Purchases and Sales Made in Q2 2023 in Fidelity Merrimack Str Tr Tota (FBND)

FBND Quotes by TradingView

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 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
676
+ 3.66%
$30.5K - $31.4K
19.2K $861K
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
634
+ 2.35%
$28.6K - $29.4K
27.6K $1.24M
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

BUY
 -
600
+ 119.76%
$27K - $27.9K
1.1K $49.5K
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
511
+ 2.31%
$23K - $23.7K
22.6K $1.02M
Aug 14, 2023 Q2 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
452
+ 33.63%
$20.4K - $21K
1.8K $80.7K
Aug 10, 2023 Q2 2023
Truvestments Capital LLC

Sarasota, FL
BUY
 -
332
New
$15K - $15.4K
332 $14.9K
Aug 10, 2023 Q2 2023
Stone House Investment Management, LLC

BUY
 -
321
+ 5.09%
$14.5K - $14.9K
6.63K $298K
Aug 01, 2023 Q2 2023
Spinnaker Trust

BUY
 -
296
+ 0.35%
$13.3K - $13.7K
86K $3.87M
Jul 11, 2023 Q2 2023
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
262
+ 3.4%
$11.8K - $12.2K
7.96K $358K
Aug 09, 2023 Q2 2023
Nwam LLC

Mercer Island, WA
BUY
 -
256
+ 3.52%
$11.5K - $11.9K
7.53K $338K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
180
+ 1.07%
$8.11K - $8.36K
17.1K $767K
Jul 31, 2023 Q2 2023
Essex Private Wealth Management, LLC

Topsfield, MA
BUY
 -
130
+ 0.48%
$5.86K - $6.04K
27.1K $1.22M
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
119
+ 0.78%
$5.36K - $5.53K
15.4K $690K
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
81
+ 0.97%
$3.65K - $3.76K
8.42K $378K
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

BUY
 -
73
New
$3.29K - $3.39K
73 $3.28K
Aug 15, 2023 Q2 2023
Fairfield, Bush & Co.

Darien, CT
BUY
 -
72
New
$3.25K - $3.34K
72 $3.23K
Jul 10, 2023 Q2 2023
Rise Advisors, LLC

BUY
 -
69
+ 0.63%
$3.11K - $3.2K
11K $494K
Aug 14, 2023 Q2 2023
Redwood Financial Network Corp

BUY
 -
65
+ 0.72%
$2.93K - $3.02K
9.15K $411K
Aug 07, 2023 Q2 2023
Jfs Wealth Advisors, LLC

BUY
 -
49
+ 1.01%
$2.21K - $2.28K
4.89K $220K
Aug 14, 2023 Q2 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
40
New
$1.8K - $1.86K
40 $1.8K
Jul 26, 2023 Q2 2023
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
36
+ 66.67%
$1.62K - $1.67K
90 $4.04K
Jul 18, 2023 Q2 2023
Compass Advisory Group LLC

BUY
 -
33
+ 0.23%
$1.49K - $1.53K
14.3K $641K
Aug 21, 2023 Q2 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
33
New
$1.49K - $1.53K
33 $1.48K
Aug 02, 2023 Q2 2023
Heritage Wealth Management, Inc./Texas

Houston, TX
BUY
 -
29
+ 0.2%
$1.31K - $1.35K
14.8K $666K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
29
+ 61.7%
$1.31K - $1.35K
76 $3.41K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
29
+ 61.7%
$1.31K - $1.35K
76 $3.41K
Aug 14, 2023 Q2 2023
Mma Asset Management LLC

New York, NY
BUY
 -
16
+ 0.34%
$721 - $743
4.78K $215K
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
5
+ 0.13%
$225 - $232
3.73K $167K
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
5
+ 0.13%
$225 - $232
3.73K $167K
Jul 05, 2023 Q2 2023
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
0
New
$0 - $0
0 $0
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-13
- 25.0%
$586 - $604
39 $1.75K
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
SELL
 -
-41
- 0.99%
$1.85K - $1.9K
4.11K $185K
Aug 04, 2023 Q2 2023
Anchor Capital Advisors LLC

SELL
 -
-45
- 0.06%
$2.03K - $2.09K
75.6K $3.39M
Jul 19, 2023 Q2 2023
Eagle Rock Investment Company, LLC

Atlanta, GA
SELL
 -
-54
- 0.39%
$2.43K - $2.51K
13.7K $617K
Aug 10, 2023 Q2 2023
E Rn Financial, LLC

SELL
 -
-112
- 0.96%
$5.05K - $5.2K
11.5K $517K
Jul 20, 2023 Q2 2023
Hoxton Planning & Management, LLC

Shepherdstown, WV
SELL
 -
-130
- 0.4%
$5.86K - $6.04K
32.5K $1.46M
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

SELL
 -
-167
- 3.3%
$7.53K - $7.75K
4.9K $220K
Aug 14, 2023 Q2 2023
Apexium Financial, LP

SELL
 -
-220
- 0.76%
$9.92K - $10.2K
28.6K $1.29M
Aug 10, 2023 Q2 2023
King Wealth

Saratoga Springs, NY
SELL
 -
-272
- 0.77%
$12.3K - $12.6K
35.2K $1.58M
Jul 14, 2023 Q2 2023
Park Avenue Securities LLC

SELL
 -
-276
- 1.56%
$12.4K - $12.8K
17.4K $782K
Jul 27, 2023 Q2 2023
J.W. Cole Advisors, Inc.

SELL
 -
-352
- 2.35%
$15.9K - $16.3K
14.6K $658K
Aug 09, 2023 Q2 2023
Pittenger & Anderson Inc

SELL
 -
-370
- 1.36%
$16.7K - $17.2K
26.9K $1.21M
Dec 11, 2023 Q2 2023
Burns Matteson Capital Management, LLC

Corning, NY
SELL
 -
-386
- 1.64%
$17.4K - $17.9K
23.1K $1.04M
Apr 04, 2024 Q2 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
SELL
 -
-406
- 1.72%
$18.3K - $18.9K
23.2K $1.04M
Aug 10, 2023 Q2 2023
Berger Financial Group, Inc

Plymouth, MN
SELL
 -
-497
- 8.57%
$22.4K - $23.1K
5.3K $238K
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-549
- 3.76%
$24.7K - $25.5K
14.1K $631K
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-585
- 2.22%
$26.4K - $27.2K
25.8K $1.16M
Jul 20, 2023 Q2 2023
Cornell Pochily Investment Advisors, Inc.

SELL
 -
-596
- 3.34%
$26.9K - $27.7K
17.2K $774K
Jul 13, 2023 Q2 2023
First United Bank & Trust

SELL
 -
-647
- 3.14%
$29.2K - $30K
19.9K $896K

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