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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
27.7K+ 511.41% |
$1.22M - $1.26M
|
33.2K
$1.5M
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
27.6K+ 20.99% |
$1.21M - $1.25M
|
159K
$7.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
27.2K+ 13.49% |
$1.2M - $1.24M
|
229K
$10.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
27K+ 14.43% |
$1.19M - $1.23M
|
214K
$9.71M
|
|
|
Jul 26, 2024
Q2 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
26.3K+ 5.2% |
$1.16M - $1.2M
|
532K
$24.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
26.2K+ 48.42% |
$1.15M - $1.19M
|
80.3K
$3.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
25.1K+ 5.31% |
$1.11M - $1.14M
|
499K
$22.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
25.1K+ 139.12% |
$1.1M - $1.14M
|
43.1K
$1.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
25K+ 6.17% |
$1.1M - $1.14M
|
431K
$19.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
24.7K+ 5.61% |
$1.09M - $1.12M
|
466K
$21.1M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.4K+ 3.98% |
$1.08M - $1.11M
|
637K
$28.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
24.4K+ 10.43% |
$1.07M - $1.11M
|
258K
$11.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
24.3K+ 3.98% |
$1.07M - $1.11M
|
635K
$28.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
24K+ 200.3% |
$1.06M - $1.09M
|
36K
$1.63M
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
23.7K+ 8.91% |
$1.04M - $1.08M
|
289K
$13.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
22.8K+ 24.09% |
$1M - $1.03M
|
117K
$5.32M
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
22.7KNew |
$999K - $1.03M
|
22.7K
$1.03M
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
22.3K+ 6.07% |
$981K - $1.01M
|
389K
$17.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
22.1KNew |
$973K - $1.01M
|
22.1K
$1M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
21.1K+ 5.0% |
$931K - $961K
|
444K
$20.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
20.6K+ 4.01% |
$909K - $938K
|
535K
$24.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
20.1K+ 14.58% |
$885K - $914K
|
158K
$7.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
19.9KNew |
$876K - $905K
|
19.9K
$902K
|
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
19.9K+ 3.49% |
$875K - $904K
|
588K
$26.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
19.8K+ 26.75% |
$874K - $903K
|
94K
$4.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
BUY
|
- |
19.7K+ 5.3% |
$867K - $895K
|
391K
$17.7M
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
19.4K+ 5.77% |
$854K - $882K
|
355K
$16.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
19.3KNew |
$851K - $879K
|
19.3K
$877K
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
19.2K+ 3.59% |
$845K - $872K
|
553K
$25.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
19K+ 21.66% |
$836K - $863K
|
107K
$4.83M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
18.9K+ 50.93% |
$831K - $858K
|
55.9K
$2.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
18.6K+ 7.39% |
$820K - $847K
|
271K
$12.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
18.3K+ 254.7% |
$806K - $832K
|
25.5K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.2K+ 7.73% |
$803K - $829K
|
254K
$11.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
17.8K+ 8.48% |
$784K - $810K
|
228K
$10.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.8K+ 21.68% |
$741K - $765K
|
94.4K
$4.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
16.8K+ 12.62% |
$739K - $763K
|
150K
$6.79M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.8K+ 2.21% |
$739K - $763K
|
776K
$35.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
16K+ 4.75% |
$705K - $728K
|
353K
$16M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.8K+ 68.33% |
$694K - $717K
|
38.8K
$1.76M
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
15.5K+ 100.24% |
$683K - $706K
|
31K
$1.41M
|
|
|
Jul 22, 2024
Q2 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
15.3KNew |
$673K - $695K
|
15.3K
$693K
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
15.2K+ 8.04% |
$670K - $691K
|
204K
$9.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
15.1K+ 14.8% |
$665K - $687K
|
117K
$5.31M
|
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
14.9K+ 337.05% |
$658K - $679K
|
19.4K
$878K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.6K+ 17.86% |
$645K - $666K
|
96.6K
$4.38M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
14.6K+ 8.67% |
$644K - $665K
|
183K
$8.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
13.8K+ 2.16% |
$608K - $628K
|
653K
$29.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
13.5K+ 25.04% |
$594K - $613K
|
67.3K
$3.05M
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
13.5K+ 11.18% |
$594K - $613K
|
134K
$6.08M
|