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 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-850- 3.49% |
$38K - $39.1K
|
23.5K
$1.08M
|
|
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 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
29.7K+ 7.37% |
$1.33M - $1.36M
|
432K
$19.8M
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
39.3K+ 5.35% |
$1.76M - $1.81M
|
773K
$35.4M
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
6.44K+ 4.59% |
$288K - $296K
|
147K
$6.71M
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
18.2K+ 11.05% |
$812K - $835K
|
183K
$8.36M
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
9.34KNew |
$417K - $429K
|
9.34K
$427K
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-352- 1.89% |
$15.7K - $16.2K
|
18.3K
$835K
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
233K+ 71.66% |
$10.4M - $10.7M
|
559K
$25.5M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.8K+ 8.21% |
$752K - $774K
|
222K
$10.1M
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-2.5K- 0.72% |
$112K - $115K
|
345K
$15.8M
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
38.5K+ 15.73% |
$1.72M - $1.77M
|
283K
$12.9M
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
8.01K+ 8.34% |
$358K - $368K
|
104K
$4.76M
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
41.1K+ 6.71% |
$1.84M - $1.89M
|
654K
$29.9M
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.9K+ 2.05% |
$84.8K - $87.2K
|
94.5K
$4.32M
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.48K+ 9.05% |
$111K - $114K
|
29.9K
$1.37M
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
30.4K+ 334.7% |
$1.36M - $1.4M
|
39.5K
$1.81M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.64K+ 1.79% |
$118K - $121K
|
150K
$6.88M
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-2K- 11.36% |
$89.1K - $91.7K
|
15.6K
$712K
|
|
Jul 10, 2025
Q2 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-10.9K- 8.98% |
$487K - $501K
|
110K
$5.05M
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
191KNew |
$8.51M - $8.76M
|
191K
$8.72M
|
|
Jul 10, 2025
Q2 2025
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
8.15K+ 0.95% |
$364K - $375K
|
863K
$39.5M
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
28.6K+ 46.49% |
$1.28M - $1.31M
|
90K
$4.12M
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-24- 0.24% |
$1.07K - $1.1K
|
9.96K
$456K
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-327K- 88.74% |
$14.6M - $15M
|
41.5K
$1.9M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-76.7K- 7.5% |
$3.43M - $3.52M
|
946K
$43.3M
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
74+ 0.04% |
$3.31K - $3.4K
|
172K
$7.85M
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
52.3K+ 14.87% |
$2.34M - $2.4M
|
404K
$18.5M
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
10.8K+ 1.81% |
$483K - $497K
|
607K
$27.8M
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-463- 9.35% |
$20.7K - $21.3K
|
4.49K
$205K
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
71+ 0.11% |
$3.17K - $3.26K
|
63K
$2.88M
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
72.5KNew |
$3.24M - $3.33M
|
72.5K
$3.31M
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
5.04K+ 0.68% |
$225K - $232K
|
746K
$34.1M
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
530+ 2.4% |
$23.7K - $24.4K
|
22.6K
$1.03M
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-3.22K- 11.57% |
$144K - $148K
|
24.6K
$1.13M
|
|
Jul 09, 2025
Q2 2025
|
Kearns & Associates LLC
|
BUY
|
- |
15.5KNew |
$693K - $713K
|
15.5K
$710K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
178+ 1.44% |
$7.95K - $8.18K
|
12.5K
$573K
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
5.96K+ 11.38% |
$266K - $274K
|
58.3K
$2.67M
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
34.3K+ 11.77% |
$1.53M - $1.58M
|
326K
$14.9M
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
14.1K+ 17.83% |
$630K - $648K
|
93.1K
$4.26M
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-69.3K- 8.15% |
$3.1M - $3.19M
|
781K
$35.7M
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
58.4K+ 9.74% |
$2.61M - $2.68M
|
658K
$30.1M
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
2.08K+ 2.61% |
$93K - $95.7K
|
81.9K
$3.75M
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
29.9K+ 3.5% |
$1.33M - $1.37M
|
884K
$40.4M
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
5.1K+ 6.05% |
$228K - $234K
|
89.4K
$4.09M
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
583+ 92.83% |
$26K - $26.8K
|
1.21K
$55.4K
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
17.4KNew |
$778K - $800K
|
17.4K
$796K
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-44.6K- 15.67% |
$1.99M - $2.05M
|
240K
$11M
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
65.6KNew |
$2.93M - $3.01M
|
65.6K
$3M
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
25.1K+ 7.54% |
$1.12M - $1.15M
|
358K
$16.4M
|