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 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-104K- 90.08% |
$4.63M - $4.79M
|
11.5K
$524K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-335- 13.66% |
$14.9K - $15.4K
|
2.12K
$96.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
266New |
$11.8K - $12.2K
|
266
$12.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
9.44KNew |
$419K - $434K
|
9.44K
$431K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-848- 0.38% |
$37.7K - $39K
|
220K
$10M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-10.8K- 7.24% |
$480K - $496K
|
138K
$6.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
50.8K+ 10.97% |
$2.26M - $2.34M
|
514K
$23.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
747K+ 8.48% |
$33.2M - $34.3M
|
9.56M
$436M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-32.6K- 36.4% |
$1.45M - $1.5M
|
57K
$2.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-4.66K- 14.56% |
$207K - $214K
|
27.3K
$1.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-61K- 19.49% |
$2.71M - $2.81M
|
252K
$11.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.8K- 73.71% |
$79.8K - $82.6K
|
641
$29.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
343K+ 18.5% |
$15.2M - $15.8M
|
2.2M
$100M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-590- 8.48% |
$26.2K - $27.1K
|
6.37K
$291K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
52New |
$2.31K - $2.39K
|
52
$2.37K
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-6.41K- 5.66% |
$284K - $295K
|
107K
$4.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
1.78K+ 2.14% |
$79.1K - $81.9K
|
85.2K
$3.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.12K- 4.14% |
$49.5K - $51.3K
|
25.8K
$1.18M
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
BUY
|
- |
1.35K+ 3.89% |
$60K - $62.2K
|
36.1K
$1.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
355K+ 22.91% |
$15.8M - $16.3M
|
1.91M
$87M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.31K+ 240.73% |
$58.3K - $60.3K
|
1.86K
$84.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
3.37K+ 34.11% |
$150K - $155K
|
13.3K
$605K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-2.81K- 3.87% |
$125K - $129K
|
69.8K
$3.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-6.54K- 2.53% |
$290K - $301K
|
252K
$11.5M
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1.84K+ 10.05% |
$81.8K - $84.7K
|
20.2K
$922K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-702- 10.9% |
$31.2K - $32.3K
|
5.74K
$262K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
2K+ 4.09% |
$88.9K - $92K
|
50.9K
$2.32M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.36K- 12.13% |
$105K - $109K
|
17.1K
$782K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
852+ 1.28% |
$37.8K - $39.2K
|
67.6K
$3.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
7.94KNew |
$353K - $365K
|
7.94K
$363K
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
16.3K+ 6.44% |
$722K - $747K
|
268K
$12.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
1.31K+ 1.78% |
$58.1K - $60.2K
|
74.7K
$3.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
38.2KNew |
$1.7M - $1.76M
|
38.2K
$1.75M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
367K+ 22.97% |
$16.3M - $16.9M
|
1.96M
$89.7M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
313KNew |
$13.9M - $14.4M
|
313K
$14.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
459K+ 10.68% |
$20.4M - $21.1M
|
4.75M
$217M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-10.3K- 60.21% |
$459K - $475K
|
6.83K
$312K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-380- 38.0% |
$16.9K - $17.5K
|
620
$28.3K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.08M- 25.63% |
$48.3M - $50.5M
|
3.13M
$143M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.25K+ 12.72% |
$146K - $152K
|
28.8K
$1.32M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
5.23KNew |
$235K - $245K
|
5.23K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
5.1KNew |
$229K - $239K
|
5.1K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.88K+ 89.53% |
$174K - $182K
|
8.22K
$375K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
1.22K+ 15.82% |
$54.6K - $57K
|
8.91K
$407K
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
90.1KNew |
$4.04M - $4.22M
|
90.1K
$4.11M
|
|
|
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
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.53KNew |
$293K - $306K
|
6.53K
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
603New |
$27.1K - $28.3K
|
603
$27.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
1K+ 1.35% |
$45K - $47K
|
75.2K
$3.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
75+ 1.94% |
$3.37K - $3.51K
|
3.95K
$180K
|
|