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 |
|---|---|---|---|---|---|---|---|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-814- 99.75% |
$35.4K - $37.2K
|
2
$88.9
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.71K+ 3.69% |
$74.2K - $78.1K
|
48K
$2.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 2.56% |
$43.4 - $45.7
|
38
$1.69K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
52New |
$2.26K - $2.38K
|
52
$2.31K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
15.7KNew |
$684K - $719K
|
15.7K
$700K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
20New |
$869 - $914
|
20
$889
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
24.2KNew |
$1.05M - $1.11M
|
24.2K
$1.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-5.39K- 52.16% |
$234K - $246K
|
4.95K
$220K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
628New |
$27.3K - $28.7K
|
628
$27.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
BUY
|
- |
100New |
$4.34K - $4.57K
|
100
$4.45K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
7.38KNew |
$320K - $337K
|
7.38K
$328K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
47.1K+ 16.45% |
$2.05M - $2.15M
|
334K
$14.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-7.65K- 26.73% |
$332K - $350K
|
21K
$933K
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
76.6K+ 35.77% |
$3.32M - $3.5M
|
291K
$12.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Systelligence, LLC
|
BUY
|
- |
9.27K+ 2.08% |
$403K - $424K
|
456K
$20.3M
|
|
| Q2 2023 | |||||||
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4.05KNew |
$183K - $188K
|
4.05K
$180K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
33New |
$1.49K - $1.53K
|
33
$1.47K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
72New |
$3.25K - $3.34K
|
72
$3.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
90.4KNew |
$4.07M - $4.2M
|
90.4K
$4.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
40New |
$1.8K - $1.86K
|
40
$1.78K
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-858- 10.69% |
$38.7K - $39.8K
|
7.17K
$319K
|
|
|
Aug 14, 2023
Q2 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
7.25KNew |
$327K - $337K
|
7.25K
$323K
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
1.12K+ 3.66% |
$50.6K - $52.1K
|
31.8K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.9KNew |
$493K - $508K
|
10.9K
$486K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
332New |
$15K - $15.4K
|
332
$14.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.95KNew |
$223K - $230K
|
4.95K
$220K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
10KNew |
$452K - $466K
|
10K
$446K
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
6.3KNew |
$284K - $293K
|
6.3K
$280K
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.05K- 14.22% |
$47.1K - $48.5K
|
6.3K
$280K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
965New |
$43.5K - $44.8K
|
965
$42.9K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.77K- 7.26% |
$350K - $361K
|
99.2K
$4.41M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.4K+ 5.48% |
$62.9K - $64.8K
|
26.9K
$1.19M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
225New |
$10.1K - $10.4K
|
225
$10K
|
|
|
Jul 07, 2023
Q2 2023
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
47.7KNew |
$2.15M - $2.22M
|
47.7K
$2.12M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
33.4KNew |
$1.51M - $1.55M
|
33.4K
$1.49M
|
|
| Q1 2023 | |||||||
|
Nov 16, 2023
Q1 2023
|
R.P. Boggs & Co.
|
BUY
|
- |
162KNew |
$7.29M - $7.6M
|
162K
$7.23M
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
6.13K+ 26.98% |
$275K - $287K
|
28.9K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.89KNew |
$399K - $416K
|
8.89K
$395K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
4.39KNew |
$197K - $206K
|
4.39K
$195K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
6.13K+ 26.98% |
$275K - $287K
|
28.9K
$1.28M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-23- 0.04% |
$1.03K - $1.08K
|
52.3K
$2.33M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-433- 2.04% |
$19.4K - $20.3K
|
20.8K
$923K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
17KNew |
$764K - $797K
|
17K
$758K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-67.6K- 91.93% |
$3.03M - $3.17M
|
5.94K
$264K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
330New |
$14.8K - $15.4K
|
330
$14.7K
|
|
| Q4 2022 | |||||||
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
41.6KNew |
$1.81M - $1.93M
|
41.6K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.84KNew |
$123K - $131K
|
2.84K
$126K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
9.4KNew |
$409K - $435K
|
9.4K
$418K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
11.8K+ 27.05% |
$515K - $548K
|
55.6K
$2.47M
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
62.2KNew |
$2.7M - $2.88M
|
62.2K
$2.77M
|
|