Purchases and Sales Made in Q3 2023 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.91M+ 2874.02% |
$126M - $133M
|
3.01M
$137M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Wealth Management, Inc
|
BUY
|
- |
2.77MNew |
$120M - $127M
|
2.77M
$126M
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.13M+ 8501.0% |
$92.5M - $97.3M
|
2.15M
$97.9M
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
1.63MNew |
$70.8M - $74.5M
|
1.63M
$74M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
850K+ 37.35% |
$36.9M - $38.8M
|
3.12M
$142M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
654K+ 61.78% |
$28.4M - $29.9M
|
1.71M
$77.9M
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
558K+ 68.95% |
$24.3M - $25.5M
|
1.37M
$62.2M
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
464KNew |
$20.2M - $21.2M
|
464K
$21.1M
|
|
Nov 07, 2023
Q3 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
446KNew |
$19.4M - $20.4M
|
446K
$20.3M
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
423K+ 15.93% |
$18.4M - $19.3M
|
3.08M
$140M
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
347KNew |
$15.1M - $15.9M
|
347K
$15.8M
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
332K+ 68.38% |
$14.4M - $15.2M
|
817K
$37.1M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
273K+ 1384.23% |
$11.9M - $12.5M
|
293K
$13.3M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
256K+ 18.09% |
$11.1M - $11.7M
|
1.67M
$76.1M
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
247KNew |
$10.7M - $11.3M
|
247K
$11.2M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
239K+ 101.56% |
$10.4M - $10.9M
|
474K
$21.5M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
233K+ 43.59% |
$10.1M - $10.7M
|
768K
$34.9M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
222K+ 77.39% |
$9.66M - $10.2M
|
510K
$23.2M
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
220K+ 973.3% |
$9.55M - $10.1M
|
243K
$11M
|
|
Nov 13, 2023
Q3 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
217KNew |
$9.43M - $9.93M
|
217K
$9.87M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
217K+ 9.82% |
$9.41M - $9.9M
|
2.42M
$110M
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
199K+ 4.22% |
$8.63M - $9.08M
|
4.9M
$223M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
192K+ 413.66% |
$8.35M - $8.78M
|
239K
$10.8M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
155K+ 14.06% |
$6.75M - $7.11M
|
1.26M
$57.3M
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
151K+ 2045.63% |
$6.57M - $6.91M
|
159K
$7.21M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
151K+ 33.05% |
$6.55M - $6.89M
|
607K
$27.6M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
146K+ 48.39% |
$6.32M - $6.65M
|
446K
$20.3M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
124K+ 22.63% |
$5.38M - $5.66M
|
671K
$30.5M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
119K+ 26.18% |
$5.19M - $5.46M
|
575K
$26.2M
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
111K+ 23.81% |
$4.81M - $5.06M
|
575K
$26.1M
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
108K+ 333.31% |
$4.7M - $4.95M
|
141K
$6.39M
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
106K+ 6.05% |
$4.59M - $4.83M
|
1.85M
$84.2M
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
102KNew |
$4.44M - $4.67M
|
102K
$4.64M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
102K+ 35.74% |
$4.42M - $4.65M
|
387K
$17.6M
|
|
Oct 12, 2023
Q3 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
99KNew |
$4.3M - $4.52M
|
99K
$4.5M
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
97.6K+ 15.35% |
$4.24M - $4.46M
|
733K
$33.3M
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
96.8K+ 4.85% |
$4.2M - $4.42M
|
2.09M
$95.2M
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
94.1K+ 60.36% |
$4.09M - $4.3M
|
250K
$11.4M
|
|
Oct 31, 2023
Q3 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
88.5K+ 221.3% |
$3.84M - $4.05M
|
129K
$5.84M
|
|
Nov 13, 2023
Q3 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
84.5KNew |
$3.67M - $3.86M
|
84.5K
$3.84M
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
81.1K+ 99.71% |
$3.52M - $3.7M
|
162K
$7.38M
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
76.6K+ 35.77% |
$3.32M - $3.5M
|
291K
$13.2M
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
74.5K+ 17.73% |
$3.24M - $3.41M
|
495K
$22.5M
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
74.5KNew |
$3.23M - $3.4M
|
74.5K
$3.38M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
71.2K+ 3.66% |
$3.09M - $3.26M
|
2.02M
$91.7M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
68.4K+ 14.04% |
$2.97M - $3.12M
|
555K
$25.2M
|
|
Nov 09, 2023
Q3 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
64.6KNew |
$2.81M - $2.95M
|
64.6K
$2.94M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
64.4K+ 34.47% |
$2.8M - $2.94M
|
251K
$11.4M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
60.2K+ 26.68% |
$2.62M - $2.75M
|
286K
$13M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
59.9K+ 19.93% |
$2.6M - $2.74M
|
360K
$16.4M
|