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
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
14+ 13.46% |
$595 - $647
|
118
$5.37K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
14+ 700.0% |
$595 - $647
|
16
$728
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
7+ 0.19% |
$298 - $323
|
3.74K
$170K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.69% |
$128 - $139
|
438
$19.9K
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-17- 0.07% |
$723 - $785
|
24.4K
$1.11M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-57- 0.17% |
$2.42K - $2.63K
|
33.2K
$1.51M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-85- 5.43% |
$3.61K - $3.93K
|
1.48K
$67.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-200- 6.63% |
$8.5K - $9.24K
|
2.82K
$128K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-242- 3.93% |
$10.3K - $11.2K
|
5.92K
$270K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-369- 35.48% |
$15.7K - $17K
|
671
$30.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-418- 0.1% |
$17.8K - $19.3K
|
399K
$18.2M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-422- 29.47% |
$17.9K - $19.5K
|
1.01K
$46K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-442- 33.33% |
$18.8K - $20.4K
|
884
$40.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-460- 0.75% |
$19.6K - $21.3K
|
60.6K
$2.76M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-461- 4.81% |
$19.6K - $21.3K
|
9.13K
$416K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-561- 4.36% |
$23.9K - $25.9K
|
12.3K
$561K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-600- 1.54% |
$25.5K - $27.7K
|
38.4K
$1.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-708- 0.02% |
$30.1K - $32.7K
|
3.12M
$142M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-772- 6.0% |
$32.8K - $35.7K
|
12.1K
$551K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-908- 89.81% |
$38.6K - $41.9K
|
103
$4.69K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.01K- 63.12% |
$43.1K - $46.8K
|
592
$26.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.04K- 1.35% |
$44.1K - $48K
|
76K
$3.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.07K- 10.43% |
$45.5K - $49.4K
|
9.19K
$418K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.08K- 4.66% |
$46K - $50K
|
22.2K
$1.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.34K- 7.17% |
$57K - $61.9K
|
17.4K
$790K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.4K- 6.78% |
$59.3K - $64.4K
|
19.2K
$874K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.43K- 1.97% |
$60.6K - $65.8K
|
70.9K
$3.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.43K- 10.02% |
$61K - $66.3K
|
12.9K
$586K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.49K- 22.99% |
$63.2K - $68.7K
|
4.98K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.66K- 18.86% |
$70.4K - $76.5K
|
7.13K
$324K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-1.7K- 15.99% |
$72.4K - $78.6K
|
8.94K
$407K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.72K- 0.33% |
$73.3K - $79.6K
|
519K
$23.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.73K- 2.28% |
$73.3K - $79.7K
|
73.8K
$3.36M
|
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-1.84K- 1.64% |
$78.2K - $85K
|
111K
$5.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-1.95K- 25.62% |
$82.8K - $90K
|
5.66K
$257K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.21K- 8.12% |
$93.8K - $102K
|
24.9K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-2.25K- 19.4% |
$95.6K - $104K
|
9.35K
$425K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-2.29K- 2.53% |
$97.3K - $106K
|
88.2K
$4.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.37K- 26.2% |
$101K - $109K
|
6.67K
$304K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-2.45K- 13.59% |
$104K - $113K
|
15.6K
$708K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.6K- 9.28% |
$110K - $120K
|
25.4K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-3.24K- 23.31% |
$138K - $150K
|
10.7K
$486K
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-3.35K- 18.41% |
$143K - $155K
|
14.9K
$676K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-3.36K- 5.75% |
$143K - $155K
|
55.1K
$2.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-3.4K- 17.88% |
$144K - $157K
|
15.6K
$710K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-3.62K- 2.0% |
$154K - $167K
|
178K
$8.08M
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-3.7K- 11.7% |
$157K - $171K
|
28K
$1.27M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-3.8K- 0.18% |
$162K - $176K
|
2.09M
$95.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-3.83K- 9.96% |
$163K - $177K
|
34.6K
$1.58M
|