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 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.32K- 0.92% |
$188K - $200K
|
463K
$21.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.55K- 52.3% |
$198K - $211K
|
4.15K
$189K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-4.65K- 8.66% |
$202K - $215K
|
49.1K
$2.24M
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-4.67K- 12.39% |
$203K - $216K
|
33.1K
$1.51M
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-4.69K- 9.24% |
$204K - $217K
|
46K
$2.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-4.7K- 14.9% |
$204K - $217K
|
26.9K
$1.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-4.94K- 2.23% |
$215K - $229K
|
217K
$9.88M
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
SELL
|
- |
-5.72K- 1.66% |
$249K - $265K
|
339K
$15.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-5.8K- 2.5% |
$252K - $268K
|
226K
$10.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
SELL
|
- |
-5.99K- 10.43% |
$260K - $277K
|
51.4K
$2.35M
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-6.13K- 5.67% |
$266K - $284K
|
102K
$4.65M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-7.26K- 22.3% |
$315K - $336K
|
25.3K
$1.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-7.26K- 16.45% |
$315K - $336K
|
36.9K
$1.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-7.27K- 42.06% |
$316K - $336K
|
10K
$457K
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-7.32K- 5.31% |
$318K - $339K
|
131K
$5.95M
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-7.38K- 8.25% |
$321K - $341K
|
82K
$3.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.27K- 7.53% |
$359K - $383K
|
102K
$4.64M
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-8.52K- 4.76% |
$370K - $394K
|
171K
$7.79M
|
|
|
Jan 12, 2024
Q4 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-9.29K- 23.66% |
$404K - $430K
|
30K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.6K- 28.39% |
$417K - $444K
|
24.2K
$1.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-10.5K- 50.3% |
$457K - $487K
|
10.4K
$474K
|
|
|
Jan 26, 2023
Q4 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-10.6K- 9.49% |
$461K - $491K
|
101K
$4.62M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.8K- 6.31% |
$468K - $499K
|
160K
$7.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-11.2K- 5.14% |
$487K - $519K
|
207K
$9.43M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-11.9K- 33.58% |
$516K - $550K
|
23.5K
$1.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-12.4K- 12.81% |
$537K - $572K
|
84.2K
$3.84M
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
SELL
|
- |
-14K- 23.62% |
$607K - $646K
|
45.2K
$2.06M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-16.8K- 36.71% |
$730K - $777K
|
29K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-18.8K- 41.69% |
$817K - $870K
|
26.3K
$1.2M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-19K- 4.01% |
$825K - $879K
|
455K
$20.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-19.3K- 51.64% |
$837K - $891K
|
18.1K
$823K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-20.3K- 17.78% |
$883K - $940K
|
94K
$4.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-22.3K- 45.4% |
$969K - $1.03M
|
26.8K
$1.22M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-23.1K- 4.87% |
$1M - $1.07M
|
451K
$20.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-27.7K- 36.71% |
$1.2M - $1.28M
|
47.7K
$2.18M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-28.7K- 40.23% |
$1.25M - $1.33M
|
42.7K
$1.95M
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-33.8K- 32.13% |
$1.47M - $1.57M
|
71.5K
$3.26M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-40.9K- 20.69% |
$1.78M - $1.89M
|
157K
$7.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-50.2K- 12.66% |
$2.18M - $2.32M
|
346K
$15.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-67.8K- 66.94% |
$2.95M - $3.14M
|
33.5K
$1.53M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-86.8K- 28.87% |
$3.77M - $4.01M
|
214K
$9.75M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-102K- 27.82% |
$4.44M - $4.73M
|
265K
$12.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-309K- 95.48% |
$13.4M - $14.3M
|
14.6K
$668K
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-642K- 13.42% |
$27.9M - $29.7M
|
4.14M
$189M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-1.09M- 84.75% |
$47.5M - $50.6M
|
197K
$8.98M
|