Purchases and Sales Made in Q1 2022 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.12M+ 20003.81% |
$55.6M - $59.2M
|
1.13M
$51.6M
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
1.07MNew |
$52.9M - $56.4M
|
1.07M
$48.8M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
852K+ 871.36% |
$42.1M - $44.9M
|
950K
$43.3M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
683K+ 6419.99% |
$33.8M - $36M
|
694K
$31.7M
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
656KNew |
$32.5M - $34.6M
|
656K
$29.9M
|
|
May 10, 2022
Q1 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
539KNew |
$26.6M - $28.4M
|
539K
$24.6M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
508K+ 2052.23% |
$25.1M - $26.8M
|
533K
$24.3M
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
370K+ 30.7% |
$18.3M - $19.5M
|
1.58M
$71.9M
|
|
May 03, 2022
Q1 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
270KNew |
$13.4M - $14.2M
|
270K
$12.3M
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
BUY
|
- |
264K+ 6.14% |
$13M - $13.9M
|
4.56M
$208M
|
|
Apr 27, 2022
Q1 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
263K+ 110.61% |
$13M - $13.8M
|
501K
$22.8M
|
|
May 12, 2022
Q1 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
250KNew |
$12.4M - $13.2M
|
250K
$11.4M
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
197KNew |
$9.74M - $10.4M
|
197K
$8.98M
|
|
Apr 14, 2022
Q1 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
190K+ 1650.04% |
$9.42M - $10M
|
202K
$9.21M
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
187KNew |
$9.22M - $9.82M
|
187K
$8.51M
|
|
Apr 25, 2022
Q1 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
184KNew |
$9.1M - $9.7M
|
184K
$8.4M
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
175KNew |
$8.64M - $9.2M
|
175K
$7.97M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
164K+ 56.0% |
$8.11M - $8.63M
|
457K
$20.8M
|
|
Apr 19, 2022
Q1 2022
|
Retirement Planning Group
|
BUY
|
- |
148KNew |
$7.31M - $7.78M
|
148K
$6.74M
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
117KNew |
$5.77M - $6.15M
|
117K
$5.33M
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
114K+ 342.99% |
$5.65M - $6.02M
|
148K
$6.73M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
102KNew |
$5.02M - $5.35M
|
102K
$4.63M
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
89.8K+ 780.7% |
$4.44M - $4.73M
|
101K
$4.62M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
86.9KNew |
$4.3M - $4.57M
|
86.9K
$3.96M
|
|
May 10, 2022
Q1 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
84.2KNew |
$4.16M - $4.43M
|
84.2K
$3.84M
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
67K+ 28.44% |
$3.31M - $3.53M
|
302K
$13.8M
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
BUY
|
- |
64.9K+ 106.19% |
$3.21M - $3.41M
|
126K
$5.74M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
62.8KNew |
$3.11M - $3.31M
|
62.8K
$2.86M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
61.1K+ 6.8% |
$3.02M - $3.22M
|
959K
$43.7M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
40K+ 15.82% |
$1.98M - $2.1M
|
293K
$13.3M
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
35.5KNew |
$1.76M - $1.87M
|
35.5K
$1.62M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
33.8K+ 25.84% |
$1.67M - $1.78M
|
164K
$7.5M
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
30.2K+ 17.97% |
$1.5M - $1.59M
|
199K
$9.05M
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
29.4K+ 26.89% |
$1.45M - $1.55M
|
139K
$6.33M
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
26.1K+ 4.18% |
$1.29M - $1.37M
|
650K
$29.6M
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
22K+ 410.49% |
$1.09M - $1.16M
|
27.3K
$1.25M
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
21.8K+ 38.02% |
$1.08M - $1.15M
|
79.3K
$3.62M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
21.5KNew |
$1.06M - $1.13M
|
21.5K
$980K
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
20.3KNew |
$1M - $1.07M
|
20.3K
$926K
|
|
May 16, 2022
Q1 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
20.1K+ 5.25% |
$995K - $1.06M
|
403K
$18.4M
|
|
Apr 21, 2022
Q1 2022
|
Olio Financial Planning
|
BUY
|
- |
18.9KNew |
$933K - $993K
|
18.9K
$861K
|
|
Apr 29, 2022
Q1 2022
|
Gratus Capital LLC
|
BUY
|
- |
17.4K+ 3.7% |
$860K - $916K
|
487K
$22.2M
|
|
Apr 19, 2022
Q1 2022
|
Lvz, Inc.
|
BUY
|
- |
17.4K+ 2.86% |
$859K - $915K
|
625K
$28.5M
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
17K+ 3.57% |
$843K - $898K
|
494K
$22.5M
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
15.8K+ 11.13% |
$781K - $831K
|
158K
$7.19M
|
|
May 10, 2022
Q1 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
15.7KNew |
$776K - $827K
|
15.7K
$716K
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
15.3KNew |
$756K - $806K
|
15.3K
$698K
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
13.9KNew |
$690K - $734K
|
13.9K
$636K
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
13.9KNew |
$685K - $730K
|
13.9K
$632K
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
13.7K+ 7.37% |
$678K - $722K
|
200K
$9.11M
|