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 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.51K+ 8.66% |
$65.4K - $68.8K
|
18.9K
$839K
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.51K+ 8.66% |
$65.4K - $68.8K
|
18.9K
$839K
|
|
Nov 07, 2023
Q3 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.5K+ 1.95% |
$65.2K - $68.6K
|
78.7K
$3.5M
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.5K+ 3.62% |
$65K - $68.4K
|
42.8K
$1.91M
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.49K+ 2.16% |
$64.8K - $68.2K
|
70.7K
$3.14M
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.48K+ 14.88% |
$64.2K - $67.5K
|
11.4K
$508K
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.22K+ 1.68% |
$53.1K - $55.8K
|
74K
$3.29M
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.15K+ 4.66% |
$49.9K - $52.5K
|
25.8K
$1.15M
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.1K+ 16.1% |
$47.6K - $50.1K
|
7.91K
$352K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.04KNew |
$45.2K - $47.5K
|
1.04K
$46.2K
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
1.01KNew |
$43.9K - $46.2K
|
1.01K
$45K
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.01K+ 4.5% |
$43.9K - $46.2K
|
23.4K
$1.04M
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$43.6K - $45.9K
|
1K
$44.6K
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
945+ 1.57% |
$41K - $43.2K
|
61.1K
$2.72M
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
900+ 3.33% |
$39.1K - $41.1K
|
27.9K
$1.24M
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
873+ 5.96% |
$37.9K - $39.9K
|
15.5K
$690K
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
829+ 9.74% |
$36K - $37.9K
|
9.34K
$415K
|
|
Oct 13, 2023
Q3 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
829+ 0.74% |
$36K - $37.9K
|
112K
$5M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
796+ 16.26% |
$34.6K - $36.4K
|
5.69K
$253K
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
781+ 1.26% |
$33.9K - $35.7K
|
62.6K
$2.78M
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
753+ 1.05% |
$32.7K - $34.4K
|
72.3K
$3.22M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
717+ 1.1% |
$31.1K - $32.8K
|
65.8K
$2.92M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
628New |
$27.3K - $28.7K
|
628
$27.9K
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
570+ 7.6% |
$24.8K - $26K
|
8.07K
$359K
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
363+ 2.96% |
$15.8K - $16.6K
|
12.6K
$562K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
353+ 6.47% |
$15.3K - $16.1K
|
5.81K
$259K
|
|
Oct 12, 2023
Q3 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
279+ 3.94% |
$12.1K - $12.8K
|
7.37K
$328K
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
268+ 0.61% |
$11.6K - $12.2K
|
44.3K
$1.97M
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
242+ 0.72% |
$10.5K - $11.1K
|
34K
$1.51M
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
220+ 2.03% |
$9.55K - $10.1K
|
11.1K
$493K
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
188+ 1.21% |
$8.16K - $8.59K
|
15.7K
$700K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
177+ 9.86% |
$7.69K - $8.09K
|
1.97K
$87.7K
|
|
Nov 07, 2023
Q3 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
168+ 1.13% |
$7.3K - $7.68K
|
15K
$667K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
164New |
$7.12K - $7.49K
|
164
$7.29K
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
159+ 1.16% |
$6.91K - $7.27K
|
13.9K
$619K
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
125+ 0.16% |
$5.43K - $5.71K
|
78.6K
$3.49M
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
118+ 2.47% |
$5.12K - $5.39K
|
4.9K
$218K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
115+ 7.94% |
$4.99K - $5.26K
|
1.56K
$69.6K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
108+ 7.8% |
$4.69K - $4.94K
|
1.49K
$66.3K
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
BUY
|
- |
100New |
$4.34K - $4.57K
|
100
$4.45K
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
92+ 6.87% |
$4K - $4.2K
|
1.43K
$63.7K
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
89+ 0.77% |
$3.87K - $4.07K
|
11.6K
$516K
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
88+ 1.17% |
$3.82K - $4.02K
|
7.62K
$339K
|
|
Oct 16, 2023
Q3 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
61+ 0.54% |
$2.65K - $2.79K
|
11.3K
$501K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
56+ 1.14% |
$2.43K - $2.56K
|
4.95K
$220K
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
55+ 0.17% |
$2.39K - $2.51K
|
33.2K
$1.47M
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
52New |
$2.26K - $2.38K
|
52
$2.31K
|
|
Oct 24, 2023
Q3 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
37+ 0.26% |
$1.61K - $1.69K
|
14.3K
$636K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
32+ 0.23% |
$1.39K - $1.46K
|
14.1K
$626K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
20New |
$869 - $914
|
20
$889
|