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 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.5K- 3.05% |
$517K - $531K
|
367K
$16.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-15.4K- 1.7% |
$692K - $710K
|
894K
$40.6M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-23.6K- 15.43% |
$1.06M - $1.09M
|
129K
$5.88M
|
|
|
Apr 29, 2024
Q1 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-23.9K- 23.27% |
$1.07M - $1.1M
|
78.9K
$3.59M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-32.4K- 58.41% |
$1.45M - $1.49M
|
23.1K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-33.1K- 26.21% |
$1.49M - $1.52M
|
93.3K
$4.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-34.9K- 12.78% |
$1.57M - $1.61M
|
238K
$10.8M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-41.3K- 34.8% |
$1.85M - $1.9M
|
77.3K
$3.51M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-41.5KClosed |
$1.86M - $1.91M
|
0
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-52.2K- 13.42% |
$2.34M - $2.4M
|
337K
$15.3M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-58.4K- 15.59% |
$2.62M - $2.69M
|
316K
$14.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-61.4K- 3.49% |
$2.75M - $2.82M
|
1.7M
$77.1M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-64.6K- 22.2% |
$2.9M - $2.97M
|
226K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-68.7K- 64.28% |
$3.08M - $3.16M
|
38.2K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-69.3K- 48.68% |
$3.11M - $3.19M
|
73K
$3.32M
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-80.4K- 44.09% |
$3.61M - $3.7M
|
102K
$4.64M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-118K- 81.14% |
$5.3M - $5.43M
|
27.4K
$1.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-157K- 10.19% |
$7.03M - $7.21M
|
1.38M
$62.7M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-157K- 29.19% |
$7.05M - $7.24M
|
382K
$17.3M
|
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-172K- 95.97% |
$7.72M - $7.92M
|
7.23K
$328K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-176K- 94.7% |
$7.89M - $8.1M
|
9.84K
$447K
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-217K- 91.52% |
$9.73M - $9.99M
|
20.1K
$914K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-240K- 98.83% |
$10.8M - $11M
|
2.84K
$129K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-283K- 9.04% |
$12.7M - $13M
|
2.84M
$129M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-323K- 65.14% |
$14.5M - $14.9M
|
173K
$7.86M
|
|
|
May 02, 2024
Q1 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-324K- 78.08% |
$14.5M - $14.9M
|
91K
$4.13M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-477K- 91.95% |
$21.4M - $22M
|
41.8K
$1.9M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-643K- 68.75% |
$28.8M - $29.6M
|
292K
$13.3M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-782K- 42.79% |
$35.1M - $36M
|
1.05M
$47.5M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.7M- 88.03% |
$926M - $951M
|
2.81M
$128M
|