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 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-647- 3.14% |
$29.2K - $30K
|
19.9K
$905K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-674- 6.35% |
$30.4K - $31.3K
|
9.94K
$451K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-850- 3.36% |
$38.3K - $39.5K
|
24.4K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-858- 10.69% |
$38.7K - $39.8K
|
7.17K
$325K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-920- 0.99% |
$41.5K - $42.7K
|
91.9K
$4.17M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-928- 2.35% |
$41.8K - $43.1K
|
38.5K
$1.75M
|
|
|
Aug 07, 2023
Q2 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-961- 2.05% |
$43.3K - $44.6K
|
45.8K
$2.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.05K- 14.22% |
$47.1K - $48.5K
|
6.3K
$286K
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.05K- 3.06% |
$47.2K - $48.6K
|
33.1K
$1.5M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.1K- 88.0% |
$49.6K - $51.1K
|
150
$6.81K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.12K- 11.5% |
$50.3K - $51.8K
|
8.58K
$390K
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.13K- 2.67% |
$51.1K - $52.7K
|
41.3K
$1.88M
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.33K- 9.8% |
$60K - $61.8K
|
12.3K
$557K
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.45K- 0.57% |
$65.4K - $67.3K
|
251K
$11.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.46K- 16.53% |
$66K - $68K
|
7.4K
$336K
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
SELL
|
- |
-1.7K- 3.29% |
$76.5K - $78.7K
|
49.8K
$2.26M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-1.79K- 2.53% |
$80.8K - $83.2K
|
69.2K
$3.14M
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1.98K- 5.54% |
$89.3K - $91.9K
|
33.8K
$1.53M
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-2K- 14.71% |
$90.1K - $92.8K
|
11.6K
$526K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.06K- 2.17% |
$93K - $95.7K
|
92.8K
$4.21M
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.13K- 7.95% |
$96K - $98.9K
|
24.7K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.15K- 8.4% |
$96.7K - $99.6K
|
23.4K
$1.06M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
SELL
|
- |
-2.27K- 1.14% |
$102K - $105K
|
197K
$8.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-2.69K- 9.17% |
$121K - $125K
|
26.6K
$1.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.8K- 27.14% |
$126K - $130K
|
7.5K
$341K
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-2.8K- 26.34% |
$126K - $130K
|
7.83K
$355K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.87K- 20.59% |
$129K - $133K
|
11.1K
$502K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.64K- 29.49% |
$164K - $169K
|
8.7K
$395K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.67K- 10.61% |
$165K - $170K
|
30.9K
$1.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4.44K- 5.36% |
$200K - $206K
|
78.4K
$3.56M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.74K- 30.28% |
$214K - $220K
|
10.9K
$495K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.89K- 4.25% |
$220K - $227K
|
110K
$5.01M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.77K- 11.08% |
$260K - $268K
|
46.3K
$2.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-6.21K- 5.78% |
$280K - $288K
|
101K
$4.59M
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
SELL
|
- |
-6.32K- 1.89% |
$285K - $293K
|
328K
$14.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-6.6K- 16.36% |
$298K - $307K
|
33.7K
$1.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-7.15K- 5.76% |
$322K - $332K
|
117K
$5.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-7.57K- 2.07% |
$341K - $351K
|
358K
$16.3M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.77K- 7.26% |
$350K - $361K
|
99.2K
$4.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-8.7K- 33.36% |
$392K - $404K
|
17.4K
$789K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-9.24K- 12.53% |
$416K - $429K
|
64.5K
$2.93M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-15.1K- 8.73% |
$683K - $703K
|
158K
$7.18M
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-15.3K- 6.67% |
$689K - $710K
|
214K
$9.71M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-19.1K- 19.38% |
$860K - $886K
|
79.3K
$3.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.4K- 66.64% |
$1.01M - $1.04M
|
11.2K
$508K
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-23.1K- 69.91% |
$1.04M - $1.07M
|
9.95K
$451K
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-23.2K- 10.91% |
$1.05M - $1.08M
|
189K
$8.6M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-31.9K- 4.76% |
$1.44M - $1.48M
|
639K
$29M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-37K- 15.53% |
$1.67M - $1.72M
|
201K
$9.13M
|
|
|
Jul 27, 2023
Q2 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-56.3K- 83.4% |
$2.54M - $2.61M
|
11.2K
$509K
|