Purchases and Sales Made in Q4 2021 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
750K+ 164.56% |
$39.5M - $40.1M
|
1.21M
$54.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
565K+ 868610.75% |
$29.8M - $30.2M
|
565K
$25.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
476KNew |
$25.1M - $25.4M
|
476K
$21.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
476KNew |
$25.1M - $25.4M
|
476K
$21.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
BUY
|
- |
469KNew |
$24.8M - $25.1M
|
469K
$21.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
443K+ 1006.32% |
$23.3M - $23.7M
|
487K
$22M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
171K+ 68.26% |
$9M - $9.13M
|
421K
$19M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
168KNew |
$8.87M - $9M
|
168K
$7.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Management Resources, Inc.
|
BUY
|
- |
153KNew |
$8.05M - $8.17M
|
153K
$6.9M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
135K+ 114.83% |
$7.12M - $7.22M
|
253K
$11.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
109KNew |
$5.77M - $5.85M
|
109K
$4.94M
|
|
|
Dec 15, 2022
Q4 2021
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
103KNew |
$5.45M - $5.53M
|
103K
$4.67M
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
94.9K+ 24.83% |
$5M - $5.08M
|
477K
$21.5M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
93.4KNew |
$4.92M - $5M
|
93.4K
$4.22M
|
|
|
Jan 27, 2022
Q4 2021
|
Landmark Wealth Management, LLC
|
BUY
|
- |
93.3KNew |
$4.92M - $4.99M
|
93.3K
$4.21M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
88.9K+ 190.11% |
$4.69M - $4.76M
|
136K
$6.13M
|
|
|
Feb 07, 2022
Q4 2021
|
Boyd Wealth Management, LLC
|
BUY
|
- |
85.6KNew |
$4.51M - $4.58M
|
85.6K
$3.87M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
81.3K+ 22.66% |
$4.28M - $4.35M
|
440K
$19.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
75K+ 9.43% |
$3.95M - $4.01M
|
870K
$39.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
71.4K+ 62.34% |
$3.77M - $3.82M
|
186K
$8.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
69.9KNew |
$3.69M - $3.74M
|
69.9K
$3.16M
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
69K+ 1.63% |
$3.64M - $3.69M
|
4.3M
$194M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
63.3K+ 12.67% |
$3.34M - $3.39M
|
563K
$25.4M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
59.6K+ 300.08% |
$3.14M - $3.19M
|
79.4K
$3.59M
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
57.4KNew |
$3.03M - $3.07M
|
57.4K
$2.59M
|
|
|
Feb 03, 2022
Q4 2021
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
54.1KNew |
$2.85M - $2.89M
|
54.1K
$2.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52.3K+ 26.47% |
$2.76M - $2.8M
|
250K
$11.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
47.8KNew |
$2.52M - $2.56M
|
47.8K
$2.16M
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
44.4K+ 5.19% |
$2.34M - $2.38M
|
899K
$40.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
43K+ 78.58% |
$2.27M - $2.3M
|
97.8K
$4.42M
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
38.5KNew |
$2.03M - $2.06M
|
38.5K
$1.74M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
38.4K+ 41.69% |
$2.03M - $2.06M
|
131K
$5.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
38.2K+ 78.07% |
$2.02M - $2.05M
|
87.2K
$3.94M
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
34.8KNew |
$1.83M - $1.86M
|
34.8K
$1.57M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
27.9KNew |
$1.47M - $1.49M
|
27.9K
$1.26M
|
|
|
Feb 04, 2022
Q4 2021
|
Insight Wealth Partners, LLC
|
BUY
|
- |
26.4K+ 14.15% |
$1.39M - $1.41M
|
213K
$9.61M
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
26.1KNew |
$1.37M - $1.39M
|
26.1K
$1.18M
|
|
|
Jan 24, 2022
Q4 2021
|
Baker Boyer National Bank
|
BUY
|
- |
25.3K+ 19.19% |
$1.33M - $1.35M
|
157K
$7.09M
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
25.2K+ 9.79% |
$1.33M - $1.35M
|
282K
$12.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
24.7KNew |
$1.3M - $1.32M
|
24.7K
$1.11M
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
23.7KNew |
$1.25M - $1.27M
|
23.7K
$1.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
21.4K+ 2.44% |
$1.13M - $1.14M
|
898K
$40.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
20.3KNew |
$1.07M - $1.09M
|
20.3K
$919K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
20.2K+ 436.63% |
$1.06M - $1.08M
|
24.8K
$1.12M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
19.6KNew |
$1.03M - $1.05M
|
19.6K
$884K
|
|
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
BUY
|
- |
18.2K+ 3.08% |
$958K - $972K
|
608K
$27.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
18.2K+ 119.6% |
$957K - $971K
|
33.3K
$1.51M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
17KNew |
$897K - $910K
|
17K
$768K
|
|
|
Feb 10, 2022
Q4 2021
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
16.6KNew |
$874K - $887K
|
16.6K
$749K
|
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
15.6K+ 7.12% |
$823K - $835K
|
235K
$10.6M
|