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
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
2.64K+ 4.69% |
$116K - $120K
|
58.8K
$2.61M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.61K+ 14.73% |
$115K - $119K
|
20.4K
$905K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.48K+ 8.28% |
$109K - $113K
|
32.5K
$1.44M
|
|
|
Jul 18, 2024
Q2 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
2.41K+ 2.02% |
$106K - $110K
|
122K
$5.41M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.38K+ 3.28% |
$105K - $108K
|
75K
$3.34M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.36KNew |
$104K - $107K
|
2.36K
$105K
|
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
2.3K+ 11.23% |
$101K - $104K
|
22.8K
$1.01M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.25K+ 5.74% |
$99.3K - $103K
|
41.5K
$1.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
2.21K+ 14.32% |
$97.2K - $100K
|
17.6K
$783K
|
|
|
Jul 18, 2024
Q2 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.17K+ 36.82% |
$95.5K - $98.6K
|
8.05K
$358K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.02K+ 49.35% |
$88.8K - $91.7K
|
6.1K
$271K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
2K+ 7.96% |
$88.1K - $90.9K
|
27.1K
$1.21M
|
|
|
Aug 01, 2024
Q2 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
1.92K+ 1.39% |
$84.7K - $87.5K
|
140K
$6.23M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.69K+ 27.1% |
$74.5K - $77K
|
7.94K
$353K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.56K+ 2468.25% |
$68.5K - $70.7K
|
1.62K
$72K
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.51K+ 16.88% |
$66.6K - $68.7K
|
10.5K
$465K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.5K+ 730.1% |
$66.3K - $68.4K
|
1.71K
$76K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.5K+ 0.41% |
$66.2K - $68.3K
|
368K
$16.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.49K+ 2.24% |
$65.8K - $67.9K
|
68.1K
$3.03M
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
BUY
|
- |
1.49K+ 2.63% |
$65.7K - $67.9K
|
58.1K
$2.59M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.47K+ 2.72% |
$64.9K - $67K
|
55.5K
$2.47M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.45K+ 1.97% |
$63.9K - $66K
|
75.2K
$3.34M
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.45K+ 0.56% |
$63.8K - $65.8K
|
260K
$11.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.4K+ 3.44% |
$61.8K - $63.8K
|
42.2K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.4K+ 17.86% |
$61.6K - $63.5K
|
9.22K
$410K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.37K+ 13.86% |
$60.5K - $62.5K
|
11.3K
$502K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
1.28K+ 2.67% |
$56.4K - $58.2K
|
49.2K
$2.19M
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.25K+ 3.85% |
$55.1K - $56.9K
|
33.8K
$1.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.23KNew |
$54.3K - $56.1K
|
1.23K
$54.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
1.22KNew |
$53.8K - $55.6K
|
1.22K
$54.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.16KNew |
$50.9K - $52.6K
|
1.16K
$51.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.15K+ 2.83% |
$50.4K - $52.1K
|
41.5K
$1.85M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.13K+ 4.88% |
$49.9K - $51.5K
|
24.4K
$1.08M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.1K+ 14.95% |
$48.5K - $50K
|
8.46K
$376K
|
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.08K+ 3.57% |
$47.6K - $49.1K
|
31.3K
$1.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
BUY
|
- |
1.06K+ 19.3% |
$46.7K - $48.3K
|
6.56K
$292K
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.05K+ 3.19% |
$46.2K - $47.7K
|
33.9K
$1.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
942+ 8.63% |
$41.5K - $42.9K
|
11.9K
$528K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
884New |
$38.9K - $40.2K
|
884
$39.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
710New |
$31.3K - $32.3K
|
710
$31.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
653+ 1.05% |
$28.8K - $29.7K
|
62.7K
$2.79M
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
580+ 1.79% |
$25.6K - $26.4K
|
33K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
570+ 12.9% |
$25.1K - $25.9K
|
4.99K
$222K
|
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
563+ 3.4% |
$24.8K - $25.6K
|
17.1K
$760K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
513+ 3.49% |
$22.6K - $23.3K
|
15.2K
$677K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
459+ 2.14% |
$20.2K - $20.9K
|
21.9K
$974K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
459+ 4.67% |
$20.2K - $20.9K
|
10.3K
$458K
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
440+ 3.04% |
$19.4K - $20K
|
14.9K
$662K
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
404+ 3.96% |
$17.8K - $18.4K
|
10.6K
$471K
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Planning LLC
|
BUY
|
- |
388+ 0.86% |
$17.1K - $17.7K
|
45.5K
$2.02M
|