Purchases and Sales Made in Q4 2021 in Fidelity Merrimack Str Tr LTD (FLTB)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr LTD (FLTB) during Q4 2021. The information is specifically focused on institutions that hold shares of FIDELITY MERRIMACK STR TR LTD .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
63.6KNew |
$3.29M - $3.33M
|
63.6K
$3.16M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
58.1K+ 16.61% |
$3M - $3.04M
|
408K
$20.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Management Resources, Inc.
|
BUY
|
- |
39.1KNew |
$2.02M - $2.05M
|
39.1K
$1.94M
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
35.1KNew |
$1.81M - $1.83M
|
35.1K
$1.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.1K+ 20.84% |
$1.56M - $1.58M
|
175K
$8.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.2KNew |
$942K - $954K
|
18.2K
$906K
|
|
|
Feb 08, 2022
Q4 2021
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
12.9K+ 65.3% |
$669K - $678K
|
32.8K
$1.63M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.6K+ 7.7% |
$598K - $605K
|
162K
$8.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.4KNew |
$587K - $594K
|
11.4K
$565K
|
|
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
BUY
|
- |
11K+ 6.64% |
$568K - $575K
|
177K
$8.78M
|
|
|
Feb 14, 2022
Q4 2021
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
8.06KNew |
$416K - $422K
|
8.06K
$401K
|
|
|
Feb 10, 2022
Q4 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
6.85K+ 20.83% |
$354K - $358K
|
39.7K
$1.97M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
6.67K+ 3.02% |
$345K - $349K
|
227K
$11.3M
|
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
5.85K+ 16.31% |
$302K - $306K
|
41.7K
$2.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.35K+ 1484.98% |
$225K - $228K
|
4.64K
$231K
|
|
|
Jan 26, 2022
Q4 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
4.15K+ 1.19% |
$215K - $217K
|
354K
$17.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.96K+ 5.75% |
$204K - $207K
|
72.7K
$3.61M
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2K+ 200.0% |
$103K - $105K
|
3K
$149K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.01KNew |
$52.3K - $53K
|
1.01K
$50.3K
|
|
|
Mar 10, 2022
Q4 2021
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
711+ 2.12% |
$36.8K - $37.2K
|
34.3K
$1.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
550New |
$28.4K - $28.8K
|
550
$27.3K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
524+ 55.27% |
$27.1K - $27.4K
|
1.47K
$73.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
317+ 3.09% |
$16.4K - $16.6K
|
10.6K
$526K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
122New |
$6.31K - $6.38K
|
122
$6.06K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
7New |
$362 - $366
|
7
$348
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7+ 0.17% |
$362 - $366
|
4.19K
$208K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
2+ 0.26% |
$103 - $105
|
760
$37.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2+ 0.18% |
$103 - $105
|
1.09K
$54.4K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.14% |
$51.7 - $52.3
|
695
$34.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-15Closed |
$775 - $785
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-158- 1.41% |
$8.17K - $8.27K
|
11K
$549K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-176- 2.13% |
$9.1K - $9.21K
|
8.1K
$403K
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-193- 0.99% |
$9.98K - $10.1K
|
19.3K
$961K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-496- 93.23% |
$25.6K - $26K
|
36
$1.79K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-723- 5.87% |
$37.4K - $37.8K
|
11.6K
$576K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.08K- 2.39% |
$55.9K - $56.6K
|
44.1K
$2.19M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.55K- 12.43% |
$80.2K - $81.2K
|
10.9K
$543K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.71K- 19.72% |
$88.2K - $89.3K
|
6.95K
$345K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.48K- 12.06% |
$128K - $130K
|
18.1K
$901K
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-4.1K- 15.2% |
$212K - $215K
|
22.9K
$1.14M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.18K- 11.92% |
$268K - $271K
|
38.3K
$1.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.14KClosed |
$472K - $478K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.5K- 7.19% |
$545K - $551K
|
136K
$6.76M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10.9KClosed |
$562K - $569K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13.2K- 13.5% |
$681K - $690K
|
84.4K
$4.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-13.4K- 9.94% |
$694K - $703K
|
122K
$6.05M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-28.6KClosed |
$1.48M - $1.5M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-53.1K- 49.47% |
$2.74M - $2.78M
|
54.2K
$2.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-54.7KClosed |
$2.83M - $2.86M
|
0
$0
|