Purchases and Sales Made in Q4 2022 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.14M+ 9488.28% |
$93.1M - $99.1M
|
2.17M
$98.8M
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.68MNew |
$72.9M - $77.6M
|
1.68M
$76.5M
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.14M+ 626.4% |
$49.4M - $52.6M
|
1.32M
$60.2M
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
484KNew |
$21M - $22.4M
|
484K
$22.1M
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
445KNew |
$19.3M - $20.6M
|
445K
$20.3M
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
444KNew |
$19.3M - $20.5M
|
444K
$20.3M
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
431K+ 272.91% |
$18.7M - $19.9M
|
589K
$26.9M
|
|
Feb 07, 2023
Q4 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
360KNew |
$15.6M - $16.6M
|
360K
$16.4M
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
343K+ 2082.23% |
$14.9M - $15.9M
|
360K
$16.4M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
326K+ 39.61% |
$14.2M - $15.1M
|
1.15M
$52.5M
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
311K+ 2121.31% |
$13.5M - $14.4M
|
325K
$14.8M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
300K+ 20.65% |
$13M - $13.9M
|
1.75M
$79.9M
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
258KNew |
$11.2M - $11.9M
|
258K
$11.8M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
256K+ 62.9% |
$11.1M - $11.9M
|
664K
$30.3M
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
234K+ 109.09% |
$10.2M - $10.8M
|
448K
$20.4M
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
204K+ 2146.01% |
$8.88M - $9.45M
|
214K
$9.76M
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
199KNew |
$8.66M - $9.22M
|
199K
$9.09M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
187K+ 33.79% |
$8.11M - $8.64M
|
739K
$33.7M
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
168K+ 214.8% |
$7.28M - $7.75M
|
246K
$11.2M
|
|
Jan 25, 2023
Q4 2022
|
R.P. Boggs & Co.
|
BUY
|
- |
166KNew |
$7.19M - $7.66M
|
166K
$7.55M
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
157K+ 287.67% |
$6.81M - $7.25M
|
211K
$9.64M
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
155K+ 9.63% |
$6.75M - $7.18M
|
1.77M
$80.6M
|
|
Feb 09, 2023
Q4 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
155KNew |
$6.73M - $7.17M
|
155K
$7.07M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
145K+ 42.4% |
$6.28M - $6.69M
|
486K
$22.2M
|
|
Jan 11, 2023
Q4 2022
|
Systelligence, LLC
|
BUY
|
- |
144KNew |
$6.27M - $6.68M
|
144K
$6.58M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
144K+ 51.59% |
$6.25M - $6.66M
|
423K
$19.3M
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
143K+ 943.25% |
$6.21M - $6.62M
|
158K
$7.22M
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
129KNew |
$5.62M - $5.99M
|
129K
$5.9M
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
129K+ 1046.02% |
$5.62M - $5.99M
|
142K
$6.47M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
124K+ 139.18% |
$5.4M - $5.75M
|
214K
$9.75M
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
107K+ 1438.27% |
$4.66M - $4.96M
|
115K
$5.23M
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
95.9K+ 81.21% |
$4.17M - $4.44M
|
214K
$9.76M
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
86.2K+ 101.48% |
$3.75M - $3.99M
|
171K
$7.81M
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
86.1K+ 172.22% |
$3.74M - $3.98M
|
136K
$6.21M
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
82.2KNew |
$3.57M - $3.8M
|
82.2K
$3.75M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
78.6K+ 3946.96% |
$3.41M - $3.63M
|
80.6K
$3.68M
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
75.6KNew |
$3.28M - $3.5M
|
75.6K
$3.45M
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
75.4K+ 1302.96% |
$3.27M - $3.49M
|
81.1K
$3.7M
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
73.6KNew |
$3.2M - $3.4M
|
73.6K
$3.36M
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
70.9K+ 215.41% |
$3.08M - $3.28M
|
104K
$4.73M
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
69.8KNew |
$3.03M - $3.23M
|
69.8K
$3.19M
|
|
Jan 18, 2023
Q4 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
68.6K+ 120.69% |
$2.98M - $3.17M
|
125K
$5.72M
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
62.2KNew |
$2.7M - $2.88M
|
62.2K
$2.84M
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
54.5K+ 37.9% |
$2.37M - $2.52M
|
198K
$9.05M
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
54.5K+ 37.87% |
$2.37M - $2.52M
|
198K
$9.04M
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
54KNew |
$2.34M - $2.5M
|
54K
$2.46M
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
52.5K+ 27.77% |
$2.28M - $2.43M
|
242K
$11M
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
52.4KNew |
$2.27M - $2.42M
|
52.4K
$2.39M
|
|
Feb 13, 2023
Q4 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
51.1K+ 12.32% |
$2.22M - $2.36M
|
466K
$21.2M
|
|
Jan 19, 2023
Q4 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
47.8KNew |
$2.08M - $2.21M
|
47.8K
$2.18M
|