Purchases and Sales Made in Q3 2022 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Iron Financial, LLC
|
SELL
|
- |
-2.91K- 4.83% |
$129K - $140K
|
57.4K
$2.55M
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.54K- 3.96% |
$157K - $170K
|
85.9K
$3.82M
|
|
|
Nov 01, 2022
Q3 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-4.52K- 4.01% |
$200K - $217K
|
108K
$4.81M
|
|
|
Nov 02, 2022
Q3 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-4.66K- 31.92% |
$206K - $224K
|
9.94K
$442K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-4.96K- 0.6% |
$219K - $238K
|
824K
$36.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.16K- 14.11% |
$229K - $248K
|
31.4K
$1.4M
|
|
|
Oct 12, 2022
Q3 2022
|
Stone House Investment Management, LLC
|
SELL
|
- |
-5.31K- 52.43% |
$235K - $255K
|
4.82K
$214K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.97K- 30.91% |
$264K - $287K
|
13.3K
$593K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.77K- 46.09% |
$300K - $325K
|
7.92K
$352K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-7.03K- 8.96% |
$311K - $338K
|
71.4K
$3.18M
|
|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-7.62K- 16.8% |
$337K - $366K
|
37.7K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.28K- 19.49% |
$411K - $446K
|
38.3K
$1.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.81K- 30.28% |
$434K - $472K
|
22.6K
$1M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11.1K- 19.57% |
$493K - $535K
|
45.8K
$2.03M
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-11.4K- 18.98% |
$505K - $548K
|
48.6K
$2.16M
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-11.9K- 6.22% |
$526K - $571K
|
179K
$7.97M
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-13.2K- 43.35% |
$585K - $635K
|
17.3K
$768K
|
|
|
Nov 09, 2022
Q3 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-13.3K- 35.97% |
$591K - $641K
|
23.8K
$1.06M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-13.6K- 0.83% |
$601K - $652K
|
1.61M
$71.7M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-16.9K- 12.9% |
$750K - $814K
|
114K
$5.08M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-21.2K- 8.68% |
$939K - $1.02M
|
223K
$9.92M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-21.6K- 22.27% |
$955K - $1.04M
|
75.3K
$3.35M
|
|
|
Nov 03, 2022
Q3 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-21.9K- 47.78% |
$970K - $1.05M
|
23.9K
$1.06M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-22.1K- 20.66% |
$980K - $1.06M
|
85K
$3.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-29.2K- 3.3% |
$1.29M - $1.4M
|
854K
$38M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-34.2K- 6.73% |
$1.52M - $1.65M
|
475K
$21.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-35.5K- 86.75% |
$1.57M - $1.71M
|
5.43K
$241K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-35.7K- 24.93% |
$1.58M - $1.72M
|
107K
$4.78M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-37.5K- 90.03% |
$1.66M - $1.8M
|
4.16K
$185K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-38.3K- 7.72% |
$1.7M - $1.84M
|
458K
$20.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-42K- 42.0% |
$1.86M - $2.02M
|
58K
$2.58M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-43.5K- 8.4% |
$1.93M - $2.09M
|
474K
$21.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-44.8K- 30.15% |
$1.98M - $2.15M
|
104K
$4.61M
|
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
SELL
|
- |
-45.2K- 16.21% |
$2M - $2.17M
|
234K
$10.4M
|
|
|
Dec 01, 2022
Q3 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-47.6K- 37.55% |
$2.11M - $2.29M
|
79.2K
$3.52M
|
|
|
Oct 11, 2022
Q3 2022
|
Steph & CO
|
SELL
|
- |
-53.3K- 44.23% |
$2.36M - $2.56M
|
67.2K
$2.99M
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-81.6K- 25.41% |
$3.61M - $3.92M
|
239K
$10.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-88.9K- 69.67% |
$3.94M - $4.27M
|
38.7K
$1.72M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-96.3K- 20.77% |
$4.27M - $4.63M
|
367K
$16.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-99.5K- 43.89% |
$4.4M - $4.78M
|
127K
$5.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-105K- 6.73% |
$4.63M - $5.03M
|
1.45M
$64.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Gratus Capital LLC
|
SELL
|
- |
-107K- 23.61% |
$4.72M - $5.12M
|
345K
$15.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-177K- 52.89% |
$7.85M - $8.52M
|
158K
$7.02M
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-201K- 72.06% |
$8.91M - $9.67M
|
78K
$3.47M
|
|
|
Oct 24, 2022
Q3 2022
|
Cmh Wealth Management LLC
|
SELL
|
- |
-227K- 69.61% |
$10.1M - $10.9M
|
99.3K
$4.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-247K- 38.44% |
$11M - $11.9M
|
396K
$17.6M
|