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 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
259K+ 5.91% |
$11.5M - $11.9M
|
4.64M
$212M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
14.6K+ 11.82% |
$649K - $672K
|
138K
$6.32M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-25.9K- 12.29% |
$1.15M - $1.19M
|
185K
$8.44M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.81K+ 47.48% |
$347K - $359K
|
24.2K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
5+ 0.93% |
$222 - $230
|
543
$24.8K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-157K- 50.06% |
$6.97M - $7.21M
|
157K
$7.16M
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
32.5K+ 4.78% |
$1.44M - $1.5M
|
713K
$32.6M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.15K+ 4.96% |
$51K - $52.8K
|
24.3K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
25.2K+ 14.68% |
$1.12M - $1.16M
|
197K
$9.02M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
2.8K+ 5.43% |
$124K - $129K
|
54.3K
$2.49M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-136K- 5.19% |
$6.02M - $6.24M
|
2.48M
$113M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
4.54KNew |
$202K - $209K
|
4.54K
$208K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
20.3K+ 34.42% |
$903K - $935K
|
79.4K
$3.63M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
2.07K+ 11.97% |
$91.8K - $95K
|
19.3K
$885K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-9.83K- 39.73% |
$436K - $452K
|
14.9K
$682K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5.1KNew |
$227K - $235K
|
5.1K
$233K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
436+ 6228.57% |
$19.4K - $20K
|
443
$20.3K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.04M+ 42.22% |
$135M - $140M
|
10.2M
$468M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-33- 32.04% |
$1.47K - $1.52K
|
70
$3.2K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
20.6K+ 4.68% |
$914K - $946K
|
461K
$21.1M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.6K+ 1.62% |
$1.23M - $1.27M
|
1.73M
$79.3M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
28.7K+ 14.02% |
$1.27M - $1.32M
|
233K
$10.7M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
4.44KNew |
$197K - $204K
|
4.44K
$203K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
265K+ 282.37% |
$11.8M - $12.2M
|
359K
$16.4M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.24K+ 13.95% |
$55.1K - $57.1K
|
10.1K
$464K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
4.13K+ 38.9% |
$183K - $190K
|
14.7K
$674K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
156K+ 190.27% |
$6.91M - $7.16M
|
238K
$10.9M
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.35K+ 16.75% |
$60K - $62.1K
|
9.41K
$430K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
17.1K+ 17.37% |
$757K - $784K
|
115K
$5.27M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.47K+ 1715.38% |
$287K - $297K
|
6.84K
$313K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.95K- 12.74% |
$220K - $227K
|
33.9K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4.79K+ 7.31% |
$213K - $220K
|
70.3K
$3.22M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
283K+ 9.27% |
$12.6M - $13M
|
3.33M
$152M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
24+ 4.37% |
$1.07K - $1.1K
|
573
$26.2K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
6.17KNew |
$274K - $284K
|
6.17K
$282K
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-10.8K- 47.83% |
$480K - $497K
|
11.8K
$539K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
51.5K+ 70.12% |
$2.29M - $2.37M
|
125K
$5.71M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
68.2K+ 12.74% |
$3.03M - $3.14M
|
603K
$27.6M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
292New |
$13K - $13.4K
|
292
$13.4K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
1.81K+ 2.23% |
$80.3K - $83.1K
|
82.7K
$3.78M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
429New |
$19.1K - $19.7K
|
429
$19.6K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-190- 0.73% |
$8.44K - $8.74K
|
25.8K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
41.5K+ 12.29% |
$1.84M - $1.91M
|
379K
$17.3M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5.68K- 22.68% |
$252K - $261K
|
19.3K
$885K
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-546K- 95.75% |
$24.2M - $25.1M
|
24.2K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
19.2K+ 19.54% |
$851K - $881K
|
117K
$5.36M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
52+ 0.81% |
$2.31K - $2.39K
|
6.44K
$295K
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
45.2K+ 4.58% |
$2.01M - $2.08M
|
1.03M
$47.2M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
31.6K+ 7.03% |
$1.4M - $1.45M
|
481K
$22M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
28.2K+ 408.49% |
$1.25M - $1.3M
|
35.1K
$1.61M
|