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 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
444+ 1.73% |
$19.3K - $20.5K
|
26.1K
$1.19M
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
354+ 5.16% |
$15.4K - $16.4K
|
7.22K
$329K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
329+ 0.37% |
$14.3K - $15.2K
|
90.1K
$4.11M
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
217New |
$9.43K - $10K
|
217
$9.9K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
158New |
$6.86K - $7.31K
|
158
$7.21K
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
127+ 0.82% |
$5.52K - $5.87K
|
15.6K
$712K
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
57New |
$2.48K - $2.64K
|
57
$2.6K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
44+ 0.93% |
$1.91K - $2.04K
|
4.8K
$219K
|
|
Feb 09, 2023
Q4 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
41+ 0.14% |
$1.78K - $1.9K
|
29.3K
$1.34M
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
41+ 3.22% |
$1.78K - $1.9K
|
1.31K
$59.9K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
39New |
$1.69K - $1.8K
|
39
$1.78K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6New |
$261 - $278
|
6
$274
|
|
Jan 20, 2023
Q4 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
5+ 0.1% |
$217 - $231
|
4.82K
$220K
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-7- 0.01% |
$304 - $324
|
95.6K
$4.36M
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-15- 1.07% |
$652 - $694
|
1.38K
$63.1K
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-60- 3.98% |
$2.61K - $2.78K
|
1.45K
$66.1K
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-104- 0.97% |
$4.52K - $4.81K
|
10.7K
$487K
|
|
Jan 24, 2023
Q4 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-140- 2.67% |
$6.08K - $6.48K
|
5.11K
$233K
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-216- 1.31% |
$9.38K - $9.99K
|
16.3K
$745K
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-266- 2.74% |
$11.6K - $12.3K
|
9.43K
$430K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-296- 68.52% |
$12.9K - $13.7K
|
136
$6.2K
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
SELL
|
- |
-372- 0.92% |
$16.2K - $17.2K
|
40.2K
$1.83M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-510- 2.33% |
$22.2K - $23.6K
|
21.4K
$976K
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-522- 5.07% |
$22.7K - $24.1K
|
9.78K
$446K
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-596- 4.47% |
$25.9K - $27.6K
|
12.7K
$581K
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-877- 12.39% |
$38.1K - $40.6K
|
6.2K
$283K
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-888- 16.37% |
$38.6K - $41.1K
|
4.54K
$207K
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-950- 9.66% |
$41.3K - $43.9K
|
8.89K
$405K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-974- 0.21% |
$42.3K - $45K
|
457K
$20.8M
|
|
Jan 19, 2023
Q4 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-996- 2.67% |
$43.3K - $46.1K
|
36.4K
$1.66M
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-1.01K- 4.22% |
$44K - $46.9K
|
23K
$1.05M
|
|
Feb 09, 2023
Q4 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.02K- 2.73% |
$44.5K - $47.4K
|
36.5K
$1.67M
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.15K- 3.85% |
$50.1K - $53.4K
|
28.8K
$1.31M
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.21K- 3.23% |
$52.4K - $55.8K
|
36.2K
$1.65M
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.28K- 6.81% |
$55.8K - $59.4K
|
17.6K
$801K
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.35K- 3.33% |
$58.5K - $62.3K
|
39.1K
$1.78M
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.36K- 1.81% |
$59K - $62.9K
|
73.9K
$3.37M
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.42K- 27.25% |
$61.6K - $65.6K
|
3.79K
$173K
|
|
Jan 19, 2023
Q4 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.76K- 10.81% |
$76.5K - $81.5K
|
14.5K
$663K
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.88KClosed |
$81.6K - $86.9K
|
0
$0
|
|
Jan 20, 2023
Q4 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1.98K- 2.34% |
$86K - $91.5K
|
82.6K
$3.77M
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-2.14K- 17.68% |
$92.9K - $98.9K
|
9.96K
$454K
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-2.2K- 0.44% |
$95.4K - $102K
|
502K
$22.9M
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-2.33K- 23.58% |
$101K - $108K
|
7.55K
$345K
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-2.62K- 16.57% |
$114K - $121K
|
13.2K
$603K
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.75K- 16.26% |
$119K - $127K
|
14.2K
$646K
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.19K- 8.32% |
$138K - $147K
|
35.1K
$1.6M
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.42K- 3.97% |
$148K - $158K
|
82.5K
$3.76M
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-3.48K- 27.84% |
$151K - $161K
|
9.02K
$412K
|