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
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14KNew |
$595K - $646K
|
14K
$637K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.7KNew |
$584K - $634K
|
13.7K
$625K
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
13.7KNew |
$581K - $631K
|
13.7K
$622K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
13.6K+ 24.87% |
$578K - $629K
|
68.3K
$3.11M
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
13.4K+ 51.75% |
$568K - $617K
|
39.2K
$1.78M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.3K+ 85.62% |
$565K - $614K
|
28.8K
$1.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
13.1K+ 5.92% |
$556K - $604K
|
234K
$10.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
12.6KNew |
$537K - $584K
|
12.6K
$575K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
12.5K+ 8.92% |
$533K - $580K
|
153K
$6.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
12.5K+ 27.88% |
$532K - $578K
|
57.4K
$2.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
12.4K+ 372.53% |
$527K - $572K
|
15.7K
$715K
|
|
|
Jan 31, 2024
Q4 2023
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
12.3KNew |
$523K - $568K
|
12.3K
$559K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.5K+ 9559.17% |
$488K - $530K
|
11.6K
$528K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11.5K+ 32.65% |
$487K - $529K
|
46.6K
$2.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
11.3K+ 91.18% |
$479K - $520K
|
23.6K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
11.2K+ 5.07% |
$476K - $517K
|
232K
$10.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
11.1K+ 6.49% |
$473K - $514K
|
182K
$8.31M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
11KNew |
$469K - $510K
|
11K
$502K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
11K+ 8.48% |
$469K - $509K
|
141K
$6.42M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
10.9K+ 28.87% |
$462K - $502K
|
48.5K
$2.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
10.9K+ 4.07% |
$462K - $502K
|
278K
$12.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.8K+ 397.02% |
$459K - $499K
|
13.5K
$615K
|
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
10.8KNew |
$458K - $498K
|
10.8K
$491K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
10.4KNew |
$443K - $482K
|
10.4K
$474K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
10.2KNew |
$434K - $472K
|
10.2K
$465K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.38K+ 3.98% |
$399K - $433K
|
245K
$11.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
9.33K+ 49.43% |
$397K - $431K
|
28.2K
$1.28M
|
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
BUY
|
- |
9.24K+ 11.07% |
$393K - $427K
|
92.7K
$4.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
9.06K+ 1.85% |
$385K - $419K
|
498K
$22.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
9.06K+ 9.65% |
$385K - $418K
|
103K
$4.68M
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
9.02K+ 35.34% |
$383K - $417K
|
34.5K
$1.57M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
8.73K+ 174.79% |
$371K - $403K
|
13.7K
$625K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.24K+ 13.86% |
$350K - $381K
|
67.7K
$3.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.14K+ 8.52% |
$346K - $376K
|
104K
$4.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
7.75K+ 10.06% |
$329K - $358K
|
84.8K
$3.86M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
7.65K+ 40.54% |
$325K - $354K
|
26.5K
$1.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
7.65KNew |
$325K - $353K
|
7.65K
$348K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
7.52K+ 19.54% |
$320K - $347K
|
46K
$2.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.23K+ 9.25% |
$307K - $334K
|
85.4K
$3.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.1K+ 1.42% |
$302K - $328K
|
506K
$23M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.97KNew |
$296K - $322K
|
6.97K
$317K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
6.74K+ 22.79% |
$287K - $311K
|
36.3K
$1.65M
|
|
|
Jan 19, 2024
Q4 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
6.51K+ 2.11% |
$277K - $301K
|
316K
$14.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
6.47K+ 13.68% |
$275K - $299K
|
53.8K
$2.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.45K+ 25.41% |
$274K - $298K
|
31.8K
$1.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.3K+ 6.84% |
$268K - $291K
|
98.4K
$4.48M
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
6.25KNew |
$266K - $289K
|
6.25K
$284K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.2KNew |
$264K - $286K
|
6.2K
$282K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
6.17K+ 10.8% |
$262K - $285K
|
63.3K
$2.88M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.17KNew |
$262K - $285K
|
6.17K
$281K
|