Purchases and Sales Made in Q2 2024 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.7M+ 735.15% |
$910M - $940M
|
23.5M
$1.06B
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.7M+ 735.15% |
$910M - $940M
|
23.5M
$1.06B
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.4M+ 44.92% |
$61.5M - $63.5M
|
4.5M
$204M
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.27M+ 4345.99% |
$55.8M - $57.6M
|
1.3M
$58.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.25M+ 36.6% |
$54.9M - $56.7M
|
4.65M
$211M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.1M+ 82.32% |
$48.6M - $50.1M
|
2.44M
$111M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.09MNew |
$48.2M - $49.8M
|
1.09M
$49.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
986KNew |
$43.4M - $44.8M
|
986K
$44.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
BUY
|
- |
843K+ 466.35% |
$37.1M - $38.3M
|
1.02M
$46.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
825K+ 27.53% |
$36.4M - $37.5M
|
3.82M
$174M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
700K+ 7.98% |
$30.8M - $31.8M
|
9.47M
$430M
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
698K+ 153.0% |
$30.8M - $31.8M
|
1.15M
$52.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
673K+ 12.72% |
$29.6M - $30.6M
|
5.96M
$270M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
643K+ 220.04% |
$28.3M - $29.2M
|
935K
$42.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
535KNew |
$23.6M - $24.3M
|
535K
$24.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
503KNew |
$22.2M - $22.9M
|
503K
$22.8M
|
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
436KNew |
$19.2M - $19.8M
|
436K
$19.8M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
383K+ 31.72% |
$16.9M - $17.4M
|
1.59M
$72.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
380KNew |
$16.8M - $17.3M
|
380K
$17.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
360K+ 290.72% |
$15.8M - $16.4M
|
483K
$21.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
359K+ 637.03% |
$15.8M - $16.3M
|
415K
$18.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
342K+ 96.41% |
$15.1M - $15.6M
|
697K
$31.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
329K+ 23.86% |
$14.5M - $15M
|
1.71M
$77.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
328K+ 214.92% |
$14.4M - $14.9M
|
480K
$21.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
314K+ 35.87% |
$13.8M - $14.3M
|
1.19M
$53.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
311K+ 620.61% |
$13.7M - $14.1M
|
361K
$16.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
267K+ 2296.13% |
$11.7M - $12.1M
|
278K
$12.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
265K+ 13.8% |
$11.7M - $12M
|
2.18M
$99.1M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
260K+ 200.73% |
$11.4M - $11.8M
|
389K
$17.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
212KNew |
$9.33M - $9.63M
|
212K
$9.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
202K+ 9.44% |
$8.88M - $9.17M
|
2.34M
$106M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
186K+ 14.18% |
$8.2M - $8.47M
|
1.5M
$68M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
186K+ 18.92% |
$8.18M - $8.44M
|
1.17M
$52.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
170K+ 22.54% |
$7.5M - $7.74M
|
925K
$42M
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
166K+ 40.57% |
$7.3M - $7.54M
|
574K
$26M
|
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
153K+ 440.63% |
$6.76M - $6.97M
|
188K
$8.53M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
147KNew |
$6.48M - $6.69M
|
147K
$6.67M
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
136KNew |
$5.98M - $6.17M
|
136K
$6.15M
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
134K+ 6.0% |
$5.9M - $6.09M
|
2.36M
$107M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
131K+ 2021.46% |
$5.77M - $5.96M
|
137K
$6.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
126K+ 99.86% |
$5.53M - $5.71M
|
251K
$11.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
117K+ 26.8% |
$5.15M - $5.31M
|
553K
$25.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
114KNew |
$5.03M - $5.2M
|
114K
$5.18M
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
BUY
|
- |
114KNew |
$5.03M - $5.19M
|
114K
$5.18M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
111K+ 3.12% |
$4.91M - $5.07M
|
3.69M
$167M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
110K+ 24.82% |
$4.87M - $5.03M
|
556K
$25.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
110KNew |
$4.85M - $5.01M
|
110K
$5M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
109K+ 309.78% |
$4.79M - $4.95M
|
144K
$6.53M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
106K+ 119.34% |
$4.65M - $4.8M
|
194K
$8.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
97.1K+ 13.36% |
$4.28M - $4.42M
|
824K
$37.4M
|