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 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
39K+ 39.47% |
$1.75M - $1.79M
|
138K
$6.25M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
37.2K+ 21.55% |
$1.67M - $1.71M
|
210K
$9.52M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
35.6KNew |
$1.6M - $1.64M
|
35.6K
$1.62M
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
34.8KNew |
$1.56M - $1.6M
|
34.8K
$1.58M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
34.1K+ 88.92% |
$1.53M - $1.57M
|
72.5K
$3.29M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
33.2K+ 120.26% |
$1.49M - $1.53M
|
60.8K
$2.76M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33.1K+ 183.1% |
$1.49M - $1.52M
|
51.2K
$2.32M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
33K+ 61.45% |
$1.48M - $1.52M
|
86.8K
$3.94M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
32.9K+ 4.98% |
$1.48M - $1.52M
|
695K
$31.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
32.6KNew |
$1.46M - $1.5M
|
32.6K
$1.48M
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
32.1K+ 6.66% |
$1.44M - $1.48M
|
514K
$23.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
31.6K+ 626.44% |
$1.42M - $1.45M
|
36.6K
$1.66M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
31K+ 5.64% |
$1.39M - $1.43M
|
581K
$26.3M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
30.4K+ 30.84% |
$1.37M - $1.4M
|
129K
$5.86M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
29.8K+ 6.61% |
$1.34M - $1.37M
|
481K
$21.8M
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
29.5K+ 81.1% |
$1.32M - $1.36M
|
65.8K
$2.98M
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
29.3K+ 3.83% |
$1.31M - $1.35M
|
793K
$36M
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
28.9K+ 5.35% |
$1.3M - $1.33M
|
568K
$25.8M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
28.5K+ 331.65% |
$1.28M - $1.31M
|
37K
$1.68M
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
28K+ 18.18% |
$1.26M - $1.29M
|
182K
$8.26M
|
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
BUY
|
- |
27.1K+ 7.87% |
$1.22M - $1.25M
|
371K
$16.8M
|
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
26.7K+ 21.44% |
$1.2M - $1.23M
|
151K
$6.86M
|
|
|
May 06, 2024
Q1 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
25.8K+ 11.42% |
$1.16M - $1.19M
|
252K
$11.4M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
25.4K+ 4.73% |
$1.14M - $1.17M
|
562K
$25.5M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
25.3K+ 23.48% |
$1.13M - $1.16M
|
133K
$6.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
25.3K+ 5.86% |
$1.13M - $1.16M
|
456K
$20.7M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25K+ 32.79% |
$1.12M - $1.15M
|
101K
$4.59M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
24.7K+ 236.92% |
$1.11M - $1.14M
|
35.1K
$1.59M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
24.4KNew |
$1.1M - $1.13M
|
24.4K
$1.11M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24K+ 28.19% |
$1.08M - $1.1M
|
109K
$4.95M
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
23.9K+ 35.78% |
$1.07M - $1.1M
|
90.5K
$4.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
23.6K+ 7.4% |
$1.06M - $1.09M
|
342K
$15.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
23.5K+ 7.08% |
$1.05M - $1.08M
|
355K
$16.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
22.1K+ 9.06% |
$990K - $1.02M
|
266K
$12.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
21.5KNew |
$963K - $989K
|
21.5K
$975K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
21.4KNew |
$962K - $987K
|
21.4K
$973K
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
21.4K+ 4.07% |
$959K - $984K
|
547K
$24.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
21.4K+ 60.72% |
$958K - $983K
|
56.5K
$2.57M
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
20.7K+ 8.31% |
$929K - $953K
|
270K
$12.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
20.6K+ 6.52% |
$923K - $947K
|
336K
$15.3M
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
20.5K+ 8.45% |
$920K - $944K
|
263K
$11.9M
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
20.4K+ 4.04% |
$917K - $940K
|
526K
$23.9M
|
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
20.1K+ 7.24% |
$901K - $925K
|
298K
$13.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
20K+ 54.6% |
$896K - $919K
|
56.6K
$2.57M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
19.2K+ 20.02% |
$863K - $886K
|
115K
$5.23M
|
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
18.7K+ 16.23% |
$838K - $860K
|
134K
$6.07M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
18.7K+ 10.19% |
$837K - $859K
|
202K
$9.15M
|
|
|
May 15, 2024
Q1 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
18.6K+ 4.2% |
$834K - $855K
|
461K
$20.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
18.2K+ 17.82% |
$818K - $839K
|
121K
$5.47M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
18.2K+ 35.19% |
$817K - $838K
|
69.9K
$3.17M
|