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 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-100- 0.41% |
$4.49K - $4.69K
|
24.4K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-369- 42.12% |
$16.6K - $17.3K
|
507
$23.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
22.2KNew |
$998K - $1.04M
|
22.2K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
257New |
$11.5K - $12K
|
257
$11.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.78KNew |
$214K - $224K
|
4.78K
$218K
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
17.7KNew |
$795K - $830K
|
17.7K
$809K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-593- 5.77% |
$26.6K - $27.8K
|
9.69K
$442K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.75K+ 50.88% |
$123K - $129K
|
8.16K
$372K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 8.33% |
$44.9 - $46.9
|
13
$594
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
230New |
$10.3K - $10.8K
|
230
$10.5K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
58New |
$2.59K - $2.74K
|
58
$2.65K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
10.6KNew |
$474K - $501K
|
10.6K
$485K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
161New |
$7.19K - $7.6K
|
161
$7.35K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
11.8KNew |
$527K - $557K
|
11.8K
$539K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
45.7K+ 6.56% |
$2.04M - $2.16M
|
743K
$33.9M
|
|
|
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
|
Trust Investment Advisors
|
BUY
|
- |
15.6KNew |
$696K - $736K
|
15.6K
$712K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
319New |
$14.2K - $15.1K
|
319
$14.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.16KNew |
$51.7K - $54.6K
|
1.16K
$52.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
13.2KNew |
$587K - $621K
|
13.2K
$601K
|
|
|
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
$437K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
12+ 1.24% |
$536 - $567
|
977
$44.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-176- 2.25% |
$7.86K - $8.31K
|
7.65K
$350K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.94K+ 57.69% |
$176K - $186K
|
10.8K
$492K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
517New |
$23.1K - $24.4K
|
517
$23.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-77- 1.59% |
$3.44K - $3.64K
|
4.77K
$218K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-621- 53.72% |
$27.7K - $29.3K
|
535
$24.4K
|
|
|
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
$750K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.78K+ 323.64% |
$79.5K - $84K
|
2.33K
$106K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
2.34K+ 4.3% |
$104K - $110K
|
56.8K
$2.59M
|
|
|
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 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
640New |
$28.6K - $30.2K
|
640
$29.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
182New |
$8.13K - $8.59K
|
182
$8.31K
|
|
|
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 & Associates
St Petersburg, FL |
BUY
|
- |
168K+ 14.14% |
$7.51M - $7.94M
|
1.36M
$62M
|
|
|
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 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
103New |
$4.6K - $4.86K
|
103
$4.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-395- 3.5% |
$17.6K - $18.6K
|
10.9K
$498K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.15K- 0.05% |
$51.1K - $54.1K
|
2.09M
$95.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.64K+ 40.54% |
$162K - $172K
|
12.6K
$576K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.76KNew |
$123K - $130K
|
2.76K
$126K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
4.55KNew |
$203K - $215K
|
4.55K
$208K
|
|
|
Oct 10, 2024
Q3 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-11.8K- 57.04% |
$525K - $555K
|
8.86K
$405K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-3- 0.06% |
$134 - $142
|
5.05K
$231K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
67+ 0.58% |
$2.99K - $3.16K
|
11.5K
$526K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-2.79K- 29.8% |
$125K - $132K
|
6.58K
$300K
|
|
| Q2 2024 | |||||||
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
23.6K+ 12.76% |
$1.04M - $1.07M
|
208K
$9.52M
|
|