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 |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-136- 9.97% |
$6.08K - $6.25K
|
1.23K
$56.5K
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.4K+ 1.58% |
$1.13M - $1.17M
|
1.63M
$74.9M
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
112K+ 8.58% |
$4.99M - $5.14M
|
1.41M
$65M
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
567K+ 48.34% |
$25.3M - $26.1M
|
1.74M
$80M
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
85.3K+ 13.95% |
$3.81M - $3.92M
|
697K
$32M
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-6.41K- 11.27% |
$286K - $295K
|
50.5K
$2.32M
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.74K- 3.33% |
$167K - $172K
|
109K
$4.99M
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
47.2KNew |
$2.11M - $2.17M
|
47.2K
$2.17M
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-6.3K- 16.33% |
$282K - $290K
|
32.3K
$1.48M
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10.9K+ 2.26% |
$486K - $500K
|
492K
$22.6M
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-249K- 82.72% |
$11.1M - $11.5M
|
52.1K
$2.4M
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
184KNew |
$8.24M - $8.48M
|
184K
$8.48M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
99.8K+ 1.94% |
$4.46M - $4.59M
|
5.24M
$241M
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.9K- 3.92% |
$1.02M - $1.05M
|
562K
$25.8M
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33K+ 17.21% |
$1.47M - $1.51M
|
224K
$10.3M
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
15.9K+ 3.94% |
$710K - $731K
|
420K
$19.3M
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
92.5K+ 576.16% |
$4.13M - $4.25M
|
108K
$4.99M
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.92K+ 40.92% |
$86K - $88.4K
|
6.63K
$305K
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.53KNew |
$336K - $346K
|
7.53K
$346K
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.51KNew |
$201K - $207K
|
4.51K
$207K
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
789K+ 170.57% |
$35.3M - $36.3M
|
1.25M
$57.6M
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
1.5K+ 17.09% |
$67K - $68.9K
|
10.3K
$472K
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
222+ 2.27% |
$9.92K - $10.2K
|
10K
$460K
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
32.1K+ 400.49% |
$1.43M - $1.47M
|
40.1K
$1.84M
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
17.1K+ 13.81% |
$766K - $788K
|
141K
$6.5M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.5M- 35.8% |
$67.2M - $69.1M
|
2.7M
$124M
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
23.9KNew |
$1.07M - $1.1M
|
23.9K
$1.1M
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.67K+ 19.05% |
$74.7K - $76.8K
|
10.5K
$480K
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
5.11K+ 0.96% |
$228K - $235K
|
539K
$24.8M
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.53K+ 5.86% |
$113K - $116K
|
45.7K
$2.1M
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-225- 1.91% |
$10.1K - $10.3K
|
11.6K
$532K
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
94.9K+ 61.27% |
$4.24M - $4.36M
|
250K
$11.5M
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-144- 96.0% |
$6.43K - $6.62K
|
6
$276
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.96M+ 6.12% |
$222M - $228M
|
86.1M
$3.96B
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
25.9K+ 222.18% |
$1.16M - $1.19M
|
37.5K
$1.72M
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
223K+ 10.06% |
$9.97M - $10.3M
|
2.44M
$112M
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
11.3KNew |
$506K - $520K
|
11.3K
$520K
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-784- 10.05% |
$35K - $36K
|
7.01K
$322K
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-115- 5.43% |
$5.14K - $5.29K
|
2K
$92K
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
76.4KNew |
$3.41M - $3.51M
|
76.4K
$3.51M
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.61K- 1.78% |
$117K - $120K
|
144K
$6.62M
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-137- 2.83% |
$6.12K - $6.3K
|
4.7K
$216K
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
45New |
$2.01K - $2.07K
|
45
$2.07K
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-6- 66.67% |
$268 - $276
|
3
$138
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
5.61K+ 21.77% |
$251K - $258K
|
31.4K
$1.44M
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-24.7K- 15.98% |
$1.11M - $1.14M
|
130K
$5.98M
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
34.4K+ 7.23% |
$1.54M - $1.58M
|
510K
$23.4M
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-18.1K- 11.56% |
$808K - $831K
|
138K
$6.36M
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
14.4K+ 3.62% |
$645K - $663K
|
413K
$19M
|
|
Aug 13, 2025
Q2 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-31.5K- 11.62% |
$1.41M - $1.45M
|
240K
$11M
|