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 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-23- 0.42% |
$1.02K - $1.06K
|
5.44K
$249K
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
43.2K+ 11.08% |
$1.92M - $1.99M
|
434K
$19.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
130New |
$5.77K - $5.98K
|
130
$5.94K
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-4.15K- 1.5% |
$184K - $191K
|
273K
$12.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
208KNew |
$9.24M - $9.57M
|
208K
$9.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 1.06% |
$66.9K - $69.2K
|
141K
$6.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
9+ 0.29% |
$400 - $414
|
3.11K
$142K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
680+ 2.46% |
$30.2K - $31.3K
|
28.3K
$1.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
626New |
$27.8K - $28.8K
|
626
$28.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.68K+ 11.61% |
$74.4K - $77K
|
16.1K
$735K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-17.6K- 26.78% |
$784K - $811K
|
48.2K
$2.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
757+ 2.89% |
$33.6K - $34.8K
|
27K
$1.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.51K+ 13.81% |
$111K - $115K
|
20.7K
$944K
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
34.5K+ 12.1% |
$1.53M - $1.58M
|
319K
$14.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
7.72K+ 1.34% |
$343K - $355K
|
585K
$26.7M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
553New |
$24.6K - $25.4K
|
553
$25.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
2.28K+ 2.47% |
$101K - $105K
|
94.6K
$4.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
2.16K+ 5.52% |
$95.7K - $99.1K
|
41.2K
$1.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-133- 62.44% |
$5.91K - $6.12K
|
80
$3.65K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-50- 35.21% |
$2.22K - $2.3K
|
92
$4.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-1.41K- 6.13% |
$62.7K - $64.9K
|
21.6K
$986K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
259K+ 541.92% |
$11.5M - $11.9M
|
307K
$14M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.44K- 97.5% |
$64K - $66.3K
|
37
$1.69K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
22.9K+ 2.95% |
$1.02M - $1.05M
|
798K
$36.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
3.14KNew |
$139K - $144K
|
3.14K
$143K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-34.3K- 16.59% |
$1.52M - $1.58M
|
172K
$7.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
25K+ 4.1% |
$1.11M - $1.15M
|
634K
$29M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
338+ 2.78% |
$15K - $15.5K
|
12.5K
$571K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
19.6K+ 208.65% |
$870K - $901K
|
29K
$1.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.2K+ 4.75% |
$584K - $605K
|
290K
$13.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
50.6K+ 23.99% |
$2.25M - $2.33M
|
262K
$11.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
16K+ 29.5% |
$710K - $735K
|
70.2K
$3.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
SELL
|
- |
-966- 1.16% |
$42.9K - $44.4K
|
82.5K
$3.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-9.29K- 8.1% |
$413K - $427K
|
105K
$4.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-191K- 13.05% |
$8.47M - $8.77M
|
1.27M
$58M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.87KNew |
$83.1K - $86.1K
|
1.87K
$85.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
3.45K+ 2.41% |
$153K - $159K
|
146K
$6.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
5.63KNew |
$250K - $259K
|
5.63K
$257K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-12.2K- 9.03% |
$541K - $560K
|
123K
$5.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.44K- 4.06% |
$63.8K - $66K
|
33.9K
$1.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-7.33K- 9.84% |
$325K - $337K
|
67.1K
$3.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.08K+ 18.52% |
$92.3K - $95.6K
|
13.3K
$608K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-10.2K- 49.39% |
$454K - $470K
|
10.5K
$478K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-23K- 5.51% |
$1.02M - $1.06M
|
394K
$18M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
17.5K+ 24.52% |
$779K - $807K
|
89.1K
$4.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.2K+ 1.07% |
$97.8K - $101K
|
208K
$9.51M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.59K+ 20.85% |
$204K - $211K
|
26.6K
$1.22M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
6.09K+ 26.77% |
$270K - $280K
|
28.8K
$1.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-6.77K- 29.46% |
$301K - $311K
|
16.2K
$741K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
31.7K+ 210.91% |
$1.41M - $1.46M
|
46.8K
$2.14M
|