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 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.87K+ 156.84% |
$250K - $271K
|
9.61K
$437K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
5.55KNew |
$236K - $256K
|
5.55K
$253K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.49K+ 43.62% |
$234K - $254K
|
18.1K
$823K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
5.47KNew |
$232K - $253K
|
5.47K
$249K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.41KNew |
$230K - $250K
|
5.41K
$246K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.26KNew |
$224K - $243K
|
5.26K
$239K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.1KNew |
$217K - $236K
|
5.1K
$232K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.1KNew |
$217K - $236K
|
5.1K
$232K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.04KNew |
$214K - $233K
|
5.04K
$230K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
5KNew |
$213K - $231K
|
5K
$228K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.98K+ 0.97% |
$212K - $230K
|
518K
$23.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4.6K+ 47.8% |
$195K - $212K
|
14.2K
$647K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.45KNew |
$189K - $205K
|
4.45K
$202K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.4KNew |
$187K - $203K
|
4.4K
$200K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
4.26K+ 2.58% |
$181K - $197K
|
169K
$7.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.26K+ 5.2% |
$181K - $197K
|
86.2K
$3.92M
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
4.08K+ 50.43% |
$174K - $189K
|
12.2K
$555K
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
4K+ 30.71% |
$170K - $185K
|
17K
$775K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
3.94K+ 4.4% |
$168K - $182K
|
93.6K
$4.26M
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
3.86K+ 8.9% |
$164K - $178K
|
47.2K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
3.78K+ 12.98% |
$161K - $175K
|
32.9K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
3.61K+ 2.99% |
$154K - $167K
|
125K
$5.67M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.42K+ 4.36% |
$145K - $158K
|
82K
$3.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
3.31K+ 25.27% |
$141K - $153K
|
16.4K
$747K
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
3.29K+ 0.57% |
$140K - $152K
|
577K
$26.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.29K+ 3.21% |
$140K - $152K
|
105K
$4.8M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.22K+ 40.68% |
$137K - $149K
|
11.1K
$506K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
3.1K+ 41.25% |
$132K - $143K
|
10.6K
$483K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.01KNew |
$128K - $139K
|
3.01K
$137K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.98K+ 14.54% |
$127K - $138K
|
23.5K
$1.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2.94K+ 15.21% |
$125K - $136K
|
22.2K
$1.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.86KNew |
$122K - $132K
|
2.86K
$130K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.75K+ 40.1% |
$117K - $127K
|
9.62K
$438K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.67KNew |
$114K - $124K
|
2.67K
$122K
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.63K+ 13.34% |
$112K - $121K
|
22.3K
$1.02M
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
BUY
|
- |
2.56K+ 0.95% |
$109K - $118K
|
272K
$12.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.53K+ 22.81% |
$108K - $117K
|
13.6K
$620K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.39K+ 21.58% |
$102K - $110K
|
13.5K
$613K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.38KNew |
$101K - $110K
|
2.38K
$108K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.29K+ 7.87% |
$97.4K - $106K
|
31.4K
$1.43M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.29K+ 31.01% |
$97.2K - $106K
|
9.65K
$439K
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
2.2K+ 4.08% |
$93.3K - $101K
|
56K
$2.55M
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
BUY
|
- |
2.18K+ 38.44% |
$92.8K - $101K
|
7.86K
$358K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.17K+ 18.25% |
$92.3K - $100K
|
14.1K
$640K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.09K+ 36.79% |
$89K - $96.7K
|
7.79K
$354K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.93KNew |
$81.9K - $88.9K
|
1.93K
$87.6K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.92KNew |
$81.8K - $88.9K
|
1.92K
$87.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.91K+ 1.9% |
$81.2K - $88.2K
|
103K
$4.67M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
1.82K+ 15.7% |
$77.5K - $84.2K
|
13.4K
$611K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.75K+ 22.56% |
$74.5K - $80.9K
|
9.51K
$433K
|