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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-4.03K- 0.9% |
$171K - $186K
|
442K
$19.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.24K- 14.51% |
$180K - $196K
|
25K
$1.12M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.61K- 2.91% |
$196K - $213K
|
154K
$6.92M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-4.63K- 35.07% |
$197K - $214K
|
8.57K
$385K
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-4.64K- 45.76% |
$197K - $214K
|
5.5K
$247K
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-4.77K- 2.07% |
$203K - $221K
|
226K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.97K- 8.22% |
$211K - $230K
|
55.4K
$2.49M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-5.46K- 1.49% |
$232K - $252K
|
360K
$16.2M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-5.65K- 38.18% |
$240K - $261K
|
9.14K
$411K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-6.12K- 14.94% |
$260K - $283K
|
34.8K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.49K- 1.61% |
$276K - $300K
|
396K
$17.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-6.53K- 1.89% |
$277K - $301K
|
340K
$15.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-6.96K- 3.74% |
$296K - $322K
|
179K
$8.06M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-7.07K- 22.22% |
$300K - $326K
|
24.7K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-8.42K- 10.5% |
$358K - $389K
|
71.8K
$3.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-9K- 12.08% |
$383K - $416K
|
65.5K
$2.94M
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-9.35K- 59.41% |
$397K - $432K
|
6.39K
$287K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.2K- 15.23% |
$560K - $608K
|
73.3K
$3.29M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.4K- 2.63% |
$571K - $621K
|
496K
$22.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-14.2K- 31.99% |
$602K - $654K
|
30.1K
$1.35M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-14.2K- 45.14% |
$604K - $656K
|
17.3K
$776K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-14.3K- 56.54% |
$609K - $661K
|
11K
$494K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-19.9K- 96.17% |
$846K - $919K
|
793
$35.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-22.1K- 64.94% |
$939K - $1.02M
|
11.9K
$535K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-23.1K- 3.77% |
$983K - $1.07M
|
590K
$26.5M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-24K- 46.48% |
$1.02M - $1.11M
|
27.6K
$1.24M
|
|
|
Jan 12, 2024
Q4 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-26.8K- 63.68% |
$1.14M - $1.24M
|
15.3K
$686K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-40.5K- 13.83% |
$1.72M - $1.87M
|
252K
$11.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-41.2K- 12.41% |
$1.75M - $1.9M
|
291K
$13.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-48.9K- 24.1% |
$2.08M - $2.26M
|
154K
$6.91M
|
|
|
Jan 19, 2024
Q4 2023
|
Cmh Wealth Management LLC
|
SELL
|
- |
-51.6K- 30.34% |
$2.19M - $2.38M
|
118K
$5.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-52.8K- 39.93% |
$2.24M - $2.44M
|
79.4K
$3.57M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-53.6K- 48.48% |
$2.28M - $2.48M
|
57K
$2.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-55.6K- 2.58% |
$2.37M - $2.57M
|
2.1M
$94.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-66.2K- 2.39% |
$2.81M - $3.06M
|
2.71M
$122M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-75.1K- 4.48% |
$3.19M - $3.47M
|
1.6M
$71.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-96.3K- 53.66% |
$4.1M - $4.45M
|
83.2K
$3.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-100K- 35.07% |
$4.27M - $4.64M
|
186K
$8.34M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-115K- 25.43% |
$4.89M - $5.31M
|
337K
$15.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-117K- 47.56% |
$4.99M - $5.42M
|
129K
$5.81M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-145K- 92.85% |
$6.16M - $6.69M
|
11.1K
$501K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-162K- 99.95% |
$6.9M - $7.5M
|
82
$3.68K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-219K- 49.05% |
$9.31M - $10.1M
|
227K
$10.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-223K- 89.01% |
$9.5M - $10.3M
|
27.6K
$1.24M
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
SELL
|
- |
-518K- 10.56% |
$22M - $23.9M
|
4.39M
$197M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-596K- 19.34% |
$25.3M - $27.5M
|
2.48M
$112M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.72M- 92.6% |
$72.9M - $79.3M
|
137K
$6.16M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.16M- 41.82% |
$91.9M - $99.9M
|
3.01M
$135M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.5M- 91.79% |
$916M - $995M
|
1.93M
$86.5M
|