Purchases and Sales Made in Q2 2022 in Fidelity Merrimack Str Tr Tota (FBND)

FBND Quotes by TradingView

This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q2 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
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
434K
+ 38.69%
$19.9M - $21.6M
1.56M $70M
Jul 14, 2022 Q2 2022
Adviser Investments LLC

BUY
 -
402K
+ 47.17%
$18.4M - $20M
1.25M $56.4M
Jul 27, 2022 Q2 2022
Navalign, LLC

BUY
 -
333K
New
$15.3M - $16.6M
333K $15M
Jul 25, 2022 Q2 2022
Aspiriant, LLC

BUY
 -
268K
+ 511.06%
$12.3M - $13.4M
321K $14.4M
Jul 15, 2022 Q2 2022
Valley National Advisers Inc

BUY
 -
244K
+ 686.08%
$11.2M - $12.1M
279K $12.6M
Oct 27, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
187K
+ 40.91%
$8.56M - $9.3M
644K $29M
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
187K
+ 40.91%
$8.56M - $9.3M
644K $29M
Jul 13, 2022 Q2 2022
Rockland Trust CO

BUY
 -
159K
New
$7.29M - $7.91M
159K $7.16M
Aug 08, 2022 Q2 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
146K
+ 180.64%
$6.68M - $7.26M
227K $10.2M
Jul 20, 2022 Q2 2022
Cfo4 Life Group, LLC

BUY
 -
145K
New
$6.63M - $7.2M
145K $6.51M
Jul 12, 2022 Q2 2022
Country Trust Bank

BUY
 -
124K
+ 2.71%
$5.66M - $6.15M
4.68M $211M
Aug 11, 2022 Q2 2022
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
100K
New
$4.58M - $4.98M
100K $4.5M
Jul 18, 2022 Q2 2022
Octavia Wealth Advisors, LLC

BUY
 -
97.3K
+ 1502.95%
$4.46M - $4.84M
104K $4.67M
Aug 03, 2022 Q2 2022
Envestnet Asset Management Inc

BUY
 -
77.6K
+ 9.18%
$3.56M - $3.86M
923K $41.5M
Aug 08, 2022 Q2 2022
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
57.3K
New
$2.62M - $2.85M
57.3K $2.58M
Aug 15, 2022 Q2 2022
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
53.6K
+ 36.32%
$2.46M - $2.67M
201K $9.06M
Aug 16, 2022 Q2 2022
Colony Group LLC

Boston, MA
BUY
 -
52.1K
+ 94.89%
$2.39M - $2.59M
107K $4.82M
Jul 22, 2022 Q2 2022
Sequoia Financial Advisors, LLC

BUY
 -
50.3K
+ 3.19%
$2.3M - $2.5M
1.63M $73.2M
Aug 12, 2022 Q2 2022
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
49.2K
New
$2.25M - $2.45M
49.2K $2.21M
Aug 11, 2022 Q2 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
48.6K
+ 291.57%
$2.23M - $2.42M
65.3K $2.94M
Aug 02, 2022 Q2 2022
Principle Wealth Partners LLC

BUY
 -
47.8K
New
$2.19M - $2.38M
47.8K $2.15M
Aug 12, 2022 Q2 2022
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
45.1K
New
$2.07M - $2.24M
45.1K $2.03M
Jul 19, 2022 Q2 2022
Commonwealth Equity Services, LLC

BUY
 -
44.7K
+ 15.9%
$2.05M - $2.22M
325K $14.6M
Aug 08, 2022 Q2 2022
Windsor Group LTD

BUY
 -
34.9K
New
$1.6M - $1.74M
34.9K $1.57M
Aug 05, 2022 Q2 2022
Maltin Wealth Management, Inc.

BUY
 -
34.9K
New
$1.6M - $1.73M
34.9K $1.57M
Aug 12, 2022 Q2 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
34.5K
+ 3.05%
$1.58M - $1.72M
1.16M $52.4M
Aug 09, 2022 Q2 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
32.4K
New
$1.48M - $1.61M
32.4K $1.46M
Jul 14, 2022 Q2 2022
Arkadios Wealth Advisors

BUY
 -
31.6K
+ 111.35%
$1.45M - $1.57M
60.1K $2.7M
Aug 16, 2022 Q2 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
31.4K
+ 17.97%
$1.44M - $1.56M
206K $9.28M
Jul 22, 2022 Q2 2022
Baker Ellis Asset Management LLC

BUY
 -
30.9K
+ 24.13%
$1.42M - $1.54M
159K $7.15M
Aug 09, 2022 Q2 2022
Capital Wealth Management, LLC

W. Warwick, RI
BUY
 -
30K
+ 191.2%
$1.38M - $1.49M
45.7K $2.06M
Aug 11, 2022 Q2 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
28.4K
+ 41.43%
$1.3M - $1.41M
96.9K $4.36M
Aug 10, 2022 Q2 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
27.9K
+ 14.04%
$1.28M - $1.39M
226K $10.2M
Jul 27, 2022 Q2 2022
Dynamic Advisor Solutions LLC

BUY
 -
27.8K
+ 142.9%
$1.27M - $1.38M
47.2K $2.12M
Aug 01, 2022 Q2 2022
Beam Wealth Advisors, Inc.

BUY
 -
27.7K
New
$1.27M - $1.38M
27.7K $1.25M
Jul 07, 2022 Q2 2022
Wipfli Financial Advisors Llc,

BUY
 -
26.3K
+ 25.96%
$1.2M - $1.31M
128K $5.74M
Aug 05, 2022 Q2 2022
Old Mission Capital LLC

BUY
 -
26.2K
+ 121.96%
$1.2M - $1.3M
47.7K $2.15M
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
25K
New
$1.14M - $1.24M
25K $1.12M
Aug 11, 2022 Q2 2022
Kerber Rose Wealth Management, LLC

Shawano, WI
BUY
 -
24.9K
New
$1.14M - $1.24M
24.9K $1.12M
Aug 09, 2022 Q2 2022
Huntington National Bank

Columbus, OH
BUY
 -
22.7K
+ 5.5%
$1.04M - $1.13M
435K $19.6M
Aug 02, 2022 Q2 2022
Advisory Services Network, LLC

BUY
 -
18.5K
+ 20.19%
$849K - $922K
110K $4.97M
Jul 15, 2022 Q2 2022
Olio Financial Planning

BUY
 -
17.5K
+ 92.91%
$803K - $872K
36.4K $1.64M
Apr 04, 2024 Q2 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
16.2K
New
$743K - $807K
16.2K $730K
Aug 24, 2022 Q2 2022
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
15.2K
+ 50.0%
$698K - $758K
45.7K $2.06M
Aug 08, 2022 Q2 2022
Bay Colony Advisory Group, Inc D

BUY
 -
13.8K
New
$631K - $685K
13.8K $620K
Aug 11, 2022 Q2 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
13.6K
+ 155.41%
$625K - $679K
22.4K $1.01M
Aug 12, 2022 Q2 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
13K
+ 43.36%
$594K - $645K
42.8K $1.93M
Aug 12, 2022 Q2 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
10.7K
+ 4.07%
$491K - $534K
274K $12.3M
Jul 12, 2022 Q2 2022
Wbh Advisory Inc

BUY
 -
9.31K
+ 4.66%
$427K - $463K
209K $9.41M

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