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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.06K+ 8.74% |
$47.2K - $49.9K
|
13.2K
$598K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
692+ 0.88% |
$30.9K - $32.7K
|
79.6K
$3.62M
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
7.68K+ 39.65% |
$343K - $362K
|
27K
$1.23M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19.8K+ 24.97% |
$884K - $934K
|
99K
$4.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
219K+ 14.43% |
$9.78M - $10.3M
|
1.74M
$78.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
34.7K+ 23.16% |
$1.55M - $1.64M
|
184K
$8.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
39K+ 6.8% |
$1.74M - $1.84M
|
613K
$27.9M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
162K+ 41.74% |
$7.25M - $7.67M
|
551K
$25.1M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
58.4K+ 9.17% |
$2.61M - $2.76M
|
695K
$31.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.81K+ 105.61% |
$80.6K - $85.3K
|
3.52K
$160K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.47K+ 30.18% |
$110K - $117K
|
10.7K
$485K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
10.3K+ 25.81% |
$459K - $485K
|
50.1K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
91.6K+ 97.0% |
$4.09M - $4.32M
|
186K
$8.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.76K- 40.62% |
$168K - $177K
|
5.49K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
192K+ 309.14% |
$8.59M - $9.08M
|
255K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
950K+ 10.03% |
$42.4M - $44.8M
|
10.4M
$473M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.58M+ 19.53% |
$205M - $216M
|
28.1M
$1.27B
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
86+ 4.07% |
$3.84K - $4.06K
|
2.2K
$100K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
185K+ 7.92% |
$8.27M - $8.75M
|
2.52M
$115M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
55.9K+ 24.12% |
$2.5M - $2.64M
|
288K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.88K- 3.09% |
$84K - $88.8K
|
59.1K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
14.7KNew |
$654K - $692K
|
14.7K
$666K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-556- 0.58% |
$24.8K - $26.2K
|
96K
$4.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
118K+ 2139.91% |
$5.25M - $5.55M
|
123K
$5.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
28.1KNew |
$1.26M - $1.33M
|
28.1K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
34.6K+ 14.34% |
$1.54M - $1.63M
|
276K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
280K+ 6.21% |
$12.5M - $13.2M
|
4.78M
$217M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
90K+ 10.92% |
$4.02M - $4.25M
|
914K
$41.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.95KNew |
$444K - $470K
|
9.95K
$452K
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-518- 1.65% |
$23.1K - $24.5K
|
30.8K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
10.6KNew |
$474K - $501K
|
10.6K
$482K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.19K+ 3.06% |
$53K - $56.1K
|
40K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-3.9K- 72.22% |
$174K - $184K
|
1.5K
$68.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
680+ 0.86% |
$30.4K - $32.1K
|
80.1K
$3.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
8.4KNew |
$375K - $397K
|
8.4K
$382K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-5.44K- 11.89% |
$243K - $257K
|
40.3K
$1.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
5+ 0.02% |
$223 - $236
|
20.9K
$951K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-113K- 80.54% |
$5.05M - $5.34M
|
27.3K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
18.7K+ 4.29% |
$835K - $883K
|
455K
$20.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
58New |
$2.59K - $2.74K
|
58
$2.64K
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
74.2KNew |
$3.31M - $3.5M
|
74.2K
$3.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
324K+ 75.48% |
$14.5M - $15.3M
|
753K
$34.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 1.28% |
$134 - $142
|
238
$10.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
229K+ 80.59% |
$10.2M - $10.8M
|
513K
$23.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
197K+ 78.31% |
$8.79M - $9.29M
|
448K
$20.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.16K+ 3.77% |
$51.7K - $54.7K
|
31.9K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
11K+ 10.28% |
$493K - $521K
|
118K
$5.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-732- 7.11% |
$32.7K - $34.6K
|
9.56K
$435K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.14K+ 23.04% |
$51K - $54K
|
6.1K
$277K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
534New |
$23.8K - $25.2K
|
534
$24.3K
|