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 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.2KNew |
$458K - $478K
|
10.2K
$467K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
24.7KNew |
$1.11M - $1.16M
|
24.7K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
46K+ 8.44% |
$2.07M - $2.16M
|
592K
$27.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
113KNew |
$5.08M - $5.31M
|
113K
$5.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
110K+ 17.28% |
$4.92M - $5.14M
|
745K
$34.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
83New |
$3.72K - $3.89K
|
83
$3.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.26K- 18.67% |
$56.7K - $59.2K
|
5.5K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.95KNew |
$267K - $279K
|
5.95K
$272K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
55.2K+ 57.97% |
$2.48M - $2.59M
|
150K
$6.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
996K+ 55.07% |
$44.7M - $46.7M
|
2.8M
$128M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
7.54KNew |
$338K - $353K
|
7.54K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
116+ 48.74% |
$5.2K - $5.44K
|
354
$16.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-153K- 60.03% |
$6.86M - $7.16M
|
102K
$4.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
57.4K+ 11.91% |
$2.58M - $2.69M
|
539K
$24.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-4.13K- 3.37% |
$185K - $194K
|
119K
$5.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-9.13K- 22.66% |
$409K - $428K
|
31.1K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
3.76K+ 4.79% |
$169K - $176K
|
82.3K
$3.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
54.8K+ 1266.92% |
$2.46M - $2.57M
|
59.1K
$2.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
8.81MNew |
$395M - $413M
|
8.81M
$403M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
112K+ 25.55% |
$5.04M - $5.26M
|
552K
$25.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-9.37K- 2.04% |
$420K - $439K
|
449K
$20.5M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.2K+ 2.39% |
$591K - $617K
|
565K
$25.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
958+ 10.98% |
$43K - $44.9K
|
9.68K
$443K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
60.1K+ 3.46% |
$2.7M - $2.82M
|
1.8M
$82.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6New |
$269 - $281
|
6
$274
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.5K+ 10.44% |
$515K - $538K
|
122K
$5.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
3.76K+ 7.88% |
$169K - $176K
|
51.5K
$2.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
9.46K+ 5.44% |
$424K - $443K
|
183K
$8.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-15- 68.18% |
$673 - $703
|
7
$320
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
127K+ 68.51% |
$5.72M - $5.97M
|
313K
$14.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
4.41K+ 5.16% |
$198K - $206K
|
89.7K
$4.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
793New |
$35.6K - $37.2K
|
793
$36.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.32KNew |
$59.1K - $61.8K
|
1.32K
$60.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-31.2K- 28.94% |
$1.4M - $1.46M
|
76.6K
$3.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-207- 1.94% |
$9.29K - $9.7K
|
10.5K
$479K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.4K+ 11.55% |
$513K - $536K
|
110K
$5.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.2KNew |
$504K - $526K
|
11.2K
$513K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
431New |
$19.3K - $20.2K
|
431
$19.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
4.77K+ 5.49% |
$214K - $223K
|
91.6K
$4.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.02M+ 39.17% |
$90.9M - $94.9M
|
7.19M
$329M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
10.7KNew |
$481K - $502K
|
10.7K
$490K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-21.3K- 8.34% |
$956K - $998K
|
234K
$10.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
2.38K+ 8.8% |
$107K - $112K
|
29.4K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
3.78K+ 75.52% |
$169K - $177K
|
8.78K
$401K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8+ 1.69% |
$359 - $375
|
480
$22K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7.55K+ 22.66% |
$339K - $354K
|
40.9K
$1.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
11.9K+ 23.93% |
$533K - $557K
|
61.5K
$2.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
124K+ 2.76% |
$5.55M - $5.79M
|
4.61M
$211M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.59K+ 35.19% |
$71.4K - $74.6K
|
6.12K
$280K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
24.7K+ 80.8% |
$1.11M - $1.16M
|
55.3K
$2.53M
|