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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
88.5K+ 13.03% |
$3.97M - $4.07M
|
768K
$34.9M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
88.3KNew |
$3.96M - $4.06M
|
88.3K
$4.01M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
86.3K+ 22.29% |
$3.87M - $3.97M
|
474K
$21.5M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
84.3K+ 148.05% |
$3.78M - $3.88M
|
141K
$6.42M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
83.7K+ 12.46% |
$3.75M - $3.85M
|
755K
$34.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
83.5KNew |
$3.74M - $3.84M
|
83.5K
$3.79M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
82KNew |
$3.68M - $3.77M
|
82K
$3.72M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
80.7K+ 94.57% |
$3.62M - $3.72M
|
166K
$7.55M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
76.9K+ 15.45% |
$3.45M - $3.54M
|
575K
$26.1M
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
76.6K+ 33.04% |
$3.43M - $3.52M
|
308K
$14M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
72.8K+ 20.81% |
$3.26M - $3.35M
|
422K
$19.2M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
69.4K+ 17.56% |
$3.11M - $3.2M
|
465K
$21.1M
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
69K+ 23.25% |
$3.1M - $3.18M
|
366K
$16.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
68.2K+ 16.77% |
$3.06M - $3.14M
|
475K
$21.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
65.5K+ 8.09% |
$2.94M - $3.01M
|
875K
$39.8M
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
65.1K+ 17.54% |
$2.92M - $2.99M
|
436K
$19.8M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
64.6K+ 28.41% |
$2.9M - $2.97M
|
292K
$13.3M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
60K+ 439.43% |
$2.69M - $2.76M
|
73.7K
$3.35M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
58.5K+ 372.28% |
$2.62M - $2.69M
|
74.2K
$3.37M
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
57.7K+ 16.46% |
$2.59M - $2.66M
|
408K
$18.6M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
57.7K+ 192.6% |
$2.59M - $2.65M
|
87.6K
$3.98M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
56.4KNew |
$2.53M - $2.59M
|
56.4K
$2.56M
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
56K+ 16.01% |
$2.51M - $2.58M
|
406K
$18.4M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
54.4KNew |
$2.44M - $2.5M
|
54.4K
$2.47M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
52.8K+ 28.87% |
$2.37M - $2.43M
|
236K
$10.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
51.8K+ 2.48% |
$2.32M - $2.38M
|
2.14M
$97.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
48.6K+ 13.5% |
$2.18M - $2.24M
|
409K
$18.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
48.2KNew |
$2.16M - $2.22M
|
48.2K
$2.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
47.7K+ 40.7% |
$2.14M - $2.2M
|
165K
$7.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
47.3KNew |
$2.12M - $2.18M
|
47.3K
$2.15M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
47.2K+ 14.11% |
$2.12M - $2.17M
|
382K
$17.3M
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
44.7KNew |
$2M - $2.06M
|
44.7K
$2.03M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
44.2K+ 29.97% |
$1.98M - $2.03M
|
192K
$8.71M
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
44.1K+ 13.67% |
$1.98M - $2.03M
|
367K
$16.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
43.6K+ 192.12% |
$1.96M - $2.01M
|
66.3K
$3.01M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
43.4K+ 25.13% |
$1.95M - $2M
|
216K
$9.81M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
43.3K+ 10.83% |
$1.94M - $1.99M
|
443K
$20.1M
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
42.8K+ 7.41% |
$1.92M - $1.97M
|
620K
$28.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
42.7K+ 24.07% |
$1.92M - $1.97M
|
220K
$10M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
42.7K+ 18.17% |
$1.91M - $1.96M
|
278K
$12.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
42.1K+ 72.17% |
$1.89M - $1.94M
|
100K
$4.56M
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
42K+ 8.44% |
$1.88M - $1.93M
|
540K
$24.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
41.3K+ 28.36% |
$1.85M - $1.9M
|
187K
$8.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
41.1K+ 8.35% |
$1.85M - $1.89M
|
534K
$24.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
40.9K+ 49.31% |
$1.83M - $1.88M
|
124K
$5.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
40.8KNew |
$1.83M - $1.88M
|
40.8K
$1.85M
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
BUY
|
- |
40.8K+ 5.39% |
$1.83M - $1.88M
|
797K
$36.2M
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
40.5K+ 13.45% |
$1.82M - $1.87M
|
342K
$15.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
40.5K+ 12.91% |
$1.82M - $1.86M
|
354K
$16.1M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
39.6K+ 5.93% |
$1.78M - $1.82M
|
708K
$32.2M
|