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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-624K- 34.73% |
$27.7M - $28.7M
|
1.17M
$53.6M
|
|
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
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-442K- 88.02% |
$19.6M - $20.3M
|
60.1K
$2.75M
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-440K- 61.91% |
$19.6M - $20.2M
|
271K
$12.4M
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-361K- 89.31% |
$16M - $16.6M
|
43.2K
$1.98M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-331K- 89.64% |
$14.7M - $15.2M
|
38.2K
$1.75M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-221K- 0.63% |
$9.8M - $10.1M
|
34.9M
$1.6B
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-191K- 13.05% |
$8.47M - $8.77M
|
1.27M
$58.1M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-157K- 50.06% |
$6.97M - $7.21M
|
157K
$7.16M
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-154K- 76.35% |
$6.86M - $7.1M
|
47.9K
$2.19M
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-136K- 5.19% |
$6.02M - $6.24M
|
2.48M
$113M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-125K- 22.79% |
$5.56M - $5.76M
|
425K
$19.4M
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-104K- 90.08% |
$4.63M - $4.79M
|
11.5K
$525K
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-97.7K- 70.93% |
$4.34M - $4.49M
|
40.1K
$1.83M
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-81.7K- 84.45% |
$3.63M - $3.75M
|
15K
$688K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-76.3K- 18.13% |
$3.39M - $3.51M
|
345K
$15.8M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-72.5K- 81.07% |
$3.22M - $3.33M
|
16.9K
$774K
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-67.7K- 14.51% |
$3.01M - $3.11M
|
399K
$18.3M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-62.3K- 14.14% |
$2.77M - $2.86M
|
378K
$17.3M
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-61K- 19.49% |
$2.71M - $2.81M
|
252K
$11.5M
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-51.9K- 30.7% |
$2.3M - $2.39M
|
117K
$5.36M
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-46.2K- 18.52% |
$2.05M - $2.12M
|
203K
$9.29M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-40.7K- 9.88% |
$1.81M - $1.87M
|
372K
$17M
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-38.3K- 23.79% |
$1.7M - $1.76M
|
123K
$5.61M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-37K- 45.41% |
$1.64M - $1.7M
|
44.5K
$2.04M
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-34.3K- 16.59% |
$1.52M - $1.58M
|
172K
$7.88M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-32.6K- 36.4% |
$1.45M - $1.5M
|
57K
$2.61M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-28.1KClosed |
$1.25M - $1.29M
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-25.9K- 12.29% |
$1.15M - $1.19M
|
185K
$8.44M
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-23K- 5.51% |
$1.02M - $1.06M
|
394K
$18M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-21.8K- 10.52% |
$969K - $1M
|
185K
$8.48M
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-21K- 62.7% |
$933K - $966K
|
12.5K
$572K
|
|
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-19.1K- 10.04% |
$850K - $880K
|
171K
$7.84M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-17.8K- 31.6% |
$792K - $820K
|
38.6K
$1.77M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-17.6K- 26.78% |
$784K - $811K
|
48.2K
$2.21M
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
SELL
|
- |
-17.3K- 6.45% |
$769K - $796K
|
251K
$11.5M
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-17.1K- 4.56% |
$760K - $787K
|
358K
$16.4M
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-16K- 26.02% |
$711K - $736K
|
45.5K
$2.08M
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-14.5K- 29.94% |
$645K - $667K
|
34K
$1.55M
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-14.4K- 5.89% |
$640K - $663K
|
230K
$10.5M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14.3K- 8.46% |
$636K - $659K
|
155K
$7.09M
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-14.2K- 2.59% |
$632K - $654K
|
534K
$24.4M
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-12.5KClosed |
$556K - $576K
|
0
$0
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-12.2K- 9.03% |
$541K - $560K
|
123K
$5.61M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10.9K- 5.88% |
$483K - $500K
|
174K
$7.96M
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-10.8K- 47.83% |
$480K - $497K
|
11.8K
$539K
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-10.8K- 7.24% |
$480K - $496K
|
138K
$6.33M
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-10.3K- 60.21% |
$459K - $475K
|
6.83K
$312K
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-10.2K- 49.39% |
$454K - $470K
|
10.5K
$479K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-9.83K- 39.73% |
$436K - $452K
|
14.9K
$682K
|