Purchases and Sales Made in Q4 2022 in Fidelity Merrimack Str Tr LTD (FLTB)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr LTD (FLTB) during Q4 2022. 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 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.15K- 3.3% |
$54K - $55.5K
|
33.7K
$1.67M
|
|
|
Jan 30, 2023
Q4 2022
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-1.58K- 3.92% |
$74.4K - $76.4K
|
38.7K
$1.92M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.67K- 6.12% |
$78.5K - $80.6K
|
25.6K
$1.27M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.03K- 3.36% |
$95.6K - $98.3K
|
58.5K
$2.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.98K- 46.03% |
$187K - $192K
|
4.66K
$232K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.09K- 59.29% |
$287K - $294K
|
4.18K
$208K
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-7.25K- 15.86% |
$341K - $351K
|
38.5K
$1.91M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-7.32K- 34.95% |
$344K - $354K
|
13.6K
$677K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15.1K- 59.54% |
$708K - $728K
|
10.2K
$508K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.4K- 76.83% |
$727K - $747K
|
4.66K
$231K
|
|
|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-37.6K- 81.59% |
$1.77M - $1.82M
|
8.49K
$422K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-109K- 61.35% |
$5.13M - $5.27M
|
68.6K
$3.41M
|
|
|
Jan 24, 2023
Q4 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-120K- 57.57% |
$5.63M - $5.79M
|
88.2K
$4.39M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-146K- 54.47% |
$6.87M - $7.06M
|
122K
$6.07M
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
SELL
|
- |
-223K- 89.38% |
$10.5M - $10.8M
|
26.5K
$1.32M
|