Latest Institutional Sells of Fidelity Merrimack Str Tr Tota (FBND)
This list provides information on the latest institutional transactions involving Fidelity Merrimack Str Tr Tota (FBND) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-319K- 55.93% |
$14.2M - $15M
|
251K
$11.4M
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-229K- 59.16% |
$10.2M - $10.8M
|
158K
$7.17M
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-118K- 26.37% |
$5.29M - $5.59M
|
331K
$15M
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-116K- 15.2% |
$5.19M - $5.48M
|
648K
$29.4M
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-113K- 80.54% |
$5.05M - $5.34M
|
27.3K
$1.24M
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-42.3K- 7.95% |
$1.89M - $2M
|
490K
$22.2M
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-38.9K- 82.4% |
$1.74M - $1.84M
|
8.32K
$378K
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-37.3K- 34.37% |
$1.66M - $1.76M
|
71.2K
$3.23M
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-30.5K- 18.91% |
$1.36M - $1.44M
|
131K
$5.95M
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-28.9K- 26.97% |
$1.29M - $1.37M
|
78.3K
$3.55M
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-21.5K- 63.33% |
$960K - $1.01M
|
12.4K
$565K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-17.6K- 11.02% |
$786K - $832K
|
142K
$6.46M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.6K- 8.83% |
$740K - $782K
|
171K
$7.77M
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
SELL
|
- |
-15.1K- 33.16% |
$674K - $712K
|
30.4K
$1.38M
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-14.7K- 22.35% |
$658K - $696K
|
51.2K
$2.32M
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-12K- 20.01% |
$534K - $565K
|
47.8K
$2.17M
|
|
Oct 10, 2024
Q3 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-11.8K- 57.04% |
$525K - $555K
|
8.86K
$402K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-11.2K- 5.45% |
$501K - $529K
|
195K
$8.84M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-10.4K- 1.36% |
$465K - $491K
|
756K
$34.3M
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-10.3K- 1.17% |
$461K - $487K
|
870K
$39.5M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9.09K- 3.05% |
$406K - $429K
|
289K
$13.1M
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-8.63K- 15.3% |
$385K - $407K
|
47.8K
$2.17M
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-8.46K- 3.59% |
$378K - $399K
|
227K
$10.3M
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-8.34K- 23.16% |
$372K - $394K
|
27.7K
$1.26M
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-8.27K- 25.21% |
$369K - $391K
|
24.5K
$1.11M
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.58K- 4.37% |
$339K - $358K
|
166K
$7.53M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.3K- 9.74% |
$326K - $345K
|
67.7K
$3.07M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.81K- 16.52% |
$304K - $322K
|
34.4K
$1.56M
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-6.23K- 2.73% |
$278K - $294K
|
222K
$10.1M
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-5.44K- 11.89% |
$243K - $257K
|
40.3K
$1.83M
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-5.25K- 19.38% |
$235K - $248K
|
21.9K
$992K
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-4.83K- 23.95% |
$216K - $228K
|
15.3K
$697K
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.61K- 20.14% |
$206K - $218K
|
18.3K
$830K
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-4.35K- 5.85% |
$194K - $205K
|
70K
$3.18M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.94K- 19.34% |
$176K - $186K
|
16.4K
$746K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-3.9K- 72.22% |
$174K - $184K
|
1.5K
$68.1K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.76K- 40.62% |
$168K - $177K
|
5.49K
$249K
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-3.44K- 40.74% |
$153K - $162K
|
5K
$227K
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-3.35K- 43.56% |
$149K - $158K
|
4.34K
$197K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.17K- 1.79% |
$142K - $150K
|
174K
$7.92M
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-2.79K- 29.8% |
$125K - $132K
|
6.58K
$299K
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2.75K- 20.16% |
$123K - $130K
|
10.9K
$494K
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-2.68K- 22.62% |
$120K - $127K
|
9.18K
$417K
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-2.61K- 4.48% |
$117K - $123K
|
55.6K
$2.53M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-2.39K- 13.59% |
$107K - $113K
|
15.2K
$690K
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-2.16K- 3.71% |
$96.4K - $102K
|
56K
$2.54M
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.15K- 24.09% |
$95.8K - $101K
|
6.76K
$307K
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.08K- 13.63% |
$92.6K - $98K
|
13.2K
$597K
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.89K- 2.55% |
$84.5K - $89.3K
|
72.3K
$3.28M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.88K- 3.09% |
$84K - $88.8K
|
59.1K
$2.68M
|