Purchases and Sales Made in Q1 2022 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q1 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 |
---|---|---|---|---|---|---|---|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
920+ 9.3% |
$45.5K - $48.4K
|
10.8K
$481K
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
863+ 0.92% |
$42.7K - $45.4K
|
94.3K
$4.19M
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
844+ 1.39% |
$41.7K - $44.4K
|
61.4K
$2.73M
|
|
Apr 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
723+ 8.88% |
$35.7K - $38.1K
|
8.86K
$394K
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
666+ 2.46% |
$32.9K - $35.1K
|
27.7K
$1.23M
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
581+ 1.13% |
$28.7K - $30.6K
|
52.2K
$2.32M
|
|
May 05, 2022
Q1 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
510+ 0.51% |
$25.2K - $26.9K
|
101K
$4.48M
|
|
Apr 26, 2022
Q1 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
500+ 10.46% |
$24.7K - $26.3K
|
5.28K
$235K
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
481+ 0.52% |
$23.8K - $25.3K
|
93.8K
$4.17M
|
|
Apr 14, 2022
Q1 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
450+ 2.38% |
$22.2K - $23.7K
|
19.4K
$862K
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
406+ 2.2% |
$20.1K - $21.4K
|
18.9K
$839K
|
|
May 12, 2022
Q1 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
289+ 0.06% |
$14.3K - $15.2K
|
476K
$21.2M
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
286New |
$14.1K - $15.1K
|
286
$12.7K
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
266New |
$13.2K - $14K
|
266
$11.8K
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
234+ 18.54% |
$11.6K - $12.3K
|
1.5K
$66.5K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
233+ 0.89% |
$11.5K - $12.3K
|
26.4K
$1.17M
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
BUY
|
- |
193+ 28.47% |
$9.54K - $10.2K
|
871
$38.7K
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
154+ 2.25% |
$7.61K - $8.11K
|
7K
$311K
|
|
May 10, 2022
Q1 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
81+ 1.61% |
$4K - $4.26K
|
5.1K
$227K
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
64+ 0.76% |
$3.16K - $3.37K
|
8.54K
$380K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
33New |
$1.63K - $1.74K
|
33
$1.47K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
32+ 4.32% |
$1.58K - $1.68K
|
772
$34.3K
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
30+ 0.27% |
$1.48K - $1.58K
|
11.1K
$492K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
28New |
$1.38K - $1.47K
|
28
$1.25K
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
21+ 5.17% |
$1.04K - $1.11K
|
427
$19K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.47% |
$49.4 - $52.7
|
212
$9.43K
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1+ 0.12% |
$49.4 - $52.7
|
847
$37.7K
|
|
Nov 30, 2023
Q1 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-4- 66.67% |
$198 - $211
|
2
$88.9
|
|
May 06, 2022
Q1 2022
|
Weaver Consulting Group
|
SELL
|
- |
-54- 0.52% |
$2.67K - $2.84K
|
10.3K
$459K
|
|
Apr 20, 2022
Q1 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-61- 1.1% |
$3.02K - $3.21K
|
5.48K
$244K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-84Closed |
$4.15K - $4.42K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-113- 8.16% |
$5.59K - $5.95K
|
1.27K
$56.5K
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-148Closed |
$7.32K - $7.79K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-262- 2.57% |
$13K - $13.8K
|
9.92K
$441K
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-300- 2.14% |
$14.8K - $15.8K
|
13.7K
$610K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-310- 92.54% |
$15.3K - $16.3K
|
25
$1.11K
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-395- 4.26% |
$19.5K - $20.8K
|
8.89K
$395K
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-509- 1.82% |
$25.2K - $26.8K
|
27.4K
$1.22M
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-556- 5.64% |
$27.5K - $29.3K
|
9.31K
$414K
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-581- 0.14% |
$28.7K - $30.6K
|
420K
$18.7M
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-618Closed |
$30.6K - $32.5K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-630- 2.66% |
$31.1K - $33.2K
|
23.1K
$1.03M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-701- 6.14% |
$34.7K - $36.9K
|
10.7K
$477K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-795Closed |
$39.3K - $41.9K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-824- 14.43% |
$40.7K - $43.4K
|
4.89K
$217K
|
|
Apr 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-830- 3.12% |
$41K - $43.7K
|
25.8K
$1.15M
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-943- 37.96% |
$46.6K - $49.6K
|
1.54K
$68.5K
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-994- 3.09% |
$49.1K - $52.3K
|
31.2K
$1.39M
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.05K- 1.71% |
$51.9K - $55.3K
|
60.4K
$2.68M
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.27K- 50.02% |
$62.6K - $66.7K
|
1.27K
$56.3K
|