Purchases and Sales Made in Q2 2022 in Fidelity Merrimack Str Tr Tota (FBND)
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 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.58K+ 13.65% |
$393K - $427K
|
71.4K
$3.23M
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.46KNew |
$387K - $421K
|
8.46K
$382K
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.74KNew |
$355K - $385K
|
7.74K
$350K
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
7.58K+ 110.27% |
$347K - $377K
|
14.5K
$653K
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.11K+ 1.51% |
$326K - $354K
|
478K
$21.6M
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.07KNew |
$324K - $352K
|
7.07K
$319K
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
6.42KNew |
$294K - $319K
|
6.42K
$290K
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
6.26KNew |
$287K - $312K
|
6.26K
$283K
|
|
Aug 09, 2022
Q2 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
6.13K+ 1.52% |
$281K - $305K
|
409K
$18.5M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.93K+ 67.81% |
$272K - $295K
|
14.7K
$664K
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5.93KNew |
$272K - $295K
|
5.93K
$268K
|
|
Aug 11, 2022
Q2 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
5.3KNew |
$243K - $264K
|
5.3K
$240K
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
5.27KNew |
$242K - $262K
|
5.27K
$238K
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.1K+ 72.86% |
$234K - $254K
|
12.1K
$547K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.78K+ 2.91% |
$219K - $238K
|
169K
$7.64M
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.72KNew |
$216K - $235K
|
4.72K
$213K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.56K+ 518.89% |
$209K - $227K
|
5.44K
$246K
|
|
Jan 12, 2024
Q2 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
4.17K+ 12.04% |
$191K - $207K
|
38.8K
$1.75M
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
3.92K+ 90.51% |
$180K - $195K
|
8.26K
$373K
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
BUY
|
- |
3.16K+ 11.53% |
$145K - $157K
|
30.5K
$1.38M
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.82K+ 11.19% |
$129K - $140K
|
28K
$1.27M
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.65K+ 18.98% |
$121K - $132K
|
16.6K
$750K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.16K+ 8636.0% |
$98.9K - $107K
|
2.18K
$98.7K
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
BUY
|
- |
2.09KNew |
$95.5K - $104K
|
2.09K
$94.2K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.97KNew |
$90K - $97.8K
|
1.97K
$88.8K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.48K+ 1.45% |
$67.6K - $73.4K
|
103K
$4.66M
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.45K+ 18.11% |
$66.4K - $72.2K
|
9.46K
$427K
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.19K+ 40.75% |
$54.5K - $59.2K
|
4.11K
$186K
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.16K+ 7.6% |
$53.3K - $57.9K
|
16.5K
$744K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
952+ 8.88% |
$43.6K - $47.4K
|
11.7K
$527K
|
|
Jul 13, 2022
Q2 2022
|
Insight Wealth Partners, LLC
|
BUY
|
- |
894+ 0.71% |
$41K - $44.5K
|
127K
$5.73M
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
599+ 47.35% |
$27.4K - $29.8K
|
1.86K
$84.2K
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
503+ 1.17% |
$23K - $25K
|
43.6K
$1.97M
|
|
Aug 15, 2022
Q2 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
439+ 3.97% |
$20.1K - $21.8K
|
11.5K
$520K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
408+ 2.92% |
$18.7K - $20.3K
|
14.4K
$651K
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
395New |
$18.1K - $19.7K
|
395
$17.9K
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
392+ 7.41% |
$18K - $19.5K
|
5.68K
$257K
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
382+ 4.06% |
$17.5K - $19K
|
9.8K
$443K
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
370New |
$17K - $18.4K
|
370
$16.7K
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
368New |
$16.9K - $18.3K
|
368
$16.6K
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
317+ 1.86% |
$14.5K - $15.8K
|
17.3K
$783K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
247+ 2.28% |
$11.3K - $12.3K
|
11.1K
$500K
|
|
Jul 22, 2022
Q2 2022
|
Lincoln Capital Corp
|
BUY
|
- |
160+ 0.43% |
$7.33K - $7.96K
|
37.1K
$1.68M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
100New |
$4.58K - $4.98K
|
100
$4.52K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
61+ 0.19% |
$2.8K - $3.04K
|
31.4K
$1.42M
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
54+ 0.39% |
$2.47K - $2.69K
|
13.9K
$629K
|
|
Jul 19, 2022
Q2 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
38+ 0.38% |
$1.74K - $1.89K
|
10.1K
$458K
|
|
Aug 02, 2022
Q2 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
37+ 0.31% |
$1.7K - $1.84K
|
12.1K
$548K
|
|
Aug 11, 2022
Q2 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
22+ 0.42% |
$1.01K - $1.09K
|
5.3K
$240K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
20New |
$916 - $995
|
20
$904
|