Latest Institutional Transactions on Fidelity Merrimack Str Tr Tota (FBND)
This table provides information on the latest institutional transactions involving Fidelity Merrimack Str Tr Tota (FBND) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-3.16K- 32.91% |
$142K - $148K
|
6.44K
$290K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-668- 0.92% |
$30K - $31.3K
|
71.7K
$3.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
311+ 1.69% |
$14K - $14.6K
|
18.7K
$842K
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-431- 3.35% |
$19.3K - $20.2K
|
12.4K
$560K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-7.2K- 1.23% |
$323K - $337K
|
577K
$26M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
53.1K+ 16.08% |
$2.38M - $2.49M
|
384K
$17.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
107K+ 3.02% |
$4.8M - $5.01M
|
3.65M
$164M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
11.7KNew |
$525K - $548K
|
11.7K
$526K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.82K- 76.91% |
$81.4K - $85.1K
|
545
$24.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
676+ 6.77% |
$30.3K - $31.7K
|
10.7K
$480K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-5.93K- 26.75% |
$266K - $278K
|
16.2K
$730K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
20.1K+ 39.19% |
$904K - $944K
|
71.5K
$3.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
238+ 1.6% |
$10.7K - $11.2K
|
15.1K
$679K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
18+ 0.17% |
$808 - $843
|
10.7K
$482K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
38.1K+ 20.69% |
$1.71M - $1.78M
|
222K
$9.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.25K+ 23.4% |
$146K - $152K
|
17.2K
$772K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
27KNew |
$1.21M - $1.26M
|
27K
$1.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
967+ 0.77% |
$43.4K - $45.3K
|
126K
$5.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
4.25K+ 3.59% |
$191K - $199K
|
122K
$5.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
325New |
$14.6K - $15.2K
|
325
$14.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13.9KNew |
$622K - $649K
|
13.9K
$624K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
26.1K+ 23.48% |
$1.17M - $1.22M
|
137K
$6.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
20.3K+ 16.57% |
$911K - $952K
|
143K
$6.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
31.2K+ 0.52% |
$1.4M - $1.46M
|
5.99M
$270M
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
4.1K+ 13.93% |
$184K - $192K
|
33.6K
$1.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
8.52K+ 48.1% |
$382K - $399K
|
26.2K
$1.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
63.3K+ 21.14% |
$2.84M - $2.97M
|
363K
$16.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-9.53K- 2.48% |
$428K - $447K
|
375K
$16.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
15.8K+ 10.54% |
$708K - $739K
|
165K
$7.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
16.7K+ 6.73% |
$750K - $783K
|
265K
$11.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-946- 1.99% |
$42.4K - $44.3K
|
46.6K
$2.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
49.6K+ 21.62% |
$2.23M - $2.32M
|
279K
$12.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
147K+ 9.27% |
$6.62M - $6.91M
|
1.74M
$78.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.56K+ 22.67% |
$160K - $167K
|
19.3K
$867K
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
25.1K+ 10.89% |
$1.13M - $1.18M
|
256K
$11.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-20.5K- 15.07% |
$922K - $963K
|
116K
$5.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.03K+ 5.59% |
$46.3K - $48.4K
|
19.5K
$878K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4.9K+ 11.42% |
$220K - $230K
|
47.8K
$2.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5+ 0.06% |
$224 - $234
|
8.9K
$401K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
48.7K+ 17.93% |
$2.19M - $2.28M
|
320K
$14.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
409+ 4.39% |
$18.4K - $19.2K
|
9.73K
$438K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.84K+ 10.07% |
$217K - $227K
|
52.9K
$2.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
353KNew |
$15.8M - $16.5M
|
353K
$15.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
53.4K+ 27.43% |
$2.39M - $2.5M
|
248K
$11.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.12K+ 16.91% |
$94.9K - $99.2K
|
14.6K
$658K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
285KNew |
$12.8M - $13.3M
|
285K
$12.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
12.9K+ 31.26% |
$578K - $604K
|
54.1K
$2.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
195K+ 14.36% |
$8.74M - $9.12M
|
1.55M
$69.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
22.5K+ 2.07% |
$1.01M - $1.05M
|
1.11M
$49.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
5.08K+ 4.3% |
$228K - $238K
|
123K
$5.55M
|