Purchases and Sales Made in Q1 2023 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q1 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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.34M+ 316.73% |
$105M - $110M
|
3.08M
$140M
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
BUY
|
- |
641K+ 15.48% |
$28.7M - $30M
|
4.78M
$217M
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
516K+ 39.16% |
$23.2M - $24.2M
|
1.84M
$83.3M
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
465KNew |
$20.8M - $21.8M
|
465K
$21.1M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
415K+ 36.12% |
$18.6M - $19.4M
|
1.57M
$71M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
410K+ 41.73% |
$18.4M - $19.2M
|
1.39M
$63.2M
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
403KNew |
$18.1M - $18.9M
|
403K
$18.3M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
389K+ 231.33% |
$17.4M - $18.2M
|
557K
$25.3M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
381K+ 203.6% |
$17.1M - $17.8M
|
568K
$25.8M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
363K+ 227.06% |
$16.3M - $17M
|
523K
$23.7M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
312K+ 17.82% |
$14M - $14.6M
|
2.06M
$93.6M
|
|
Apr 19, 2023
Q1 2023
|
Systelligence, LLC
|
BUY
|
- |
273K+ 188.77% |
$12.2M - $12.8M
|
417K
$18.9M
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
BUY
|
- |
261KNew |
$11.7M - $12.2M
|
261K
$11.8M
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
259KNew |
$11.6M - $12.1M
|
259K
$11.8M
|
|
May 03, 2023
Q1 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
259K+ 71.94% |
$11.6M - $12.1M
|
619K
$28.1M
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
258K+ 71.71% |
$11.6M - $12.1M
|
618K
$28M
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
253KNew |
$11.3M - $11.8M
|
253K
$11.5M
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
250K+ 48.61% |
$11.2M - $11.7M
|
765K
$34.7M
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
244KNew |
$11M - $11.4M
|
244K
$11.1M
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
221K+ 4483.72% |
$9.89M - $10.3M
|
226K
$10.2M
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
216K+ 174.99% |
$9.7M - $10.1M
|
340K
$15.4M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
212K+ 31.87% |
$9.49M - $9.9M
|
876K
$39.7M
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
209K+ 133.3% |
$9.37M - $9.78M
|
366K
$16.6M
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
208K+ 44.85% |
$9.32M - $9.73M
|
671K
$30.5M
|
|
Nov 16, 2023
Q1 2023
|
R.P. Boggs & Co.
|
BUY
|
- |
162KNew |
$7.29M - $7.6M
|
162K
$7.37M
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
162K+ 7.5% |
$7.29M - $7.6M
|
2.33M
$106M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
136K+ 59.37% |
$6.08M - $6.35M
|
364K
$16.5M
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
119KNew |
$5.34M - $5.58M
|
119K
$5.41M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
116K+ 25.38% |
$5.2M - $5.43M
|
573K
$26M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
110K+ 343.35% |
$4.94M - $5.16M
|
142K
$6.45M
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
109K+ 8.75% |
$4.9M - $5.11M
|
1.36M
$61.6M
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
107K+ 40.51% |
$4.82M - $5.03M
|
373K
$16.9M
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
103K+ 1356.18% |
$4.61M - $4.81M
|
110K
$5.01M
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
BUY
|
- |
102K+ 75.12% |
$4.58M - $4.79M
|
238K
$10.8M
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
99.8K+ 22.44% |
$4.48M - $4.67M
|
545K
$24.7M
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
93.3KNew |
$4.18M - $4.37M
|
93.3K
$4.23M
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
92.6K+ 73.89% |
$4.15M - $4.33M
|
218K
$9.89M
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
92K+ 43.54% |
$4.13M - $4.31M
|
303K
$13.8M
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
91.8K+ 860.18% |
$4.12M - $4.3M
|
102K
$4.65M
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
89.2K+ 41.68% |
$4M - $4.17M
|
303K
$13.8M
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
89.1K+ 5.04% |
$4M - $4.17M
|
1.86M
$84.3M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
88K+ 109.24% |
$3.95M - $4.12M
|
169K
$7.65M
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
77.7K+ 95.77% |
$3.48M - $3.64M
|
159K
$7.21M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
75.5K+ 8.37% |
$3.38M - $3.53M
|
977K
$44.3M
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
73.7KNew |
$3.3M - $3.45M
|
73.7K
$3.34M
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
73.4KNew |
$3.29M - $3.44M
|
73.4K
$3.33M
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
71KNew |
$3.18M - $3.32M
|
71K
$3.22M
|
|
Apr 13, 2023
Q1 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
67.5KNew |
$3.03M - $3.16M
|
67.5K
$3.06M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
67.1K+ 1249.34% |
$3.01M - $3.14M
|
72.5K
$3.29M
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
64K+ 27.9% |
$2.87M - $3M
|
294K
$13.3M
|