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 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
216K+ 2193.31% |
$9.7M - $10.1M
|
226K
$10.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
130K+ 29.02% |
$5.83M - $6.09M
|
578K
$26.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
13K+ 2.42% |
$582K - $608K
|
548K
$25.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
18.8K+ 14.92% |
$841K - $879K
|
144K
$6.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
82New |
$3.68K - $3.84K
|
82
$3.75K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-315- 1.24% |
$14.1K - $14.8K
|
25K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
303KNew |
$13.6M - $14.2M
|
303K
$13.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
45.7K+ 7.28% |
$2.05M - $2.14M
|
673K
$30.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
42.6K+ 23.09% |
$1.91M - $2M
|
227K
$10.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-248- 3.92% |
$11.1K - $11.6K
|
6.08K
$278K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
595K+ 21.37% |
$26.7M - $27.9M
|
3.38M
$155M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
68.9M+ 1542.47% |
$3.09B - $3.23B
|
73.4M
$3.36B
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
377+ 8.18% |
$16.9K - $17.7K
|
4.98K
$228K
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
83.5KNew |
$3.74M - $3.91M
|
83.5K
$3.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-9- 9.28% |
$404 - $422
|
88
$4.02K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
102K+ 11.19% |
$4.59M - $4.79M
|
1.02M
$46.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
4.82K+ 6.34% |
$216K - $226K
|
80.9K
$3.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
31.6KNew |
$1.42M - $1.48M
|
31.6K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
81.8KNew |
$3.67M - $3.83M
|
81.8K
$3.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-14- 0.03% |
$628 - $656
|
42.9K
$1.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
41.5KNew |
$1.86M - $1.94M
|
41.5K
$1.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
103KNew |
$4.62M - $4.83M
|
103K
$4.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
29.7KNew |
$1.33M - $1.39M
|
29.7K
$1.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
4+ 0.75% |
$179 - $187
|
538
$24.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.23K+ 3.14% |
$100K - $105K
|
73.4K
$3.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
BUY
|
- |
287KNew |
$12.9M - $13.4M
|
287K
$13.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.08MNew |
$48.2M - $50.4M
|
1.08M
$49.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
203K+ 7.09% |
$9.13M - $9.53M
|
3.07M
$141M
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
165K+ 29.84% |
$7.38M - $7.71M
|
716K
$32.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.63K+ 6.52% |
$73.1K - $76.4K
|
26.6K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
73.4KNew |
$3.29M - $3.44M
|
73.4K
$3.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
3.61K+ 36.3% |
$162K - $169K
|
13.6K
$621K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
240+ 1.01% |
$10.8K - $11.2K
|
23.9K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-13.1K- 2.89% |
$587K - $613K
|
440K
$20.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
15.1KNew |
$675K - $705K
|
15.1K
$688K
|
|
|
Feb 10, 2025
Q4 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
62+ 0.27% |
$2.78K - $2.91K
|
23K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
31.8K+ 30.81% |
$1.43M - $1.49M
|
135K
$6.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
670K+ 28.18% |
$30.1M - $31.4M
|
3.05M
$139M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
82.5K+ 313.52% |
$3.7M - $3.87M
|
109K
$4.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
26.6K+ 4.24% |
$1.19M - $1.24M
|
653K
$29.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
38.4K+ 10.03% |
$1.72M - $1.8M
|
421K
$19.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-211K- 46.68% |
$9.47M - $9.89M
|
241K
$11M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
27.2K+ 15.23% |
$1.22M - $1.28M
|
206K
$9.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
98.1KNew |
$4.4M - $4.59M
|
98.1K
$4.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
58.6K+ 12.56% |
$2.63M - $2.75M
|
525K
$24M
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
2.51K+ 4.51% |
$113K - $118K
|
58.1K
$2.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
502New |
$22.5K - $23.5K
|
502
$23K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-261- 0.67% |
$11.7K - $12.2K
|
38.8K
$1.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
84.2K+ 177.62% |
$3.78M - $3.95M
|
132K
$6.02M
|