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 22, 2022
Q2 2022
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-17.9K- 11.48% |
$819K - $890K
|
138K
$6.26M
|
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-19.3K- 24.28% |
$882K - $958K
|
60K
$2.72M
|
|
|
Jul 25, 2022
Q2 2022
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-20KClosed |
$918K - $997K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-20.3KClosed |
$930K - $1.01M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-23.7K- 29.45% |
$1.09M - $1.18M
|
56.9K
$2.58M
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-24.8K- 55.48% |
$1.14M - $1.23M
|
19.9K
$903K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-25KClosed |
$1.14M - $1.24M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-27.1K- 11.39% |
$1.24M - $1.35M
|
211K
$9.57M
|
|
|
Jul 15, 2022
Q2 2022
|
Cmh Wealth Management LLC
|
SELL
|
- |
-27.8K- 7.84% |
$1.27M - $1.38M
|
327K
$14.8M
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-28.1K- 65.23% |
$1.29M - $1.4M
|
15K
$681K
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-30.1K- 45.17% |
$1.38M - $1.5M
|
36.6K
$1.66M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-30.3K- 27.15% |
$1.39M - $1.51M
|
81.2K
$3.69M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-32.6KClosed |
$1.49M - $1.62M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-33.5K- 6.79% |
$1.54M - $1.67M
|
461K
$20.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-35.4K- 35.07% |
$1.62M - $1.76M
|
65.5K
$2.97M
|
|
|
Jul 22, 2022
Q2 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-35.6K- 19.33% |
$1.63M - $1.77M
|
149K
$6.74M
|
|
|
Jul 29, 2022
Q2 2022
|
Gratus Capital LLC
|
SELL
|
- |
-35.8K- 7.35% |
$1.64M - $1.78M
|
451K
$20.5M
|
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-43.8K- 23.48% |
$2.01M - $2.18M
|
143K
$6.48M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-50.5K- 9.02% |
$2.31M - $2.51M
|
509K
$23.1M
|
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-50.5K- 20.9% |
$2.31M - $2.51M
|
191K
$8.67M
|
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-54.2K- 27.51% |
$2.48M - $2.7M
|
143K
$6.48M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-67.4K- 7.09% |
$3.09M - $3.35M
|
883K
$40.1M
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-74.8K- 24.73% |
$3.43M - $3.72M
|
228K
$10.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-86.9KClosed |
$3.98M - $4.32M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-93.8KClosed |
$4.3M - $4.67M
|
0
$0
|
|
|
Aug 25, 2022
Q2 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-100K- 37.02% |
$4.59M - $4.98M
|
170K
$7.73M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-130K- 13.58% |
$5.97M - $6.48M
|
829K
$37.6M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-149K- 51.07% |
$6.84M - $7.43M
|
143K
$6.5M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-154K- 23.67% |
$7.05M - $7.65M
|
496K
$22.5M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-176K- 41.85% |
$8.06M - $8.75M
|
244K
$11.1M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-193K- 29.35% |
$8.83M - $9.59M
|
464K
$21M
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-202KClosed |
$9.26M - $10.1M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-203K- 37.77% |
$9.32M - $10.1M
|
335K
$15.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-250KClosed |
$11.5M - $12.4M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-360K- 95.94% |
$16.5M - $17.9M
|
15.2K
$692K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-455K- 85.29% |
$20.8M - $22.6M
|
78.4K
$3.56M
|
|
|
Aug 15, 2022
Q2 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-476KClosed |
$21.8M - $23.7M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-553K- 51.63% |
$25.3M - $27.5M
|
518K
$23.5M
|
|
|
Jul 27, 2022
Q2 2022
|
Lvz, Inc.
|
SELL
|
- |
-620K- 99.23% |
$28.4M - $30.9M
|
4.81K
$218K
|