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 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 8.33% |
$44.9 - $46.9
|
13
$594
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.77K+ 12.14% |
$79.3K - $82.8K
|
16.3K
$746K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-44.5K- 19.23% |
$2M - $2.08M
|
187K
$8.54M
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
230New |
$10.3K - $10.8K
|
230
$10.5K
|
|
| Q3 2024 | |||||||
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-998- 10.68% |
$44.6K - $47.1K
|
8.35K
$382K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.86KNew |
$82.9K - $87.7K
|
1.86K
$84.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
14.7KNew |
$654K - $692K
|
14.7K
$670K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.76K- 40.62% |
$168K - $177K
|
5.49K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
10.6KNew |
$474K - $501K
|
10.6K
$485K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
58New |
$2.59K - $2.74K
|
58
$2.65K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
11.8KNew |
$527K - $557K
|
11.8K
$540K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
17.8KNew |
$796K - $841K
|
17.8K
$815K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-12K- 20.01% |
$534K - $565K
|
47.8K
$2.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
161New |
$7.19K - $7.6K
|
161
$7.36K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
45.7K+ 6.56% |
$2.04M - $2.16M
|
743K
$34M
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
BUY
|
- |
158+ 2.41% |
$7.05K - $7.46K
|
6.72K
$307K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-74- 41.81% |
$3.3K - $3.49K
|
103
$4.71K
|
|
|
Nov 12, 2024
Q3 2024
|
Trust Investment Advisors
|
BUY
|
- |
15.6KNew |
$696K - $736K
|
15.6K
$713K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
43.5KNew |
$1.94M - $2.05M
|
43.5K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
298New |
$13.3K - $14.1K
|
298
$13.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
4.76K+ 96.16% |
$213K - $225K
|
9.71K
$444K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.16KNew |
$51.7K - $54.6K
|
1.16K
$52.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
13.2KNew |
$587K - $621K
|
13.2K
$601K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
319New |
$14.2K - $15.1K
|
319
$14.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
17+ 43.59% |
$759 - $803
|
56
$2.56K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
131+ 1.39% |
$5.85K - $6.18K
|
9.57K
$438K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
12+ 1.24% |
$536 - $567
|
977
$44.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.06K+ 7.51% |
$47.2K - $49.9K
|
15.1K
$692K
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-4.35K- 5.85% |
$194K - $205K
|
70K
$3.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-100- 1.16% |
$4.47K - $4.72K
|
8.52K
$390K
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
9.55KNew |
$426K - $451K
|
9.55K
$437K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
517New |
$23.1K - $24.4K
|
517
$23.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.94K+ 57.69% |
$176K - $186K
|
10.8K
$493K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-176- 2.25% |
$7.86K - $8.31K
|
7.65K
$350K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-77- 1.59% |
$3.44K - $3.64K
|
4.77K
$218K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.51K- 38.28% |
$67.5K - $71.4K
|
2.44K
$111K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-621- 53.72% |
$27.7K - $29.3K
|
535
$24.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
998New |
$44.6K - $47.1K
|
998
$45.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.94K- 19.34% |
$176K - $186K
|
16.4K
$751K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.78K+ 323.64% |
$79.5K - $84K
|
2.33K
$107K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
2.34K+ 4.3% |
$104K - $110K
|
56.8K
$2.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
4.62KNew |
$206K - $218K
|
4.62K
$211K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
229K+ 9729.09% |
$10.2M - $10.8M
|
232K
$10.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
176+ 15.99% |
$7.86K - $8.31K
|
1.28K
$58.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
182New |
$8.13K - $8.59K
|
182
$8.32K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
640New |
$28.6K - $30.2K
|
640
$29.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.43K- 22.26% |
$63.8K - $67.5K
|
4.99K
$228K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
235K+ 11.93% |
$10.5M - $11.1M
|
2.21M
$101M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
168K+ 14.14% |
$7.51M - $7.94M
|
1.36M
$62.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
103New |
$4.6K - $4.86K
|
103
$4.71K
|
|