Purchases and Sales Made in Q4 2023 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
1.64K+ 2.16% |
$69.9K - $76K
|
77.8K
$3.49M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.61KNew |
$68.3K - $74.2K
|
1.61K
$72.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.59K+ 20.17% |
$67.4K - $73.2K
|
9.44K
$424K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.54K+ 2.18% |
$65.4K - $71.1K
|
72.2K
$3.24M
|
|
|
Jan 12, 2024
Q4 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.5K+ 0.3% |
$63.9K - $69.4K
|
503K
$22.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.44K+ 6.14% |
$61.1K - $66.4K
|
24.9K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.41KNew |
$60K - $65.1K
|
1.41K
$63.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.37K+ 4.42% |
$58.4K - $63.5K
|
32.5K
$1.46M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.37K+ 4.06% |
$58.3K - $63.4K
|
35.2K
$1.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.27KNew |
$53.9K - $58.5K
|
1.27K
$56.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.05K+ 2.3% |
$44.6K - $48.4K
|
46.5K
$2.09M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1KNew |
$42.5K - $46.2K
|
1K
$44.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
BUY
|
- |
975+ 2.01% |
$41.5K - $45K
|
49.4K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
957+ 12.56% |
$40.7K - $44.2K
|
8.58K
$385K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
952+ 2.03% |
$40.5K - $44K
|
47.8K
$2.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
943New |
$40.1K - $43.6K
|
943
$42.4K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
882+ 31.05% |
$37.5K - $40.7K
|
3.72K
$167K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
748+ 7.19% |
$31.8K - $34.6K
|
11.2K
$501K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
700New |
$29.8K - $32.3K
|
700
$31.4K
|
|
|
Apr 22, 2024
Q4 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
691+ 0.7% |
$29.4K - $31.9K
|
99.7K
$4.48M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
BUY
|
- |
689+ 1.62% |
$29.3K - $31.8K
|
43.2K
$1.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
591+ 0.02% |
$25.1K - $27.3K
|
3.01M
$135M
|
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
581+ 6.03% |
$24.7K - $26.8K
|
10.2K
$459K
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
556+ 0.43% |
$23.6K - $25.7K
|
129K
$5.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
550New |
$23.4K - $25.4K
|
550
$24.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
547+ 51.17% |
$23.3K - $25.3K
|
1.62K
$72.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
523+ 0.92% |
$22.2K - $24.2K
|
57.1K
$2.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
424+ 8.73% |
$18K - $19.6K
|
5.28K
$237K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
405New |
$17.2K - $18.7K
|
405
$18.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
302New |
$12.8K - $14K
|
302
$13.6K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
278New |
$11.8K - $12.8K
|
278
$12.5K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
236New |
$10K - $10.9K
|
236
$10.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
228+ 15.28% |
$9.69K - $10.5K
|
1.72K
$77.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
227+ 298.68% |
$9.65K - $10.5K
|
303
$13.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
206New |
$8.76K - $9.52K
|
206
$9.25K
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
205+ 2.54% |
$8.72K - $9.47K
|
8.28K
$372K
|
|
|
Jan 24, 2024
Q4 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
172+ 1.15% |
$7.31K - $7.95K
|
15.2K
$682K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
161+ 16.04% |
$6.85K - $7.44K
|
1.17K
$52.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
114+ 0.84% |
$4.85K - $5.27K
|
13.7K
$616K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
96+ 0.62% |
$4.08K - $4.44K
|
15.7K
$705K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
90New |
$3.83K - $4.16K
|
90
$4.04K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
78+ 1.01% |
$3.32K - $3.6K
|
7.81K
$351K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
66New |
$2.81K - $3.05K
|
66
$2.96K
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
62+ 0.55% |
$2.64K - $2.86K
|
11.3K
$509K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
61+ 3.09% |
$2.59K - $2.82K
|
2.03K
$91.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
57+ 1.15% |
$2.42K - $2.63K
|
5.01K
$225K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
55+ 0.17% |
$2.34K - $2.54K
|
33.2K
$1.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
32+ 0.65% |
$1.36K - $1.48K
|
4.93K
$221K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
19+ 11.59% |
$808 - $878
|
183
$8.22K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
17New |
$723 - $785
|
17
$764
|