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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.7K+ 9.64% |
$473K - $490K
|
121K
$5.54M
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.49K+ 26.52% |
$111K - $115K
|
11.9K
$544K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.75K+ 3.36% |
$211K - $218K
|
146K
$6.68M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
103K+ 28.64% |
$4.58M - $4.74M
|
463K
$21.2M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
46.7K+ 8.28% |
$2.08M - $2.15M
|
611K
$28M
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.58K+ 3.61% |
$114K - $119K
|
74K
$3.38M
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.3KNew |
$723K - $749K
|
16.3K
$745K
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
20+ 30.3% |
$888 - $920
|
86
$3.93K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-2.9K- 63.04% |
$129K - $133K
|
1.7K
$77.8K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.84M+ 466.67% |
$170M - $176M
|
4.66M
$213M
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
46.7KNew |
$2.07M - $2.15M
|
46.7K
$2.14M
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.5KNew |
$244K - $253K
|
5.5K
$251K
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
5.74KNew |
$255K - $264K
|
5.74K
$263K
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
38.8K+ 3844.46% |
$1.72M - $1.79M
|
39.8K
$1.82M
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.36K+ 1.1% |
$282K - $292K
|
584K
$26.7M
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.62K+ 1.87% |
$71.7K - $74.3K
|
88K
$4.02M
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-67.7K- 14.51% |
$3.01M - $3.11M
|
399K
$18.3M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-125K- 22.79% |
$5.56M - $5.76M
|
425K
$19.4M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-331K- 89.64% |
$14.7M - $15.2M
|
38.2K
$1.75M
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.45K- 15.61% |
$153K - $159K
|
18.7K
$854K
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
4.4K+ 1.78% |
$196K - $202K
|
252K
$11.5M
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
29KNew |
$1.29M - $1.33M
|
29K
$1.33M
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
21.8KNew |
$966K - $1M
|
21.8K
$995K
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.41K+ 8.73% |
$285K - $295K
|
79.8K
$3.65M
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.08K- 48.23% |
$92.5K - $95.8K
|
2.24K
$102K
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-862- 10.22% |
$38.3K - $39.6K
|
7.57K
$346K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-393- 6.61% |
$17.5K - $18.1K
|
5.56K
$254K
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
35.8K+ 60.56% |
$1.59M - $1.65M
|
94.9K
$4.34M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-62.3K- 14.14% |
$2.77M - $2.86M
|
378K
$17.3M
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
151K+ 388.79% |
$6.69M - $6.92M
|
189K
$8.66M
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.7K+ 0.43% |
$75.3K - $77.9K
|
396K
$18.1M
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-25- 0.52% |
$1.11K - $1.15K
|
4.79K
$219K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
45.9K+ 19.03% |
$2.04M - $2.11M
|
287K
$13.1M
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
18.6KNew |
$826K - $855K
|
18.6K
$850K
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
2.36K+ 26.43% |
$105K - $108K
|
11.3K
$516K
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
44.6K+ 39.01% |
$1.98M - $2.05M
|
159K
$7.27M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.64K+ 15.27% |
$295K - $305K
|
50.1K
$2.29M
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
94.8KNew |
$4.21M - $4.36M
|
94.8K
$4.34M
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
5.27K+ 12.71% |
$234K - $242K
|
46.8K
$2.14M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.78M+ 10.6% |
$345M - $358M
|
81.2M
$3.71B
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
17+ 0.06% |
$755 - $782
|
29.4K
$1.35M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.7KNew |
$209K - $216K
|
4.7K
$215K
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
141K+ 2312.25% |
$6.24M - $6.47M
|
147K
$6.71M
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.57K- 4.01% |
$69.5K - $72K
|
37.5K
$1.72M
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
12+ 0.25% |
$533 - $552
|
4.84K
$221K
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.41K- 13.47% |
$62.6K - $64.8K
|
9.05K
$414K
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
15.3K+ 14.47% |
$680K - $704K
|
121K
$5.54M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
247K+ 12.54% |
$11M - $11.4M
|
2.22M
$101M
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
13.2K+ 24.69% |
$584K - $605K
|
66.5K
$3.04M
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
96.7K+ 14.36% |
$4.29M - $4.44M
|
770K
$35.2M
|