Purchases and Sales Made in Q3 2022 in Fidelity Merrimack Str Tr Tota (FBND)
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 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
975New |
$43.2K - $46.9K
|
975
$44.5K
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
968+ 2.24% |
$42.9K - $46.5K
|
44.1K
$2.01M
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
951+ 2.22% |
$42.1K - $45.7K
|
43.8K
$2M
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
939+ 15.84% |
$41.6K - $45.1K
|
6.87K
$313K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
704+ 6.03% |
$31.2K - $33.8K
|
12.4K
$564K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
691+ 2.77% |
$30.6K - $33.2K
|
25.6K
$1.17M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
547+ 3.8% |
$24.2K - $26.3K
|
14.9K
$682K
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
520+ 7.36% |
$23K - $25K
|
7.59K
$346K
|
|
Jan 12, 2024
Q3 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
471+ 1.21% |
$20.9K - $22.6K
|
39.3K
$1.79M
|
|
Dec 15, 2022
Q3 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
451+ 0.4% |
$20K - $21.7K
|
112K
$5.1M
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
387+ 3.73% |
$17.1K - $18.6K
|
10.8K
$491K
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
346New |
$15.3K - $16.6K
|
346
$15.8K
|
|
Oct 24, 2022
Q3 2022
|
Lincoln Capital Corp
|
BUY
|
- |
266+ 0.72% |
$11.8K - $12.8K
|
37.4K
$1.7M
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
263New |
$11.6K - $12.6K
|
263
$12K
|
|
Nov 08, 2022
Q3 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
256+ 2.16% |
$11.3K - $12.3K
|
12.1K
$552K
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
136+ 0.52% |
$6.02K - $6.54K
|
26.1K
$1.19M
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
134New |
$5.93K - $6.44K
|
134
$6.11K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
128+ 10.07% |
$5.67K - $6.15K
|
1.4K
$63.8K
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
105+ 0.11% |
$4.65K - $5.05K
|
96.6K
$4.4M
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
103+ 0.67% |
$4.56K - $4.95K
|
15.5K
$706K
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
85+ 0.43% |
$3.76K - $4.09K
|
20K
$911K
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
36+ 0.76% |
$1.59K - $1.73K
|
4.75K
$217K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26+ 1.32% |
$1.15K - $1.25K
|
1.99K
$90.8K
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
16+ 1.27% |
$708 - $769
|
1.27K
$58.1K
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 0.7% |
$133 - $144
|
432
$19.7K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
2+ 0.01% |
$88.6 - $96.1
|
21.2K
$967K
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
2New |
$88.6 - $96.1
|
2
$91.2
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-8- 0.08% |
$354 - $384
|
9.84K
$449K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-15- 4.73% |
$664 - $721
|
302
$13.8K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-21- 3.07% |
$930 - $1.01K
|
664
$30.3K
|
|
Oct 13, 2022
Q3 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-50- 0.94% |
$2.21K - $2.4K
|
5.25K
$240K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-69- 0.72% |
$3.06K - $3.32K
|
9.52K
$434K
|
|
Oct 31, 2022
Q3 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-79- 0.15% |
$3.5K - $3.8K
|
53.7K
$2.45M
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-89- 0.44% |
$3.94K - $4.28K
|
20K
$910K
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-106- 1.08% |
$4.69K - $5.09K
|
9.7K
$442K
|
|
Oct 20, 2022
Q3 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-122- 0.89% |
$5.4K - $5.86K
|
13.6K
$620K
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
SELL
|
- |
-188- 1.87% |
$8.32K - $9.04K
|
9.89K
$451K
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
SELL
|
- |
-218- 0.9% |
$9.65K - $10.5K
|
24K
$1.09M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-427- 0.39% |
$18.9K - $20.5K
|
110K
$5.01M
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-440- 2.28% |
$19.5K - $21.1K
|
18.9K
$860K
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-581- 3.4% |
$25.7K - $27.9K
|
16.5K
$752K
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-873Closed |
$38.7K - $42K
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-901- 2.34% |
$39.9K - $43.3K
|
37.6K
$1.71M
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-918- 27.45% |
$40.6K - $44.1K
|
2.43K
$111K
|
|
Oct 20, 2022
Q3 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.2K- 6.84% |
$53K - $57.5K
|
16.3K
$743K
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.41K- 10.15% |
$62.6K - $67.9K
|
12.5K
$570K
|
|
Oct 26, 2022
Q3 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.71K- 9.75% |
$75.7K - $82.2K
|
15.8K
$722K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.73K- 1.68% |
$76.5K - $83K
|
101K
$4.62M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.32K- 11.05% |
$103K - $112K
|
18.7K
$852K
|
|
Nov 09, 2022
Q3 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-2.41K- 3.09% |
$107K - $116K
|
75.4K
$3.44M
|