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 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
157K+ 859.86% |
$6.96M - $7.21M
|
175K
$8M
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
SELL
|
- |
-17.3K- 6.45% |
$769K - $796K
|
251K
$11.5M
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
278K+ 91.77% |
$12.3M - $12.8M
|
581K
$26.6M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
34.7K+ 9.07% |
$1.54M - $1.6M
|
417K
$19.1M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
564K+ 345.14% |
$25M - $25.9M
|
727K
$33.3M
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.47K- 3.68% |
$65.3K - $67.6K
|
38.5K
$1.76M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
19.5K+ 23.21% |
$864K - $895K
|
103K
$4.72M
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
200+ 28.41% |
$8.88K - $9.2K
|
904
$41.3K
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
103K+ 29.19% |
$4.59M - $4.75M
|
457K
$20.9M
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-250- 1.89% |
$11.1K - $11.5K
|
13K
$595K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
67.6K+ 24.16% |
$3M - $3.11M
|
347K
$15.9M
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
36.9K+ 8.21% |
$1.64M - $1.7M
|
486K
$22.2M
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
241K+ 58.24% |
$10.7M - $11.1M
|
655K
$30M
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
3.03M+ 103.04% |
$135M - $139M
|
5.97M
$273M
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-46.2K- 18.52% |
$2.05M - $2.12M
|
203K
$9.29M
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.53K+ 1.21% |
$67.8K - $70.2K
|
128K
$5.84M
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
8.19K+ 6.02% |
$364K - $377K
|
144K
$6.6M
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.35K+ 112.56% |
$282K - $292K
|
12K
$548K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
108K+ 49.97% |
$4.8M - $4.97M
|
324K
$14.8M
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-38.3K- 23.79% |
$1.7M - $1.76M
|
123K
$5.61M
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
585+ 8.71% |
$26K - $26.9K
|
7.3K
$334K
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
16.4K+ 9.22% |
$727K - $753K
|
194K
$8.87M
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-1.91K- 2.22% |
$84.7K - $87.7K
|
84.2K
$3.85M
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-74- 89.16% |
$3.29K - $3.4K
|
9
$412
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-2.18K- 1.77% |
$97K - $100K
|
121K
$5.54M
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
10.3K+ 32.89% |
$455K - $472K
|
41.4K
$1.9M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
60.3K+ 4.25% |
$2.68M - $2.77M
|
1.48M
$67.6M
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
38.6KNew |
$1.71M - $1.77M
|
38.6K
$1.76M
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.48K+ 15.07% |
$154K - $160K
|
26.5K
$1.21M
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
31.8K+ 5.94% |
$1.41M - $1.46M
|
566K
$25.9M
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
11.2KNew |
$497K - $514K
|
11.2K
$511K
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
62+ 0.18% |
$2.75K - $2.85K
|
34.1K
$1.56M
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
297+ 23.26% |
$13.2K - $13.7K
|
1.57K
$72K
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
21.4K+ 14.84% |
$952K - $986K
|
166K
$7.59M
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.32KNew |
$58.4K - $60.5K
|
1.32K
$60.2K
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-1.9K- 19.9% |
$84.4K - $87.4K
|
7.65K
$350K
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5.04K+ 14.53% |
$224K - $232K
|
39.7K
$1.82M
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.69K+ 19.28% |
$75.1K - $77.8K
|
10.5K
$479K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14.3K- 8.46% |
$636K - $659K
|
155K
$7.09M
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.33K- 2.29% |
$59K - $61.1K
|
56.8K
$2.6M
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
7.8K+ 8.51% |
$346K - $358K
|
99.4K
$4.55M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
170K+ 128.95% |
$7.54M - $7.81M
|
301K
$13.8M
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.05K+ 15.0% |
$46.7K - $48.3K
|
8.06K
$369K
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.07K+ 0.83% |
$47.3K - $49K
|
129K
$5.91M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
59.5K+ 558.6% |
$2.64M - $2.74M
|
70.2K
$3.21M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
86.2K+ 1115.73% |
$3.83M - $3.96M
|
93.9K
$4.29M
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.87K+ 26.48% |
$172K - $178K
|
18.5K
$846K
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
39.9K+ 43.41% |
$1.77M - $1.84M
|
132K
$6.04M
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
4.79KNew |
$213K - $220K
|
4.79K
$219K
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.36K- 0.79% |
$60.4K - $62.6K
|
171K
$7.82M
|