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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.35M+ 43.77% |
$60.8M - $62.6M
|
4.43M
$199M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.06MNew |
$47.7M - $49.2M
|
1.06M
$47.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
926K+ 166.23% |
$41.7M - $43M
|
1.48M
$66.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
639K+ 40.83% |
$28.8M - $29.7M
|
2.2M
$99.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
554K+ 39.74% |
$25M - $25.7M
|
1.95M
$87.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
453KNew |
$20.4M - $21M
|
453K
$20.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
345K+ 74.26% |
$15.6M - $16M
|
810K
$36.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
341K+ 236.59% |
$15.4M - $15.8M
|
485K
$21.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
332KNew |
$14.9M - $15.4M
|
332K
$14.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
329K+ 14.12% |
$14.8M - $15.3M
|
2.66M
$120M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
281K+ 159.97% |
$12.6M - $13M
|
456K
$20.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
275K+ 1065.23% |
$12.4M - $12.8M
|
301K
$13.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
274K+ 50.56% |
$12.3M - $12.7M
|
816K
$36.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
263KNew |
$11.9M - $12.2M
|
263K
$11.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
261K+ 115.79% |
$11.8M - $12.1M
|
487K
$21.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
231K+ 26.33% |
$10.4M - $10.7M
|
1.11M
$49.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
215K+ 93.31% |
$9.71M - $10M
|
446K
$20.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
214KNew |
$9.63M - $9.92M
|
214K
$9.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
212K+ 10.27% |
$9.55M - $9.84M
|
2.27M
$102M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
207K+ 1087.92% |
$9.32M - $9.6M
|
226K
$10.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
198K+ 3243.19% |
$8.93M - $9.2M
|
204K
$9.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
167K+ 45.29% |
$7.52M - $7.74M
|
535K
$24.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
162K+ 8.84% |
$7.32M - $7.54M
|
2M
$90M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
161K+ 53.25% |
$7.28M - $7.5M
|
465K
$20.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
148KNew |
$6.69M - $6.89M
|
148K
$6.68M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
148K+ 260.34% |
$6.68M - $6.88M
|
205K
$9.24M
|
|
|
Jul 11, 2023
Q2 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
137K+ 89.93% |
$6.16M - $6.35M
|
289K
$13M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
122K+ 21.56% |
$5.52M - $5.68M
|
690K
$31.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
120KNew |
$5.39M - $5.56M
|
120K
$5.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
116K+ 68.91% |
$5.24M - $5.39M
|
285K
$12.8M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
114K+ 31.38% |
$5.15M - $5.3M
|
478K
$21.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
111KNew |
$4.99M - $5.14M
|
111K
$4.98M
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
95.2K+ 953.2% |
$4.29M - $4.42M
|
105K
$4.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
92.9K+ 65.3% |
$4.19M - $4.31M
|
235K
$10.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
90.9K+ 16.68% |
$4.1M - $4.22M
|
636K
$28.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
90.4KNew |
$4.07M - $4.2M
|
90.4K
$4.07M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
86.8K+ 40.58% |
$3.91M - $4.03M
|
301K
$13.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
82.6K+ 112.49% |
$3.72M - $3.83M
|
156K
$7.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
77.7K+ 26.91% |
$3.5M - $3.61M
|
367K
$16.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
75.1K+ 4.04% |
$3.39M - $3.49M
|
1.93M
$87.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
73.7K+ 767.97% |
$3.32M - $3.42M
|
83.3K
$3.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
71.4K+ 28.22% |
$3.22M - $3.32M
|
325K
$14.6M
|
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
71.4K+ 32.77% |
$3.22M - $3.32M
|
289K
$13M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
70.6K+ 27.41% |
$3.18M - $3.28M
|
328K
$14.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
65.3K+ 1194.51% |
$2.94M - $3.03M
|
70.8K
$3.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
61.8KNew |
$2.79M - $2.87M
|
61.8K
$2.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
60.5K+ 4.46% |
$2.73M - $2.81M
|
1.42M
$63.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
60.3K+ 58.8% |
$2.72M - $2.8M
|
163K
$7.33M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
60.1KNew |
$2.71M - $2.79M
|
60.1K
$2.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
59.6K+ 12.86% |
$2.68M - $2.76M
|
523K
$23.5M
|