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 10, 2022
Q4 2021
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-740- 2.18% |
$39K - $39.6K
|
33.3K
$1.48M
|
|
Jan 28, 2022
Q4 2021
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-747- 6.1% |
$39.4K - $40K
|
11.5K
$511K
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-825- 4.26% |
$43.5K - $44.1K
|
18.6K
$825K
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-887- 3.83% |
$46.8K - $47.5K
|
22.2K
$989K
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
SELL
|
- |
-900- 1.33% |
$47.4K - $48.2K
|
66.8K
$2.97M
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.01K- 8.13% |
$53.2K - $54K
|
11.4K
$508K
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.1K- 13.79% |
$57.8K - $58.6K
|
6.85K
$305K
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.23KClosed |
$64.6K - $65.5K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.24K- 14.53% |
$65.4K - $66.3K
|
7.3K
$324K
|
|
Jan 19, 2022
Q4 2021
|
Apexium Financial, LP
|
SELL
|
- |
-1.25K- 3.25% |
$65.7K - $66.7K
|
37.1K
$1.65M
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.34K- 1.23% |
$70.4K - $71.5K
|
107K
$4.77M
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-1.5KClosed |
$79K - $80.1K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.55K- 14.29% |
$81.6K - $82.8K
|
9.28K
$413K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.7K- 83.54% |
$89.6K - $91K
|
335
$14.9K
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.88K- 7.3% |
$99K - $100K
|
23.8K
$1.06M
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-1.99KClosed |
$105K - $106K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.04K- 5.01% |
$108K - $109K
|
38.7K
$1.72M
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.09K- 5.11% |
$110K - $112K
|
38.7K
$1.72M
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.09K- 5.11% |
$110K - $112K
|
38.7K
$1.72M
|
|
Jan 18, 2022
Q4 2021
|
Cmh Wealth Management LLC
|
SELL
|
- |
-2.1K- 0.58% |
$111K - $112K
|
362K
$16.1M
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.43K- 29.83% |
$128K - $130K
|
5.71K
$254K
|
|
Jan 31, 2022
Q4 2021
|
Capital Planning LLC
|
SELL
|
- |
-2.57K- 6.3% |
$136K - $138K
|
38.2K
$1.7M
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
SELL
|
- |
-2.9K- 6.38% |
$153K - $155K
|
42.5K
$1.89M
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.24K- 12.79% |
$171K - $173K
|
22.1K
$982K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.25KClosed |
$171K - $174K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-3.92K- 11.87% |
$207K - $210K
|
29.1K
$1.3M
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.96KClosed |
$209K - $212K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-4.03K- 6.16% |
$213K - $216K
|
61.5K
$2.73M
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-5.22KClosed |
$275K - $279K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-5.34KClosed |
$282K - $286K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-6.07KClosed |
$320K - $325K
|
0
$0
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-6.09K- 70.85% |
$321K - $326K
|
2.5K
$111K
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-7K- 1.65% |
$369K - $375K
|
416K
$18.5M
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-7.34KClosed |
$387K - $393K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-8.37K- 10.3% |
$441K - $448K
|
72.9K
$3.24M
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-8.43K- 11.69% |
$444K - $451K
|
63.7K
$2.83M
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-8.52K- 44.46% |
$449K - $456K
|
10.6K
$473K
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8.7KClosed |
$459K - $465K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.78K- 13.9% |
$516K - $523K
|
60.6K
$2.69M
|
|
Jan 20, 2022
Q4 2021
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-10.5K- 67.57% |
$556K - $564K
|
5.06K
$225K
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-11K- 39.16% |
$581K - $589K
|
17.1K
$761K
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.4K- 12.01% |
$761K - $772K
|
106K
$4.7M
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-14.6K- 28.29% |
$770K - $781K
|
37K
$1.65M
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-15.4K- 65.37% |
$810K - $822K
|
8.14K
$362K
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-15.6KClosed |
$822K - $835K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17.4KClosed |
$917K - $930K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Iron Financial, LLC
|
SELL
|
- |
-21.9K- 23.68% |
$1.15M - $1.17M
|
70.6K
$3.14M
|
|
Jan 25, 2022
Q4 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-51.4KClosed |
$2.71M - $2.75M
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-86.6K- 81.67% |
$4.56M - $4.63M
|
19.4K
$864K
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-109KClosed |
$5.77M - $5.85M
|
0
$0
|