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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-113K- 80.54% |
$5.05M - $5.34M
|
27.3K
$1.22M
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
18.7K+ 4.29% |
$835K - $883K
|
455K
$20.2M
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
58New |
$2.59K - $2.74K
|
58
$2.58K
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
74.2KNew |
$3.31M - $3.5M
|
74.2K
$3.3M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
324K+ 75.48% |
$14.5M - $15.3M
|
753K
$33.5M
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 1.28% |
$134 - $142
|
238
$10.6K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
229K+ 80.59% |
$10.2M - $10.8M
|
513K
$22.8M
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
197K+ 78.31% |
$8.79M - $9.29M
|
448K
$19.9M
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.16K+ 3.77% |
$51.7K - $54.7K
|
31.9K
$1.42M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
11K+ 10.28% |
$493K - $521K
|
118K
$5.26M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-732- 7.11% |
$32.7K - $34.6K
|
9.56K
$425K
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.14K+ 23.04% |
$51K - $54K
|
6.1K
$271K
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
534New |
$23.8K - $25.2K
|
534
$23.7K
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
5.95K+ 2.92% |
$266K - $281K
|
210K
$9.34M
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.29K+ 12.79% |
$57.5K - $60.8K
|
11.4K
$505K
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-14.7K- 22.35% |
$658K - $696K
|
51.2K
$2.28M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.16M+ 124.36% |
$51.9M - $54.9M
|
2.1M
$93.3M
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
11.9K+ 1.87% |
$531K - $562K
|
647K
$28.7M
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
105K+ 577.95% |
$4.67M - $4.94M
|
123K
$5.46M
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
7.02K+ 1.95% |
$313K - $331K
|
368K
$16.4M
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-3.35K- 43.56% |
$149K - $158K
|
4.34K
$193K
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-188- 1.98% |
$8.39K - $8.88K
|
9.33K
$415K
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7.02KNew |
$314K - $332K
|
7.02K
$312K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
429K+ 17.57% |
$19.1M - $20.2M
|
2.87M
$128M
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3+ 0.64% |
$134 - $142
|
472
$21K
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-12K- 20.01% |
$534K - $565K
|
47.8K
$2.13M
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
161New |
$7.19K - $7.6K
|
161
$7.16K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
12.3K+ 8.97% |
$551K - $582K
|
150K
$6.66M
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
31.5K+ 19.81% |
$1.41M - $1.49M
|
190K
$8.47M
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
70.5KNew |
$3.15M - $3.33M
|
70.5K
$3.13M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.3K+ 35.83% |
$147K - $156K
|
12.5K
$557K
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
17.8KNew |
$796K - $841K
|
17.8K
$792K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
31.1K+ 45.72% |
$1.39M - $1.47M
|
99.1K
$4.41M
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
11.8KNew |
$527K - $557K
|
11.8K
$525K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-11.2K- 5.45% |
$501K - $529K
|
195K
$8.66M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.8K+ 184.53% |
$886K - $936K
|
30.6K
$1.36M
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
45.7K+ 6.56% |
$2.04M - $2.16M
|
743K
$33M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
206K+ 142.81% |
$9.18M - $9.71M
|
350K
$15.6M
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
11.5K+ 2.15% |
$514K - $543K
|
546K
$24.3M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
78.5K+ 20.8% |
$3.51M - $3.71M
|
456K
$20.3M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11K+ 2.97% |
$491K - $520K
|
381K
$17M
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-354- 0.67% |
$15.8K - $16.7K
|
52.2K
$2.32M
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-74- 41.81% |
$3.3K - $3.49K
|
103
$4.58K
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.61K- 20.14% |
$206K - $218K
|
18.3K
$813K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
82.5K+ 4.53% |
$3.68M - $3.9M
|
1.9M
$84.6M
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.17K+ 14.95% |
$52.3K - $55.3K
|
9.01K
$401K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
217K+ 13.63% |
$9.69M - $10.2M
|
1.81M
$80.4M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
454K+ 17.81% |
$20.3M - $21.4M
|
3M
$134M
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
91K+ 27.73% |
$4.06M - $4.29M
|
419K
$18.6M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
228K+ 89.67% |
$10.2M - $10.8M
|
482K
$21.4M
|