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 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-305- 0.41% |
$13.4K - $13.9K
|
74.9K
$3.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-403- 31.81% |
$17.8K - $18.3K
|
864
$38.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-420- 1.97% |
$18.5K - $19.1K
|
20.9K
$940K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-430- 3.13% |
$18.9K - $19.6K
|
13.3K
$597K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-434- 1.22% |
$19.1K - $19.7K
|
35.1K
$1.58M
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-442- 2.74% |
$19.5K - $20.1K
|
15.7K
$706K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-514- 13.81% |
$22.6K - $23.4K
|
3.21K
$144K
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-534- 3.19% |
$23.5K - $24.3K
|
16.2K
$729K
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-637- 2.0% |
$28.1K - $29K
|
31.2K
$1.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-657- 4.0% |
$28.9K - $29.9K
|
15.8K
$709K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-671- 3.61% |
$29.6K - $30.5K
|
17.9K
$805K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-688- 4.8% |
$30.3K - $31.3K
|
13.6K
$613K
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-694- 12.62% |
$30.6K - $31.6K
|
4.81K
$216K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-804- 11.12% |
$35.4K - $36.6K
|
6.42K
$289K
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.1K- 2.94% |
$48.5K - $50K
|
36.3K
$1.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.11K- 22.19% |
$48.7K - $50.3K
|
3.87K
$174K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.13K- 3.07% |
$49.6K - $51.2K
|
35.5K
$1.59M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.14K- 0.8% |
$50.1K - $51.7K
|
140K
$6.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.23K- 20.98% |
$54K - $55.7K
|
4.62K
$207K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.29K- 12.64% |
$56.8K - $58.6K
|
8.91K
$400K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.34K- 4.88% |
$59K - $61K
|
26.1K
$1.17M
|
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
SELL
|
- |
-1.38K- 2.77% |
$60.9K - $62.9K
|
48.5K
$2.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.54K- 59.05% |
$67.7K - $69.9K
|
1.07K
$47.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.55K- 76.72% |
$68.1K - $70.3K
|
469
$21.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.57K- 10.46% |
$69K - $71.3K
|
13.4K
$602K
|
|
|
Jul 11, 2024
Q2 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-1.58K- 1.26% |
$69.4K - $71.7K
|
124K
$5.57M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.67K- 1.59% |
$73.5K - $75.9K
|
103K
$4.63M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.73K- 2.32% |
$76K - $78.5K
|
72.6K
$3.26M
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.87K- 7.08% |
$82.5K - $85.2K
|
24.6K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.88K- 2.78% |
$83K - $85.7K
|
65.9K
$2.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.96K- 5.99% |
$86.2K - $89K
|
30.7K
$1.38M
|
|
|
Jul 16, 2024
Q2 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-2.28K- 7.28% |
$101K - $104K
|
29.1K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.49K- 24.21% |
$110K - $113K
|
7.8K
$350K
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-2.53K- 17.1% |
$111K - $115K
|
12.3K
$551K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.65K- 2.57% |
$117K - $120K
|
100K
$4.51M
|
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-3K- 3.88% |
$132K - $136K
|
74.1K
$3.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.34K- 3.86% |
$147K - $152K
|
83.3K
$3.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.53K- 19.65% |
$155K - $161K
|
14.4K
$648K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.58K- 41.9% |
$158K - $163K
|
4.96K
$223K
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-3.95K- 46.03% |
$174K - $180K
|
4.63K
$208K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-4.01K- 1.21% |
$177K - $183K
|
327K
$14.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-4.34K- 0.26% |
$191K - $197K
|
1.69M
$76.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-4.49K- 34.22% |
$198K - $204K
|
8.64K
$388K
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-4.56K- 7.26% |
$201K - $208K
|
58.3K
$2.62M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.76K- 15.22% |
$210K - $217K
|
26.5K
$1.19M
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-5.65K- 21.88% |
$249K - $257K
|
20.2K
$906K
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-5.66K- 4.36% |
$250K - $258K
|
124K
$5.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-6.28K- 14.13% |
$277K - $286K
|
38.2K
$1.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-6.3K- 45.07% |
$278K - $287K
|
7.68K
$345K
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-8.75K- 15.63% |
$386K - $398K
|
47.2K
$2.12M
|