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 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
12.7K+ 4.9% |
$565K - $597K
|
271K
$12M
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.52KNew |
$202K - $214K
|
4.52K
$201K
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
11.9K+ 8.11% |
$530K - $560K
|
158K
$7.04M
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-177- 0.69% |
$7.9K - $8.36K
|
25.3K
$1.13M
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-287- 4.07% |
$12.8K - $13.5K
|
6.77K
$301K
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
154KNew |
$6.9M - $7.29M
|
154K
$6.87M
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
97New |
$4.33K - $4.58K
|
97
$4.31K
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
13.2KNew |
$591K - $625K
|
13.2K
$589K
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
13.3K+ 2.88% |
$592K - $626K
|
474K
$21.1M
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.15K- 24.09% |
$95.8K - $101K
|
6.76K
$301K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.16KNew |
$51.7K - $54.6K
|
1.16K
$51.5K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.74K+ 75.06% |
$167K - $177K
|
8.73K
$388K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
601K+ 27.52% |
$26.8M - $28.4M
|
2.78M
$124M
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-8.63K- 15.3% |
$385K - $407K
|
47.8K
$2.12M
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
13.2KNew |
$587K - $621K
|
13.2K
$585K
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
319New |
$14.2K - $15.1K
|
319
$14.2K
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1.22K+ 8.98% |
$54.6K - $57.7K
|
14.8K
$659K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
993K+ 85.12% |
$44.3M - $46.9M
|
2.16M
$96M
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
78.6KNew |
$3.51M - $3.71M
|
78.6K
$3.49M
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
44+ 0.52% |
$1.96K - $2.08K
|
8.46K
$376K
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2.3K+ 1.27% |
$103K - $109K
|
184K
$8.18M
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
952+ 842.48% |
$42.5K - $44.9K
|
1.07K
$47.4K
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.08K- 13.63% |
$92.6K - $98K
|
13.2K
$585K
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-8.46K- 3.59% |
$378K - $399K
|
227K
$10.1M
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
6.99KNew |
$312K - $330K
|
6.99K
$311K
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
20.5K+ 3.49% |
$915K - $968K
|
609K
$27.1M
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
24.3K+ 6.85% |
$1.09M - $1.15M
|
380K
$16.9M
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
131+ 1.39% |
$5.85K - $6.18K
|
9.57K
$426K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
218+ 0.82% |
$9.73K - $10.3K
|
26.8K
$1.19M
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-875- 3.56% |
$39.1K - $41.3K
|
23.7K
$1.05M
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.05K+ 126.7% |
$91.5K - $96.8K
|
3.67K
$163K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-353- 0.06% |
$15.8K - $16.7K
|
628K
$27.9M
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.55K- 16.37% |
$69.1K - $73.1K
|
7.91K
$352K
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.93K+ 38.76% |
$86.2K - $91.1K
|
6.91K
$307K
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
13.7K+ 8.06% |
$611K - $646K
|
184K
$8.16M
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-5.25K- 19.38% |
$235K - $248K
|
21.9K
$972K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
659K+ 17.24% |
$29.4M - $31.1M
|
4.48M
$199M
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
3.4K+ 3.95% |
$152K - $160K
|
89.4K
$3.97M
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
36.2K+ 13.38% |
$1.62M - $1.71M
|
307K
$13.6M
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-268- 85.08% |
$12K - $12.7K
|
47
$2.09K
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
10.4K+ 7.69% |
$466K - $493K
|
146K
$6.5M
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
938+ 2.46% |
$41.9K - $44.3K
|
39.1K
$1.74M
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
17+ 43.59% |
$759 - $803
|
56
$2.49K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
14.3K+ 14.9% |
$637K - $674K
|
110K
$4.89M
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
28.6K+ 4.78% |
$1.28M - $1.35M
|
627K
$27.9M
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.32KNew |
$193K - $204K
|
4.32K
$192K
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
33.2K+ 77.13% |
$1.48M - $1.57M
|
76.3K
$3.39M
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-500- 4.78% |
$22.3K - $23.6K
|
9.97K
$443K
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16.1K+ 3.63% |
$717K - $758K
|
459K
$20.4M
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.14KNew |
$363K - $384K
|
8.14K
$362K
|