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 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
72New |
$3.25K - $3.34K
|
72
$3.29K
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
1.12K+ 3.66% |
$50.6K - $52.1K
|
31.8K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
7.25KNew |
$327K - $337K
|
7.25K
$331K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
40New |
$1.8K - $1.86K
|
40
$1.83K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.95KNew |
$223K - $230K
|
4.95K
$226K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
332New |
$15K - $15.4K
|
332
$15.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
6.3KNew |
$284K - $293K
|
6.3K
$288K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
10KNew |
$452K - $466K
|
10K
$458K
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.05K- 14.22% |
$47.1K - $48.5K
|
6.3K
$288K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
965New |
$43.5K - $44.8K
|
965
$44.1K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.77K- 7.26% |
$350K - $361K
|
99.2K
$4.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.4K+ 5.48% |
$62.9K - $64.8K
|
26.9K
$1.23M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
225New |
$10.1K - $10.4K
|
225
$10.3K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
33.4KNew |
$1.51M - $1.55M
|
33.4K
$1.53M
|
|
| Q1 2023 | |||||||
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
6.13K+ 26.98% |
$275K - $287K
|
28.9K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.89KNew |
$399K - $416K
|
8.89K
$406K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
6.13K+ 26.98% |
$275K - $287K
|
28.9K
$1.32M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-433- 2.04% |
$19.4K - $20.3K
|
20.8K
$948K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
17KNew |
$764K - $797K
|
17K
$778K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-67.6K- 91.93% |
$3.03M - $3.17M
|
5.94K
$271K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
330New |
$14.8K - $15.4K
|
330
$15.1K
|
|
| Q4 2022 | |||||||
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
41.6KNew |
$1.81M - $1.93M
|
41.6K
$1.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.84KNew |
$123K - $131K
|
2.84K
$130K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
9.4KNew |
$409K - $435K
|
9.4K
$429K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
11.8K+ 27.05% |
$515K - $548K
|
55.6K
$2.54M
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
431K+ 272.91% |
$18.7M - $19.9M
|
589K
$26.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
42K+ 72.41% |
$1.82M - $1.94M
|
100K
$4.57M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
217New |
$9.43K - $10K
|
217
$9.91K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
10.7KNew |
$464K - $494K
|
10.7K
$487K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.17KNew |
$50.7K - $53.9K
|
1.17K
$53.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
16.6K+ 346.04% |
$723K - $770K
|
21.5K
$980K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.24KNew |
$53.9K - $57.4K
|
1.24K
$56.7K
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-2.33K- 23.58% |
$101K - $108K
|
7.55K
$345K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
2+ 0.01% |
$88.6 - $96.1
|
21.2K
$968K
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
4.63K+ 87.82% |
$205K - $222K
|
9.9K
$452K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
346New |
$15.3K - $16.6K
|
346
$15.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.6KNew |
$204K - $221K
|
4.6K
$210K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
2New |
$88.6 - $96.1
|
2
$91.3
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
134New |
$5.93K - $6.44K
|
134
$6.12K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-88.9K- 69.67% |
$3.94M - $4.27M
|
38.7K
$1.77M
|
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
12.9K+ 46.56% |
$571K - $619K
|
40.6K
$1.85M
|
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-918- 27.45% |
$40.6K - $44.1K
|
2.43K
$111K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
368New |
$16.9K - $18.3K
|
368
$16.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-5.29KClosed |
$242K - $263K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-476KClosed |
$21.8M - $23.7M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
49.2KNew |
$2.25M - $2.45M
|
49.2K
$2.25M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-20.3KClosed |
$930K - $1.01M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-675- 5.71% |
$30.9K - $33.6K
|
11.2K
$509K
|
|
|
Aug 11, 2022
Q2 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-250KClosed |
$11.5M - $12.4M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
6.26KNew |
$287K - $312K
|
6.26K
$286K
|
|