Purchases and Sales Made in Q2 2023 in Fidelity Merrimack Str Tr Tota (FBND)
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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
5.27K+ 1.26% |
$238K - $245K
|
424K
$19.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
5.23KNew |
$236K - $243K
|
5.23K
$237K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.18K+ 38.97% |
$234K - $241K
|
18.5K
$839K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.06K+ 57.6% |
$228K - $235K
|
13.8K
$628K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.95KNew |
$223K - $230K
|
4.95K
$225K
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
4.77K+ 2.32% |
$215K - $222K
|
210K
$9.54M
|
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
BUY
|
- |
4.65K+ 1.79% |
$210K - $216K
|
265K
$12M
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.41KNew |
$199K - $205K
|
4.41K
$200K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.4KNew |
$198K - $204K
|
4.4K
$200K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
4.09KNew |
$184K - $190K
|
4.09K
$186K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4.05KNew |
$183K - $188K
|
4.05K
$184K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.05KNew |
$183K - $188K
|
4.05K
$184K
|
|
|
Jan 12, 2024
Q2 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
4.01K+ 9.95% |
$181K - $186K
|
44.3K
$2.01M
|
|
|
Jul 11, 2023
Q2 2023
|
Baker Boyer National Bank
|
BUY
|
- |
3.97K+ 1.36% |
$179K - $184K
|
295K
$13.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
3.89K+ 23.81% |
$175K - $180K
|
20.2K
$917K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.88K+ 5.74% |
$175K - $180K
|
71.6K
$3.25M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.57K+ 34.2% |
$161K - $166K
|
14K
$636K
|
|
|
Jul 14, 2023
Q2 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
3.53K+ 5.0% |
$159K - $164K
|
74.1K
$3.36M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
3.45K+ 23.54% |
$155K - $160K
|
18.1K
$821K
|
|
|
Jul 19, 2023
Q2 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
3.23K+ 50.58% |
$146K - $150K
|
9.62K
$437K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.74K+ 5.9% |
$123K - $127K
|
49.1K
$2.23M
|
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
2.73K+ 5.42% |
$123K - $127K
|
53K
$2.41M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.45K+ 11.29% |
$110K - $114K
|
24.1K
$1.09M
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
2.44K+ 3.1% |
$110K - $113K
|
81.3K
$3.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
2.43K+ 0.48% |
$110K - $113K
|
513K
$23.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.34K+ 3.58% |
$106K - $109K
|
67.7K
$3.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.21K+ 47.54% |
$99.8K - $103K
|
6.87K
$312K
|
|
|
Jul 24, 2023
Q2 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.03K+ 1.7% |
$91.5K - $94.3K
|
121K
$5.5M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.92KNew |
$86.7K - $89.3K
|
1.92K
$87.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.89K+ 6.53% |
$85K - $87.5K
|
30.7K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.79K+ 6.81% |
$80.6K - $83.1K
|
28K
$1.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.73K+ 14.37% |
$77.9K - $80.2K
|
13.8K
$624K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.71K+ 2.36% |
$77.2K - $79.5K
|
74.2K
$3.37M
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.68K+ 12.11% |
$75.7K - $78K
|
15.5K
$706K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.64K+ 7.88% |
$73.8K - $76.1K
|
22.4K
$1.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.56K+ 3.85% |
$70.1K - $72.2K
|
42K
$1.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.4K+ 5.48% |
$62.9K - $64.8K
|
26.9K
$1.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.31K+ 12.72% |
$59K - $60.7K
|
11.6K
$526K
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
1.12K+ 3.66% |
$50.6K - $52.1K
|
31.8K
$1.44M
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
1.1KNew |
$49.6K - $51.1K
|
1.1K
$49.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.05K+ 2.94% |
$47.2K - $48.6K
|
36.6K
$1.66M
|
|
|
Jul 11, 2023
Q2 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.03K+ 14.81% |
$46.3K - $47.6K
|
7.95K
$361K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.02K+ 10.37% |
$46.2K - $47.5K
|
10.9K
$495K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
965New |
$43.5K - $44.8K
|
965
$43.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
950+ 950.0% |
$42.8K - $44.1K
|
1.05K
$47.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
BUY
|
- |
829+ 1.87% |
$37.4K - $38.5K
|
45.1K
$2.05M
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
814+ 40700.0% |
$36.7K - $37.8K
|
816
$37K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
793+ 14.02% |
$35.7K - $36.8K
|
6.45K
$293K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
756New |
$34.1K - $35.1K
|
756
$34.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
700+ 2.66% |
$31.6K - $32.5K
|
27K
$1.23M
|