Purchases and Sales Made in Q4 2022 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
47.8K+ 5.6% |
$2.08M - $2.21M
|
902K
$40.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
46K+ 3.83% |
$2M - $2.13M
|
1.25M
$56.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
45.5KNew |
$1.98M - $2.11M
|
45.5K
$2.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
43.4K+ 33.1% |
$1.89M - $2.01M
|
175K
$7.86M
|
|
|
Jan 31, 2023
Q4 2022
|
Insight Wealth Partners, LLC
|
BUY
|
- |
42.8K+ 54.05% |
$1.86M - $1.98M
|
122K
$5.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
42.5K+ 178.98% |
$1.85M - $1.97M
|
66.3K
$2.98M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
42.2K+ 8.95% |
$1.84M - $1.95M
|
514K
$23.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
42K+ 72.41% |
$1.82M - $1.94M
|
100K
$4.5M
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
41.6KNew |
$1.81M - $1.93M
|
41.6K
$1.87M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
41K+ 32.26% |
$1.78M - $1.9M
|
168K
$7.56M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
BUY
|
- |
38.6K+ 16.53% |
$1.68M - $1.79M
|
273K
$12.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
36.7KNew |
$1.59M - $1.7M
|
36.7K
$1.65M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
35.4K+ 112.77% |
$1.54M - $1.64M
|
66.8K
$3M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
34.1KNew |
$1.48M - $1.58M
|
34.1K
$1.53M
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
33.5KNew |
$1.45M - $1.55M
|
33.5K
$1.51M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
33.2K+ 13.87% |
$1.44M - $1.54M
|
273K
$12.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
33KNew |
$1.43M - $1.53M
|
33K
$1.49M
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
31.9KNew |
$1.38M - $1.47M
|
31.9K
$1.43M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
31K+ 349.05% |
$1.35M - $1.43M
|
39.8K
$1.79M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
30.7KNew |
$1.33M - $1.42M
|
30.7K
$1.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
30.6KNew |
$1.33M - $1.41M
|
30.6K
$1.38M
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
29.4K+ 29.97% |
$1.28M - $1.36M
|
128K
$5.74M
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
27.2KNew |
$1.18M - $1.26M
|
27.2K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
26.9K+ 12.28% |
$1.17M - $1.24M
|
246K
$11.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
24.9KNew |
$1.08M - $1.15M
|
24.9K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.2K+ 305.36% |
$1.05M - $1.12M
|
32.1K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.8KNew |
$1.03M - $1.1M
|
23.8K
$1.07M
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
22.7KNew |
$987K - $1.05M
|
22.7K
$1.02M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22.2K+ 13.45% |
$963K - $1.03M
|
187K
$8.41M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
21.2KNew |
$921K - $980K
|
21.2K
$954K
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
BUY
|
- |
21.1K+ 5.87% |
$918K - $977K
|
381K
$17.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.8K+ 18.44% |
$861K - $916K
|
127K
$5.73M
|
|
|
Jan 13, 2023
Q4 2022
|
Olio Financial Planning
|
BUY
|
- |
18.3K+ 46.99% |
$794K - $846K
|
57.2K
$2.57M
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
16.6K+ 346.04% |
$723K - $770K
|
21.5K
$966K
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
16.4K+ 62.84% |
$711K - $757K
|
42.4K
$1.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15.4K+ 6.37% |
$668K - $711K
|
257K
$11.6M
|
|
|
Feb 23, 2023
Q4 2022
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
14.7KNew |
$637K - $678K
|
14.7K
$660K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
14.4KNew |
$624K - $665K
|
14.4K
$647K
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
13.4K+ 12.12% |
$580K - $618K
|
124K
$5.56M
|
|
|
Jan 12, 2023
Q4 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
13.1K+ 13.15% |
$567K - $604K
|
112K
$5.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13K+ 21.54% |
$564K - $601K
|
73.3K
$3.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
BUY
|
- |
12.9K+ 19.24% |
$562K - $598K
|
80.1K
$3.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
12.8K+ 128.57% |
$555K - $591K
|
22.7K
$1.02M
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
12.5KNew |
$542K - $577K
|
12.5K
$561K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
12.3KNew |
$535K - $569K
|
12.3K
$554K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
11.9KNew |
$519K - $552K
|
11.9K
$537K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
11.8K+ 27.05% |
$515K - $548K
|
55.6K
$2.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11.1K+ 74.35% |
$481K - $513K
|
26K
$1.17M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
10.7KNew |
$464K - $494K
|
10.7K
$480K
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
10.7KNew |
$464K - $494K
|
10.7K
$480K
|