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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-403- 31.81% |
$17.8K - $18.3K
|
864
$38.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.54K- 59.05% |
$67.7K - $69.9K
|
1.07K
$47.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.23KNew |
$54.3K - $56.1K
|
1.23K
$54.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-514- 13.81% |
$22.6K - $23.4K
|
3.21K
$143K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
110KNew |
$4.85M - $5.01M
|
110K
$4.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-3.95K- 46.03% |
$174K - $180K
|
4.63K
$206K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
162+ 119.12% |
$7.14K - $7.37K
|
298
$13.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
1.22KNew |
$53.8K - $55.6K
|
1.22K
$54.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
7.12KNew |
$314K - $324K
|
7.12K
$317K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
35.1K+ 166.93% |
$1.55M - $1.6M
|
56.2K
$2.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
11.9K+ 2.48% |
$526K - $543K
|
493K
$21.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-217- 3.82% |
$9.56K - $9.87K
|
5.46K
$243K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
43+ 2.58% |
$1.89K - $1.96K
|
1.71K
$75.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
212KNew |
$9.33M - $9.63M
|
212K
$9.42M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.61KNew |
$423K - $437K
|
9.61K
$427K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
136New |
$5.99K - $6.19K
|
136
$6.05K
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-694- 12.62% |
$30.6K - $31.6K
|
4.81K
$214K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-45- 54.88% |
$1.98K - $2.05K
|
37
$1.65K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
6.81K+ 1.84% |
$300K - $310K
|
378K
$16.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-434- 1.22% |
$19.1K - $19.7K
|
35.1K
$1.56M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
207New |
$9.12K - $9.42K
|
207
$9.21K
|
|
| Q1 2024 | |||||||
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
12.9K+ 140.61% |
$576K - $591K
|
22K
$978K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
170New |
$7.62K - $7.82K
|
170
$7.56K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-278Closed |
$12.5K - $12.8K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
18K+ 192.19% |
$806K - $827K
|
27.3K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.34KNew |
$239K - $246K
|
5.34K
$237K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
42.7K+ 18.17% |
$1.91M - $1.96M
|
278K
$12.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
111K+ 45.28% |
$4.97M - $5.1M
|
356K
$15.8M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
37New |
$1.66K - $1.7K
|
37
$1.65K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
9.33KNew |
$418K - $429K
|
9.33K
$415K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
44.7KNew |
$2M - $2.06M
|
44.7K
$1.99M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
302+ 3.52% |
$13.5K - $13.9K
|
8.89K
$395K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.86KNew |
$83.4K - $85.6K
|
1.86K
$82.7K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
18.7K+ 10.19% |
$837K - $859K
|
202K
$8.97M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8.64K+ 6.26% |
$388K - $398K
|
147K
$6.53M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
11K+ 193.85% |
$492K - $504K
|
16.6K
$739K
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
69K+ 23.25% |
$3.1M - $3.18M
|
366K
$16.3M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.46KNew |
$200K - $205K
|
4.46K
$198K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
5.35KNew |
$240K - $246K
|
5.35K
$238K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.32KNew |
$283K - $291K
|
6.32K
$281K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
5.5KNew |
$247K - $253K
|
5.5K
$244K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
14.8K+ 21.67% |
$664K - $681K
|
83.1K
$3.7M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
4.57KNew |
$205K - $210K
|
4.57K
$203K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
162New |
$7.27K - $7.46K
|
162
$7.2K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-964- 68.37% |
$43.2K - $44.4K
|
446
$19.8K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
816New |
$36.6K - $37.6K
|
816
$36.3K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
100+ 111.11% |
$4.49K - $4.6K
|
190
$8.45K
|
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.82K+ 11.93% |
$81.7K - $83.8K
|
17.1K
$760K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
19.2K+ 20.02% |
$863K - $886K
|
115K
$5.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
21.4KNew |
$962K - $987K
|
21.4K
$953K
|
|