Purchases and Sales Made in Q3 2021 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
717K+ 20.45% |
$38.1M - $38.7M
|
4.23M
$192M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
388K+ 3135.82% |
$20.6M - $20.9M
|
401K
$18.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
278KNew |
$14.7M - $15M
|
278K
$12.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
141K+ 19.15% |
$7.48M - $7.59M
|
877K
$39.8M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
96.5K+ 9.5% |
$5.13M - $5.2M
|
1.11M
$50.5M
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
92.2K+ 70.09% |
$4.9M - $4.97M
|
224K
$10.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
90.1K+ 388.02% |
$4.78M - $4.85M
|
113K
$5.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
74.6K+ 17.53% |
$3.96M - $4.02M
|
500K
$22.7M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
71.2K+ 9.84% |
$3.78M - $3.84M
|
795K
$36.1M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
56.4K+ 157.43% |
$2.99M - $3.04M
|
92.2K
$4.18M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
46.8KNew |
$2.48M - $2.52M
|
46.8K
$2.12M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
44.5K+ 24.23% |
$2.36M - $2.4M
|
228K
$10.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
41.6KNew |
$2.21M - $2.24M
|
41.6K
$1.89M
|
|
|
Oct 15, 2021
Q3 2021
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
40.4K+ 57.2% |
$2.14M - $2.18M
|
111K
$5.04M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
40.2K+ 52.0% |
$2.14M - $2.17M
|
118K
$5.33M
|
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
BUY
|
- |
39.1K+ 4.79% |
$2.08M - $2.11M
|
855K
$38.8M
|
|
|
Oct 18, 2021
Q3 2021
|
Lincoln Capital Corp
|
BUY
|
- |
35.6KNew |
$1.89M - $1.92M
|
35.6K
$1.61M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
34.3K+ 5.86% |
$1.82M - $1.85M
|
620K
$28.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
33.7K+ 15.12% |
$1.79M - $1.82M
|
257K
$11.7M
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
27.3K+ 159.57% |
$1.45M - $1.47M
|
44.5K
$2.02M
|
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
27K+ 12.98% |
$1.43M - $1.46M
|
235K
$10.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
25K+ 94.12% |
$1.33M - $1.35M
|
51.6K
$2.34M
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
21.7KNew |
$1.15M - $1.17M
|
21.7K
$987K
|
|
|
Oct 27, 2021
Q3 2021
|
Lvz, Inc.
|
BUY
|
- |
21.5K+ 3.78% |
$1.14M - $1.16M
|
589K
$26.7M
|
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
20.9K+ 18.67% |
$1.11M - $1.12M
|
133K
$6.01M
|
|
|
Oct 20, 2021
Q3 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
19.1K+ 9.53% |
$1.01M - $1.03M
|
219K
$9.94M
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
18.6K+ 195.5% |
$988K - $1M
|
28.1K
$1.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17.4KNew |
$923K - $937K
|
17.4K
$789K
|
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
16.4K+ 117.71% |
$873K - $886K
|
30.4K
$1.38M
|
|
|
Oct 29, 2021
Q3 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
16K+ 21.46% |
$850K - $862K
|
90.5K
$4.11M
|
|
|
Oct 25, 2021
Q3 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
15.6KNew |
$828K - $841K
|
15.6K
$708K
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
15.1K+ 14.43% |
$804K - $816K
|
120K
$5.45M
|
|
|
Nov 05, 2021
Q3 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
14.7K+ 28.88% |
$780K - $791K
|
65.5K
$2.97M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
14.5K+ 269.73% |
$769K - $780K
|
19.8K
$900K
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
14.2K+ 14.18% |
$756K - $767K
|
115K
$5.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.9K+ 3.37% |
$684K - $694K
|
395K
$17.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
11.2KNew |
$592K - $601K
|
11.2K
$506K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.9K+ 128.2% |
$578K - $587K
|
19.4K
$879K
|
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
10.7KNew |
$570K - $578K
|
10.7K
$487K
|
|
|
Nov 15, 2021
Q3 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
9.94K+ 2.78% |
$528K - $536K
|
368K
$16.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.74K+ 16.07% |
$517K - $525K
|
70.4K
$3.19M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.43K+ 5.01% |
$501K - $508K
|
198K
$8.96M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.2K+ 92.38% |
$489K - $496K
|
19.2K
$870K
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.7KNew |
$462K - $469K
|
8.7K
$395K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.14KNew |
$432K - $439K
|
8.14K
$369K
|
|
|
Oct 18, 2021
Q3 2021
|
Cmh Wealth Management LLC
|
BUY
|
- |
8.11K+ 2.27% |
$430K - $437K
|
364K
$16.5M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.86K+ 2.24% |
$417K - $424K
|
359K
$16.3M
|
|
|
Nov 05, 2021
Q3 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
7.14K+ 6.24% |
$379K - $385K
|
122K
$5.51M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.82K+ 18.34% |
$362K - $367K
|
44K
$2M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.44K+ 2.0% |
$342K - $347K
|
328K
$14.9M
|