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 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8.64K+ 6.26% |
$388K - $398K
|
147K
$6.6M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
18.7K+ 10.19% |
$837K - $859K
|
202K
$9.08M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
11K+ 193.85% |
$492K - $504K
|
16.6K
$748K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.46KNew |
$200K - $205K
|
4.46K
$201K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
5.35KNew |
$240K - $246K
|
5.35K
$241K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
5.5KNew |
$247K - $253K
|
5.5K
$247K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.32KNew |
$283K - $291K
|
6.32K
$284K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
14.8K+ 21.67% |
$664K - $681K
|
83.1K
$3.74M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
4.57KNew |
$205K - $210K
|
4.57K
$205K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-964- 68.37% |
$43.2K - $44.4K
|
446
$20.1K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
162New |
$7.27K - $7.46K
|
162
$7.29K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
816New |
$36.6K - $37.6K
|
816
$36.7K
|
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.82K+ 11.93% |
$81.7K - $83.8K
|
17.1K
$769K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
100+ 111.11% |
$4.49K - $4.6K
|
190
$8.55K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
19.2K+ 20.02% |
$863K - $886K
|
115K
$5.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
21.4KNew |
$962K - $987K
|
21.4K
$965K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
5.65KNew |
$253K - $260K
|
5.65K
$254K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
2.97KNew |
$133K - $136K
|
2.97K
$133K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-51- 1.91% |
$2.29K - $2.35K
|
2.62K
$118K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
285KNew |
$12.8M - $13.1M
|
285K
$12.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
326New |
$14.6K - $15K
|
326
$14.7K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
55+ 23.31% |
$2.47K - $2.53K
|
291
$13.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
9.15K+ 10.17% |
$410K - $421K
|
99.1K
$4.46M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
12.6K+ 17.47% |
$566K - $581K
|
84.8K
$3.82M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-2.49K- 2.5% |
$112K - $115K
|
97.2K
$4.37M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
4.82KNew |
$216K - $222K
|
4.82K
$217K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
5.08KNew |
$228K - $234K
|
5.08K
$228K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
2.68K+ 5.51% |
$120K - $123K
|
51.2K
$2.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
5.9KNew |
$265K - $272K
|
5.9K
$266K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
256New |
$11.5K - $11.8K
|
256
$11.5K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
123K+ 454.2% |
$5.52M - $5.66M
|
150K
$6.76M
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-2.53K- 0.93% |
$113K - $116K
|
269K
$12.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
33K+ 61.45% |
$1.48M - $1.52M
|
86.8K
$3.91M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
48.2KNew |
$2.16M - $2.22M
|
48.2K
$2.17M
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
4.45KNew |
$199K - $205K
|
4.45K
$200K
|
|
| Q4 2023 | |||||||
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.38KNew |
$101K - $110K
|
2.38K
$107K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.92KNew |
$81.8K - $88.9K
|
1.92K
$86.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
700New |
$29.8K - $32.3K
|
700
$31.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
66New |
$2.81K - $3.05K
|
66
$2.97K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
43.1KNew |
$1.83M - $1.99M
|
43.1K
$1.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
32+ 0.65% |
$1.36K - $1.48K
|
4.93K
$222K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-369- 35.48% |
$15.7K - $17K
|
671
$30.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-22.1K- 64.94% |
$939K - $1.02M
|
11.9K
$536K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
91.2KNew |
$3.88M - $4.21M
|
91.2K
$4.1M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
7.65K+ 40.54% |
$325K - $354K
|
26.5K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
161+ 16.04% |
$6.85K - $7.44K
|
1.17K
$52.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.1KNew |
$217K - $236K
|
5.1K
$229K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
291KNew |
$12.4M - $13.4M
|
291K
$13.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
3.1K+ 41.25% |
$132K - $143K
|
10.6K
$478K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
10.2KNew |
$434K - $472K
|
10.2K
$460K
|
|