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 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
4.45KNew |
$199K - $205K
|
4.45K
$202K
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
4.43KNew |
$199K - $204K
|
4.43K
$201K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.23K+ 30.81% |
$190K - $195K
|
18K
$815K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.09KNew |
$183K - $188K
|
4.09K
$185K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.07K+ 10.48% |
$183K - $187K
|
42.9K
$1.95M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.04K+ 65.46% |
$181K - $186K
|
10.2K
$463K
|
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
4.02K+ 4.74% |
$180K - $185K
|
88.8K
$4.03M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
3.96K+ 15.74% |
$178K - $182K
|
29.1K
$1.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3.89K+ 1.53% |
$174K - $179K
|
259K
$11.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.88K+ 24.7% |
$174K - $178K
|
19.6K
$889K
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
3.69K+ 6.43% |
$165K - $170K
|
61.1K
$2.77M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.46K+ 4.88% |
$155K - $159K
|
74.3K
$3.38M
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
3.44K+ 20.22% |
$154K - $158K
|
20.5K
$929K
|
|
|
Apr 24, 2024
Q1 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
3.12K+ 0.62% |
$140K - $143K
|
506K
$23M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.03K+ 1.58% |
$136K - $139K
|
195K
$8.86M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
2.97KNew |
$133K - $136K
|
2.97K
$135K
|
|
|
Apr 17, 2024
Q1 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
2.91K+ 28.5% |
$131K - $134K
|
13.1K
$596K
|
|
|
Apr 22, 2024
Q1 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
2.89K+ 6.28% |
$130K - $133K
|
48.9K
$2.22M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.81K+ 5.94% |
$126K - $129K
|
50.1K
$2.27M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.74K+ 73.29% |
$123K - $126K
|
6.48K
$294K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
2.68K+ 5.51% |
$120K - $123K
|
51.2K
$2.32M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.58K+ 8.56% |
$116K - $119K
|
32.7K
$1.48M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.39K+ 8.65% |
$107K - $110K
|
30K
$1.36M
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
2.29K+ 1.15% |
$103K - $106K
|
202K
$9.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
2.29K+ 15.42% |
$103K - $105K
|
17.1K
$778K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
2.23K+ 16.58% |
$99.8K - $102K
|
15.7K
$711K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.12K+ 31.81% |
$95.2K - $97.7K
|
8.79K
$399K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.1K+ 39.9% |
$94.1K - $96.6K
|
7.36K
$334K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.02KNew |
$90.4K - $92.7K
|
2.02K
$91.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
BUY
|
- |
1.92K+ 4.45% |
$86.2K - $88.5K
|
45.1K
$2.05M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.86KNew |
$83.4K - $85.6K
|
1.86K
$84.4K
|
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.82K+ 11.93% |
$81.7K - $83.8K
|
17.1K
$776K
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.79K+ 14.68% |
$80.2K - $82.3K
|
14K
$634K
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.67K+ 5.61% |
$74.7K - $76.6K
|
31.4K
$1.42M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.44K+ 32.73% |
$64.6K - $66.3K
|
5.84K
$265K
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
1.43K+ 1.94% |
$64K - $65.7K
|
75.2K
$3.41M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.41K+ 46.63% |
$63K - $64.7K
|
4.42K
$201K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.28K+ 0.93% |
$57.2K - $58.7K
|
138K
$6.28M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.23K+ 3.15% |
$55.3K - $56.8K
|
40.4K
$1.83M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.08K+ 4.89% |
$48.6K - $49.8K
|
23.2K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.01KNew |
$45.3K - $46.5K
|
1.01K
$45.9K
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
1K+ 13.12% |
$44.9K - $46K
|
8.62K
$391K
|
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
992+ 9.21% |
$44.5K - $45.7K
|
11.8K
$534K
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
986+ 7.32% |
$44.2K - $45.4K
|
14.5K
$656K
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
966+ 0.58% |
$43.3K - $44.5K
|
166K
$7.56M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
953+ 10.21% |
$42.7K - $43.9K
|
10.3K
$467K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
820+ 5.83% |
$36.8K - $37.7K
|
14.9K
$676K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
816New |
$36.6K - $37.6K
|
816
$37K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
797+ 100.5% |
$35.7K - $36.7K
|
1.59K
$72.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
724+ 7.88% |
$32.5K - $33.3K
|
9.92K
$450K
|