35.22% |
$30.4K - $31.2K
|
2.6K
$117K
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
675+ 8.15% |
$30.3K - $31.1K
|
8.95K
$403K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
576+ 5.99% |
$25.8K - $26.5K
|
10.2K
$459K
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
552+ 2.27% |
$24.8K - $25.4K
|
24.9K
$1.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
537+ 5.56% |
$24.1K - $24.7K
|
10.2K
$459K
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
BUY
|
- |
472+ 0.95% |
$21.2K - $21.7K
|
49.9K
$2.25M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
447+ 0.52% |
$20K - $20.6K
|
86.7K
$3.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
443New |
$19.9K - $20.4K
|
443
$19.9K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
394+ 22.91% |
$17.7K - $18.1K
|
2.11K
$95.1K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
394+ 7.46% |
$17.7K - $18.1K
|
5.68K
$255K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
336+ 3.02% |
$15.1K - $15.5K
|
11.5K
$516K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
326New |
$14.6K - $15K
|
326
$14.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
323+ 5.46% |
$14.5K - $14.9K
|
6.24K
$281K
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
303+ 1.01% |
$13.6K - $13.9K
|
30.2K
$1.36M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
302+ 3.52% |
$13.5K - $13.9K
|
8.89K
$400K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
256New |
$11.5K - $11.8K
|
256
$11.5K
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
248+ 2.32% |
$11.1K - $11.4K
|
10.9K
$491K
|
|
|
Apr 23, 2024
Q1 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
227+ 1.85% |
$10.2K - $10.4K
|
12.5K
$563K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
198+ 260.53% |
$8.88K - $9.11K
|
274
$12.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
183+ 3.3% |
$8.21K - $8.42K
|
5.73K
$258K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
183+ 0.38% |
$8.21K - $8.42K
|
47.9K
$2.16M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
170New |
$7.62K - $7.82K
|
170
$7.65K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
162New |
$7.27K - $7.46K
|
162
$7.29K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
136New |
$6.1K - $6.26K
|
136
$6.12K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
134+ 1.11% |
$6.01K - $6.17K
|
12.2K
$551K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
100+ 111.11% |
$4.49K - $4.6K
|
190
$8.55K
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
63+ 0.56% |
$2.83K - $2.9K
|
11.4K
$513K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
63New |
$2.83K - $2.9K
|
63
$2.84K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
58+ 1.16% |
$2.6K - $2.67K
|
5.06K
$228K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
57+ 0.17% |
$2.56K - $2.62K
|
33.3K
$1.5M
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
56+ 0.16% |
$2.51K - $2.58K
|
35.5K
$1.6M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
55+ 23.31% |
$2.47K - $2.53K
|
291
$13.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
48+ 2.97% |
$2.15K - $2.21K
|
1.66K
$74.9K
|
|
|
May 02, 2024
Q1 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
48+ 0.23% |
$2.15K - $2.21K
|
21.4K
$961K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
43+ 36.44% |
$1.93K - $1.98K
|
161
$7.25K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
37New |
$1.66K - $1.7K
|
37
$1.67K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
20+ 0.71% |
$897 - $920
|
2.84K
$128K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
19+ 82.61% |
$852 - $874
|
42
$1.89K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
14+ 87.5% |
$628 - $644
|
30
$1.35K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
12New |
$538 - $552
|
12
$540
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
11+ 1.17% |
$493 - $506
|
954
$42.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.97% |
$44.9 - $46
|
104
$4.68K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$44.9 - $46
|
8.57K
$386K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-11- 0.01% |
$493 - $506
|
174K
$7.85M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-25- 2.5% |
$1.12K - $1.15K
|
975
$43.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-51- 1.91% |
$2.29K - $2.35K
|
2.62K
$118K
|
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-54- 0.42% |
$2.42K - $2.49K
|
12.8K
$577K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-90- 0.29% |
$4.04K - $4.14K
|
31.3K
$1.41M
|