Purchases and Sales Made in Q2 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 Q2 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
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
57.5K
+ 27.36%
$2.59M - $2.67M
268K $12.1M
Aug 09, 2023 Q2 2023
Old Mission Capital LLC

BUY
 -
55.6K
+ 89.01%
$2.51M - $2.58M
118K $5.34M
Jul 11, 2023 Q2 2023
Occidental Asset Management, LLC

BUY
 -
51.6K
+ 19.92%
$2.33M - $2.4M
311K $14M
Aug 11, 2023 Q2 2023
Baker Avenue Asset Management, LP

BUY
 -
51.1K
+ 3.01%
$2.3M - $2.37M
1.75M $78.9M
Jul 24, 2023 Q2 2023
Retirement Planning Group

BUY
 -
49.6K
+ 16.34%
$2.23M - $2.3M
353K $15.9M
Jul 17, 2023 Q2 2023
Strateg Iq Financial Group, LLC

BUY
 -
48.6K
New
$2.19M - $2.25M
48.6K $2.19M
Jul 13, 2023 Q2 2023
Rda Financial Network

BUY
 -
48.5K
New
$2.19M - $2.25M
48.5K $2.19M
Jul 12, 2023 Q2 2023
Windsor Group LTD

BUY
 -
48.2K
+ 20.22%
$2.17M - $2.24M
287K $12.9M
Aug 04, 2023 Q2 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
47.8K
New
$2.15M - $2.22M
47.8K $2.16M
Jul 07, 2023 Q2 2023
Bangor Savings Bank

Bangor, ME
BUY
 -
47.7K
New
$2.15M - $2.22M
47.7K $2.16M
Aug 08, 2023 Q2 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
43.9K
+ 7.1%
$1.98M - $2.04M
662K $29.9M
Jul 26, 2023 Q2 2023
Lincoln Capital Corp

BUY
 -
43.8K
+ 118.19%
$1.97M - $2.03M
80.8K $3.65M
Aug 08, 2023 Q2 2023
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
42.8K
+ 10.62%
$1.93M - $1.99M
446K $20.1M
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
42.6K
+ 357.68%
$1.92M - $1.98M
54.5K $2.46M
Aug 02, 2023 Q2 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
41.7K
New
$1.88M - $1.93M
41.7K $1.88M
Jul 13, 2023 Q2 2023
Presidio Capital Management, LLC

BUY
 -
41.4K
+ 6.69%
$1.87M - $1.92M
660K $29.8M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
41K
+ 20.47%
$1.85M - $1.91M
242K $10.9M
Jul 11, 2023 Q2 2023
Pasadena Private Wealth, LLC

Pasadena, CA
BUY
 -
40.6K
+ 25.54%
$1.83M - $1.88M
199K $9.01M
Aug 03, 2023 Q2 2023
Primoris Wealth Advisors, LLC

BUY
 -
40K
New
$1.8M - $1.86M
40K $1.81M
Jul 17, 2023 Q2 2023
Cmh Wealth Management LLC

BUY
 -
38.7K
+ 32.2%
$1.74M - $1.8M
159K $7.18M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
36.4K
+ 3.73%
$1.64M - $1.69M
1.01M $45.8M
Jul 05, 2023 Q2 2023
Hbw Advisory Services LLC

BUY
 -
33.4K
New
$1.51M - $1.55M
33.4K $1.51M
Aug 08, 2023 Q2 2023
Advisor Os, LLC

BUY
 -
32.5K
New
$1.46M - $1.51M
32.5K $1.47M
Aug 02, 2023 Q2 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
31.8K
+ 28.46%
$1.43M - $1.47M
143K $6.48M
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
31K
+ 44.29%
$1.4M - $1.44M
101K $4.56M
Jul 12, 2023 Q2 2023
Wbh Advisory Inc

BUY
 -
30.8K
+ 10.48%
$1.39M - $1.43M
324K $14.7M
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
30.2K
+ 5.27%
$1.36M - $1.4M
603K $27.2M
Jul 14, 2023 Q2 2023
Steph & CO

BUY
 -
30.1K
+ 32.43%
$1.36M - $1.4M
123K $5.55M
Jul 13, 2023 Q2 2023
Systelligence, LLC

BUY
 -
29.6K
+ 7.1%
$1.33M - $1.37M
446K $20.2M
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
28.3K
+ 38.84%
$1.28M - $1.31M
101K $4.57M
Jul 28, 2023 Q2 2023
Cpa Asset Management LLC

West Palm Beach, FL
BUY
 -
27.3K
+ 6.1%
$1.23M - $1.27M
475K $21.4M
Jul 14, 2023 Q2 2023
Navalign, LLC

BUY
 -
27.3K
+ 6.65%
$1.23M - $1.27M
437K $19.8M
Jul 18, 2023 Q2 2023
Octavia Wealth Advisors, LLC

BUY
 -
26K
+ 7.65%
$1.17M - $1.21M
366K $16.5M
Aug 11, 2023 Q2 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
25.8K
+ 47.44%
$1.16M - $1.2M
80.3K $3.63M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
25.5K
+ 5.91%
$1.15M - $1.18M
456K $20.6M
Aug 02, 2023 Q2 2023
Blue Chip Partners, Inc.

BUY
 -
25K
New
$1.13M - $1.16M
25K $1.13M
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
24.3K
+ 4.65%
$1.1M - $1.13M
548K $24.7M
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
23.3K
+ 49.91%
$1.05M - $1.08M
69.9K $3.16M
Jul 19, 2023 Q2 2023
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
23.1K
+ 46.36%
$1.04M - $1.07M
72.8K $3.29M
Jul 14, 2023 Q2 2023
Paragon Advisors, LLC

BUY
 -
22.7K
+ 44.43%
$1.02M - $1.05M
73.6K $3.33M
Aug 09, 2023 Q2 2023
Baker Ellis Asset Management LLC

BUY
 -
20.4K
+ 10.99%
$918K - $946K
206K $9.3M
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
20.3K
+ 5.28%
$913K - $940K
404K $18.2M
Jul 10, 2023 Q2 2023
Buttonwood Financial Advisors Inc.

BUY
 -
18.7K
New
$841K - $866K
18.7K $843K
Jul 24, 2023 Q2 2023
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
18.3K
+ 40.89%
$825K - $850K
63.1K $2.85M
Aug 11, 2023 Q2 2023
Masso Torrence Wealth Management Inc.

BUY
 -
18.3K
+ 24.39%
$824K - $849K
93.2K $4.21M
Aug 11, 2023 Q2 2023
Beta Wealth Group, Inc.

BUY
 -
18K
+ 7.38%
$813K - $837K
262K $11.9M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
17.4K
+ 36.54%
$785K - $808K
65.1K $2.94M
Aug 02, 2023 Q2 2023
Valmark Advisers, Inc.

BUY
 -
16.5K
+ 15.11%
$742K - $764K
125K $5.67M
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
16.3K
+ 54.16%
$736K - $758K
46.5K $2.1M

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