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
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
115K+ 6.69% |
$4.87M - $5.29M
|
1.83M
$83.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
114K+ 2753.27% |
$4.87M - $5.29M
|
119K
$5.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
107K+ 553.56% |
$4.55M - $4.95M
|
126K
$5.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
107KNew |
$4.55M - $4.94M
|
107K
$4.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
101K+ 156.19% |
$4.29M - $4.66M
|
166K
$7.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
98.7KNew |
$4.2M - $4.56M
|
98.7K
$4.49M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
96.1K+ 16.7% |
$4.09M - $4.44M
|
671K
$30.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
95.7K+ 40.08% |
$4.07M - $4.42M
|
334K
$15.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
93.9K+ 174.96% |
$3.99M - $4.34M
|
148K
$6.72M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
92.7K+ 11.35% |
$3.94M - $4.28M
|
909K
$41.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
91.2KNew |
$3.88M - $4.21M
|
91.2K
$4.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
90.2K+ 348.18% |
$3.83M - $4.17M
|
116K
$5.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
85.1K+ 620.44% |
$3.62M - $3.93M
|
98.8K
$4.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
82.9KNew |
$3.52M - $3.83M
|
82.9K
$3.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
81.3K+ 547.75% |
$3.46M - $3.76M
|
96.1K
$4.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
79.9KNew |
$3.4M - $3.69M
|
79.9K
$3.64M
|
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
79.7K+ 127.29% |
$3.39M - $3.68M
|
142K
$6.48M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
77.9KNew |
$3.31M - $3.6M
|
77.9K
$3.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
77.1K+ 13.51% |
$3.28M - $3.56M
|
647K
$29.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
76.4K+ 88.8% |
$3.25M - $3.53M
|
162K
$7.39M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
76.3K+ 12.56% |
$3.24M - $3.52M
|
683K
$31.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
72.8K+ 208.63% |
$3.09M - $3.36M
|
108K
$4.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
69.2K+ 33.94% |
$2.94M - $3.2M
|
273K
$12.4M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
66.3K+ 76.77% |
$2.82M - $3.06M
|
153K
$6.95M
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
BUY
|
- |
66.1K+ 49.51% |
$2.81M - $3.05M
|
200K
$9.08M
|
|
|
Feb 28, 2024
Q4 2023
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
63.7KNew |
$2.71M - $2.95M
|
63.7K
$2.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
58.7K+ 222.43% |
$2.5M - $2.71M
|
85.1K
$3.87M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
58.3KNew |
$2.48M - $2.69M
|
58.3K
$2.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
55.5K+ 228.33% |
$2.36M - $2.56M
|
79.8K
$3.63M
|
|
|
Jan 12, 2024
Q4 2023
|
Baker Boyer National Bank
|
BUY
|
- |
55.3K+ 19.14% |
$2.35M - $2.55M
|
344K
$15.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
54.7K+ 15.18% |
$2.33M - $2.53M
|
415K
$18.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
54.6K+ 11.04% |
$2.32M - $2.52M
|
550K
$25M
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
54.4K+ 22.04% |
$2.31M - $2.51M
|
301K
$13.7M
|
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
54.1KNew |
$2.3M - $2.5M
|
54.1K
$2.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
53.1KNew |
$2.26M - $2.46M
|
53.1K
$2.42M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
53.1KNew |
$2.26M - $2.45M
|
53.1K
$2.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
52.5K+ 20.12% |
$2.23M - $2.43M
|
314K
$14.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
51.9K+ 281.18% |
$2.21M - $2.4M
|
70.4K
$3.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
51.7KNew |
$2.2M - $2.39M
|
51.7K
$2.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
51.7K+ 8.98% |
$2.2M - $2.39M
|
627K
$28.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
51.2K+ 13.73% |
$2.18M - $2.36M
|
424K
$19.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
50.3K+ 14.5% |
$2.14M - $2.32M
|
397K
$18.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
49.3K+ 16.42% |
$2.1M - $2.28M
|
350K
$15.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
47.3KNew |
$2.01M - $2.18M
|
47.3K
$2.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
46.5K+ 31.95% |
$1.98M - $2.15M
|
192K
$8.74M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
46K+ 12.14% |
$1.96M - $2.13M
|
425K
$19.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
45.4KNew |
$1.93M - $2.1M
|
45.4K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
43.1KNew |
$1.83M - $1.99M
|
43.1K
$1.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
42.6K+ 32.33% |
$1.81M - $1.97M
|
174K
$7.94M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
41.5K+ 566.14% |
$1.77M - $1.92M
|
48.9K
$2.22M
|