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 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.6K+ 5.46% |
$675K - $718K
|
264K
$12M
|
|
|
May 11, 2022
Q1 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
12.5KNew |
$618K - $658K
|
12.5K
$570K
|
|
|
May 10, 2022
Q1 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
12.4K+ 6.32% |
$612K - $651K
|
208K
$9.49M
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
12K+ 21.95% |
$594K - $632K
|
66.7K
$3.04M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.1K+ 198.16% |
$548K - $584K
|
16.7K
$761K
|
|
|
Dec 15, 2022
Q1 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
11K+ 10.61% |
$543K - $578K
|
114K
$5.22M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.47K+ 0.85% |
$468K - $499K
|
1.12M
$51.2M
|
|
|
Apr 22, 2022
Q1 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
8.87KNew |
$439K - $467K
|
8.87K
$405K
|
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
8.54K+ 11.2% |
$422K - $449K
|
84.8K
$3.87M
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.4KNew |
$415K - $442K
|
8.4K
$383K
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8.01KNew |
$396K - $421K
|
8.01K
$365K
|
|
|
May 04, 2022
Q1 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
7.29K+ 6.04% |
$360K - $384K
|
128K
$5.84M
|
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
6.88KNew |
$340K - $362K
|
6.88K
$314K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.58K+ 5.87% |
$325K - $346K
|
119K
$5.41M
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
6.48KNew |
$320K - $341K
|
6.48K
$295K
|
|
|
May 06, 2022
Q1 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
6.33K+ 26.25% |
$313K - $333K
|
30.5K
$1.39M
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
6.16K+ 16.0% |
$305K - $324K
|
44.7K
$2.04M
|
|
|
May 09, 2022
Q1 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
5.92K+ 95.87% |
$292K - $311K
|
12.1K
$551K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.9K+ 26.19% |
$292K - $311K
|
28.4K
$1.3M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
5.82K+ 5.51% |
$288K - $307K
|
112K
$5.09M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
5.79K+ 24.02% |
$286K - $305K
|
29.9K
$1.36M
|
|
|
May 06, 2022
Q1 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
5.4K+ 16.23% |
$267K - $284K
|
38.7K
$1.76M
|
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.38K+ 21.0% |
$216K - $230K
|
25.2K
$1.15M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
4.33KNew |
$214K - $228K
|
4.33K
$198K
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
4.09K+ 23.91% |
$202K - $215K
|
21.2K
$967K
|
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
4K+ 99.01% |
$198K - $211K
|
8.04K
$367K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.82KNew |
$189K - $201K
|
3.82K
$174K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.62K+ 16.39% |
$179K - $191K
|
25.7K
$1.17M
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
BUY
|
- |
3.57K+ 14.98% |
$176K - $188K
|
27.4K
$1.25M
|
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.26K+ 1.39% |
$161K - $172K
|
238K
$10.9M
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.15K+ 50.17% |
$156K - $166K
|
9.42K
$430K
|
|
|
Apr 20, 2022
Q1 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
2.98K+ 1.95% |
$147K - $157K
|
156K
$7.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.69K+ 26.7% |
$133K - $142K
|
12.8K
$582K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.51K+ 616.95% |
$124K - $132K
|
2.92K
$133K
|
|
|
Apr 22, 2022
Q1 2022
|
Capital Planning LLC
|
BUY
|
- |
2.51K+ 6.57% |
$124K - $132K
|
40.7K
$1.86M
|
|
|
May 10, 2022
Q1 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
2.38K+ 8.17% |
$118K - $125K
|
31.5K
$1.44M
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.35K+ 36.52% |
$116K - $124K
|
8.78K
$400K
|
|
|
Apr 27, 2022
Q1 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.27K+ 29.06% |
$112K - $120K
|
10.1K
$460K
|
|
|
May 02, 2022
Q1 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
2.13K+ 12.82% |
$105K - $112K
|
18.7K
$853K
|
|
|
May 12, 2022
Q1 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2.07K+ 5.61% |
$102K - $109K
|
39K
$1.78M
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.01K+ 3.79% |
$99.1K - $106K
|
55K
$2.51M
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
1.99KNew |
$98.1K - $105K
|
1.99K
$90.5K
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.92KNew |
$95.1K - $101K
|
1.92K
$87.8K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.9KNew |
$93.9K - $100K
|
1.9K
$86.7K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.39K+ 35.65% |
$68.7K - $73.2K
|
5.29K
$241K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.29K+ 26.4% |
$63.8K - $67.9K
|
6.18K
$282K
|
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.22K+ 12.38% |
$60.3K - $64.2K
|
11.1K
$505K
|
|
|
Apr 19, 2022
Q1 2022
|
Lincoln Capital Corp
|
BUY
|
- |
1.18K+ 3.29% |
$58.2K - $62K
|
36.9K
$1.68M
|
|
|
May 05, 2022
Q1 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.08K+ 9.64% |
$53.4K - $56.9K
|
12.3K
$560K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.05K+ 13.65% |
$52K - $55.3K
|
8.75K
$399K
|