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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
4.79KNew |
$213K - $220K
|
4.79K
$219K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
6.84K+ 6.28% |
$304K - $314K
|
116K
$5.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-229- 47.51% |
$10.2K - $10.5K
|
253
$11.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
26.5K+ 43.02% |
$1.18M - $1.22M
|
88.2K
$4.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.36K- 0.79% |
$60.4K - $62.6K
|
171K
$7.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.87K+ 26.48% |
$172K - $178K
|
18.5K
$845K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.73K+ 27.54% |
$76.8K - $79.5K
|
8.01K
$366K
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
8.37K+ 6.12% |
$372K - $385K
|
145K
$6.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
8.65K+ 1.18% |
$384K - $398K
|
741K
$33.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
42K+ 11.58% |
$1.87M - $1.93M
|
405K
$18.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
825+ 0.31% |
$36.6K - $37.9K
|
265K
$12.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.15K- 98.19% |
$140K - $145K
|
58
$2.65K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-40.7K- 9.88% |
$1.81M - $1.87M
|
372K
$17M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
13.7KNew |
$609K - $630K
|
13.7K
$626K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
4.77K+ 7.06% |
$212K - $219K
|
72.3K
$3.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
201K+ 30.23% |
$8.94M - $9.26M
|
868K
$39.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
27+ 0.05% |
$1.2K - $1.24K
|
52.4K
$2.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.96K- 6.9% |
$132K - $136K
|
39.9K
$1.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
2.51K+ 7.51% |
$111K - $115K
|
35.9K
$1.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
85+ 0.12% |
$3.77K - $3.91K
|
70.9K
$3.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-545- 3.61% |
$24.2K - $25.1K
|
14.5K
$664K
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-154K- 76.35% |
$6.86M - $7.1M
|
47.9K
$2.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
9.57K+ 1.34% |
$425K - $440K
|
726K
$33.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-37K- 45.41% |
$1.64M - $1.7M
|
44.5K
$2.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-1.64K- 15.91% |
$72.6K - $75.2K
|
8.64K
$395K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-4.17K- 0.6% |
$185K - $192K
|
690K
$31.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
10.5KNew |
$468K - $485K
|
10.5K
$482K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.13K- 5.19% |
$317K - $328K
|
130K
$5.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
18K+ 7.94% |
$801K - $829K
|
245K
$11.2M
|
|
|
Apr 29, 2025
Q1 2025
|
R.P. Boggs & Co.
|
BUY
|
- |
33.6KNew |
$1.49M - $1.55M
|
33.6K
$1.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
491K+ 10.65% |
$21.8M - $22.6M
|
5.1M
$233M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
80.7KNew |
$3.58M - $3.71M
|
80.7K
$3.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1.74K+ 12.83% |
$77.3K - $80.1K
|
15.3K
$699K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
8.35KNew |
$371K - $384K
|
8.35K
$381K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
13.4K+ 5.92% |
$594K - $615K
|
239K
$10.9M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-72.5K- 81.07% |
$3.22M - $3.33M
|
16.9K
$773K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
113K+ 289.27% |
$5.03M - $5.21M
|
152K
$6.96M
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
BUY
|
- |
20.2K+ 5.2% |
$897K - $929K
|
409K
$18.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-51.9K- 30.7% |
$2.3M - $2.39M
|
117K
$5.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-663- 4.43% |
$29.4K - $30.5K
|
14.3K
$654K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
SELL
|
- |
-2.86K- 6.14% |
$127K - $132K
|
43.8K
$2M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-81.7K- 84.45% |
$3.63M - $3.75M
|
15K
$687K
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
4.39KNew |
$195K - $202K
|
4.39K
$201K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-1.16K- 16.15% |
$51.6K - $53.5K
|
6.04K
$276K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-4.16K- 14.9% |
$185K - $191K
|
23.7K
$1.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
8.11K+ 6.72% |
$360K - $373K
|
129K
$5.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
7.61KNew |
$338K - $350K
|
7.61K
$348K
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-17.1K- 4.56% |
$760K - $787K
|
358K
$16.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-21K- 62.7% |
$933K - $966K
|
12.5K
$571K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
108K+ 571.13% |
$4.81M - $4.98M
|
127K
$5.81M
|