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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
144+ 1.6% |
$6.43K - $6.62K
|
9.15K
$418K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
145+ 1.2% |
$6.48K - $6.66K
|
12.2K
$557K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
35.8K+ 18.01% |
$1.6M - $1.65M
|
235K
$10.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.26K+ 5.89% |
$56.5K - $58.1K
|
22.7K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-5.79K- 5.36% |
$258K - $266K
|
102K
$4.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
50.7K+ 4.45% |
$2.27M - $2.33M
|
1.19M
$54.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
566+ 0.44% |
$25.3K - $26K
|
131K
$5.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-57- 0.44% |
$2.55K - $2.62K
|
12.8K
$584K
|
|
|
Jul 16, 2025
Q2 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-17.4K- 3.23% |
$777K - $799K
|
521K
$23.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
14.9K+ 24.28% |
$665K - $684K
|
76.2K
$3.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
19KNew |
$850K - $874K
|
19K
$869K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
834New |
$37.3K - $38.3K
|
834
$38.1K
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-354K- 89.32% |
$15.8M - $16.3M
|
42.3K
$1.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
15.1K+ 92.52% |
$675K - $694K
|
31.4K
$1.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-436- 6.2% |
$19.5K - $20K
|
6.6K
$301K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
19.8K+ 6.2% |
$887K - $912K
|
340K
$15.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-5.47K- 13.11% |
$245K - $252K
|
36.3K
$1.66M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-886- 5.34% |
$39.6K - $40.7K
|
15.7K
$718K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5.15KNew |
$230K - $237K
|
5.15K
$235K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
13.5K+ 4.43% |
$602K - $619K
|
318K
$14.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
6.97K+ 6.07% |
$312K - $321K
|
122K
$5.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
600New |
$26.8K - $27.6K
|
600
$27.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-15.1K- 43.66% |
$676K - $696K
|
19.5K
$892K
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-2.07K- 0.76% |
$92.4K - $95K
|
271K
$12.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-23.3K- 44.93% |
$1.04M - $1.07M
|
28.5K
$1.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
77.9K+ 22.05% |
$3.48M - $3.58M
|
431K
$19.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-610- 4.39% |
$27.3K - $28K
|
13.3K
$606K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.4K+ 5.56% |
$1.05M - $1.08M
|
445K
$20.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-12.7K- 0.86% |
$569K - $585K
|
1.46M
$66.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
382+ 0.78% |
$17.1K - $17.6K
|
49.1K
$2.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
13+ 0.24% |
$581 - $597
|
5.46K
$249K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-15.8K- 0.41% |
$707K - $728K
|
3.84M
$175M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-995- 7.52% |
$44.5K - $45.7K
|
12.2K
$559K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
17.4K+ 77.07% |
$779K - $801K
|
40K
$1.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
16.1K+ 8.21% |
$721K - $742K
|
213K
$9.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
174+ 0.31% |
$7.77K - $8K
|
56.8K
$2.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
27.2K+ 2.89% |
$1.22M - $1.25M
|
969K
$44.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
9.2K+ 7.19% |
$411K - $423K
|
137K
$6.27M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
35.2K+ 6.97% |
$1.57M - $1.62M
|
541K
$24.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-2.14K- 92.56% |
$95.6K - $98.4K
|
172
$7.86K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 2.27% |
$44.7 - $46
|
45
$2.06K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.53K- 15.63% |
$157K - $162K
|
19K
$869K
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-632- 9.62% |
$28.2K - $29K
|
5.94K
$271K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-1.32K- 43.91% |
$59.1K - $60.8K
|
1.69K
$77.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
15.3K+ 5.26% |
$685K - $704K
|
306K
$14M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
33.4K+ 3.59% |
$1.49M - $1.54M
|
965K
$44.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
2.96KNew |
$132K - $136K
|
2.96K
$135K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-183- 0.84% |
$8.18K - $8.41K
|
21.6K
$986K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.22K+ 3.64% |
$144K - $148K
|
91.5K
$4.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.48K+ 1.24% |
$200K - $206K
|
366K
$16.7M
|