Purchases and Sales Made in Q1 2024 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q1 2024. 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 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.58M+ 22.05% |
$71M - $72.9M
|
8.77M
$398M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.09M+ 44.0% |
$49M - $50.3M
|
3.58M
$163M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
902K+ 20.56% |
$40.4M - $41.5M
|
5.29M
$240M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
883K+ 45.84% |
$39.6M - $40.6M
|
2.81M
$128M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
883K+ 45.84% |
$39.6M - $40.6M
|
2.81M
$128M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
839K+ 197.34% |
$37.6M - $38.6M
|
1.26M
$57.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
721K+ 44.71% |
$32.3M - $33.2M
|
2.33M
$106M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
666K+ 27.27% |
$29.8M - $30.6M
|
3.11M
$141M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
640KNew |
$28.7M - $29.4M
|
640K
$29.1M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
634K+ 110.18% |
$28.4M - $29.2M
|
1.21M
$54.9M
|
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
610KNew |
$27.4M - $28.1M
|
610K
$27.7M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
452K+ 30.84% |
$20.3M - $20.8M
|
1.92M
$87.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
440K+ 4003.43% |
$19.8M - $20.3M
|
452K
$20.5M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
396K+ 13.16% |
$17.8M - $18.2M
|
3.4M
$155M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
378K+ 40.43% |
$17M - $17.4M
|
1.31M
$59.7M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
BUY
|
- |
371KNew |
$16.6M - $17.1M
|
371K
$16.9M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
353K+ 94.28% |
$15.8M - $16.2M
|
727K
$33M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
352K+ 13.29% |
$15.8M - $16.2M
|
3M
$136M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
333K+ 51.5% |
$15M - $15.3M
|
981K
$44.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
329KNew |
$14.7M - $15.1M
|
329K
$14.9M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
305KNew |
$13.7M - $14M
|
305K
$13.8M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
304K+ 29.37% |
$13.6M - $14M
|
1.34M
$60.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
292K+ 15.86% |
$13.1M - $13.5M
|
2.14M
$97.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
287K+ 3681.22% |
$12.9M - $13.2M
|
294K
$13.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
285KNew |
$12.8M - $13.1M
|
285K
$12.9M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
249K+ 3572.01% |
$11.2M - $11.5M
|
256K
$11.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
248K+ 11.3% |
$11.1M - $11.4M
|
2.44M
$111M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
242K+ 35.41% |
$10.9M - $11.1M
|
925K
$42.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
213K+ 63.09% |
$9.55M - $9.8M
|
550K
$25M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
193K+ 76.56% |
$8.66M - $8.88M
|
445K
$20.2M
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
193KNew |
$8.66M - $8.88M
|
193K
$8.77M
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
BUY
|
- |
187KNew |
$8.37M - $8.58M
|
187K
$8.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
181KNew |
$8.11M - $8.32M
|
181K
$8.22M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
174K+ 13.91% |
$7.79M - $7.99M
|
1.42M
$64.6M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
169K+ 108.53% |
$7.58M - $7.78M
|
325K
$14.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
166K+ 522.19% |
$7.46M - $7.65M
|
198K
$9.01M
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
159K+ 283.96% |
$7.13M - $7.32M
|
215K
$9.77M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
157K+ 9.84% |
$7.06M - $7.24M
|
1.76M
$79.8M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
139K+ 33.51% |
$6.24M - $6.4M
|
554K
$25.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
132K+ 21.03% |
$5.91M - $6.07M
|
759K
$34.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
131K+ 6.24% |
$5.87M - $6.02M
|
2.23M
$101M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
126KNew |
$5.64M - $5.79M
|
126K
$5.71M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
123K+ 454.2% |
$5.52M - $5.66M
|
150K
$6.82M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
112K+ 72.82% |
$5M - $5.13M
|
265K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
111K+ 45.28% |
$4.97M - $5.1M
|
356K
$16.2M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
108K+ 86.7% |
$4.85M - $4.98M
|
233K
$10.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
102K+ 3.77% |
$4.57M - $4.69M
|
2.81M
$128M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
BUY
|
- |
99K+ 21.6% |
$4.44M - $4.56M
|
557K
$25.3M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
94.1K+ 18.16% |
$4.22M - $4.33M
|
612K
$27.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
90.1KNew |
$4.04M - $4.14M
|
90.1K
$4.09M
|