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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
95.8KNew |
$4.22M - $4.36M
|
95.8K
$4.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
95.7K+ 6.73% |
$4.22M - $4.35M
|
1.52M
$68.2M
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
89.1KNew |
$3.92M - $4.05M
|
89.1K
$4M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
85.5K+ 83.74% |
$3.77M - $3.89M
|
188K
$8.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
81.7K+ 41.23% |
$3.6M - $3.72M
|
280K
$12.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
81.1K+ 272.47% |
$3.58M - $3.69M
|
111K
$4.98M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
79.6K+ 27.04% |
$3.51M - $3.62M
|
374K
$16.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
78.4KNew |
$3.45M - $3.56M
|
78.4K
$3.52M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
75.2K+ 8.13% |
$3.32M - $3.42M
|
1M
$45M
|
|
|
Jul 17, 2024
Q2 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
74.3K+ 22.1% |
$3.27M - $3.38M
|
411K
$18.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
70.7K+ 14.89% |
$3.11M - $3.21M
|
545K
$24.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
67.5KNew |
$2.97M - $3.07M
|
67.5K
$3.03M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
67.3K+ 168.33% |
$2.97M - $3.06M
|
107K
$4.82M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
66.5K+ 83.19% |
$2.93M - $3.02M
|
146K
$6.58M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
66K+ 2.35% |
$2.91M - $3M
|
2.87M
$129M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
65.8K+ 39.6% |
$2.9M - $2.99M
|
232K
$10.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
63.5K+ 3.62% |
$2.8M - $2.89M
|
1.82M
$81.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
60.7K+ 15.91% |
$2.67M - $2.76M
|
442K
$19.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
59.8KNew |
$2.63M - $2.72M
|
59.8K
$2.69M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
58.3K+ 8.23% |
$2.57M - $2.65M
|
767K
$34.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
58.1K+ 10.34% |
$2.56M - $2.64M
|
620K
$27.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
56.4K+ 26.13% |
$2.49M - $2.57M
|
272K
$12.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
54.7K+ 23.47% |
$2.41M - $2.49M
|
288K
$12.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
51.5K+ 39.9% |
$2.27M - $2.34M
|
181K
$8.12M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
51.2K+ 15.56% |
$2.25M - $2.33M
|
380K
$17.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
BUY
|
- |
50.9K+ 9.14% |
$2.24M - $2.32M
|
608K
$27.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
49.4K+ 25.74% |
$2.17M - $2.25M
|
241K
$10.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
48.7K+ 8.85% |
$2.15M - $2.22M
|
599K
$26.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
47.4K+ 8.15% |
$2.09M - $2.15M
|
628K
$28.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
45.7KNew |
$2.01M - $2.08M
|
45.7K
$2.05M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
44.1K+ 7.95% |
$1.94M - $2M
|
598K
$26.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
43K+ 51.46% |
$1.89M - $1.95M
|
126K
$5.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
42.8K+ 42.23% |
$1.88M - $1.95M
|
144K
$6.47M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
40.7K+ 11.87% |
$1.79M - $1.85M
|
383K
$17.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
40.6K+ 5.29% |
$1.79M - $1.85M
|
808K
$36.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
40.4K+ 15.71% |
$1.78M - $1.84M
|
298K
$13.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
37.7K+ 5.06% |
$1.66M - $1.72M
|
783K
$35.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
36.8K+ 12.36% |
$1.62M - $1.67M
|
334K
$15M
|
|
|
Aug 16, 2024
Q2 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
35.9K+ 21.57% |
$1.58M - $1.63M
|
202K
$9.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
35.1K+ 166.93% |
$1.55M - $1.6M
|
56.2K
$2.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
BUY
|
- |
35.1K+ 4.4% |
$1.55M - $1.6M
|
832K
$37.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
34.4K+ 6.38% |
$1.52M - $1.57M
|
574K
$25.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
33.6K+ 8.2% |
$1.48M - $1.53M
|
442K
$19.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
33.2KNew |
$1.46M - $1.51M
|
33.2K
$1.49M
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
32.5K+ 9.17% |
$1.43M - $1.48M
|
387K
$17.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
31.9K+ 399.66% |
$1.4M - $1.45M
|
39.8K
$1.79M
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
31.8K+ 11.77% |
$1.4M - $1.45M
|
302K
$13.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
31.2K+ 153.39% |
$1.37M - $1.42M
|
51.5K
$2.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
BUY
|
- |
28.4K+ 15.25% |
$1.25M - $1.29M
|
215K
$9.66M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
28.3K+ 2.24% |
$1.25M - $1.29M
|
1.29M
$58.1M
|