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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
16.3K+ 12.63% |
$733K - $754K
|
145K
$6.51M
|
|
|
Jul 24, 2023
Q2 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
15.9K+ 25.96% |
$717K - $739K
|
77.2K
$3.47M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
15.8K+ 14.34% |
$714K - $735K
|
126K
$5.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.7K+ 323.1% |
$709K - $731K
|
20.6K
$926K
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.8K+ 189.09% |
$665K - $685K
|
22.6K
$1.01M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
14.6K+ 4.8% |
$657K - $677K
|
318K
$14.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
14.3K+ 162.22% |
$644K - $664K
|
23.1K
$1.04M
|
|
|
Aug 03, 2023
Q2 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
13.4KNew |
$605K - $623K
|
13.4K
$603K
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
13.1K+ 9.05% |
$590K - $608K
|
158K
$7.08M
|
|
|
Jul 13, 2023
Q2 2023
|
Olio Financial Planning
|
BUY
|
- |
12.3K+ 15.68% |
$556K - $572K
|
90.9K
$4.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11.9K+ 15.59% |
$538K - $554K
|
88.5K
$3.98M
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
11.8K+ 42.88% |
$532K - $548K
|
39.3K
$1.77M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
11.6K+ 3.35% |
$524K - $540K
|
358K
$16.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
11.2K+ 11.17% |
$505K - $521K
|
112K
$5.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.9KNew |
$493K - $508K
|
10.9K
$491K
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
10.9KNew |
$490K - $504K
|
10.9K
$488K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
10.5K+ 28.3% |
$472K - $486K
|
47.5K
$2.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
10.3KNew |
$466K - $480K
|
10.3K
$464K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.2K+ 30.18% |
$460K - $473K
|
44K
$1.98M
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
10KNew |
$452K - $466K
|
10K
$451K
|
|
|
Aug 11, 2023
Q2 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
9.76K+ 2.1% |
$440K - $453K
|
475K
$21.3M
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
9.59K+ 1.8% |
$432K - $445K
|
544K
$24.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.02K+ 42.49% |
$407K - $419K
|
30.3K
$1.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
8.96KNew |
$404K - $416K
|
8.96K
$402K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.9K+ 5.01% |
$401K - $413K
|
187K
$8.39M
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
8.8K+ 33.31% |
$397K - $408K
|
35.2K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.56KNew |
$386K - $398K
|
8.56K
$385K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8.54K+ 96.79% |
$385K - $396K
|
17.4K
$780K
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
8.51KNew |
$383K - $395K
|
8.51K
$382K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.27K+ 150.39% |
$373K - $384K
|
13.8K
$619K
|
|
|
Jul 10, 2023
Q2 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
7.93KNew |
$357K - $368K
|
7.93K
$356K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
7.76KNew |
$350K - $360K
|
7.76K
$349K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
7.34KNew |
$331K - $341K
|
7.34K
$329K
|
|
|
Aug 14, 2023
Q2 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
7.25KNew |
$327K - $337K
|
7.25K
$326K
|
|
|
Jul 14, 2023
Q2 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7.09KNew |
$320K - $329K
|
7.09K
$318K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
7.07K+ 17.1% |
$319K - $328K
|
48.4K
$2.18M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
7.03K+ 68.02% |
$317K - $327K
|
17.4K
$780K
|
|
|
Jul 27, 2023
Q2 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
6.93K+ 7.43% |
$313K - $322K
|
100K
$4.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.81KNew |
$307K - $316K
|
6.81K
$306K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
6.74K+ 31.78% |
$304K - $313K
|
27.9K
$1.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.7K+ 8.66% |
$302K - $311K
|
84.1K
$3.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
6.63KNew |
$299K - $308K
|
6.63K
$298K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
6.26K+ 11.59% |
$282K - $291K
|
60.2K
$2.71M
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
5.78KNew |
$261K - $269K
|
5.78K
$260K
|
|
|
Aug 03, 2023
Q2 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
5.74K+ 3.04% |
$259K - $266K
|
195K
$8.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.72KNew |
$258K - $265K
|
5.72K
$257K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.46KNew |
$246K - $254K
|
5.46K
$245K
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
5.37K+ 15.24% |
$242K - $249K
|
40.6K
$1.82M
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
5.34KNew |
$241K - $248K
|
5.34K
$240K
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
5.33K+ 4.16% |
$240K - $247K
|
133K
$5.99M
|