Purchases and Sales Made in Q3 2021 in Fidelity Merrimack Str Tr Tota (FBND)

FBND Quotes by TradingView

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 28, 2021 Q3 2021
Huntington National Bank

Columbus, OH
BUY
 -
6.44K
+ 1.54%
$342K - $347K
423K $19.1M
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
6.39K
+ 394.93%
$339K - $344K
8.01K $362K
Nov 15, 2021 Q3 2021
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
6.08K
+ 3.31%
$323K - $328K
190K $8.58M
Nov 15, 2021 Q3 2021
Eagle Global Advisors LLC

Houston, TX
BUY
 -
5.98K
+ 102.05%
$317K - $322K
11.8K $535K
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

BUY
 -
5.94K
+ 28.89%
$315K - $320K
26.5K $1.2M
Nov 03, 2021 Q3 2021
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
5.9K
+ 63.58%
$313K - $318K
15.2K $686K
Nov 04, 2021 Q3 2021
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
5.68K
+ 42.05%
$302K - $306K
19.2K $868K
Nov 02, 2021 Q3 2021
Spinnaker Trust

BUY
 -
5.35K
+ 7.58%
$284K - $288K
75.9K $3.43M
Nov 16, 2021 Q3 2021
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
5.09K
+ 4.92%
$270K - $275K
109K $4.91M
Nov 16, 2021 Q3 2021
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
4.54K
+ 21.41%
$241K - $244K
25.7K $1.16M
Oct 28, 2021 Q3 2021
Slate Stone Wealth, LLC

BUY
 -
4.39K
+ 9.0%
$233K - $237K
53.2K $2.4M
Nov 15, 2021 Q3 2021
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
4.22K
New
$224K - $227K
4.22K $191K
Nov 15, 2021 Q3 2021
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
3.96K
New
$210K - $213K
3.96K $179K
Jan 12, 2024 Q3 2021
Comprehensive Wealth Management, LLC

Lynnwood, WA
BUY
 -
3.9K
+ 10.36%
$207K - $210K
41.5K $1.87M
Nov 05, 2021 Q3 2021
Insight Wealth Partners, LLC

BUY
 -
3.71K
+ 2.03%
$197K - $200K
186K $8.42M
Oct 14, 2021 Q3 2021
First United Bank & Trust

BUY
 -
3.5K
+ 8.36%
$186K - $189K
45.4K $2.05M
Oct 08, 2021 Q3 2021
Carnegie Capital Asset Management, LLC

BUY
 -
3.49K
+ 47.57%
$185K - $188K
10.8K $489K
Jan 27, 2023 Q3 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
3.21K
+ 8.53%
$170K - $173K
40.8K $1.85M
Nov 15, 2021 Q3 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
3.21K
+ 8.53%
$170K - $173K
40.8K $1.85M
Oct 19, 2021 Q3 2021
Arkadios Wealth Advisors

BUY
 -
2.93K
+ 16.61%
$156K - $158K
20.6K $931K
Nov 02, 2021 Q3 2021
Anchor Capital Advisors LLC

BUY
 -
2.88K
+ 9.23%
$153K - $155K
34K $1.54M
Nov 12, 2021 Q3 2021
King Wealth

Saratoga Springs, NY
BUY
 -
2.74K
+ 8.16%
$146K - $148K
36.3K $1.64M
Oct 28, 2021 Q3 2021
Dynamic Advisor Solutions LLC

BUY
 -
2.26K
+ 5.87%
$120K - $122K
40.7K $1.84M
Oct 22, 2021 Q3 2021
Steph & CO

BUY
 -
2.21K
+ 3.74%
$117K - $119K
61.3K $2.77M
Oct 22, 2021 Q3 2021
D.B. Root & Company, LLC

BUY
 -
2.11K
+ 14.43%
$112K - $114K
16.7K $755K
Oct 22, 2021 Q3 2021
Global Retirement Partners, LLC

BUY
 -
2.03K
+ 166.64%
$108K - $109K
3.25K $147K
Oct 28, 2021 Q3 2021
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
1.98K
+ 2.63%
$105K - $107K
77.3K $3.49M
Jan 09, 2024 Q3 2021
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
1.88K
New
$99.7K - $101K
1.88K $84.9K
Oct 27, 2021 Q3 2021
Aspiriant, LLC

BUY
 -
1.66K
+ 3.51%
$88.1K - $89.4K
49K $2.21M
Nov 09, 2021 Q3 2021
Valmark Advisers, Inc.

BUY
 -
1.58K
+ 41.93%
$83.9K - $85.1K
5.35K $242K
Nov 10, 2021 Q3 2021
Jnba Financial Advisors

BUY
 -
1.5K
New
$79.5K - $80.7K
1.5K $67.7K
Oct 21, 2021 Q3 2021
Avantax Advisory Services, Inc.

BUY
 -
1.44K
+ 24.97%
$76.3K - $77.4K
7.19K $325K
Nov 09, 2021 Q3 2021
Geneos Wealth Management Inc.

BUY
 -
1.38K
New
$73.5K - $74.6K
1.38K $62.5K
Nov 04, 2021 Q3 2021
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.33K
+ 36.58%
$70.8K - $71.8K
4.98K $225K
Nov 08, 2021 Q3 2021
Plante Moran Financial Advisors, LLC

BUY
 -
1.23K
New
$65K - $66K
1.23K $55.4K
Nov 12, 2021 Q3 2021
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
1.16K
+ 2.22%
$61.4K - $62.4K
53.4K $2.41M
Oct 22, 2021 Q3 2021
Allen Capital Group, LLC

BUY
 -
1.15K
+ 2.29%
$61.3K - $62.2K
51.4K $2.32M
Nov 15, 2021 Q3 2021
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
995
+ 23.53%
$52.8K - $53.6K
5.22K $236K
Nov 12, 2021 Q3 2021
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
934
+ 4.89%
$49.6K - $50.3K
20K $905K
Oct 21, 2021 Q3 2021
Cornell Pochily Investment Advisors, Inc.

BUY
 -
934
+ 3.6%
$49.6K - $50.3K
26.9K $1.21M
Nov 16, 2021 Q3 2021
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
847
+ 20.77%
$45K - $45.6K
4.93K $223K
Oct 29, 2021 Q3 2021
Lumature Wealth Partners, LLC

Alpharetta, GA
BUY
 -
846
New
$44.9K - $45.6K
846 $38.2K
Oct 26, 2021 Q3 2021
Norris Perne & French LLP

Grand Rapids, MI
BUY
 -
836
+ 19.46%
$44.4K - $45.1K
5.13K $232K
Oct 13, 2021 Q3 2021
Vista Private Wealth Partners. LLC

BUY
 -
691
+ 2.67%
$36.7K - $37.2K
26.6K $1.2M
Nov 10, 2021 Q3 2021
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
648
+ 7.05%
$34.4K - $34.9K
9.85K $445K
Nov 17, 2021 Q3 2021
Colony Group LLC

Boston, MA
BUY
 -
518
+ 0.98%
$27.5K - $27.9K
53.4K $2.41M
Nov 03, 2021 Q3 2021
Spectrum Management Group, LLC

BUY
 -
496
New
$26.3K - $26.7K
496 $22.4K
Oct 18, 2021 Q3 2021
Gradient Investments LLC

BUY
 -
489
New
$26K - $26.4K
489 $22.1K
Oct 19, 2021 Q3 2021
Capital Planning LLC

BUY
 -
472
+ 1.17%
$25.1K - $25.4K
40.8K $1.84M

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