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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
13.5KNew |
$593K - $612K
|
13.5K
$606K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
13.1K+ 25.28% |
$576K - $595K
|
64.8K
$2.92M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
12.7K+ 24.72% |
$561K - $579K
|
64.2K
$2.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
12.7K+ 4.95% |
$558K - $576K
|
268K
$12.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
12.5K+ 3.86% |
$552K - $569K
|
337K
$15.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
12.4K+ 248.22% |
$546K - $564K
|
17.4K
$784K
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
12.3K+ 6.37% |
$541K - $559K
|
205K
$9.25M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
12.2KNew |
$539K - $556K
|
12.2K
$551K
|
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
12.1K+ 2.22% |
$534K - $551K
|
559K
$25.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
12KNew |
$531K - $548K
|
12K
$543K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
12KNew |
$528K - $545K
|
12K
$540K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
11.9K+ 2.48% |
$526K - $543K
|
493K
$22.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
11.9K+ 3.76% |
$523K - $540K
|
328K
$14.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
11.4K+ 29.93% |
$504K - $520K
|
49.6K
$2.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11K+ 21.47% |
$485K - $500K
|
62.2K
$2.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
10.6K+ 31.21% |
$467K - $482K
|
44.6K
$2.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
10.5K+ 49.09% |
$465K - $480K
|
32K
$1.44M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10.4K+ 11.83% |
$460K - $475K
|
98.8K
$4.45M
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
10.4K+ 40.73% |
$459K - $474K
|
36K
$1.62M
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
10.2K+ 6.71% |
$448K - $462K
|
162K
$7.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
9.84K+ 10.92% |
$433K - $447K
|
99.9K
$4.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
9.83K+ 4.57% |
$433K - $447K
|
225K
$10.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
9.75KNew |
$430K - $444K
|
9.75K
$440K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.61KNew |
$423K - $437K
|
9.61K
$433K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
9.5K+ 4.2% |
$418K - $432K
|
236K
$10.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
9.44KNew |
$416K - $429K
|
9.44K
$425K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
9.35K+ 6.76% |
$412K - $425K
|
148K
$6.66M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
9.32K+ 5.8% |
$410K - $424K
|
170K
$7.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.25KNew |
$407K - $421K
|
9.25K
$417K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
8.87K+ 95.98% |
$391K - $403K
|
18.1K
$816K
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
8.46K+ 41.81% |
$373K - $385K
|
28.7K
$1.29M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
8.35KNew |
$368K - $380K
|
8.35K
$376K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
8.34K+ 5082.93% |
$367K - $379K
|
8.5K
$383K
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
8.27K+ 3.75% |
$364K - $376K
|
229K
$10.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
8.13K+ 8.98% |
$358K - $370K
|
98.7K
$4.45M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
8.1K+ 44.69% |
$357K - $368K
|
26.2K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.91K+ 1.5% |
$349K - $360K
|
534K
$24.1M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.83KNew |
$345K - $356K
|
7.83K
$353K
|
|
|
Jul 23, 2024
Q2 2024
|
Lincoln Capital Corp
|
BUY
|
- |
7.64K+ 7.67% |
$336K - $347K
|
107K
$4.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.55K+ 4.44% |
$332K - $343K
|
178K
$8M
|
|
|
Jul 12, 2024
Q2 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
7.41K+ 3.38% |
$326K - $337K
|
227K
$10.2M
|
|
|
Jul 19, 2024
Q2 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
7.28K+ 1.17% |
$321K - $331K
|
627K
$28.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
7.28K+ 4.18% |
$321K - $331K
|
182K
$8.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.28K+ 46.66% |
$321K - $331K
|
22.9K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
7.28K+ 4.37% |
$321K - $331K
|
174K
$7.83M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
7.2K+ 11.83% |
$317K - $327K
|
68K
$3.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
7.12KNew |
$314K - $324K
|
7.12K
$321K
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
7.11K+ 6.46% |
$313K - $324K
|
117K
$5.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
7.04K+ 8.91% |
$310K - $320K
|
86K
$3.88M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7K+ 10.56% |
$309K - $319K
|
73.3K
$3.3M
|