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
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-3- 5.26% |
$135 - $140
|
54
$2.4K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-4- 14.81% |
$179 - $187
|
23
$1.02K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-10- 0.04% |
$448 - $468
|
25.3K
$1.12M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-23- 0.04% |
$1.03K - $1.08K
|
52.3K
$2.33M
|
|
|
May 10, 2023
Q1 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-50- 0.65% |
$2.24K - $2.34K
|
7.62K
$339K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-133- 1.33% |
$5.96K - $6.22K
|
9.88K
$439K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-137- 1.31% |
$6.14K - $6.41K
|
10.3K
$457K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-256- 84.49% |
$11.5K - $12K
|
47
$2.09K
|
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-281- 2.28% |
$12.6K - $13.2K
|
12K
$535K
|
|
|
Apr 20, 2023
Q1 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-296- 2.04% |
$13.3K - $13.9K
|
14.2K
$633K
|
|
|
May 15, 2023
Q1 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-309- 0.07% |
$13.9K - $14.5K
|
465K
$20.7M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-341- 1.03% |
$15.3K - $16K
|
32.7K
$1.45M
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-396- 0.25% |
$17.8K - $18.5K
|
158K
$7.02M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-433- 2.04% |
$19.4K - $20.3K
|
20.8K
$923K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-450- 0.61% |
$20.2K - $21.1K
|
72.8K
$3.24M
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-501- 1.22% |
$22.5K - $23.4K
|
40.4K
$1.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-558- 3.94% |
$25K - $26.1K
|
13.6K
$605K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-650- 1.8% |
$29.1K - $30.4K
|
35.5K
$1.58M
|
|
|
Apr 14, 2023
Q1 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-867- 0.86% |
$38.9K - $40.6K
|
100K
$4.46M
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-871- 7.57% |
$39.1K - $40.8K
|
10.6K
$473K
|
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
SELL
|
- |
-902- 2.0% |
$40.4K - $42.2K
|
44.3K
$1.97M
|
|
|
May 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-932- 1.95% |
$41.8K - $43.6K
|
46.8K
$2.08M
|
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.08K- 2.97% |
$48.6K - $50.7K
|
35.4K
$1.58M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.32K- 1.56% |
$59.1K - $61.6K
|
82.9K
$3.69M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.33K- 3.78% |
$59.5K - $62.1K
|
33.8K
$1.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.44K- 0.7% |
$64.7K - $67.5K
|
205K
$9.13M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.46K- 1.44% |
$65.4K - $68.3K
|
100K
$4.46M
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.04K- 16.54% |
$91.5K - $95.5K
|
10.3K
$458K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.28K- 6.18% |
$102K - $107K
|
34.6K
$1.54M
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-2.39K- 10.39% |
$107K - $112K
|
20.6K
$916K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.41K- 8.36% |
$108K - $113K
|
26.4K
$1.17M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.74K- 5.57% |
$123K - $128K
|
46.4K
$2.06M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.76K- 42.59% |
$124K - $129K
|
3.72K
$165K
|
|
|
May 02, 2023
Q1 2023
|
R.P. Boggs & Co.
|
SELL
|
- |
-3.07K- 1.86% |
$138K - $144K
|
162K
$7.23M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.42K- 11.81% |
$153K - $160K
|
25.5K
$1.14M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.71K- 47.38% |
$166K - $173K
|
4.12K
$183K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.93K- 5.31% |
$176K - $184K
|
70K
$3.11M
|
|
|
May 12, 2023
Q1 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-4.08K- 1.88% |
$183K - $191K
|
213K
$9.45M
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
SELL
|
- |
-4.56K- 1.34% |
$204K - $213K
|
334K
$14.9M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-4.69K- 30.04% |
$210K - $219K
|
10.9K
$486K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.65K- 53.7% |
$253K - $264K
|
4.87K
$217K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.75K- 26.88% |
$258K - $269K
|
15.6K
$696K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-7.35K- 13.61% |
$329K - $344K
|
46.6K
$2.07M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-7.66K- 3.11% |
$343K - $358K
|
238K
$10.6M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7.96K- 34.68% |
$357K - $372K
|
15K
$667K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-8.81K- 50.06% |
$395K - $412K
|
8.79K
$391K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-9.19K- 38.57% |
$412K - $430K
|
14.6K
$651K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-11.3K- 28.21% |
$508K - $531K
|
28.9K
$1.28M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-11.5K- 48.2% |
$515K - $537K
|
12.3K
$548K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-14.7K- 5.73% |
$660K - $689K
|
242K
$10.8M
|