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 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
9.15K+ 10.17% |
$410K - $421K
|
99.1K
$4.52M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
12.6K+ 17.47% |
$566K - $581K
|
84.8K
$3.87M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
4.82KNew |
$216K - $222K
|
4.82K
$220K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
5.08KNew |
$228K - $234K
|
5.08K
$232K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
2.68K+ 5.51% |
$120K - $123K
|
51.2K
$2.34M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
5.9KNew |
$265K - $272K
|
5.9K
$270K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
256New |
$11.5K - $11.8K
|
256
$11.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-2.53K- 0.93% |
$113K - $116K
|
269K
$12.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
33K+ 61.45% |
$1.48M - $1.52M
|
86.8K
$3.96M
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
4.45KNew |
$199K - $205K
|
4.45K
$203K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
48.2KNew |
$2.16M - $2.22M
|
48.2K
$2.2M
|
|
| Q4 2023 | |||||||
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.38KNew |
$101K - $110K
|
2.38K
$109K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.92KNew |
$81.8K - $88.9K
|
1.92K
$87.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
700New |
$29.8K - $32.3K
|
700
$32K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
43.1KNew |
$1.83M - $1.99M
|
43.1K
$1.97M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
7.65K+ 40.54% |
$325K - $354K
|
26.5K
$1.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
91.2KNew |
$3.88M - $4.21M
|
91.2K
$4.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-22.1K- 64.94% |
$939K - $1.02M
|
11.9K
$544K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-369- 35.48% |
$15.7K - $17K
|
671
$30.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
161+ 16.04% |
$6.85K - $7.44K
|
1.17K
$53.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.1KNew |
$217K - $236K
|
5.1K
$233K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
291KNew |
$12.4M - $13.4M
|
291K
$13.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
3.1K+ 41.25% |
$132K - $143K
|
10.6K
$485K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
10.2KNew |
$434K - $472K
|
10.2K
$467K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
17New |
$723 - $785
|
17
$776
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.01K- 63.12% |
$43.1K - $46.8K
|
592
$27K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
18K+ 30.46% |
$765K - $832K
|
77.1K
$3.52M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-145K- 92.85% |
$6.16M - $6.69M
|
11.1K
$509K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
6.25KNew |
$266K - $289K
|
6.25K
$285K
|
|
|
Jan 18, 2024
Q4 2023
|
Touchstone Capital, Inc.
|
BUY
|
- |
33.9KNew |
$1.44M - $1.56M
|
33.9K
$1.55M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
11KNew |
$469K - $510K
|
11K
$504K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-3.36K- 5.75% |
$143K - $155K
|
55.1K
$2.51M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-364Closed |
$15.8K - $16.6K
|
0
$0
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.5KNew |
$889K - $936K
|
20.5K
$935K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-814- 99.75% |
$35.4K - $37.2K
|
2
$91.3
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.71K+ 3.69% |
$74.2K - $78.1K
|
48K
$2.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
52New |
$2.26K - $2.38K
|
52
$2.37K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
15.7KNew |
$684K - $719K
|
15.7K
$719K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
20New |
$869 - $914
|
20
$913
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
24.2KNew |
$1.05M - $1.11M
|
24.2K
$1.11M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-5.39K- 52.16% |
$234K - $246K
|
4.95K
$226K
|
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
BUY
|
- |
100New |
$4.34K - $4.57K
|
100
$4.57K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
7.38KNew |
$320K - $337K
|
7.38K
$337K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
47.1K+ 16.45% |
$2.05M - $2.15M
|
334K
$15.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
76.6K+ 35.77% |
$3.32M - $3.5M
|
291K
$13.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Systelligence, LLC
|
BUY
|
- |
9.27K+ 2.08% |
$403K - $424K
|
456K
$20.8M
|
|
| Q2 2023 | |||||||
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4.05KNew |
$183K - $188K
|
4.05K
$185K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
33New |
$1.49K - $1.53K
|
33
$1.51K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
90.4KNew |
$4.07M - $4.2M
|
90.4K
$4.13M
|
|