Purchases and Sales Made in Q1 2022 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q1 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 |
---|---|---|---|---|---|---|---|
May 04, 2022
Q1 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.41K- 2.61% |
$69.9K - $74.4K
|
52.7K
$2.34M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.42K- 61.77% |
$70.2K - $74.8K
|
879
$39.1K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.43K- 5.4% |
$70.5K - $75K
|
25K
$1.11M
|
|
May 12, 2022
Q1 2022
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-1.47K- 19.65% |
$72.9K - $77.6K
|
6.03K
$268K
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-1.48K- 8.69% |
$73K - $77.8K
|
15.5K
$691K
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.55K- 8.34% |
$76.5K - $81.5K
|
17K
$756K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.77K- 20.58% |
$87.4K - $93K
|
6.82K
$303K
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.86K- 7.78% |
$91.7K - $97.7K
|
22K
$978K
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1.87K- 26.13% |
$92.5K - $98.5K
|
5.29K
$235K
|
|
May 09, 2022
Q1 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-2.09K- 9.39% |
$104K - $110K
|
20.2K
$898K
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.12K- 6.12% |
$105K - $112K
|
32.6K
$1.45M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.16K- 17.87% |
$107K - $114K
|
9.91K
$441K
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-2.19K- 30.0% |
$108K - $115K
|
5.11K
$227K
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.2K- 24.14% |
$109K - $116K
|
6.92K
$308K
|
|
May 04, 2022
Q1 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.5K- 4.54% |
$123K - $131K
|
52.5K
$2.33M
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
SELL
|
- |
-2.54K- 30.93% |
$126K - $134K
|
5.68K
$253K
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.58K- 37.97% |
$127K - $136K
|
4.21K
$187K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.61K- 10.87% |
$129K - $137K
|
21.4K
$951K
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-2.7K- 13.27% |
$133K - $142K
|
17.6K
$784K
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-3.36K- 4.6% |
$166K - $177K
|
69.6K
$3.09M
|
|
May 04, 2022
Q1 2022
|
Iron Financial, LLC
|
SELL
|
- |
-3.47K- 4.92% |
$172K - $183K
|
67.1K
$2.99M
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.52K- 15.84% |
$174K - $186K
|
18.7K
$833K
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.7K- 0.89% |
$183K - $195K
|
413K
$18.4M
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.09K- 4.26% |
$202K - $215K
|
91.8K
$4.08M
|
|
Apr 08, 2022
Q1 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-4.24KClosed |
$209K - $223K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-4.45KClosed |
$220K - $234K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-4.56KClosed |
$225K - $240K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-4.65K- 18.85% |
$230K - $245K
|
20K
$891K
|
|
May 11, 2022
Q1 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-4.86K- 3.91% |
$240K - $256K
|
119K
$5.3M
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.92K- 12.69% |
$243K - $259K
|
33.8K
$1.5M
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.92K- 12.69% |
$243K - $259K
|
33.8K
$1.5M
|
|
Apr 14, 2022
Q1 2022
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-5.06KClosed |
$250K - $266K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-5.3KClosed |
$262K - $279K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.3KClosed |
$262K - $279K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.39KClosed |
$266K - $284K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-5.44K- 0.96% |
$269K - $286K
|
559K
$24.9M
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-5.94K- 16.06% |
$294K - $313K
|
31.1K
$1.38M
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
SELL
|
- |
-6.39K- 15.02% |
$316K - $336K
|
36.1K
$1.61M
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-6.9K- 6.49% |
$341K - $363K
|
99.5K
$4.43M
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-7KClosed |
$346K - $368K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-7.41KClosed |
$367K - $390K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-7.63K- 29.29% |
$377K - $402K
|
18.4K
$819K
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-7.69K- 12.07% |
$380K - $405K
|
56K
$2.49M
|
|
Apr 13, 2022
Q1 2022
|
Cmh Wealth Management LLC
|
SELL
|
- |
-7.96K- 2.2% |
$393K - $419K
|
354K
$15.8M
|
|
Apr 19, 2022
Q1 2022
|
Apexium Financial, LP
|
SELL
|
- |
-8.03K- 21.62% |
$397K - $423K
|
29.1K
$1.29M
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.18K- 15.96% |
$405K - $431K
|
43.1K
$1.92M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11KClosed |
$544K - $579K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-11.6K- 33.64% |
$574K - $611K
|
22.9K
$1.02M
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12.1K- 62.31% |
$599K - $637K
|
7.32K
$326K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.5K- 19.41% |
$815K - $868K
|
68.5K
$3.05M
|