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 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.82K+ 6.0% |
$96.1K - $97.5K
|
32.2K
$1.43M
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.76K+ 10.53% |
$92.8K - $94.2K
|
18.5K
$821K
|
|
|
Feb 02, 2022
Q4 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.75K+ 3.28% |
$92.2K - $93.5K
|
55K
$2.44M
|
|
|
Jan 19, 2022
Q4 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.53K+ 8.76% |
$80.4K - $81.6K
|
18.9K
$842K
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
1.46K+ 6.54% |
$77K - $78.1K
|
23.8K
$1.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.34K+ 2.51% |
$70.6K - $71.7K
|
54.7K
$2.43M
|
|
|
Feb 09, 2022
Q4 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.25K+ 33.19% |
$66K - $66.9K
|
5.02K
$223K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.13K+ 2.45% |
$59.6K - $60.5K
|
47.3K
$2.1M
|
|
|
Jan 12, 2022
Q4 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.07K+ 23.94% |
$56.4K - $57.2K
|
5.54K
$246K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
795New |
$41.9K - $42.5K
|
795
$35.4K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
680+ 206.06% |
$35.8K - $36.4K
|
1.01K
$44.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
646+ 12.98% |
$34.1K - $34.6K
|
5.62K
$250K
|
|
|
Feb 11, 2022
Q4 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
639+ 1.76% |
$33.7K - $34.2K
|
37K
$1.64M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
609+ 0.55% |
$32.1K - $32.6K
|
112K
$4.99M
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
478+ 1.8% |
$25.2K - $25.6K
|
27K
$1.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
459+ 57.16% |
$24.2K - $24.6K
|
1.26K
$56.1K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
406New |
$21.4K - $21.7K
|
406
$18.1K
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
349+ 0.46% |
$18.4K - $18.7K
|
76.2K
$3.39M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
289+ 8.01% |
$15.2K - $15.5K
|
3.9K
$173K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
283+ 228.23% |
$14.9K - $15.1K
|
407
$18.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
260+ 5.62% |
$13.7K - $13.9K
|
4.89K
$217K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
211New |
$11.1K - $11.3K
|
211
$9.38K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
200New |
$10.5K - $10.7K
|
200
$8.89K
|
|
|
Jan 24, 2022
Q4 2021
|
Lincoln Capital Corp
|
BUY
|
- |
179+ 0.5% |
$9.44K - $9.58K
|
35.8K
$1.59M
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
148New |
$7.8K - $7.92K
|
148
$6.58K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
84New |
$4.43K - $4.49K
|
84
$3.74K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
72+ 0.3% |
$3.8K - $3.85K
|
24K
$1.07M
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
59+ 0.06% |
$3.11K - $3.16K
|
106K
$4.73M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
29+ 0.26% |
$1.53K - $1.55K
|
11K
$491K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
19New |
$1K - $1.02K
|
19
$845
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
6New |
$316 - $321
|
6
$267
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-65Closed |
$3.43K - $3.48K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-67Closed |
$3.53K - $3.58K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-67- 1.06% |
$3.53K - $3.58K
|
6.27K
$279K
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-90Closed |
$4.74K - $4.82K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-100- 22.99% |
$5.27K - $5.35K
|
335
$14.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-113- 6.97% |
$5.96K - $6.05K
|
1.51K
$67.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-195Closed |
$10.3K - $10.4K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
SELL
|
- |
-249- 0.41% |
$13.1K - $13.3K
|
61.1K
$2.72M
|
|
|
Jan 19, 2022
Q4 2021
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-264- 0.98% |
$13.9K - $14.1K
|
26.6K
$1.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-268- 2.17% |
$14.1K - $14.3K
|
12.1K
$537K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-346- 1.31% |
$18.2K - $18.5K
|
26.2K
$1.16M
|
|
|
Jan 26, 2022
Q4 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-350- 6.82% |
$18.5K - $18.7K
|
4.78K
$213K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-389- 3.42% |
$20.5K - $20.8K
|
11K
$489K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-396Closed |
$20.9K - $21.2K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-450- 0.84% |
$23.7K - $24.1K
|
52.9K
$2.35M
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-489Closed |
$25.8K - $26.2K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-496Closed |
$26.1K - $26.5K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Compass Advisory Group LLC
|
SELL
|
- |
-649- 2.83% |
$34.2K - $34.7K
|
22.3K
$991K
|
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
SELL
|
- |
-670- 7.53% |
$35.3K - $35.8K
|
8.22K
$366K
|