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 |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
37.1K+ 122.15% |
$1.67M - $1.74M
|
67.6K
$3.05M
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-574K- 48.46% |
$25.8M - $26.9M
|
611K
$27.6M
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.22K+ 1.1% |
$144K - $151K
|
296K
$13.4M
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
109K+ 73.29% |
$4.91M - $5.13M
|
259K
$11.7M
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
17.7KNew |
$795K - $830K
|
17.7K
$800K
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
8.74K+ 7.24% |
$392K - $409K
|
129K
$5.85M
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.41K+ 13.44% |
$63.3K - $66.1K
|
11.9K
$538K
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
6.74K+ 5.48% |
$303K - $316K
|
130K
$5.86M
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.78KNew |
$214K - $224K
|
4.78K
$216K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
61.8K+ 9.76% |
$2.77M - $2.89M
|
695K
$31.4M
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
5.12K+ 24.92% |
$230K - $240K
|
25.6K
$1.16M
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.75K+ 50.88% |
$123K - $129K
|
8.16K
$369K
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-10.8K- 22.62% |
$486K - $508K
|
37.1K
$1.68M
|
|
Jan 13, 2025
Q4 2024
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
31.3K+ 3.95% |
$1.4M - $1.47M
|
824K
$37.2M
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-593- 5.77% |
$26.6K - $27.8K
|
9.69K
$438K
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.02K- 9.35% |
$45.7K - $47.7K
|
9.87K
$446K
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-40K- 3.67% |
$1.8M - $1.88M
|
1.05M
$47.5M
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
21.8K+ 34.06% |
$977K - $1.02M
|
85.7K
$3.87M
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-32.6K- 17.94% |
$1.46M - $1.53M
|
149K
$6.74M
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.75K+ 3.97% |
$78.6K - $82.1K
|
45.8K
$2.07M
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
1.09K+ 17.66% |
$48.9K - $51.1K
|
7.26K
$328K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.31K- 2.13% |
$58.9K - $61.5K
|
60.3K
$2.72M
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.89K+ 9.88% |
$175K - $182K
|
43.3K
$1.96M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-655- 0.46% |
$29.4K - $30.7K
|
142K
$6.4M
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
23.7K+ 26.55% |
$1.06M - $1.11M
|
113K
$5.11M
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
61+ 0.65% |
$2.74K - $2.86K
|
9.4K
$425K
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
140+ 1.01% |
$6.28K - $6.56K
|
14K
$632K
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.19K- 4.59% |
$98.4K - $103K
|
45.5K
$2.06M
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.77K+ 12.14% |
$79.3K - $82.8K
|
16.3K
$737K
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 8.33% |
$44.9 - $46.9
|
13
$587
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
230New |
$10.3K - $10.8K
|
230
$10.4K
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-44.5K- 19.23% |
$2M - $2.08M
|
187K
$8.44M
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
520K+ 11.19% |
$23.2M - $24.6M
|
5.17M
$234M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.21K+ 4.97% |
$54.1K - $57.2K
|
25.6K
$1.16M
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
15.6K+ 24.09% |
$697K - $737K
|
80.5K
$3.64M
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.86KNew |
$82.9K - $87.7K
|
1.86K
$83.9K
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
18.6KNew |
$831K - $878K
|
18.6K
$841K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.06K+ 8.74% |
$47.2K - $49.9K
|
13.2K
$595K
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
7.68K+ 39.65% |
$343K - $362K
|
27K
$1.22M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19.8K+ 24.97% |
$884K - $934K
|
99K
$4.48M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
219K+ 14.43% |
$9.78M - $10.3M
|
1.74M
$78.5M
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
34.7K+ 23.16% |
$1.55M - $1.64M
|
184K
$8.33M
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
39K+ 6.8% |
$1.74M - $1.84M
|
613K
$27.7M
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.47K+ 30.18% |
$110K - $117K
|
10.7K
$482K
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
10.3K+ 25.81% |
$459K - $485K
|
50.1K
$2.26M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
91.6K+ 97.0% |
$4.09M - $4.32M
|
186K
$8.41M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.76K- 40.62% |
$168K - $177K
|
5.49K
$248K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
192K+ 309.14% |
$8.59M - $9.08M
|
255K
$11.5M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
950K+ 10.03% |
$42.4M - $44.8M
|
10.4M
$471M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.58M+ 19.53% |
$205M - $216M
|
28.1M
$1.27B
|