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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-20.5K- 4.54% |
$919K - $959K
|
431K
$19.2M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-22.8K- 74.49% |
$1.02M - $1.07M
|
7.8K
$347K
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-25.6K- 19.61% |
$1.15M - $1.2M
|
105K
$4.67M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-28.8K- 11.14% |
$1.29M - $1.35M
|
229K
$10.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-36.9K- 8.11% |
$1.66M - $1.73M
|
418K
$18.6M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-39.4K- 9.32% |
$1.77M - $1.85M
|
384K
$17.1M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-40.8K- 16.01% |
$1.83M - $1.91M
|
214K
$9.51M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-46K- 15.31% |
$2.06M - $2.15M
|
255K
$11.3M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-67.6K- 91.93% |
$3.03M - $3.17M
|
5.94K
$264K
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-68.1K- 28.2% |
$3.05M - $3.19M
|
173K
$7.71M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-98.7K- 46.14% |
$4.43M - $4.62M
|
115K
$5.12M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-119K- 69.58% |
$5.34M - $5.57M
|
52.1K
$2.32M
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-143K- 84.02% |
$6.43M - $6.71M
|
27.3K
$1.21M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-144K- 52.83% |
$6.46M - $6.74M
|
129K
$5.72M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.05M- 83.29% |
$47M - $49M
|
210K
$9.34M
|