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 |
|---|---|---|---|---|---|---|---|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
270K+ 131.22% |
$12.1M - $12.7M
|
477K
$21.8M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-1.64M- 97.77% |
$73.5M - $76.8M
|
37.3K
$1.71M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.25K+ 12.72% |
$146K - $152K
|
28.8K
$1.32M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.13KNew |
$141K - $147K
|
3.13K
$143K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
10K+ 83.5% |
$450K - $470K
|
22K
$1.01M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-23.1K- 76.97% |
$1.04M - $1.08M
|
6.91K
$316K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
5.94KNew |
$267K - $278K
|
5.94K
$272K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
50K+ 13.74% |
$2.25M - $2.35M
|
414K
$19M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
22.6KNew |
$1.01M - $1.06M
|
22.6K
$1.03M
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
83.5KNew |
$3.75M - $3.91M
|
83.5K
$3.82M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.83KNew |
$217K - $226K
|
4.83K
$221K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
142New |
$6.37K - $6.65K
|
142
$6.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
657K+ 69.8% |
$29.5M - $30.8M
|
1.6M
$73.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
33.9K+ 5.37% |
$1.52M - $1.59M
|
666K
$30.5M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
5.23KNew |
$235K - $245K
|
5.23K
$240K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.26K+ 9.54% |
$56.4K - $58.9K
|
14.4K
$660K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.53KNew |
$293K - $306K
|
6.53K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.06K+ 1.4% |
$92.5K - $96.6K
|
149K
$6.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
5.51K+ 4.47% |
$247K - $258K
|
129K
$5.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
16.4KNew |
$738K - $771K
|
16.4K
$753K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
71.9K+ 24.99% |
$3.23M - $3.37M
|
360K
$16.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
11.1KNew |
$497K - $520K
|
11.1K
$508K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
168K+ 44.16% |
$7.56M - $7.89M
|
550K
$25.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-252- 0.73% |
$11.3K - $11.8K
|
34.1K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
377New |
$16.9K - $17.7K
|
377
$17.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
404+ 0.19% |
$18.1K - $18.9K
|
210K
$9.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
8.99K+ 17.95% |
$404K - $421K
|
59.1K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.06K- 35.7% |
$182K - $190K
|
7.3K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
68.1K+ 3.58% |
$3.05M - $3.19M
|
1.97M
$90.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
1+ 0.0% |
$44.9 - $46.9
|
52.3K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
67.5K+ 13.78% |
$3.03M - $3.16M
|
557K
$25.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
562K+ 62.47% |
$25.2M - $26.3M
|
1.46M
$66.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
1.22K+ 15.82% |
$54.6K - $57K
|
8.91K
$408K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.74K+ 57.64% |
$257K - $269K
|
15.7K
$718K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.9K+ 11.34% |
$489K - $510K
|
107K
$4.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
51.9KNew |
$2.33M - $2.43M
|
51.9K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
277KNew |
$12.4M - $13M
|
277K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
202KNew |
$9.08M - $9.48M
|
202K
$9.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
879K+ 8.44% |
$39.5M - $41.2M
|
11.3M
$517M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
12.7K+ 5.05% |
$569K - $595K
|
264K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
18.9K+ 11.39% |
$846K - $883K
|
184K
$8.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
603New |
$27.1K - $28.3K
|
603
$27.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
302+ 0.39% |
$13.6K - $14.2K
|
78.4K
$3.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.64K- 4.47% |
$118K - $124K
|
56.4K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.28M+ 60.92% |
$57.3M - $59.9M
|
3.37M
$155M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
269K+ 5.64% |
$12.1M - $12.6M
|
5.05M
$231M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.88K+ 89.53% |
$174K - $182K
|
8.22K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.76K- 30.63% |
$438K - $458K
|
22.1K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-144K- 28.08% |
$6.47M - $6.76M
|
369K
$16.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
3.1K+ 206.67% |
$139K - $145K
|
4.6K
$211K
|