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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.51K- 31.67% |
$239K - $252K
|
11.9K
$529K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.95K- 2.46% |
$258K - $272K
|
236K
$10.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-6K- 2.03% |
$260K - $274K
|
289K
$12.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.31K- 41.13% |
$274K - $289K
|
9.04K
$402K
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-6.33K- 23.5% |
$275K - $289K
|
20.6K
$916K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-7.65K- 26.73% |
$332K - $350K
|
21K
$933K
|
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-8.3K- 8.4% |
$360K - $379K
|
90.5K
$4.02M
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-9.59K- 34.75% |
$416K - $438K
|
18K
$800K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-9.98K- 3.08% |
$434K - $456K
|
314K
$14M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.2K- 20.69% |
$442K - $465K
|
39K
$1.73M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-10.4K- 14.89% |
$452K - $475K
|
59.5K
$2.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.9K- 98.92% |
$475K - $500K
|
120
$5.34K
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-12.7K- 54.98% |
$552K - $581K
|
10.4K
$463K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
SELL
|
- |
-17.5K- 8.9% |
$762K - $802K
|
180K
$7.99M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-23.9K- 21.66% |
$1.04M - $1.09M
|
86.4K
$3.84M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-26.3K- 7.34% |
$1.14M - $1.2M
|
332K
$14.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-30.6K- 79.58% |
$1.33M - $1.4M
|
7.86K
$349K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-31.3K- 37.17% |
$1.36M - $1.43M
|
52.8K
$2.35M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-37.5K- 90.03% |
$1.63M - $1.71M
|
4.16K
$185K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-44.2K- 2.98% |
$1.92M - $2.02M
|
1.44M
$64M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-48.7K- 89.4% |
$2.12M - $2.23M
|
5.77K
$257K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-55.3K- 5.46% |
$2.4M - $2.53M
|
958K
$42.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-64K- 99.25% |
$2.78M - $2.92M
|
482
$21.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-126K- 79.9% |
$5.49M - $5.78M
|
31.8K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-141K- 21.33% |
$6.13M - $6.45M
|
521K
$23.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Presidio Capital Management, LLC
|
SELL
|
- |
-159K- 24.07% |
$6.9M - $7.26M
|
501K
$22.3M
|