Purchases and Sales Made in Q4 2021 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q4 2021. 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 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
15K+ 5.4% |
$791K - $802K
|
293K
$13M
|
|
|
Jan 10, 2022
Q4 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
14.9K+ 4.05% |
$786K - $798K
|
383K
$17M
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
14KNew |
$739K - $750K
|
14K
$623K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
13.5K+ 11.91% |
$711K - $722K
|
127K
$5.64M
|
|
|
Jan 12, 2024
Q4 2021
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
12.6K+ 30.45% |
$666K - $676K
|
54.1K
$2.41M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
11.7K+ 5.21% |
$615K - $624K
|
235K
$10.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
11.5KNew |
$608K - $617K
|
11.5K
$513K
|
|
|
Feb 08, 2022
Q4 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.2KNew |
$590K - $599K
|
11.2K
$498K
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
10.1K+ 94.25% |
$533K - $541K
|
20.8K
$927K
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
9.86KNew |
$520K - $528K
|
9.86K
$439K
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
9.75K+ 10.76% |
$514K - $521K
|
100K
$4.46M
|
|
|
Jan 27, 2022
Q4 2021
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
9.75K+ 8.78% |
$514K - $521K
|
121K
$5.37M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.72K+ 23.39% |
$513K - $520K
|
51.3K
$2.28M
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
9.33K+ 7.04% |
$492K - $499K
|
142K
$6.31M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.22K+ 2.81% |
$486K - $493K
|
337K
$15M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.12KNew |
$481K - $488K
|
9.12K
$405K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.71K+ 9.98% |
$407K - $413K
|
85K
$3.78M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.41KNew |
$391K - $397K
|
7.41K
$330K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.14K+ 16.06% |
$376K - $382K
|
51.6K
$2.29M
|
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
7.09K+ 41.62% |
$374K - $379K
|
24.1K
$1.07M
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7KNew |
$369K - $374K
|
7K
$311K
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
6.79K+ 24.52% |
$358K - $363K
|
34.5K
$1.53M
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
6.78KNew |
$358K - $363K
|
6.78K
$302K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
6.43KNew |
$339K - $344K
|
6.43K
$286K
|
|
|
Feb 14, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
5.9K+ 3.1% |
$311K - $315K
|
196K
$8.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.59KNew |
$295K - $299K
|
5.59K
$249K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
5.39KNew |
$284K - $288K
|
5.39K
$240K
|
|
|
Feb 08, 2022
Q4 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
5.3KNew |
$279K - $284K
|
5.3K
$236K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
5.3KNew |
$279K - $284K
|
5.3K
$236K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
5.27K+ 5.81% |
$278K - $282K
|
95.9K
$4.26M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.63K+ 24.09% |
$244K - $247K
|
23.8K
$1.06M
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.56KNew |
$240K - $244K
|
4.56K
$203K
|
|
|
Feb 03, 2022
Q4 2021
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
4.45KNew |
$235K - $238K
|
4.45K
$198K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
4.08K+ 20.36% |
$215K - $218K
|
24.1K
$1.07M
|
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
4.04KNew |
$213K - $216K
|
4.04K
$180K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
3.57K+ 0.58% |
$188K - $191K
|
624K
$27.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.23K+ 14.83% |
$170K - $173K
|
25K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.04K+ 9.6% |
$160K - $163K
|
34.7K
$1.54M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.88K+ 40.1% |
$152K - $154K
|
10.1K
$448K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.77K+ 56.32% |
$146K - $148K
|
7.7K
$342K
|
|
|
Feb 09, 2022
Q4 2021
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
2.64K+ 54.24% |
$139K - $141K
|
7.5K
$334K
|
|
|
Feb 14, 2022
Q4 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
2.64K+ 1.12% |
$139K - $141K
|
238K
$10.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.53KNew |
$133K - $135K
|
2.53K
$113K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.52K+ 2.08% |
$133K - $135K
|
124K
$5.52M
|
|
|
Jan 14, 2022
Q4 2021
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.48K+ 46.46% |
$131K - $133K
|
7.82K
$348K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.47K+ 16460.0% |
$130K - $132K
|
2.48K
$110K
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.32K+ 29.57% |
$123K - $124K
|
10.2K
$453K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.14K+ 1345.91% |
$113K - $114K
|
2.3K
$102K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.92K+ 9.33% |
$101K - $103K
|
22.5K
$1M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.89K+ 23.54% |
$99.4K - $101K
|
9.89K
$440K
|