Purchases and Sales Made in Q4 2023 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
39.9K+ 109.73% |
$1.7M - $1.84M
|
76.3K
$3.43M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
38.8K+ 10.77% |
$1.65M - $1.79M
|
399K
$18M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
36.6KNew |
$1.56M - $1.69M
|
36.6K
$1.65M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
35.4K+ 11.26% |
$1.5M - $1.63M
|
350K
$15.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Touchstone Capital, Inc.
|
BUY
|
- |
33.9KNew |
$1.44M - $1.56M
|
33.9K
$1.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
33.7K+ 9.49% |
$1.43M - $1.56M
|
389K
$17.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
33.6K+ 6.83% |
$1.43M - $1.55M
|
525K
$23.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
32.6KNew |
$1.39M - $1.51M
|
32.6K
$1.47M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
32.3K+ 1014.68% |
$1.37M - $1.49M
|
35.5K
$1.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
32.2K+ 45.95% |
$1.37M - $1.49M
|
102K
$4.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
31.8KNew |
$1.35M - $1.47M
|
31.8K
$1.43M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
30.9K+ 4.21% |
$1.31M - $1.43M
|
764K
$34.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
30.5K+ 362.28% |
$1.3M - $1.41M
|
38.9K
$1.75M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
30.4K+ 21.41% |
$1.29M - $1.41M
|
173K
$7.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
29.9KNew |
$1.27M - $1.38M
|
29.9K
$1.35M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
29.9KNew |
$1.27M - $1.38M
|
29.9K
$1.35M
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
29.8KNew |
$1.27M - $1.38M
|
29.8K
$1.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
29.7KNew |
$1.26M - $1.37M
|
29.7K
$1.34M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
28.5K+ 6.15% |
$1.21M - $1.32M
|
493K
$22.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
27.8K+ 12.22% |
$1.18M - $1.28M
|
255K
$11.5M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
27.1KNew |
$1.15M - $1.25M
|
27.1K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
26.9K+ 7.73% |
$1.14M - $1.24M
|
374K
$16.9M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
26.6K+ 27.12% |
$1.13M - $1.23M
|
125K
$5.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
25.9K+ 63.48% |
$1.1M - $1.2M
|
66.7K
$3M
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
25.6K+ 11.78% |
$1.09M - $1.18M
|
243K
$10.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
25.2KNew |
$1.07M - $1.16M
|
25.2K
$1.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
24.5K+ 193.69% |
$1.04M - $1.13M
|
37.1K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.1K+ 5.09% |
$1.02M - $1.11M
|
498K
$22.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
24K+ 16.15% |
$1.02M - $1.11M
|
173K
$7.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
23.9K+ 85.48% |
$1.01M - $1.1M
|
51.8K
$2.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
23.6K+ 10.72% |
$1M - $1.09M
|
244K
$11M
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
23.1K+ 171.76% |
$982K - $1.07M
|
36.5K
$1.65M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
22.7KNew |
$965K - $1.05M
|
22.7K
$1.02M
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
21.9K+ 22.95% |
$930K - $1.01M
|
117K
$5.28M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
21.4K+ 4.9% |
$910K - $989K
|
458K
$20.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
21.3KNew |
$906K - $984K
|
21.3K
$959K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
20.5K+ 13.26% |
$872K - $948K
|
175K
$7.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
19K+ 0.78% |
$806K - $876K
|
2.44M
$110M
|
|
|
Jan 30, 2024
Q4 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
18.4K+ 3.98% |
$784K - $852K
|
482K
$21.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
18K+ 30.46% |
$765K - $832K
|
77.1K
$3.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
18K+ 30.74% |
$763K - $829K
|
76.3K
$3.44M
|
|
|
Jan 31, 2024
Q4 2023
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
17.4KNew |
$739K - $803K
|
17.4K
$782K
|
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
17.2K+ 5.62% |
$730K - $793K
|
323K
$14.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
16.9K+ 2.62% |
$719K - $781K
|
662K
$29.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
BUY
|
- |
16.3K+ 16.3% |
$691K - $751K
|
116K
$5.22M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
16.1K+ 51.04% |
$686K - $746K
|
47.8K
$2.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
15.9K+ 21.51% |
$677K - $735K
|
89.9K
$4.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
15K+ 10.65% |
$637K - $692K
|
156K
$7.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
14.3K+ 2.74% |
$609K - $662K
|
537K
$24.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
14.1K+ 115.1% |
$600K - $651K
|
26.4K
$1.19M
|