Purchases and Sales Made in Q1 2024 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q1 2024. 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 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.82K+ 5.54% |
$351K - $360K
|
149K
$6.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
7.63K+ 3.37% |
$342K - $351K
|
234K
$10.5M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.62K+ 4.7% |
$342K - $351K
|
170K
$7.65M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
7.62KNew |
$342K - $351K
|
7.62K
$343K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.49K+ 16.08% |
$336K - $345K
|
54K
$2.43M
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
7.45K+ 7.26% |
$334K - $343K
|
110K
$4.95M
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
7.25K+ 4.28% |
$325K - $333K
|
177K
$7.94M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.24K+ 10.28% |
$325K - $333K
|
77.6K
$3.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
7.18KNew |
$322K - $330K
|
7.18K
$323K
|
|
|
Apr 12, 2024
Q1 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
7.15K+ 6.04% |
$321K - $329K
|
126K
$5.65M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
7.1K+ 21.57% |
$318K - $327K
|
40K
$1.8M
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.99K+ 2.99% |
$314K - $322K
|
241K
$10.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
BUY
|
- |
6.91K+ 7.45% |
$310K - $318K
|
99.6K
$4.48M
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
6.87KNew |
$308K - $316K
|
6.87K
$309K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
6.76K+ 19.58% |
$303K - $311K
|
41.3K
$1.86M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.73KNew |
$302K - $310K
|
6.73K
$303K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
6.7K+ 4.35% |
$300K - $308K
|
161K
$7.23M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.61K+ 48.26% |
$297K - $304K
|
20.3K
$914K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
6.51K+ 47.43% |
$292K - $300K
|
20.2K
$911K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.34K+ 6.44% |
$284K - $292K
|
105K
$4.71M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.32KNew |
$283K - $291K
|
6.32K
$284K
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
6.31K+ 17.27% |
$283K - $290K
|
42.9K
$1.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
6.15K+ 23.34% |
$276K - $283K
|
32.5K
$1.46M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
6K+ 9.89% |
$269K - $276K
|
66.6K
$3M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
5.9KNew |
$265K - $272K
|
5.9K
$266K
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
5.89KNew |
$264K - $271K
|
5.89K
$265K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5.75K+ 20.39% |
$258K - $265K
|
34K
$1.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
5.68K+ 3.87% |
$255K - $261K
|
153K
$6.86M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
5.65KNew |
$253K - $260K
|
5.65K
$254K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
5.5KNew |
$247K - $253K
|
5.5K
$247K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
5.35KNew |
$240K - $246K
|
5.35K
$241K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.34KNew |
$239K - $246K
|
5.34K
$240K
|
|
|
May 06, 2024
Q1 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
5.28K+ 2.46% |
$237K - $243K
|
219K
$9.87M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
5.08KNew |
$228K - $234K
|
5.08K
$228K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
5.07KNew |
$227K - $233K
|
5.07K
$228K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
5.05KNew |
$226K - $232K
|
5.05K
$227K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.02K+ 1239.26% |
$225K - $231K
|
5.42K
$244K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
4.99KNew |
$224K - $230K
|
4.99K
$225K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.96K+ 10.14% |
$222K - $228K
|
53.8K
$2.42M
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
4.9K+ 4.64% |
$220K - $225K
|
110K
$4.97M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.88K+ 51.73% |
$219K - $225K
|
14.3K
$645K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.86K+ 6.39% |
$218K - $224K
|
80.8K
$3.64M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
4.82KNew |
$216K - $222K
|
4.82K
$217K
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4.81K+ 14.74% |
$216K - $221K
|
37.4K
$1.68M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.78K+ 3.26% |
$214K - $220K
|
151K
$6.81M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.67K+ 4.02% |
$209K - $215K
|
121K
$5.43M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
4.57KNew |
$205K - $210K
|
4.57K
$205K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.53K+ 13.96% |
$203K - $209K
|
37K
$1.67M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.5KNew |
$202K - $207K
|
4.5K
$202K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
4.5K+ 33.01% |
$202K - $207K
|
18.1K
$815K
|