Purchases and Sales Made in Q3 2023 in Fidelity Merrimack Str Tr Tota (FBND)

FBND Quotes by TradingView

This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q3 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
Oct 10, 2023 Q3 2023
Wealth Care Investment Partners, LLC

BUY
 -
18.4K
+ 11.32%
$800K - $842K
181K $8.06M
Nov 08, 2023 Q3 2023
Sequoia Financial Advisors, LLC

BUY
 -
18.4K
+ 0.95%
$798K - $839K
1.95M $86.8M
Jan 12, 2024 Q3 2023
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
17.8K
+ 77.02%
$774K - $815K
41K $1.82M
Oct 05, 2023 Q3 2023
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
17.6K
+ 220.38%
$762K - $802K
25.5K $1.13M
Nov 02, 2023 Q3 2023
Cpa Asset Management LLC

West Palm Beach, FL
BUY
 -
17K
+ 3.59%
$740K - $778K
492K $21.9M
Oct 18, 2023 Q3 2023
De Dora Capital, Inc.

BUY
 -
16.2K
+ 5.6%
$705K - $741K
306K $13.6M
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
16K
+ 3.58%
$694K - $730K
462K $20.6M
Oct 13, 2023 Q3 2023
Pfg Advisors

BUY
 -
15.9K
+ 26.33%
$689K - $725K
76.1K $3.38M
Nov 13, 2023 Q3 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
15.7K
New
$684K - $719K
15.7K $700K
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
15.3K
+ 5.73%
$666K - $701K
283K $12.6M
Oct 13, 2023 Q3 2023
Afs Financial Group, LLC

Bethesda, MD
BUY
 -
15K
New
$651K - $685K
15K $667K
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
13.7K
New
$596K - $627K
13.7K $610K
Nov 13, 2023 Q3 2023
Lokken Investment Group LLC

BUY
 -
13.6K
+ 8.66%
$593K - $624K
171K $7.62M
Nov 13, 2023 Q3 2023
Shakespeare Wealth Management, Inc.

Pewaukee, WI
BUY
 -
13.4K
+ 2.83%
$583K - $613K
489K $21.7M
Oct 30, 2023 Q3 2023
Octavia Wealth Advisors, LLC

BUY
 -
13.3K
+ 3.63%
$577K - $608K
379K $16.9M
Oct 10, 2023 Q3 2023
Mjp Associates Inc

BUY
 -
13.2K
+ 32.66%
$575K - $605K
53.8K $2.39M
Nov 09, 2023 Q3 2023
Waterfront Wealth Inc.

BUY
 -
12.9K
New
$559K - $588K
12.9K $573K
Oct 19, 2023 Q3 2023
Cardinal Point Capital Management, Ulc

Toronto, Z4
BUY
 -
12.6K
+ 41.04%
$548K - $577K
43.4K $1.93M
Oct 17, 2023 Q3 2023
Aspiriant, LLC

BUY
 -
12.5K
+ 8.63%
$543K - $571K
157K $7M
Oct 10, 2023 Q3 2023
Chesley Taft & Associates LLC

BUY
 -
12.3K
New
$532K - $560K
12.3K $545K
Oct 24, 2023 Q3 2023
First United Bank & Trust

BUY
 -
11.7K
+ 58.59%
$507K - $534K
31.6K $1.41M
Nov 07, 2023 Q3 2023
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
11.6K
New
$504K - $530K
11.6K $516K
Oct 24, 2023 Q3 2023
Essex Private Wealth Management, LLC

Topsfield, MA
BUY
 -
11.3K
+ 41.75%
$492K - $518K
38.5K $1.71M
Nov 01, 2023 Q3 2023
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
11.1K
New
$482K - $507K
11.1K $493K
Oct 13, 2023 Q3 2023
Cmh Wealth Management LLC

BUY
 -
11.1K
+ 6.96%
$480K - $505K
170K $7.56M
Oct 25, 2023 Q3 2023
Paul Damon & Associates, Inc.

Grand Rapids, MI
BUY
 -
10.9K
+ 9.01%
$474K - $499K
132K $5.88M
Oct 26, 2023 Q3 2023
Steph & CO

BUY
 -
10.7K
+ 8.67%
$463K - $487K
133K $5.93M
Oct 19, 2023 Q3 2023
Strateg Iq Financial Group, LLC

BUY
 -
10.5K
+ 21.71%
$458K - $482K
59.1K $2.63M
Oct 24, 2023 Q3 2023
Drake & Associates, LLC

Waukesha, WI
BUY
 -
10.5K
+ 2.32%
$457K - $481K
464K $20.6M
Oct 23, 2023 Q3 2023
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
10.4K
+ 4.96%
$452K - $476K
221K $9.81M
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
10.4K
+ 1.72%
$450K - $474K
613K $27.3M
Nov 09, 2023 Q3 2023
Hardy Reed LLC

BUY
 -
10.1K
New
$440K - $463K
10.1K $451K
Oct 16, 2023 Q3 2023
Buttonwood Financial Advisors Inc.

BUY
 -
9.72K
+ 52.06%
$422K - $444K
28.4K $1.26M
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
9.67K
+ 10.92%
$420K - $442K
98.2K $4.37M
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
9.63K
New
$418K - $440K
9.63K $428K
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
9.59K
+ 9.49%
$416K - $438K
111K $4.92M
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
9.41K
+ 13.3%
$409K - $430K
80.2K $3.57M
Oct 10, 2023 Q3 2023
Systelligence, LLC

BUY
 -
9.27K
+ 2.08%
$403K - $424K
456K $20.3M
Nov 07, 2023 Q3 2023
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
9.07K
+ 1.77%
$394K - $414K
522K $23.2M
Oct 19, 2023 Q3 2023
Olio Financial Planning

BUY
 -
8.85K
+ 9.73%
$384K - $404K
99.7K $4.44M
Oct 23, 2023 Q3 2023
Atlas Private Wealth Management

BUY
 -
7.99K
+ 20.32%
$347K - $365K
47.3K $2.1M
Oct 10, 2023 Q3 2023
Harbor Group, Inc.

BUY
 -
7.94K
New
$345K - $363K
7.94K $353K
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

BUY
 -
7.73K
New
$336K - $353K
7.73K $344K
Oct 31, 2023 Q3 2023
Teamwork Financial Advisors, LLC

BUY
 -
7.64K
+ 5.15%
$332K - $349K
156K $6.93M
Nov 14, 2023 Q3 2023
Prevail Innovative Wealth Advisors, LLC

Leawood, KS
BUY
 -
7.6K
New
$330K - $347K
7.6K $338K
Nov 07, 2023 Q3 2023
Masso Torrence Wealth Management Inc.

BUY
 -
7.48K
+ 8.02%
$325K - $342K
101K $4.48M
Nov 02, 2023 Q3 2023
Main Street Financial Solutions, LLC

BUY
 -
7.45K
+ 2.08%
$323K - $340K
366K $16.3M
Oct 25, 2023 Q3 2023
Brighton Jones LLC

BUY
 -
7.38K
New
$320K - $337K
7.38K $328K
Nov 07, 2023 Q3 2023
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
7.34K
New
$319K - $335K
7.34K $326K

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