Purchases and Sales Made in Q1 2023 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q1 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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
62.5KNew |
$2.8M - $2.92M
|
62.5K
$2.78M
|
|
May 05, 2023
Q1 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
61.4K+ 48.11% |
$2.75M - $2.87M
|
189K
$8.41M
|
|
May 01, 2023
Q1 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
61.3KNew |
$2.75M - $2.87M
|
61.3K
$2.73M
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
59K+ 29.77% |
$2.65M - $2.76M
|
257K
$11.4M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
55.9K+ 11.51% |
$2.51M - $2.62M
|
542K
$24.1M
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
54.9K+ 27.71% |
$2.46M - $2.57M
|
253K
$11.3M
|
|
May 05, 2023
Q1 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
51KNew |
$2.29M - $2.39M
|
51K
$2.27M
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
50.3KNew |
$2.26M - $2.35M
|
50.3K
$2.24M
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
49.7KNew |
$2.23M - $2.33M
|
49.7K
$2.21M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
48.1K+ 37.83% |
$2.16M - $2.25M
|
175K
$7.8M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
43.9K+ 131.08% |
$1.97M - $2.05M
|
77.4K
$3.44M
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
43.2K+ 17.57% |
$1.94M - $2.02M
|
289K
$12.8M
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
41.4KNew |
$1.85M - $1.94M
|
41.4K
$1.84M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
40.8K+ 19.07% |
$1.83M - $1.91M
|
255K
$11.3M
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
40.1K+ 56.09% |
$1.8M - $1.88M
|
112K
$4.96M
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
39.6K+ 275.71% |
$1.78M - $1.85M
|
54K
$2.4M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
36K+ 25.41% |
$1.62M - $1.69M
|
178K
$7.91M
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
34.8K+ 349.6% |
$1.56M - $1.63M
|
44.8K
$1.99M
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
32.1K+ 6.4% |
$1.44M - $1.5M
|
534K
$23.8M
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
30.8K+ 11.29% |
$1.38M - $1.44M
|
303K
$13.5M
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
BUY
|
- |
29.2K+ 7.66% |
$1.31M - $1.36M
|
410K
$18.2M
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
27.8K+ 69.82% |
$1.25M - $1.3M
|
67.7K
$3.01M
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
27.5KNew |
$1.23M - $1.29M
|
27.5K
$1.22M
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
26.8K+ 5.55% |
$1.2M - $1.26M
|
511K
$22.7M
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
26.8KNew |
$1.2M - $1.25M
|
26.8K
$1.19M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25.8K+ 14.76% |
$1.16M - $1.21M
|
200K
$8.91M
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
24.8K+ 30.18% |
$1.11M - $1.16M
|
107K
$4.76M
|
|
Apr 17, 2023
Q1 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
22.8K+ 47.63% |
$1.02M - $1.07M
|
70.6K
$3.14M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.2K+ 6.43% |
$997K - $1.04M
|
368K
$16.4M
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
22.1KNew |
$990K - $1.03M
|
22.1K
$982K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
21.7KNew |
$972K - $1.01M
|
21.7K
$964K
|
|
Apr 11, 2023
Q1 2023
|
Olio Financial Planning
|
BUY
|
- |
21.4K+ 37.36% |
$958K - $1M
|
78.6K
$3.49M
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
21.3K+ 6.53% |
$953K - $995K
|
347K
$15.4M
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
20K+ 58.24% |
$899K - $938K
|
54.5K
$2.42M
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
19.6K+ 20.55% |
$881K - $919K
|
115K
$5.12M
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
19.4K+ 42.04% |
$868K - $906K
|
65.4K
$2.91M
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
17.8K+ 1.06% |
$797K - $832K
|
1.7M
$75.4M
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
17KNew |
$764K - $797K
|
17K
$758K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.6K+ 55.8% |
$745K - $778K
|
46.4K
$2.06M
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
16.4K+ 165.05% |
$736K - $768K
|
26.4K
$1.17M
|
|
Apr 17, 2023
Q1 2023
|
Baker Boyer National Bank
|
BUY
|
- |
16.1K+ 5.86% |
$722K - $754K
|
291K
$12.9M
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
15.7K+ 152.13% |
$705K - $736K
|
26.1K
$1.16M
|
|
Apr 17, 2023
Q1 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
15.7K+ 18.96% |
$702K - $733K
|
98.2K
$4.37M
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15.3K+ 3.42% |
$686K - $716K
|
463K
$20.6M
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
15.2KNew |
$683K - $713K
|
15.2K
$677K
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
14.7K+ 11.33% |
$657K - $686K
|
144K
$6.41M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.6K+ 94.13% |
$655K - $684K
|
30.1K
$1.34M
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
14.6K+ 58.55% |
$653K - $681K
|
39.4K
$1.75M
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
14.2K+ 33.38% |
$639K - $667K
|
56.9K
$2.53M
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
13.4K+ 11.67% |
$600K - $626K
|
128K
$5.69M
|