Purchases and Sales Made in Q3 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 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 13, 2023 Q3 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
7.17K
+ 3.35%
$311K - $327K
221K $9.82M
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
7.09K
New
$308K - $324K
7.09K $315K
Nov 13, 2023 Q3 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
6.95K
+ 40.0%
$302K - $317K
24.3K $1.08M
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
6.88K
+ 120.38%
$299K - $314K
12.6K $560K
Nov 13, 2023 Q3 2023
Kickstand Ventures, Llc.

Pittsford, NY
BUY
 -
6.55K
New
$284K - $299K
6.55K $291K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
6.51K
+ 23.21%
$283K - $297K
34.5K $1.54M
Nov 06, 2023 Q3 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
6.16K
+ 12.97%
$268K - $282K
53.7K $2.39M
Oct 20, 2023 Q3 2023
In Track Investment Management Inc

BUY
 -
5.68K
New
$247K - $260K
5.68K $253K
Oct 23, 2023 Q3 2023
Vicus Capital

State College, PA
BUY
 -
5.58K
+ 0.87%
$242K - $255K
645K $28.7M
Oct 16, 2023 Q3 2023
Investment Advisory Group, LLC

BUY
 -
5K
New
$217K - $228K
5K $222K
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
4.69K
+ 34.06%
$204K - $214K
18.5K $821K
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
4.68K
+ 55.56%
$203K - $214K
13.1K $583K
Oct 05, 2023 Q3 2023
Peterson Wealth Advisors, LLC

BUY
 -
4.66K
+ 13.8%
$202K - $213K
38.4K $1.71M
Oct 19, 2023 Q3 2023
Roof Eidam & Maycock

BUY
 -
4.49K
+ 50.18%
$195K - $205K
13.4K $598K
Oct 10, 2023 Q3 2023
Eagle Rock Investment Company, LLC

Atlanta, GA
BUY
 -
4.47K
+ 32.5%
$194K - $204K
18.2K $810K
Oct 10, 2023 Q3 2023
Iam Advisory, LLC

BUY
 -
3.94K
+ 1.48%
$171K - $180K
269K $12M
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
3.93K
+ 5.3%
$171K - $180K
78.1K $3.48M
Oct 30, 2023 Q3 2023
Insight Wealth Partners, LLC

BUY
 -
3.87K
+ 3.31%
$168K - $177K
121K $5.38M
Nov 06, 2023 Q3 2023
Riverpoint Wealth Management Holdings, LLC

BUY
 -
3.83K
+ 1.46%
$166K - $175K
267K $11.9M
Nov 06, 2023 Q3 2023
Cornerstone Wealth Management, LLC

BUY
 -
3.72K
+ 2.94%
$161K - $170K
130K $5.78M
Nov 08, 2023 Q3 2023
Spinnaker Trust

BUY
 -
3.59K
+ 4.17%
$156K - $164K
89.6K $3.99M
Nov 02, 2023 Q3 2023
Crumly & Associates Inc.

BUY
 -
3.59K
+ 6.77%
$156K - $164K
56.6K $2.52M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
3.56K
+ 3.87%
$155K - $163K
95.5K $4.25M
Nov 09, 2023 Q3 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
3.52K
+ 8.39%
$153K - $161K
45.5K $2.02M
Oct 18, 2023 Q3 2023
Norris Perne & French LLP

Grand Rapids, MI
BUY
 -
3.4K
+ 35.28%
$147K - $155K
13K $579K
Nov 08, 2023 Q3 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
3.34K
+ 14.82%
$145K - $153K
25.9K $1.15M
Nov 09, 2023 Q3 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
3.32K
New
$144K - $152K
3.32K $148K
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
3.18K
+ 6.56%
$138K - $145K
51.6K $2.29M
Nov 13, 2023 Q3 2023
Centaurus Financial, Inc.

BUY
 -
3.13K
+ 3.76%
$136K - $143K
86.4K $3.84M
Nov 03, 2023 Q3 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
3.02K
New
$131K - $138K
3.02K $134K
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

BUY
 -
2.99K
+ 160.57%
$130K - $137K
4.86K $216K
Oct 16, 2023 Q3 2023
Shore Point Advisors, LLC

BUY
 -
2.91K
+ 3.93%
$126K - $133K
77K $3.42M
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
2.72K
New
$118K - $124K
2.72K $121K
Nov 15, 2023 Q3 2023
Essex Financial Services, Inc.

BUY
 -
2.69K
+ 24.66%
$117K - $123K
13.6K $604K
Nov 02, 2023 Q3 2023
Lincoln Capital Corp

BUY
 -
2.59K
+ 3.2%
$112K - $118K
83.4K $3.71M
Oct 30, 2023 Q3 2023
First Purpose Wealth LLC

BUY
 -
2.44K
+ 6.94%
$106K - $112K
37.7K $1.67M
Oct 10, 2023 Q3 2023
Northwest Capital Management Inc

BUY
 -
2.43K
+ 320.77%
$105K - $111K
3.18K $141K
Oct 20, 2023 Q3 2023
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
2.37K
+ 3.5%
$103K - $108K
70.1K $3.12M
Oct 13, 2023 Q3 2023
Bond & Devick Financial Network, Inc.

BUY
 -
2.32K
+ 40.02%
$101K - $106K
8.1K $360K
Oct 10, 2023 Q3 2023
Aprio Wealth Management, LLC

BUY
 -
2.28K
+ 31.04%
$98.9K - $104K
9.61K $427K
Oct 13, 2023 Q3 2023
Cornell Pochily Investment Advisors, Inc.

BUY
 -
2.07K
+ 11.99%
$89.8K - $94.5K
19.3K $859K
Oct 13, 2023 Q3 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
1.86K
New
$80.6K - $84.9K
1.86K $82.6K
Nov 14, 2023 Q3 2023
Colony Group LLC

Boston, MA
BUY
 -
1.71K
+ 3.69%
$74.2K - $78.1K
48K $2.14M
Oct 19, 2023 Q3 2023
Scott Capital Advisors, LLC

BUY
 -
1.68K
+ 21.17%
$73.1K - $77K
9.64K $429K
Nov 13, 2023 Q3 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
1.66K
+ 2.07%
$72.1K - $75.8K
82K $3.64M
Nov 07, 2023 Q3 2023
Clear Investment Research, LLC

BUY
 -
1.64K
+ 5.88%
$71.4K - $75.1K
29.6K $1.32M
Oct 16, 2023 Q3 2023
Round Rock Advisors, LLC

BUY
 -
1.61K
+ 13.88%
$69.9K - $73.5K
13.2K $587K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
1.58K
+ 5.71%
$68.5K - $72.1K
29.2K $1.3M
Oct 10, 2023 Q3 2023
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
1.53K
+ 0.76%
$66.6K - $70.1K
203K $9.02M

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