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 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
6.26KNew |
$287K - $312K
|
6.26K
$286K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-17.6KClosed |
$808K - $878K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-202KClosed |
$9.26M - $10.1M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-6.97K- 22.13% |
$320K - $347K
|
24.5K
$1.12M
|
|
|
Aug 09, 2022
Q2 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-3.89K- 1.87% |
$178K - $194K
|
204K
$9.34M
|
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
SELL
|
- |
-5.68KClosed |
$260K - $283K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-5.1KClosed |
$234K - $254K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-6.03KClosed |
$276K - $300K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-12.9KClosed |
$590K - $641K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.16K+ 8636.0% |
$98.9K - $107K
|
2.18K
$99.9K
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
BUY
|
- |
2.09KNew |
$95.5K - $104K
|
2.09K
$95.4K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-28Closed |
$1.28K - $1.39K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
395New |
$18.1K - $19.7K
|
395
$18.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-8.13K- 11.68% |
$373K - $405K
|
61.5K
$2.81M
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-28.1K- 65.23% |
$1.29M - $1.4M
|
15K
$686K
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
6.42KNew |
$294K - $319K
|
6.42K
$293K
|
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
SELL
|
- |
-286Closed |
$13.1K - $14.2K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-618Closed |
$30.6K - $32.5K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1+ 0.12% |
$49.4 - $52.7
|
847
$38.7K
|
|
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-476KClosed |
$23.5M - $25M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-5.3KClosed |
$262K - $279K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-148Closed |
$7.32K - $7.79K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.3KClosed |
$262K - $279K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-47.3KClosed |
$2.34M - $2.49M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-7.41KClosed |
$367K - $390K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-25KClosed |
$1.23M - $1.31M
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-4.45KClosed |
$220K - $234K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-4.24KClosed |
$209K - $223K
|
0
$0
|
|
| Q4 2021 | |||||||
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
19New |
$1K - $1.02K
|
19
$869
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
200New |
$10.5K - $10.7K
|
200
$9.15K
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-15.6KClosed |
$822K - $835K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-90Closed |
$4.74K - $4.82K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-109KClosed |
$5.77M - $5.85M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-6.07KClosed |
$320K - $325K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-65Closed |
$3.43K - $3.48K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-496Closed |
$26.1K - $26.5K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-1.5KClosed |
$79K - $80.1K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-195Closed |
$10.3K - $10.4K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-67Closed |
$3.53K - $3.58K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-5.22KClosed |
$275K - $279K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-100- 22.99% |
$5.27K - $5.35K
|
335
$15.3K
|
|
| Q3 2021 | |||||||
|
May 19, 2025
Q3 2021
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-1Closed |
$53.1 - $53.9
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
11.2KNew |
$592K - $601K
|
11.2K
$510K
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-566Closed |
$30.1K - $30.5K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-665KClosed |
$35.3M - $35.8M
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-400Closed |
$21.2K - $21.6K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.84KClosed |
$204K - $207K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Howard Capital Management Inc.
|
SELL
|
- |
-44.7KClosed |
$2.37M - $2.41M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-6.49K- 75.58% |
$341K - $346K
|
2.1K
$95.9K
|
|
|
Sep 23, 2021
Q2 2021
|
Blooom, Inc.
|
SELL
|
- |
-3.81KClosed |
$200K - $203K
|
0
$0
|
|