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 11, 2024
Q2 2024
|
Capital Planning LLC
|
BUY
|
- |
388+ 0.86% |
$17.1K - $17.7K
|
45.5K
$2.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
294+ 5.13% |
$13K - $13.4K
|
6.03K
$274K
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
252+ 0.77% |
$11.1K - $11.5K
|
32.8K
$1.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
216+ 2.83% |
$9.52K - $9.83K
|
7.84K
$356K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
209+ 1.4% |
$9.21K - $9.51K
|
15.1K
$685K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
207New |
$9.12K - $9.42K
|
207
$9.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
177New |
$7.8K - $8.05K
|
177
$8.03K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
174+ 0.41% |
$7.67K - $7.92K
|
43.1K
$1.96M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
164+ 1.61% |
$7.23K - $7.46K
|
10.4K
$471K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
162+ 119.12% |
$7.14K - $7.37K
|
298
$13.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
154+ 3.04% |
$6.79K - $7.01K
|
5.23K
$237K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
136New |
$5.99K - $6.19K
|
136
$6.17K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
134+ 0.17% |
$5.9K - $6.1K
|
78.9K
$3.58M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
113New |
$4.98K - $5.14K
|
113
$5.13K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
112+ 25.28% |
$4.93K - $5.09K
|
555
$25.2K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
103+ 1.18% |
$4.54K - $4.69K
|
8.8K
$400K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
100+ 74.07% |
$4.41K - $4.55K
|
235
$10.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
98+ 1.46% |
$4.32K - $4.46K
|
6.83K
$310K
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
96+ 0.69% |
$4.23K - $4.37K
|
14.1K
$639K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
92+ 1.19% |
$4.05K - $4.19K
|
7.83K
$355K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
81+ 0.1% |
$3.57K - $3.68K
|
77.4K
$3.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
67New |
$2.95K - $3.05K
|
67
$3.04K
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
66+ 0.58% |
$2.91K - $3K
|
11.5K
$520K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
61+ 1.2% |
$2.69K - $2.77K
|
5.13K
$233K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
60+ 0.18% |
$2.64K - $2.73K
|
33.3K
$1.51M
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
56+ 0.8% |
$2.47K - $2.55K
|
7.05K
$320K
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
BUY
|
- |
48+ 0.45% |
$2.11K - $2.18K
|
10.7K
$485K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
43+ 2.58% |
$1.89K - $1.96K
|
1.71K
$77.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
22+ 0.17% |
$969 - $1K
|
12.8K
$583K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
20+ 0.7% |
$881 - $910
|
2.86K
$130K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
17New |
$749 - $773
|
17
$772
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
14+ 0.16% |
$617 - $637
|
8.81K
$400K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
11+ 1.15% |
$485 - $500
|
965
$43.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
6+ 20.0% |
$264 - $273
|
36
$1.63K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
3+ 0.06% |
$132 - $136
|
5.05K
$229K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.96% |
$132 - $136
|
315
$14.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.96% |
$44.1 - $45.5
|
105
$4.77K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-3- 7.14% |
$132 - $136
|
39
$1.77K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-44- 0.22% |
$1.94K - $2K
|
19.5K
$886K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-45- 54.88% |
$1.98K - $2.05K
|
37
$1.68K
|
|
|
Aug 06, 2024
Q2 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-55- 0.13% |
$2.42K - $2.5K
|
42.8K
$1.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-67- 0.98% |
$2.95K - $3.05K
|
6.8K
$309K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-84- 5.28% |
$3.7K - $3.82K
|
1.51K
$68.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-108- 0.2% |
$4.76K - $4.91K
|
52.6K
$2.39M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-127- 1.04% |
$5.6K - $5.78K
|
12.1K
$550K
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-162- 2.73% |
$7.14K - $7.37K
|
5.77K
$262K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-195- 2.17% |
$8.59K - $8.87K
|
8.79K
$399K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-198- 2.3% |
$8.72K - $9.01K
|
8.42K
$382K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-217- 3.82% |
$9.56K - $9.87K
|
5.46K
$248K
|
|
|
Jul 18, 2024
Q2 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-248- 1.98% |
$10.9K - $11.3K
|
12.3K
$557K
|