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 19, 2024
Q2 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
7K+ 59.5% |
$309K - $319K
|
18.8K
$843K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
6.81K+ 1.84% |
$300K - $310K
|
378K
$17M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.78K+ 9.36% |
$299K - $308K
|
79.3K
$3.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
6.67K+ 4.99% |
$294K - $304K
|
140K
$6.31M
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
6.33K+ 15.34% |
$279K - $288K
|
47.6K
$2.14M
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
6.29K+ 13.29% |
$277K - $286K
|
53.6K
$2.41M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
6.18K+ 1.4% |
$272K - $281K
|
449K
$20.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
6.07K+ 9.94% |
$268K - $276K
|
67.2K
$3.02M
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
5.73K+ 3.24% |
$252K - $260K
|
182K
$8.19M
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
5.68K+ 8.63% |
$250K - $258K
|
71.5K
$3.21M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.63K+ 28.34% |
$248K - $256K
|
25.5K
$1.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
5.55K+ 11.35% |
$244K - $252K
|
54.4K
$2.45M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
5.49KNew |
$242K - $250K
|
5.49K
$247K
|
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
5.46K+ 7.8% |
$240K - $248K
|
75.4K
$3.39M
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
5.45KNew |
$240K - $248K
|
5.45K
$245K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.4KNew |
$238K - $246K
|
5.4K
$243K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.09K+ 3.42% |
$224K - $231K
|
154K
$6.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
4.98KNew |
$219K - $227K
|
4.98K
$224K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
4.95KNew |
$218K - $225K
|
4.95K
$222K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.94K+ 11.85% |
$218K - $225K
|
46.6K
$2.09M
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
4.87K+ 1.42% |
$214K - $221K
|
347K
$15.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
4.86K+ 105.61% |
$214K - $221K
|
9.46K
$425K
|
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
BUY
|
- |
4.85KNew |
$214K - $221K
|
4.85K
$218K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.69K+ 40.95% |
$207K - $214K
|
16.2K
$726K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.68KNew |
$206K - $213K
|
4.68K
$210K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
4.68K+ 2.84% |
$206K - $213K
|
170K
$7.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.66K+ 11.17% |
$205K - $212K
|
46.4K
$2.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
4.62K+ 8.17% |
$204K - $210K
|
61.2K
$2.75M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.4K+ 7.78% |
$194K - $200K
|
61K
$2.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.29K+ 2.36% |
$189K - $195K
|
186K
$8.37M
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
4.27K+ 6.88% |
$188K - $194K
|
66.2K
$2.97M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
4.17K+ 26.67% |
$184K - $190K
|
19.8K
$891K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.16K+ 4.15% |
$183K - $189K
|
105K
$4.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4K+ 16.37% |
$176K - $182K
|
28.4K
$1.28M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3.95KNew |
$174K - $180K
|
3.95K
$177K
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
3.88K+ 2.56% |
$171K - $176K
|
155K
$6.97M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.86K+ 75.35% |
$170K - $175K
|
8.97K
$403K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
3.84K+ 24.99% |
$169K - $175K
|
19.2K
$864K
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
3.8K+ 24.88% |
$167K - $173K
|
19.1K
$856K
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.72K+ 41.45% |
$164K - $169K
|
12.7K
$571K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.71K+ 4.65% |
$163K - $169K
|
83.5K
$3.75M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
3.44K+ 68.74% |
$151K - $156K
|
8.44K
$379K
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
BUY
|
- |
3.37K+ 20.44% |
$148K - $153K
|
19.8K
$891K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
3.16K+ 2.92% |
$139K - $144K
|
111K
$5M
|
|
|
Jul 12, 2024
Q2 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3.13K+ 0.76% |
$138K - $143K
|
417K
$18.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
3.13K+ 1.19% |
$138K - $142K
|
266K
$12M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.07K+ 2.82% |
$135K - $140K
|
112K
$5.04M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3KNew |
$132K - $136K
|
3K
$135K
|
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
2.97K+ 17.32% |
$131K - $135K
|
20.1K
$903K
|
|
|
Jul 24, 2024
Q2 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
2.82K+ 3.86% |
$124K - $128K
|
75.8K
$3.41M
|