Purchases and Sales Made in Q4 2023 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.75M+ 62.17% |
$117M - $127M
|
7.18M
$327M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.16M+ 150.81% |
$49.3M - $53.5M
|
1.93M
$87.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
749K+ 9428.77% |
$31.8M - $34.6M
|
756K
$34.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
728KNew |
$30.9M - $33.6M
|
728K
$33.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
698K+ 83.22% |
$29.7M - $32.2M
|
1.54M
$70M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
629K+ 31.15% |
$26.7M - $29M
|
2.65M
$120M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
548K+ 141.86% |
$23.3M - $25.3M
|
935K
$42.6M
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
539KNew |
$22.9M - $24.9M
|
539K
$24.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
476K+ 34.78% |
$20.2M - $22M
|
1.84M
$84M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
431KNew |
$18.3M - $19.9M
|
431K
$19.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
400K+ 2668.24% |
$17M - $18.5M
|
415K
$18.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
374KNew |
$15.9M - $17.3M
|
374K
$17M
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
371KNew |
$15.8M - $17.1M
|
371K
$16.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
369K+ 3826.05% |
$15.7M - $17M
|
378K
$17.2M
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
351KNew |
$14.9M - $16.2M
|
351K
$16M
|
|
|
Feb 13, 2024
Q4 2023
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
324KNew |
$13.8M - $15M
|
324K
$14.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
303K+ 358.05% |
$12.9M - $14M
|
387K
$17.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
303K+ 41.33% |
$12.9M - $14M
|
1.03M
$47.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
297KNew |
$12.6M - $13.7M
|
297K
$13.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
291KNew |
$12.4M - $13.4M
|
291K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
290K+ 30.32% |
$12.4M - $13.4M
|
1.25M
$56.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
288K+ 655.19% |
$12.2M - $13.3M
|
331K
$15.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
256K+ 90.47% |
$10.9M - $11.8M
|
539K
$24.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
243KNew |
$10.3M - $11.2M
|
243K
$11.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
243K+ 3706.11% |
$10.3M - $11.2M
|
249K
$11.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
238K+ 12.17% |
$10.1M - $11M
|
2.19M
$99.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
237KNew |
$10.1M - $11M
|
237K
$10.8M
|
|
|
May 06, 2024
Q4 2023
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
214KNew |
$9.1M - $9.89M
|
214K
$9.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
213K+ 1585.73% |
$9.05M - $9.83M
|
226K
$10.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
206K+ 44.6% |
$8.77M - $9.53M
|
669K
$30.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
205K+ 16.24% |
$8.71M - $9.47M
|
1.47M
$66.8M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
183KNew |
$7.78M - $8.46M
|
183K
$8.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
182K+ 344.7% |
$7.74M - $8.41M
|
235K
$10.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
174K+ 12.13% |
$7.42M - $8.06M
|
1.61M
$73.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
161K+ 102.57% |
$6.86M - $7.46M
|
319K
$14.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
156K+ 62.53% |
$6.65M - $7.22M
|
406K
$18.5M
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
149KNew |
$6.32M - $6.87M
|
149K
$6.77M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
147KNew |
$6.24M - $6.78M
|
147K
$6.68M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
147KNew |
$6.23M - $6.77M
|
147K
$6.67M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
146KNew |
$6.19M - $6.72M
|
146K
$6.62M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
138K+ 20.58% |
$5.88M - $6.39M
|
810K
$36.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
138KNew |
$5.87M - $6.38M
|
138K
$6.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
130K+ 7.98% |
$5.53M - $6.01M
|
1.76M
$80.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
128K+ 39.47% |
$5.43M - $5.9M
|
451K
$20.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
124K+ 22.37% |
$5.28M - $5.74M
|
679K
$30.9M
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
120KNew |
$5.09M - $5.53M
|
120K
$5.44M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
118K+ 342.83% |
$5.04M - $5.47M
|
153K
$6.96M
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
117K+ 413.54% |
$4.99M - $5.42M
|
146K
$6.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
117K+ 178.26% |
$4.99M - $5.42M
|
183K
$8.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
115KNew |
$4.9M - $5.32M
|
115K
$5.24M
|