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 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
230K+ 7.49% |
$10.2M - $10.6M
|
3.3M
$151M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
862+ 4.84% |
$38.3K - $39.6K
|
18.7K
$855K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34KNew |
$1.51M - $1.56M
|
34K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.3K+ 1.23% |
$324K - $336K
|
599K
$27.4M
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
7.46K+ 23.55% |
$331K - $343K
|
39.1K
$1.79M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-28.1KClosed |
$1.25M - $1.29M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.21K- 5.76% |
$53.6K - $55.5K
|
19.8K
$904K
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
24.8K+ 295.35% |
$1.1M - $1.14M
|
33.3K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
3.48K+ 4.23% |
$155K - $160K
|
85.8K
$3.92M
|
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-457- 1.71% |
$20.3K - $21K
|
26.2K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
5.24K+ 5.08% |
$232K - $241K
|
108K
$4.95M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
212K+ 108.73% |
$9.41M - $9.74M
|
407K
$18.6M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.33K+ 5.7% |
$104K - $107K
|
43.2K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
977+ 1.43% |
$43.4K - $44.9K
|
69.4K
$3.18M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
18+ 30.51% |
$799 - $828
|
77
$3.52K
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
61+ 0.18% |
$2.71K - $2.8K
|
34.2K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.24M+ 8037.43% |
$55.3M - $57.2M
|
1.26M
$57.7M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1.01K+ 285.31% |
$44.9K - $46.4K
|
1.36K
$62.4K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
178K+ 2.97% |
$7.9M - $8.18M
|
6.17M
$282M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
4.59K+ 196.49% |
$204K - $211K
|
6.93K
$317K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2.55K- 1.62% |
$113K - $117K
|
155K
$7.08M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.42K+ 295.63% |
$63K - $65.2K
|
1.9K
$86.9K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
476K+ 34.11% |
$21.1M - $21.9M
|
1.87M
$85.5M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.4KNew |
$329K - $340K
|
7.4K
$338K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.96K+ 3.96% |
$265K - $274K
|
156K
$7.15M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-624K- 34.73% |
$27.7M - $28.7M
|
1.17M
$53.6M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-3.63K- 3.06% |
$161K - $167K
|
115K
$5.26M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.01K- 8.11% |
$44.8K - $46.3K
|
11.4K
$523K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-35- 0.4% |
$1.55K - $1.61K
|
8.78K
$402K
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.88K- 3.69% |
$83.5K - $86.4K
|
49K
$2.24M
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
72.4K+ 39.46% |
$3.21M - $3.33M
|
256K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.8K- 0.45% |
$79.9K - $82.8K
|
399K
$18.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.55M+ 2802.07% |
$68.8M - $71.2M
|
1.6M
$73.4M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
436+ 4.67% |
$19.4K - $20K
|
9.78K
$447K
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-1.5K- 3.12% |
$66.7K - $69K
|
46.7K
$2.13M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
77.3K+ 63.58% |
$3.43M - $3.55M
|
199K
$9.09M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.31K+ 33.16% |
$147K - $152K
|
13.3K
$609K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-14.4K- 5.89% |
$640K - $663K
|
230K
$10.5M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
181K+ 7.28% |
$8.06M - $8.34M
|
2.68M
$122M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
38.2K+ 6.93% |
$1.7M - $1.76M
|
590K
$27M
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-361K- 89.31% |
$16M - $16.6M
|
43.2K
$1.98M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
12.3K+ 32.95% |
$547K - $566K
|
49.7K
$2.27M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
150New |
$6.66K - $6.9K
|
150
$6.86K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-16K- 26.02% |
$711K - $736K
|
45.5K
$2.08M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-5.57K- 6.57% |
$247K - $256K
|
79.2K
$3.62M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
72.4K+ 9.72% |
$3.21M - $3.33M
|
817K
$37.4M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
89.8K+ 88.27% |
$3.99M - $4.13M
|
192K
$8.76M
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-2.84K- 29.25% |
$126K - $131K
|
6.87K
$314K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
92.8K+ 1.84% |
$4.12M - $4.27M
|
5.14M
$235M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
54K+ 5.17% |
$2.4M - $2.48M
|
1.1M
$50.2M
|