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 08, 2022
Q2 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-3.04K- 6.91% |
$139K - $151K
|
40.9K
$1.85M
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.07K- 3.08% |
$140K - $153K
|
96.4K
$4.36M
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-3.33K- 24.28% |
$153K - $166K
|
10.4K
$469K
|
|
Aug 09, 2022
Q2 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-3.89K- 1.87% |
$178K - $194K
|
204K
$9.23M
|
|
Jul 19, 2022
Q2 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-4.1K- 21.93% |
$188K - $204K
|
14.6K
$660K
|
|
Jul 28, 2022
Q2 2022
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-4.15KClosed |
$190K - $207K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-4.21KClosed |
$193K - $209K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.22KClosed |
$193K - $210K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.69K- 18.23% |
$215K - $233K
|
21K
$949K
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.8K- 5.1% |
$220K - $239K
|
89.5K
$4.04M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.89KClosed |
$224K - $243K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-5.1KClosed |
$234K - $254K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-5.29KClosed |
$242K - $263K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
SELL
|
- |
-5.44K- 4.32% |
$249K - $271K
|
120K
$5.44M
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
SELL
|
- |
-5.68KClosed |
$260K - $283K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-5.86K- 18.76% |
$268K - $291K
|
25.4K
$1.15M
|
|
Aug 10, 2022
Q2 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.89K- 47.96% |
$270K - $293K
|
6.39K
$289K
|
|
Aug 05, 2022
Q2 2022
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-6.03KClosed |
$276K - $300K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.18KClosed |
$283K - $307K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-6.4K- 7.6% |
$293K - $319K
|
77.8K
$3.52M
|
|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-6.47K- 25.12% |
$297K - $322K
|
19.3K
$872K
|
|
Aug 11, 2022
Q2 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-6.58K- 5.52% |
$301K - $327K
|
113K
$5.09M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.79K- 31.78% |
$311K - $338K
|
14.6K
$659K
|
|
Jul 27, 2022
Q2 2022
|
Iron Financial, LLC
|
SELL
|
- |
-6.82K- 10.15% |
$312K - $339K
|
60.3K
$2.73M
|
|
Jul 27, 2022
Q2 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-6.84K- 12.98% |
$313K - $340K
|
45.8K
$2.07M
|
|
Jul 29, 2022
Q2 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-6.85K- 1.37% |
$314K - $341K
|
494K
$22.3M
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-6.92KClosed |
$317K - $344K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-6.97K- 22.13% |
$320K - $347K
|
24.5K
$1.11M
|
|
Aug 12, 2022
Q2 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-7.07K- 56.56% |
$324K - $352K
|
5.43K
$245K
|
|
Aug 04, 2022
Q2 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-7.11K- 13.56% |
$326K - $354K
|
45.4K
$2.05M
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-7.32KClosed |
$335K - $364K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-7.55K- 38.93% |
$346K - $376K
|
11.8K
$535K
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.58K- 5.46% |
$347K - $377K
|
131K
$5.93M
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-8.04KClosed |
$368K - $400K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-8.13K- 11.68% |
$373K - $405K
|
61.5K
$2.78M
|
|
Jul 08, 2022
Q2 2022
|
Baker Boyer National Bank
|
SELL
|
- |
-8.63K- 6.15% |
$395K - $429K
|
132K
$5.95M
|
|
Jul 28, 2022
Q2 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-8.7K- 38.03% |
$399K - $433K
|
14.2K
$641K
|
|
Jul 11, 2022
Q2 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-8.87KClosed |
$407K - $442K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-9.02K- 17.29% |
$413K - $449K
|
43.2K
$1.95M
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.15KClosed |
$419K - $455K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-9.31KClosed |
$426K - $463K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-9.37K- 40.6% |
$429K - $466K
|
13.7K
$620K
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-10.2K- 55.25% |
$466K - $506K
|
8.25K
$373K
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-10.3K- 37.7% |
$473K - $514K
|
17.1K
$772K
|
|
Jul 22, 2022
Q2 2022
|
Capital Planning LLC
|
SELL
|
- |
-11.6K- 28.6% |
$534K - $580K
|
29.1K
$1.31M
|
|
Jul 18, 2022
Q2 2022
|
First United Bank & Trust
|
SELL
|
- |
-11.9K- 32.99% |
$546K - $593K
|
24.2K
$1.09M
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-12.8K- 21.18% |
$586K - $636K
|
47.6K
$2.15M
|
|
Aug 03, 2022
Q2 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-12.9KClosed |
$590K - $641K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-17.6K- 9.74% |
$808K - $878K
|
163K
$7.39M
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-17.6KClosed |
$808K - $878K
|
0
$0
|