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 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
77.3K+ 114.7% |
$3.43M - $3.55M
|
145K
$6.62M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.37K+ 19.01% |
$105K - $109K
|
14.9K
$679K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
46+ 2.48% |
$2.04K - $2.12K
|
1.9K
$87K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-2.39K- 28.68% |
$106K - $110K
|
5.93K
$271K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-14.2K- 2.59% |
$632K - $654K
|
534K
$24.4M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.72K+ 28.08% |
$209K - $217K
|
21.5K
$984K
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-442K- 88.02% |
$19.6M - $20.3M
|
60.1K
$2.75M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.4K+ 3.62% |
$240K - $248K
|
154K
$7.06M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.93K+ 1.75% |
$308K - $319K
|
404K
$18.5M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-6.06K- 41.1% |
$269K - $278K
|
8.68K
$397K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
11.1K+ 67.65% |
$494K - $512K
|
27.6K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-76.3K- 18.13% |
$3.39M - $3.51M
|
345K
$15.8M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.56K- 6.51% |
$69.1K - $71.6K
|
22.4K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.19K- 0.42% |
$52.8K - $54.7K
|
284K
$13M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
39.7K+ 1375.4% |
$1.76M - $1.83M
|
42.6K
$1.95M
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-6.45K- 2.76% |
$286K - $296K
|
227K
$10.4M
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-57- 0.27% |
$2.53K - $2.62K
|
20.9K
$955K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-4.37K- 15.52% |
$194K - $201K
|
23.8K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
31.9K+ 11.42% |
$1.41M - $1.47M
|
311K
$14.2M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
35K+ 10.93% |
$1.55M - $1.61M
|
355K
$16.3M
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
17+ 0.09% |
$755 - $782
|
20K
$913K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
855K+ 25.29% |
$38M - $39.3M
|
4.23M
$194M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-97.7K- 70.93% |
$4.34M - $4.49M
|
40.1K
$1.83M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
13.2K+ 16.84% |
$586K - $607K
|
91.6K
$4.19M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.29K- 17.14% |
$102K - $105K
|
11.1K
$507K
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-33- 0.39% |
$1.47K - $1.52K
|
8.49K
$388K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-1.29K- 12.66% |
$57.4K - $59.4K
|
8.92K
$408K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.02K- 2.94% |
$89.7K - $92.9K
|
66.8K
$3.05M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
42New |
$1.87K - $1.93K
|
42
$1.92K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-14.5K- 29.94% |
$645K - $667K
|
34K
$1.55M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 1.22% |
$44.4 - $46
|
83
$3.8K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2K- 28.27% |
$88.8K - $92K
|
5.07K
$232K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
9.29K+ 3.18% |
$412K - $427K
|
302K
$13.8M
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-827- 0.29% |
$36.7K - $38K
|
286K
$13.1M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.98K+ 2.28% |
$87.9K - $91K
|
88.6K
$4.05M
|
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-440K- 61.91% |
$19.6M - $20.2M
|
271K
$12.4M
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
961+ 5.05% |
$42.7K - $44.2K
|
20K
$915K
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
38.6K+ 6.08% |
$1.71M - $1.77M
|
673K
$30.8M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
7.11KNew |
$316K - $327K
|
7.11K
$325K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
10.4K+ 5.33% |
$463K - $479K
|
206K
$9.41M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
7.79K+ 2.74% |
$346K - $358K
|
292K
$13.4M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
3.87K+ 28.5% |
$172K - $178K
|
17.4K
$797K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.48K- 46.06% |
$110K - $114K
|
2.9K
$133K
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
3.8K+ 0.94% |
$169K - $175K
|
410K
$18.8M
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
908KNew |
$40.3M - $41.8M
|
908K
$41.5M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
24.6KNew |
$1.09M - $1.13M
|
24.6K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-21.8K- 10.52% |
$969K - $1M
|
185K
$8.48M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
257K+ 9.16% |
$11.4M - $11.8M
|
3.06M
$140M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
72.5K+ 11.2% |
$3.22M - $3.33M
|
720K
$32.9M
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1.94K+ 2.53% |
$86.2K - $89.3K
|
78.6K
$3.59M
|