Purchases and Sales Made in Q3 2022 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 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
Oct 24, 2022 Q3 2022
Main Street Financial Solutions, LLC

BUY
 -
324K
New
$14.3M - $15.6M
324K $15.2M
Nov 15, 2022 Q3 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
262K
+ 1510.44%
$11.6M - $12.6M
279K $13.1M
Nov 09, 2022 Q3 2022
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
182K
New
$8.04M - $8.73M
182K $8.55M
Nov 01, 2022 Q3 2022
James J. Burns & Company, LLC

Melville, NY
BUY
 -
138K
New
$6.1M - $6.62M
138K $6.49M
Oct 14, 2022 Q3 2022
Baker Boyer National Bank

BUY
 -
134K
+ 101.63%
$5.93M - $6.44M
266K $12.5M
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
133K
+ 48.62%
$5.9M - $6.41M
408K $19.2M
Nov 14, 2022 Q3 2022
Lokken Investment Group LLC

BUY
 -
128K
New
$5.68M - $6.17M
128K $6.04M
Oct 20, 2022 Q3 2022
Country Trust Bank

BUY
 -
96.9K
+ 2.07%
$4.29M - $4.66M
4.78M $225M
Oct 24, 2022 Q3 2022
Landmark Wealth Management, LLC

BUY
 -
84.5K
New
$3.74M - $4.06M
84.5K $3.98M
Nov 14, 2022 Q3 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
74.7K
+ 15.64%
$3.31M - $3.59M
553K $26M
Nov 10, 2022 Q3 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
65.9K
+ 100.99%
$2.92M - $3.17M
131K $6.18M
Oct 14, 2022 Q3 2022
De Dora Capital, Inc.

BUY
 -
56.8K
New
$2.52M - $2.73M
56.8K $2.67M
Oct 28, 2022 Q3 2022
Capital Wealth Management, LLC

W. Warwick, RI
BUY
 -
52.5K
+ 114.79%
$2.32M - $2.52M
98.2K $4.62M
Nov 09, 2022 Q3 2022
Great Point Wealth Advisors, LLC

Boston, MA
BUY
 -
51.3K
+ 30.13%
$2.27M - $2.47M
222K $10.4M
Nov 10, 2022 Q3 2022
Envestnet Asset Management Inc

BUY
 -
50.3K
+ 5.44%
$2.23M - $2.42M
973K $45.8M
Nov 01, 2022 Q3 2022
Summit X, LLC

Chesterfield, MO
BUY
 -
40.9K
+ 26.08%
$1.81M - $1.97M
198K $9.31M
Oct 31, 2022 Q3 2022
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
39.9K
+ 60.93%
$1.77M - $1.92M
105K $4.96M
Nov 14, 2022 Q3 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
37.3K
+ 3.2%
$1.65M - $1.79M
1.2M $56.6M
Nov 07, 2022 Q3 2022
Huntington National Bank

Columbus, OH
BUY
 -
36.9K
+ 8.47%
$1.63M - $1.77M
472K $22.2M
Oct 14, 2022 Q3 2022
Adviser Investments LLC

BUY
 -
36.1K
+ 2.88%
$1.6M - $1.74M
1.29M $60.8M
Oct 21, 2022 Q3 2022
Arkadios Wealth Advisors

BUY
 -
35.5K
+ 59.15%
$1.57M - $1.71M
95.6K $4.5M
Nov 14, 2022 Q3 2022
Valley Financial Management, Inc.

New York, NY
BUY
 -
31.6K
New
$1.4M - $1.52M
31.6K $1.49M
Nov 07, 2022 Q3 2022
Capital Planning LLC

BUY
 -
30.1K
+ 103.48%
$1.33M - $1.45M
59.2K $2.79M
Oct 19, 2022 Q3 2022
Rockland Trust CO

BUY
 -
30K
+ 18.86%
$1.33M - $1.44M
189K $8.9M
Nov 14, 2022 Q3 2022
Abbot Financial Management, Inc.

North Andover, MA
BUY
 -
29.2K
New
$1.29M - $1.41M
29.2K $1.38M
Nov 02, 2022 Q3 2022
Navalign, LLC

BUY
 -
26.7K
+ 8.01%
$1.18M - $1.28M
360K $16.9M
Nov 14, 2022 Q3 2022
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
21.1K
+ 75.25%
$934K - $1.01M
49.1K $2.31M
Oct 18, 2022 Q3 2022
Wbh Advisory Inc

BUY
 -
20.5K
+ 9.79%
$907K - $984K
230K $10.8M
Apr 04, 2024 Q3 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
19.2K
+ 118.12%
$849K - $921K
35.4K $1.67M
Nov 14, 2022 Q3 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
18.6K
+ 121.87%
$822K - $893K
33.8K $1.59M
Nov 14, 2022 Q3 2022
Essex Private Wealth Management, LLC

Topsfield, MA
BUY
 -
18.3K
New
$810K - $879K
18.3K $862K
Nov 09, 2022 Q3 2022
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
17.7K
+ 8.8%
$785K - $851K
219K $10.3M
Nov 15, 2022 Q3 2022
Traynor Capital Management, Inc.

BUY
 -
16.9K
New
$749K - $812K
16.9K $796K
Nov 14, 2022 Q3 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
16.7K
+ 38.29%
$739K - $802K
60.3K $2.84M
Oct 18, 2022 Q3 2022
Garrett Investment Advisors LLC

BUY
 -
15.9K
New
$706K - $766K
15.9K $750K
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
15.7K
+ 4.82%
$695K - $754K
341K $16.1M
Nov 07, 2022 Q3 2022
Windsor Group LTD

BUY
 -
15.1K
+ 43.24%
$668K - $725K
50K $2.35M
Nov 14, 2022 Q3 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
15.1K
+ 6.65%
$666K - $723K
241K $11.4M
Nov 03, 2022 Q3 2022
Vestmark Advisory Solutions, Inc.

BUY
 -
14.9K
New
$660K - $716K
14.9K $702K
Nov 02, 2022 Q3 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
13.3K
+ 245.06%
$590K - $641K
18.8K $884K
Oct 20, 2022 Q3 2022
Beam Wealth Advisors, Inc.

BUY
 -
12.9K
+ 46.56%
$571K - $619K
40.6K $1.91M
Nov 14, 2022 Q3 2022
Apexium Financial, LP

BUY
 -
12.4K
+ 43.83%
$547K - $594K
40.6K $1.91M
Nov 14, 2022 Q3 2022
Baker Ellis Asset Management LLC

BUY
 -
11.7K
+ 7.35%
$517K - $561K
171K $8.03M
Nov 14, 2022 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
11K
+ 15.35%
$485K - $527K
82.3K $3.88M
Nov 14, 2022 Q3 2022
West Hill Financial Advisors, Inc.

BUY
 -
10.6K
+ 2.15%
$470K - $510K
504K $23.7M
Oct 12, 2022 Q3 2022
Advisory Alpha, LLC

BUY
 -
10.6K
+ 113.51%
$469K - $509K
19.9K $938K
Oct 25, 2022 Q3 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
10.2K
+ 8.7%
$450K - $489K
127K $5.98M
Nov 09, 2022 Q3 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
9.69K
+ 43.24%
$429K - $466K
32.1K $1.51M
Nov 14, 2022 Q3 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
9.52K
+ 66.21%
$422K - $457K
23.9K $1.13M

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