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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2022
Q1 2022
|
Baker Boyer National Bank
|
SELL
|
- |
-16.7K- 10.61% |
$823K - $877K
|
140K
$6.32M
|
|
|
Apr 26, 2022
Q1 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-17.5K- 28.49% |
$866K - $922K
|
44K
$1.98M
|
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-18.7K- 53.84% |
$925K - $986K
|
16K
$722K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-19.3K- 49.81% |
$953K - $1.02M
|
19.4K
$874K
|
|
|
Jan 12, 2024
Q1 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-19.5K- 36.02% |
$964K - $1.03M
|
34.6K
$1.56M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.6KClosed |
$968K - $1.03M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-23.7K- 35.43% |
$1.17M - $1.25M
|
43.1K
$1.94M
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-23.8KClosed |
$1.18M - $1.25M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-24.2K- 2.79% |
$1.2M - $1.28M
|
846K
$38M
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-25KClosed |
$1.23M - $1.31M
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-34.4K- 79.0% |
$1.7M - $1.81M
|
9.15K
$412K
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
SELL
|
- |
-34.7K- 39.76% |
$1.71M - $1.83M
|
52.5K
$2.36M
|
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-40.4K- 14.33% |
$2M - $2.13M
|
242K
$10.9M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-45.9K- 57.75% |
$2.27M - $2.41M
|
33.6K
$1.51M
|
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
SELL
|
- |
-46.8K- 5.21% |
$2.32M - $2.47M
|
852K
$38.4M
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-47.3KClosed |
$2.34M - $2.49M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-47.8KClosed |
$2.36M - $2.52M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-48K- 68.65% |
$2.37M - $2.53M
|
21.9K
$986K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-54.9K- 40.47% |
$2.71M - $2.89M
|
80.7K
$3.63M
|
|
|
Apr 29, 2022
Q1 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-72.7K- 84.96% |
$3.6M - $3.83M
|
12.9K
$579K
|
|
|
May 02, 2022
Q1 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-86.8K- 40.82% |
$4.29M - $4.57M
|
126K
$5.67M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-91.7K- 85.47% |
$4.54M - $4.83M
|
15.6K
$702K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-92.5K- 16.42% |
$4.57M - $4.87M
|
471K
$21.2M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-92.6K- 53.46% |
$4.58M - $4.88M
|
80.6K
$3.63M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-105K- 82.48% |
$5.17M - $5.51M
|
22.2K
$999K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-111K- 22.86% |
$5.5M - $5.86M
|
376K
$16.9M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-156K- 46.28% |
$7.71M - $8.21M
|
181K
$8.15M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-159K- 36.16% |
$7.86M - $8.37M
|
281K
$12.6M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-187K- 29.03% |
$9.24M - $9.84M
|
457K
$20.6M
|
|
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-476KClosed |
$23.5M - $25M
|
0
$0
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-680K- 97.98% |
$33.6M - $35.8M
|
14K
$630K
|