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 |
---|---|---|---|---|---|---|---|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 0.13% |
$229 - $249
|
3.83K
$174K
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.94% |
$91.6 - $99.5
|
214
$9.71K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.47% |
$91.6 - $99.5
|
429
$19.5K
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
2+ 0.23% |
$91.6 - $99.5
|
873
$39.6K
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-9- 0.04% |
$412 - $448
|
21.2K
$962K
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
SELL
|
- |
-20- 42.55% |
$916 - $995
|
27
$1.23K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-28Closed |
$1.28K - $1.39K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-33Closed |
$1.51K - $1.64K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-72- 0.56% |
$3.3K - $3.58K
|
12.7K
$576K
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-78- 0.79% |
$3.57K - $3.88K
|
9.84K
$447K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-87- 11.27% |
$3.99K - $4.33K
|
685
$31.1K
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-144- 0.93% |
$6.6K - $7.17K
|
15.4K
$698K
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-239- 15.98% |
$11K - $11.9K
|
1.26K
$57.1K
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
SELL
|
- |
-257- 2.49% |
$11.8K - $12.8K
|
10.1K
$457K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-266Closed |
$12.2K - $13.2K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
SELL
|
- |
-286Closed |
$13.1K - $14.2K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-293- 1.57% |
$13.4K - $14.6K
|
18.4K
$836K
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-318- 3.21% |
$14.6K - $15.8K
|
9.59K
$435K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-424Closed |
$19.4K - $21.1K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-554- 10.11% |
$25.4K - $27.6K
|
4.92K
$224K
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-559- 1.8% |
$25.6K - $27.8K
|
30.5K
$1.38M
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
SELL
|
- |
-588- 0.69% |
$26.9K - $29.3K
|
84.2K
$3.82M
|
|
Aug 11, 2022
Q2 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-591- 1.51% |
$27.1K - $29.4K
|
38.5K
$1.75M
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-595- 2.18% |
$27.3K - $29.6K
|
26.7K
$1.21M
|
|
Aug 11, 2022
Q2 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-675- 5.71% |
$30.9K - $33.6K
|
11.2K
$506K
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-794- 0.5% |
$36.4K - $39.5K
|
157K
$7.12M
|
|
Jul 28, 2022
Q2 2022
|
Apexium Financial, LP
|
SELL
|
- |
-896- 3.08% |
$41.1K - $44.6K
|
28.2K
$1.28M
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-938- 2.77% |
$43K - $46.7K
|
32.9K
$1.49M
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-938- 2.77% |
$43K - $46.7K
|
32.9K
$1.49M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.01K- 3.0% |
$46.2K - $50.2K
|
32.5K
$1.48M
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.04K- 14.23% |
$47.8K - $51.9K
|
6.29K
$286K
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.21K- 7.77% |
$55.5K - $60.3K
|
14.4K
$653K
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.22K- 79.43% |
$56.1K - $60.9K
|
317
$14.4K
|
|
Jul 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.33K- 7.05% |
$60.9K - $66.2K
|
17.5K
$796K
|
|
Aug 09, 2022
Q2 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.54K- 9.57% |
$70.4K - $76.4K
|
14.5K
$659K
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.55K- 17.42% |
$70.9K - $77K
|
7.34K
$333K
|
|
Aug 04, 2022
Q2 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.57K- 4.05% |
$71.7K - $77.9K
|
37.1K
$1.68M
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.6K- 18.68% |
$73.5K - $79.8K
|
6.98K
$317K
|
|
Aug 11, 2022
Q2 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1.63K- 7.44% |
$74.7K - $81.2K
|
20.3K
$921K
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.74K- 15.73% |
$79.8K - $86.7K
|
9.33K
$424K
|
|
Aug 12, 2022
Q2 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.76K- 34.52% |
$80.8K - $87.7K
|
3.34K
$152K
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.78K- 6.43% |
$81.7K - $88.7K
|
25.9K
$1.18M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.82K- 1.54% |
$83.6K - $90.8K
|
117K
$5.31M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.9KClosed |
$87.1K - $94.5K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-2.17K- 9.75% |
$99.2K - $108K
|
20K
$910K
|
|
Aug 16, 2022
Q2 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-2.19K- 3.91% |
$100K - $109K
|
53.8K
$2.44M
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.68K- 12.2% |
$123K - $134K
|
19.3K
$876K
|
|
Jul 14, 2022
Q2 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-2.7K- 13.39% |
$124K - $135K
|
17.5K
$794K
|
|
Dec 15, 2022
Q2 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-2.97K- 2.6% |
$136K - $148K
|
111K
$5.06M
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.01K- 35.83% |
$138K - $150K
|
5.39K
$245K
|