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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
168K+ 14.14% |
$7.51M - $7.94M
|
1.36M
$61.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
670K+ 39.19% |
$29.9M - $31.6M
|
2.38M
$108M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
49.4K+ 11.84% |
$2.21M - $2.33M
|
466K
$21.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
15.2K+ 5.25% |
$679K - $718K
|
304K
$13.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-721- 6.81% |
$32.2K - $34K
|
9.87K
$449K
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
37.4K+ 49.62% |
$1.67M - $1.77M
|
113K
$5.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
83.6K+ 44.43% |
$3.73M - $3.95M
|
272K
$12.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
10.5KNew |
$469K - $496K
|
10.5K
$477K
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
35.2K+ 5.61% |
$1.57M - $1.66M
|
663K
$30.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
20.4K+ 3.68% |
$909K - $962K
|
573K
$26.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
414K+ 614.06% |
$18.5M - $19.6M
|
482K
$21.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
103New |
$4.6K - $4.86K
|
103
$4.68K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.47K+ 3.16% |
$65.8K - $69.5K
|
48.1K
$2.19M
|
|
|
Oct 17, 2024
Q3 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
150KNew |
$6.68M - $7.06M
|
150K
$6.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
303K+ 73.02% |
$13.5M - $14.3M
|
719K
$32.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-395- 3.5% |
$17.6K - $18.6K
|
10.9K
$495K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-998- 6.18% |
$44.6K - $47.1K
|
15.2K
$689K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
953New |
$42.6K - $45K
|
953
$43.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
61.9KNew |
$2.76M - $2.92M
|
61.9K
$2.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.37K+ 5.49% |
$106K - $112K
|
45.5K
$2.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
6.6K+ 1.37% |
$295K - $312K
|
490K
$22.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
23.2K+ 23.27% |
$1.04M - $1.1M
|
123K
$5.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
7.98K+ 2.08% |
$356K - $377K
|
391K
$17.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.28KNew |
$236K - $249K
|
5.28K
$240K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
37.2KNew |
$1.66M - $1.76M
|
37.2K
$1.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20.3K+ 432.69% |
$904K - $956K
|
24.9K
$1.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
294K+ 22.71% |
$13.1M - $13.9M
|
1.59M
$72.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
16.3K+ 34.19% |
$727K - $769K
|
63.9K
$2.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
72.1K+ 19.27% |
$3.22M - $3.4M
|
446K
$20.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.11K+ 1.37% |
$94.3K - $99.7K
|
156K
$7.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
55.5K+ 534.69% |
$2.48M - $2.62M
|
65.8K
$2.99M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.15K- 0.05% |
$51.1K - $54.1K
|
2.09M
$94.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
30.2K+ 23.87% |
$1.35M - $1.42M
|
157K
$7.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
353K+ 9.57% |
$15.8M - $16.7M
|
4.04M
$184M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
18KNew |
$805K - $852K
|
18K
$820K
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
16.7K+ 3.12% |
$744K - $787K
|
551K
$25.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
49K+ 4.24% |
$2.19M - $2.31M
|
1.2M
$54.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
876New |
$39.1K - $41.4K
|
876
$39.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
SELL
|
- |
-15.1K- 33.16% |
$674K - $712K
|
30.4K
$1.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
27.7K+ 12.18% |
$1.24M - $1.31M
|
255K
$11.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.91K+ 0.33% |
$85.4K - $90.3K
|
584K
$26.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.64K+ 40.54% |
$162K - $172K
|
12.6K
$573K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
2.5K+ 5.08% |
$112K - $118K
|
51.7K
$2.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
7.43K+ 13.86% |
$332K - $351K
|
61K
$2.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.13K- 1.8% |
$50.4K - $53.3K
|
61.6K
$2.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
32.7K+ 12.55% |
$1.46M - $1.54M
|
293K
$13.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
4.83K+ 3.9% |
$216K - $228K
|
129K
$5.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.13K+ 26.14% |
$140K - $148K
|
15.1K
$687K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
271K+ 1419.62% |
$12.1M - $12.8M
|
290K
$13.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
12.4K+ 202.82% |
$552K - $584K
|
18.5K
$840K
|