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 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
4.98K+ 6.2% |
$222K - $235K
|
85.3K
$3.79M
|
|
|
Oct 09, 2024
Q3 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
297KNew |
$13.2M - $14M
|
297K
$13.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-3- 0.06% |
$134 - $142
|
5.05K
$225K
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
93+ 1.08% |
$4.15K - $4.39K
|
8.73K
$388K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
927K+ 771.48% |
$41.4M - $43.7M
|
1.05M
$46.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-642- 0.01% |
$28.7K - $30.3K
|
5.96M
$265M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
33.8K+ 5.64% |
$1.51M - $1.59M
|
633K
$28.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
273K+ 27.27% |
$12.2M - $12.9M
|
1.27M
$56.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.69KNew |
$254K - $269K
|
5.69K
$253K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
2.81K+ 53.74% |
$125K - $133K
|
8.03K
$357K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-6.23K- 2.73% |
$278K - $294K
|
222K
$9.89M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
563+ 3.47% |
$25.1K - $26.6K
|
16.8K
$747K
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
51K+ 6.12% |
$2.28M - $2.41M
|
883K
$39.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
31.4K+ 3.39% |
$1.4M - $1.48M
|
957K
$42.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
26.9K+ 79.7% |
$1.2M - $1.27M
|
60.7K
$2.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
6.37K+ 76.29% |
$284K - $301K
|
14.7K
$655K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
67+ 0.58% |
$2.99K - $3.16K
|
11.5K
$512K
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
25.3K+ 126.02% |
$1.13M - $1.2M
|
45.5K
$2.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
9.84K+ 1.26% |
$439K - $465K
|
793K
$35.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
83.7K+ 75.44% |
$3.74M - $3.95M
|
195K
$8.65M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
868+ 2.09% |
$38.8K - $41K
|
42.4K
$1.89M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.3K+ 6.73% |
$57.8K - $61.1K
|
20.5K
$913K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.46M+ 4144.98% |
$155M - $163M
|
3.54M
$158M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-411- 4.21% |
$18.4K - $19.4K
|
9.34K
$415K
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-38.9K- 82.4% |
$1.74M - $1.84M
|
8.32K
$370K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-37.3K- 34.37% |
$1.66M - $1.76M
|
71.2K
$3.17M
|
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
144+ 2.39% |
$6.43K - $6.8K
|
6.17K
$274K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
15.3K+ 27.33% |
$682K - $721K
|
71.1K
$3.16M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2.75K- 20.16% |
$123K - $130K
|
10.9K
$484K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.75K+ 11.62% |
$78.3K - $82.8K
|
16.9K
$749K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-2.79K- 29.8% |
$125K - $132K
|
6.58K
$292K
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
47.9KNew |
$2.14M - $2.26M
|
47.9K
$2.13M
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
29New |
$1.29K - $1.37K
|
29
$1.29K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
17New |
$749 - $773
|
17
$756
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
267K+ 2296.13% |
$11.7M - $12.1M
|
278K
$12.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.49K- 24.21% |
$110K - $113K
|
7.8K
$347K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.83KNew |
$345K - $356K
|
7.83K
$348K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
25.1K+ 5.31% |
$1.11M - $1.14M
|
499K
$22.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
884New |
$38.9K - $40.2K
|
884
$39.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
166K+ 40.57% |
$7.3M - $7.54M
|
574K
$25.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
22.8K+ 24.09% |
$1M - $1.03M
|
117K
$5.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
112+ 25.28% |
$4.93K - $5.09K
|
555
$24.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
12KNew |
$531K - $548K
|
12K
$536K
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-10K- 16.14% |
$442K - $456K
|
52.1K
$2.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
19.3KNew |
$851K - $879K
|
19.3K
$859K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.11K- 22.19% |
$48.7K - $50.3K
|
3.87K
$172K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
67New |
$2.95K - $3.05K
|
67
$2.98K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
11.4K+ 29.93% |
$504K - $520K
|
49.6K
$2.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
15.5K+ 100.24% |
$683K - $706K
|
31K
$1.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
535KNew |
$23.6M - $24.3M
|
535K
$23.8M
|
|