Purchases and Sales Made in Q3 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 Q3 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
Nov 21, 2022 Q3 2022
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
8.81K
+ 72.75%
$390K - $423K
20.9K $940K
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
8.59K
New
$380K - $413K
8.59K $386K
Oct 14, 2022 Q3 2022
Private Advisor Group, LLC

BUY
 -
8.56K
+ 10.54%
$379K - $411K
89.8K $4.03M
Nov 14, 2022 Q3 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
7.99K
+ 3.87%
$354K - $384K
214K $9.62M
Oct 06, 2022 Q3 2022
Uma Financial Services, Inc.

BUY
 -
7.46K
New
$330K - $358K
7.46K $335K
Oct 24, 2022 Q3 2022
Stratos Wealth Advisors, LLC

BUY
 -
7.33K
+ 50.24%
$324K - $352K
21.9K $984K
Nov 08, 2022 Q3 2022
Vicus Capital

State College, PA
BUY
 -
7.21K
+ 1.57%
$319K - $347K
468K $21M
Nov 01, 2022 Q3 2022
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
7.2K
+ 3.41%
$319K - $346K
218K $9.79M
Nov 14, 2022 Q3 2022
Nwam LLC

Mercer Island, WA
BUY
 -
7.08K
New
$313K - $340K
7.08K $318K
Feb 13, 2023 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
7.04K
+ 8.55%
$312K - $338K
89.4K $4.02M
Oct 17, 2022 Q3 2022
Octavia Wealth Advisors, LLC

BUY
 -
6.44K
+ 6.21%
$285K - $310K
110K $4.95M
Nov 02, 2022 Q3 2022
Valmark Advisers, Inc.

BUY
 -
6.21K
+ 23.24%
$275K - $298K
32.9K $1.48M
Nov 09, 2022 Q3 2022
Orion Portfolio Solutions, LLC

BUY
 -
5.92K
+ 32.15%
$262K - $285K
24.4K $1.09M
Nov 18, 2022 Q3 2022
Pasadena Private Wealth, LLC

Pasadena, CA
BUY
 -
5.78K
New
$256K - $278K
5.78K $260K
Nov 14, 2022 Q3 2022
Shakespeare Wealth Management, Inc.

Pewaukee, WI
BUY
 -
5.31K
+ 1.3%
$235K - $255K
415K $18.6M
Oct 28, 2022 Q3 2022
Spinnaker Trust

BUY
 -
5.23K
+ 6.21%
$232K - $251K
89.4K $4.02M
Oct 24, 2022 Q3 2022
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
5.02K
+ 10.98%
$222K - $241K
50.7K $2.28M
Oct 18, 2022 Q3 2022
Koshinski Asset Management, Inc.

BUY
 -
4.83K
New
$214K - $232K
4.83K $217K
Oct 25, 2022 Q3 2022
Ae Wealth Management LLC

BUY
 -
4.78K
+ 14.69%
$212K - $230K
37.3K $1.68M
Nov 10, 2022 Q3 2022
Warwick Investment Management, Inc.

BUY
 -
4.73K
New
$210K - $227K
4.73K $213K
Nov 07, 2022 Q3 2022
Interchange Capital Partners, LLC

BUY
 -
4.72K
New
$209K - $227K
4.72K $212K
Nov 10, 2022 Q3 2022
F Dx Advisors, Inc.

BUY
 -
4.72K
New
$209K - $227K
4.72K $212K
Nov 10, 2022 Q3 2022
Scotia Capital Inc.

BUY
 -
4.63K
+ 87.82%
$205K - $222K
9.9K $445K
Nov 07, 2022 Q3 2022
Mount Yale Investment Advisors, LLC

BUY
 -
4.6K
New
$204K - $221K
4.6K $206K
Oct 20, 2022 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
4.5K
+ 13.67%
$199K - $216K
37.4K $1.68M
Jan 27, 2023 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
4.5K
+ 13.67%
$199K - $216K
37.4K $1.68M
Nov 01, 2022 Q3 2022
Creative Financial Designs Inc

BUY
 -
4.15K
+ 1.82%
$184K - $199K
232K $10.4M
Oct 13, 2022 Q3 2022
Wealth Management Resources, Inc.

BUY
 -
3.64K
+ 2.64%
$161K - $175K
141K $6.35M
Nov 14, 2022 Q3 2022
Powell Investment Advisors, LLC

BUY
 -
3.05K
+ 25.12%
$135K - $146K
15.2K $681K
Nov 10, 2022 Q3 2022
Bank Of Montreal

Toronto, A6
BUY
 -
3.03K
+ 53.27%
$134K - $145K
8.71K $391K
Oct 27, 2022 Q3 2022
Bay Colony Advisory Group, Inc D

BUY
 -
2.78K
+ 20.15%
$123K - $133K
16.5K $743K
Oct 13, 2022 Q3 2022
Carnegie Capital Asset Management, LLC

BUY
 -
2.58K
+ 40.99%
$114K - $124K
8.87K $399K
Oct 18, 2022 Q3 2022
Olio Financial Planning

BUY
 -
2.52K
+ 6.92%
$111K - $121K
38.9K $1.75M
Nov 08, 2022 Q3 2022
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
2.1K
+ 32.82%
$92.9K - $101K
8.49K $381K
Nov 01, 2022 Q3 2022
Park Avenue Securities LLC

BUY
 -
2.04K
+ 24.74%
$90.4K - $98.1K
10.3K $463K
Nov 03, 2022 Q3 2022
Amg National Trust Bank

BUY
 -
2.04K
+ 6.69%
$90.3K - $98K
32.6K $1.46M
Nov 14, 2022 Q3 2022
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
2.03K
+ 13.99%
$89.9K - $97.6K
16.5K $743K
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1.87K
+ 16.86%
$82.6K - $89.6K
12.9K $581K
Nov 08, 2022 Q3 2022
Eagle Rock Investment Company, LLC

Atlanta, GA
BUY
 -
1.8K
+ 33.23%
$79.9K - $86.7K
7.23K $325K
Oct 25, 2022 Q3 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.59K
+ 0.94%
$70.2K - $76.2K
171K $7.67M
Nov 01, 2022 Q3 2022
Avantax Advisory Services, Inc.

BUY
 -
1.48K
+ 11.65%
$65.4K - $71K
14.2K $636K
Nov 01, 2022 Q3 2022
Kestra Advisory Services, LLC

BUY
 -
1.38K
+ 0.85%
$61.2K - $66.5K
165K $7.4M
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

BUY
 -
1.38K
+ 35.98%
$61K - $66.2K
5.2K $234K
Nov 14, 2022 Q3 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
1.34K
+ 32.7%
$59.5K - $64.5K
5.45K $245K
Nov 08, 2022 Q3 2022
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
1.25K
New
$55.1K - $59.8K
1.25K $55.9K
Oct 27, 2022 Q3 2022
Founders Financial Securities LLC

BUY
 -
1.1K
+ 0.77%
$48.5K - $52.7K
144K $6.46M
Nov 14, 2022 Q3 2022
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
1.09K
+ 6.64%
$48.4K - $52.5K
17.6K $789K
Oct 24, 2022 Q3 2022
First Purpose Wealth LLC

BUY
 -
1.05K
+ 7.28%
$46.6K - $50.6K
15.5K $697K
Nov 14, 2022 Q3 2022
Horizon Investments, LLC

Charlotte, NC
BUY
 -
1.03K
+ 0.72%
$45.8K - $49.7K
144K $6.46M

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