Purchases and Sales Made in Q3 2023 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
56.8K+ 27.82% |
$2.47M - $2.6M
|
261K
$11.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
54.7KNew |
$2.38M - $2.5M
|
54.7K
$2.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
53.5K+ 52.91% |
$2.32M - $2.45M
|
155K
$6.88M
|
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
53.2K+ 1017.88% |
$2.31M - $2.43M
|
58.4K
$2.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
52.8K+ 11.83% |
$2.29M - $2.41M
|
499K
$22.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
47.5K+ 9.08% |
$2.06M - $2.17M
|
570K
$25.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
47.1K+ 16.45% |
$2.05M - $2.15M
|
334K
$14.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
43.9KNew |
$1.91M - $2.01M
|
43.9K
$1.95M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
42.1K+ 6.1% |
$1.83M - $1.92M
|
732K
$32.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
38.2K+ 80.03% |
$1.66M - $1.75M
|
86K
$3.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
38K+ 14.5% |
$1.65M - $1.74M
|
300K
$13.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
37K+ 35.17% |
$1.61M - $1.69M
|
142K
$6.32M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
36.4KNew |
$1.58M - $1.66M
|
36.4K
$1.62M
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
35.4K+ 664.17% |
$1.54M - $1.62M
|
40.8K
$1.81M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
35.3K+ 11.35% |
$1.53M - $1.61M
|
346K
$15.4M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
35.2K+ 7.35% |
$1.53M - $1.61M
|
513K
$22.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
33.8KNew |
$1.47M - $1.55M
|
33.8K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
33.3K+ 9.09% |
$1.45M - $1.52M
|
400K
$17.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
32.7K+ 127.15% |
$1.42M - $1.49M
|
58.4K
$2.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
32.3K+ 51.22% |
$1.4M - $1.48M
|
95.4K
$4.24M
|
|
|
Oct 10, 2023
Q3 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
31.5K+ 15.8% |
$1.37M - $1.44M
|
231K
$10.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
31.1KNew |
$1.35M - $1.42M
|
31.1K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
30.2K+ 5.54% |
$1.31M - $1.38M
|
574K
$25.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
30.1K+ 99.61% |
$1.31M - $1.38M
|
60.4K
$2.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30K+ 145.37% |
$1.3M - $1.37M
|
50.6K
$2.25M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
29.1KNew |
$1.26M - $1.33M
|
29.1K
$1.29M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
28.8K+ 6.79% |
$1.25M - $1.31M
|
452K
$20.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
28.6K+ 8.64% |
$1.24M - $1.31M
|
360K
$16M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
28KNew |
$1.21M - $1.28M
|
28K
$1.24M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
27.4K+ 8.36% |
$1.19M - $1.25M
|
355K
$15.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26.4KNew |
$1.15M - $1.21M
|
26.4K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
26.3K+ 307.45% |
$1.14M - $1.2M
|
34.9K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
25.4KNew |
$1.1M - $1.16M
|
25.4K
$1.13M
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
25.3KNew |
$1.1M - $1.16M
|
25.3K
$1.13M
|
|
|
Oct 31, 2023
Q3 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
25.2K+ 12.93% |
$1.09M - $1.15M
|
220K
$9.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
24.2KNew |
$1.05M - $1.11M
|
24.2K
$1.08M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.1K+ 2.84% |
$1M - $1.06M
|
839K
$37.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
23K+ 7.09% |
$999K - $1.05M
|
348K
$15.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
21.7K+ 15.11% |
$940K - $990K
|
165K
$7.34M
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
21.5K+ 10.44% |
$933K - $982K
|
227K
$10.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
21.1K+ 19.09% |
$918K - $965K
|
132K
$5.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
21K+ 17.57% |
$913K - $961K
|
141K
$6.26M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
20.7KNew |
$898K - $945K
|
20.7K
$920K
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
20.5K+ 7.11% |
$892K - $938K
|
309K
$13.7M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.5KNew |
$889K - $936K
|
20.5K
$911K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.5KNew |
$889K - $936K
|
20.5K
$911K
|
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
20.2K+ 27.41% |
$877K - $923K
|
93.8K
$4.17M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
20.1K+ 16.04% |
$874K - $919K
|
146K
$6.47M
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
19.8K+ 5.61% |
$860K - $904K
|
373K
$16.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
19.7KNew |
$855K - $900K
|
19.7K
$876K
|