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 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
251K+ 6.2% |
$11.3M - $11.8M
|
4.29M
$196M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-18.7K- 3.88% |
$838K - $875K
|
463K
$21.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-553- 58.03% |
$24.8K - $25.9K
|
400
$18.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
33.4KNew |
$1.5M - $1.57M
|
33.4K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
654K+ 584.46% |
$29.3M - $30.6M
|
766K
$35M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-471- 3.43% |
$21.1K - $22.1K
|
13.2K
$606K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
274K+ 94.62% |
$12.3M - $12.8M
|
564K
$25.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-222- 1.23% |
$9.96K - $10.4K
|
17.8K
$815K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
10.4K+ 9.96% |
$466K - $487K
|
115K
$5.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-452- 8.56% |
$20.3K - $21.2K
|
4.83K
$221K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-34.2K- 38.67% |
$1.53M - $1.6M
|
54.2K
$2.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
46+ 0.98% |
$2.06K - $2.16K
|
4.74K
$217K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
4.95K+ 1.69% |
$222K - $232K
|
298K
$13.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.6K+ 15.6% |
$790K - $825K
|
131K
$5.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-394- 6.92% |
$17.7K - $18.5K
|
5.3K
$242K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
12.7K+ 21.1% |
$568K - $593K
|
72.6K
$3.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
264KNew |
$11.8M - $12.4M
|
264K
$12.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
81.5K+ 5.9% |
$3.66M - $3.82M
|
1.46M
$66.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.83K- 14.73% |
$82.3K - $85.9K
|
10.6K
$485K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-779- 13.92% |
$35K - $36.5K
|
4.82K
$220K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.17K+ 15.23% |
$232K - $242K
|
39.2K
$1.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
248K+ 38.27% |
$11.1M - $11.6M
|
896K
$41M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
64.4K+ 41.26% |
$2.89M - $3.02M
|
220K
$10.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
1.68K+ 2.14% |
$75.2K - $78.6K
|
80K
$3.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
81K+ 257.9% |
$3.63M - $3.79M
|
112K
$5.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.04K+ 6.37% |
$91.7K - $95.7K
|
34.1K
$1.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
386+ 0.8% |
$17.3K - $18.1K
|
48.5K
$2.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-104- 1.19% |
$4.67K - $4.87K
|
8.63K
$394K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-427- 14.83% |
$19.2K - $20K
|
2.45K
$112K
|
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
13.6K+ 5.69% |
$609K - $636K
|
252K
$11.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.78K+ 1.04% |
$79.6K - $83.2K
|
172K
$7.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
4.73K+ 1.55% |
$212K - $222K
|
309K
$14.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-1.62K- 2.62% |
$72.8K - $76K
|
60.3K
$2.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-270- 1.4% |
$12.1K - $12.7K
|
19K
$867K
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
10.1K+ 7.84% |
$453K - $473K
|
139K
$6.35M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
25.5K+ 45.51% |
$1.14M - $1.19M
|
81.5K
$3.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
25.5K+ 6.52% |
$1.14M - $1.2M
|
417K
$19M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
15.6K+ 25.69% |
$699K - $730K
|
76.2K
$3.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-100- 0.41% |
$4.49K - $4.69K
|
24.4K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-2.57K- 31.97% |
$115K - $120K
|
5.47K
$250K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
676K+ 94.01% |
$30.3M - $31.7M
|
1.39M
$63.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
139+ 0.41% |
$6.24K - $6.51K
|
34.1K
$1.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-770- 53.62% |
$34.5K - $36.1K
|
666
$30.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
53.9K+ 5.26% |
$2.42M - $2.53M
|
1.08M
$49.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
231+ 3.0% |
$10.4K - $10.8K
|
7.94K
$363K
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-988- 0.2% |
$44.3K - $46.3K
|
489K
$22.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
35.6K+ 68.85% |
$1.6M - $1.67M
|
87.3K
$3.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
3.45K+ 7.58% |
$155K - $161K
|
48.9K
$2.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
12K+ 8.29% |
$537K - $561K
|
156K
$7.15M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
15.4K+ 15.62% |
$692K - $723K
|
114K
$5.22M
|