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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
393+ 95.85% |
$20.9K - $21.2K
|
803
$36.4K
|
|
|
Oct 08, 2021
Q3 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
340+ 1.99% |
$18.1K - $18.3K
|
17.4K
$790K
|
|
|
Oct 25, 2021
Q3 2021
|
Caliber Wealth Management, LLC
|
BUY
|
- |
220+ 1.43% |
$11.7K - $11.9K
|
15.6K
$708K
|
|
|
Nov 05, 2021
Q3 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
204+ 0.62% |
$10.8K - $11K
|
33.1K
$1.5M
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
170+ 11.71% |
$9.03K - $9.16K
|
1.62K
$73.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
159New |
$8.44K - $8.57K
|
159
$7.21K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
100+ 29.85% |
$5.31K - $5.39K
|
435
$19.7K
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
90+ 0.2% |
$4.78K - $4.85K
|
46.2K
$2.09M
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
90New |
$4.78K - $4.85K
|
90
$4.08K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
84+ 2.38% |
$4.46K - $4.53K
|
3.61K
$164K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
65New |
$3.45K - $3.5K
|
65
$2.95K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
51+ 0.06% |
$2.71K - $2.75K
|
90.6K
$4.11M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
49+ 7.09% |
$2.6K - $2.64K
|
740
$33.6K
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
31+ 0.28% |
$1.65K - $1.67K
|
11K
$500K
|
|
|
Nov 09, 2021
Q3 2021
|
Compass Advisory Group LLC
|
BUY
|
- |
29+ 0.13% |
$1.54K - $1.56K
|
22.9K
$1.04M
|
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
BUY
|
- |
25+ 0.03% |
$1.33K - $1.35K
|
81.3K
$3.69M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
19+ 0.27% |
$1.01K - $1.02K
|
7.16K
$325K
|
|
|
Nov 12, 2021
Q3 2021
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
5+ 0.08% |
$266 - $269
|
6.07K
$275K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3+ 0.03% |
$159 - $162
|
11.4K
$517K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1+ 0.25% |
$53.1 - $53.9
|
396
$18K
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-10- 12.99% |
$531 - $539
|
67
$3.04K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.09% |
$1.12K - $1.13K
|
23.9K
$1.08M
|
|
|
Oct 27, 2021
Q3 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-40- 0.23% |
$2.12K - $2.16K
|
17K
$773K
|
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
SELL
|
- |
-75- 0.72% |
$3.98K - $4.04K
|
10.4K
$471K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-115- 37.1% |
$6.11K - $6.2K
|
195
$8.85K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-155Closed |
$8.23K - $8.35K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-176Closed |
$9.35K - $9.48K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-304- 0.29% |
$16.1K - $16.4K
|
106K
$4.83M
|
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-400Closed |
$21.2K - $21.6K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-566Closed |
$30.1K - $30.5K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-591Closed |
$31.4K - $31.8K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
SELL
|
- |
-600- 2.62% |
$31.9K - $32.3K
|
22.3K
$1.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-700- 13.14% |
$37.2K - $37.7K
|
4.63K
$210K
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-826Closed |
$43.9K - $44.5K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Apexium Financial, LP
|
SELL
|
- |
-1.34K- 3.38% |
$71.3K - $72.3K
|
38.4K
$1.74M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.53K- 4.62% |
$81.3K - $82.6K
|
31.6K
$1.44M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.62K- 17.12% |
$86.2K - $87.5K
|
7.86K
$357K
|
|
|
Nov 02, 2021
Q3 2021
|
Iron Financial, LLC
|
SELL
|
- |
-1.76K- 1.86% |
$93.2K - $94.6K
|
92.5K
$4.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.98K- 13.86% |
$105K - $107K
|
12.3K
$560K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.02K- 24.14% |
$107K - $109K
|
6.34K
$288K
|
|
|
Nov 05, 2021
Q3 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-2.05K- 19.37% |
$109K - $111K
|
8.54K
$387K
|
|
|
Nov 01, 2021
Q3 2021
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-2.16K- 30.74% |
$115K - $116K
|
4.86K
$221K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.41K- 95.1% |
$128K - $130K
|
124
$5.63K
|
|
|
Oct 13, 2021
Q3 2021
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-2.76K- 18.39% |
$147K - $149K
|
12.2K
$556K
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-3.57K- 4.71% |
$189K - $192K
|
72.1K
$3.27M
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.84KClosed |
$204K - $207K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.5K- 16.29% |
$239K - $243K
|
23.1K
$1.05M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.73KClosed |
$251K - $255K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-4.74KClosed |
$252K - $255K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.21KClosed |
$277K - $281K
|
0
$0
|