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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.88K+ 89.53% |
$174K - $182K
|
8.22K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.76K- 30.63% |
$438K - $458K
|
22.1K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-144K- 28.08% |
$6.47M - $6.76M
|
369K
$16.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
3.1K+ 206.67% |
$139K - $145K
|
4.6K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-738K- 97.94% |
$33.1M - $34.6M
|
15.5K
$708K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
82.7K+ 25.69% |
$3.71M - $3.87M
|
404K
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-634- 2.32% |
$28.4K - $29.7K
|
26.7K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
24.1KNew |
$1.08M - $1.13M
|
24.1K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
106KNew |
$4.75M - $4.96M
|
106K
$4.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-12.4K- 24.32% |
$558K - $583K
|
38.7K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
11+ 0.13% |
$494 - $515
|
8.41K
$385K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
9.55KNew |
$429K - $448K
|
9.55K
$437K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
26.9K+ 7.3% |
$1.2M - $1.26M
|
395K
$18M
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
5.85K+ 63.72% |
$262K - $274K
|
15K
$687K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.6K- 3.41% |
$698K - $729K
|
440K
$20.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
33.5K+ 5.18% |
$1.5M - $1.57M
|
680K
$31.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
5.1KNew |
$229K - $239K
|
5.1K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
754K+ 1113.92% |
$33.8M - $35.3M
|
822K
$37.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11.6K- 14.5% |
$521K - $544K
|
68.4K
$3.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
23+ 12.11% |
$1.03K - $1.08K
|
213
$9.74K
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
90.1KNew |
$4.04M - $4.22M
|
90.1K
$4.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
26KNew |
$1.17M - $1.22M
|
26K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.33K+ 38.2% |
$105K - $109K
|
8.44K
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
39.1K+ 33.01% |
$1.75M - $1.83M
|
157K
$7.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
172K+ 19.76% |
$7.72M - $8.07M
|
1.04M
$47.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.12M+ 25.38% |
$319M - $334M
|
35.2M
$1.61B
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
138KNew |
$6.18M - $6.46M
|
138K
$6.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
12.2KNew |
$546K - $570K
|
12.2K
$557K
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
48.2KNew |
$2.16M - $2.26M
|
48.2K
$2.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
815+ 0.58% |
$36.6K - $38.2K
|
142K
$6.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-3.13K- 4.91% |
$140K - $147K
|
60.6K
$2.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.04K+ 16.77% |
$181K - $189K
|
28.1K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11+ 0.04% |
$494 - $515
|
26.8K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-117- 1.3% |
$5.25K - $5.48K
|
8.89K
$407K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.69K+ 14.7% |
$121K - $126K
|
21K
$959K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-30K- 87.11% |
$1.35M - $1.41M
|
4.44K
$203K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.48K+ 8.7% |
$156K - $163K
|
43.5K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
75+ 1.94% |
$3.37K - $3.51K
|
3.95K
$181K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
299+ 1.76% |
$13.4K - $14K
|
17.3K
$790K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
1K+ 1.35% |
$45K - $47K
|
75.2K
$3.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.53K- 20.18% |
$113K - $118K
|
9.99K
$457K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
13.4K+ 16.59% |
$599K - $626K
|
93.8K
$4.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
911+ 1.29% |
$40.9K - $42.7K
|
71.4K
$3.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
16.1K+ 2.63% |
$722K - $754K
|
629K
$28.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.28KNew |
$282K - $294K
|
6.28K
$287K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
24.1K+ 20.56% |
$1.08M - $1.13M
|
141K
$6.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.18K- 43.71% |
$188K - $196K
|
5.38K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-13.2K- 25.19% |
$590K - $617K
|
39.1K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-418- 0.42% |
$18.8K - $19.6K
|
98.2K
$4.49M
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
10.5K+ 2.78% |
$473K - $494K
|
390K
$17.8M
|