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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
17New |
$749 - $773
|
17
$776
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
25.1K+ 5.31% |
$1.11M - $1.14M
|
499K
$22.8M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.83KNew |
$345K - $356K
|
7.83K
$357K
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.49K- 24.21% |
$110K - $113K
|
7.8K
$356K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
112+ 25.28% |
$4.93K - $5.09K
|
555
$25.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
884New |
$38.9K - $40.2K
|
884
$40.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
67New |
$2.95K - $3.05K
|
67
$3.06K
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-10K- 16.14% |
$442K - $456K
|
52.1K
$2.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
535KNew |
$23.6M - $24.3M
|
535K
$24.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.54K- 59.05% |
$67.7K - $69.9K
|
1.07K
$48.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.23KNew |
$54.3K - $56.1K
|
1.23K
$56.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-3.95K- 46.03% |
$174K - $180K
|
4.63K
$211K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
162+ 119.12% |
$7.14K - $7.37K
|
298
$13.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
11.9K+ 2.48% |
$526K - $543K
|
493K
$22.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-217- 3.82% |
$9.56K - $9.87K
|
5.46K
$249K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.61KNew |
$423K - $437K
|
9.61K
$439K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
136New |
$5.99K - $6.19K
|
136
$6.21K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-45- 54.88% |
$1.98K - $2.05K
|
37
$1.69K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
6.81K+ 1.84% |
$300K - $310K
|
378K
$17.2M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
207New |
$9.12K - $9.42K
|
207
$9.45K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
18K+ 192.19% |
$806K - $827K
|
27.3K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
111K+ 45.28% |
$4.97M - $5.1M
|
356K
$16.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
42.7K+ 18.17% |
$1.91M - $1.96M
|
278K
$12.7M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
37New |
$1.66K - $1.7K
|
37
$1.69K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.34KNew |
$239K - $246K
|
5.34K
$244K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.86KNew |
$83.4K - $85.6K
|
1.86K
$84.9K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
302+ 3.52% |
$13.5K - $13.9K
|
8.89K
$406K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
44.7KNew |
$2M - $2.06M
|
44.7K
$2.04M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
9.33KNew |
$418K - $429K
|
9.33K
$426K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
18.7K+ 10.19% |
$837K - $859K
|
202K
$9.21M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8.64K+ 6.26% |
$388K - $398K
|
147K
$6.7M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
11K+ 193.85% |
$492K - $504K
|
16.6K
$759K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.46KNew |
$200K - $205K
|
4.46K
$204K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
5.5KNew |
$247K - $253K
|
5.5K
$251K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.32KNew |
$283K - $291K
|
6.32K
$289K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
14.8K+ 21.67% |
$664K - $681K
|
83.1K
$3.8M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
4.57KNew |
$205K - $210K
|
4.57K
$208K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
816New |
$36.6K - $37.6K
|
816
$37.3K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
162New |
$7.27K - $7.46K
|
162
$7.4K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-964- 68.37% |
$43.2K - $44.4K
|
446
$20.4K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
19.2K+ 20.02% |
$863K - $886K
|
115K
$5.27M
|
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.82K+ 11.93% |
$81.7K - $83.8K
|
17.1K
$781K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
21.4KNew |
$962K - $987K
|
21.4K
$979K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
5.65KNew |
$253K - $260K
|
5.65K
$258K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
2.97KNew |
$133K - $136K
|
2.97K
$135K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-51- 1.91% |
$2.29K - $2.35K
|
2.62K
$120K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
326New |
$14.6K - $15K
|
326
$14.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
285KNew |
$12.8M - $13.1M
|
285K
$13M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
55+ 23.31% |
$2.47K - $2.53K
|
291
$13.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-2.49K- 2.5% |
$112K - $115K
|
97.2K
$4.44M
|
|