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 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
16.7K+ 120.67% |
$747K - $769K
|
30.6K
$1.4M
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-951- 0.54% |
$42.5K - $43.7K
|
174K
$7.97M
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
11K+ 2.2% |
$490K - $504K
|
510K
$23.3M
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-7.09K- 6.64% |
$317K - $326K
|
99.8K
$4.56M
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
260K+ 14.29% |
$11.6M - $11.9M
|
2.08M
$95.1M
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.34K- 2.94% |
$59.7K - $61.4K
|
44.2K
$2.02M
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
466New |
$20.8K - $21.4K
|
466
$21.3K
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
17.1KNew |
$762K - $784K
|
17.1K
$780K
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-15- 51.72% |
$670 - $689
|
14
$640
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
18+ 0.1% |
$804 - $827
|
17.3K
$789K
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-905- 0.13% |
$40.4K - $41.6K
|
688K
$31.5M
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
8.15K+ 6.1% |
$364K - $374K
|
142K
$6.48M
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.92K+ 5.14% |
$130K - $134K
|
59.7K
$2.73M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
9.84K+ 6.34% |
$440K - $452K
|
165K
$7.55M
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
15.8K+ 10.55% |
$705K - $725K
|
165K
$7.56M
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
2.73K+ 3.08% |
$122K - $125K
|
91.4K
$4.18M
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.89K- 0.47% |
$129K - $133K
|
612K
$28M
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
9.86K+ 6.59% |
$441K - $453K
|
160K
$7.3M
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
15.4K+ 13.88% |
$690K - $710K
|
127K
$5.8M
|
|
Q1 2025 | |||||||
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-19.1K- 10.04% |
$850K - $880K
|
171K
$7.84M
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
7.42K+ 8.39% |
$330K - $341K
|
95.9K
$4.39M
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-12.5KClosed |
$556K - $576K
|
0
$0
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.53K+ 0.27% |
$157K - $162K
|
1.3M
$59.6M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
153K+ 7712.31% |
$6.79M - $7.03M
|
155K
$7.08M
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1New |
$44.4 - $46
|
1
$45.7
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
11.2KNew |
$497K - $515K
|
11.2K
$512K
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
7.73K+ 5.26% |
$343K - $355K
|
155K
$7.07M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
25+ 0.7% |
$1.11K - $1.15K
|
3.61K
$165K
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
9.06KNew |
$402K - $417K
|
9.06K
$414K
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-5.41K- 17.37% |
$240K - $249K
|
25.7K
$1.18M
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
476KNew |
$21.1M - $21.9M
|
476K
$21.8M
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3.59K- 17.62% |
$159K - $165K
|
16.8K
$767K
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
396KNew |
$17.6M - $18.2M
|
396K
$18.1M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.45K+ 5.09% |
$242K - $250K
|
112K
$5.14M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
345K+ 3.05% |
$15.3M - $15.9M
|
11.6M
$533M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-221K- 0.63% |
$9.8M - $10.1M
|
34.9M
$1.6B
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.97K+ 1.61% |
$132K - $136K
|
187K
$8.57M
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
123K+ 5.0% |
$5.46M - $5.65M
|
2.58M
$118M
|
|
May 15, 2025
Q1 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
15.7K+ 12.18% |
$696K - $720K
|
144K
$6.6M
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
552+ 4.98% |
$24.5K - $25.4K
|
11.6K
$532K
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
80.4K+ 7.91% |
$3.57M - $3.7M
|
1.1M
$50.2M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
209K+ 6.2% |
$9.3M - $9.63M
|
3.58M
$164M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
46.9K+ 8.7% |
$2.08M - $2.16M
|
586K
$26.8M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10.9K- 5.88% |
$483K - $500K
|
174K
$7.96M
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
17.6K+ 2.79% |
$780K - $808K
|
647K
$29.6M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-17.8K- 31.6% |
$792K - $820K
|
38.6K
$1.77M
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
356+ 2.27% |
$15.8K - $16.4K
|
16K
$734K
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4.95K+ 9.53% |
$220K - $227K
|
56.9K
$2.6M
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.6KNew |
$469K - $485K
|
10.6K
$483K
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1+ 0.0% |
$44.4 - $46
|
24.1K
$1.1M
|