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 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-9.31K- 11.13% |
$410K - $424K
|
74.3K
$3.34M
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-9.31K- 49.85% |
$410K - $424K
|
9.37K
$421K
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-10K- 16.14% |
$442K - $456K
|
52.1K
$2.34M
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-10.9K- 54.29% |
$481K - $497K
|
9.19K
$413K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.2K- 2.93% |
$493K - $509K
|
370K
$16.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-11.3K- 45.42% |
$499K - $515K
|
13.6K
$611K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-12.3K- 10.15% |
$540K - $557K
|
108K
$4.87M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.3K- 7.67% |
$585K - $604K
|
160K
$7.18M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-13.4K- 49.7% |
$588K - $607K
|
13.5K
$607K
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-13.6K- 1.52% |
$600K - $619K
|
880K
$39.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.9K- 14.91% |
$613K - $633K
|
79.4K
$3.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14K- 56.5% |
$615K - $635K
|
10.7K
$483K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-14.7K- 6.17% |
$647K - $668K
|
224K
$10M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-18.8K- 3.13% |
$830K - $857K
|
582K
$26.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-19K- 2.73% |
$836K - $863K
|
676K
$30.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-20.4K- 6.69% |
$898K - $927K
|
284K
$12.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-21.1K- 27.22% |
$929K - $959K
|
56.4K
$2.53M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-21.7K- 11.12% |
$955K - $986K
|
173K
$7.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-25.6K- 71.73% |
$1.13M - $1.16M
|
10.1K
$452K
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-27.5K- 8.93% |
$1.21M - $1.25M
|
281K
$12.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-29.3K- 3.69% |
$1.29M - $1.33M
|
764K
$34.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-30.5K- 34.37% |
$1.34M - $1.39M
|
58.3K
$2.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-56.2K- 2.62% |
$2.47M - $2.56M
|
2.09M
$93.7M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-58.9K- 22.26% |
$2.6M - $2.68M
|
206K
$9.25M
|
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-62.4K- 54.6% |
$2.75M - $2.84M
|
51.8K
$2.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-70.4K- 77.34% |
$3.1M - $3.2M
|
20.6K
$926K
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-82.3K- 30.36% |
$3.62M - $3.74M
|
189K
$8.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-87.5K- 18.82% |
$3.86M - $3.98M
|
377K
$17M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-128K- 31.33% |
$5.65M - $5.83M
|
281K
$12.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-233K- 96.6% |
$10.3M - $10.6M
|
8.2K
$368K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-293K- 10.3% |
$12.9M - $13.3M
|
2.55M
$114M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-331K- 73.4% |
$14.6M - $15.1M
|
120K
$5.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-359K- 15.38% |
$15.8M - $16.3M
|
1.97M
$88.7M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-520K- 10.06% |
$22.9M - $23.7M
|
4.65M
$209M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-616K- 58.95% |
$27.2M - $28M
|
429K
$19.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.87M- 76.61% |
$82.3M - $85M
|
570K
$25.6M
|