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 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9.09K- 3.05% |
$406K - $429K
|
289K
$12.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
114K+ 55.51% |
$5.09M - $5.38M
|
319K
$14.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
12+ 1.24% |
$536 - $567
|
977
$43.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
871KNew |
$38.9M - $41.1M
|
871K
$38.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
134K+ 5.67% |
$5.98M - $6.33M
|
2.5M
$111M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
31.8K+ 9.43% |
$1.42M - $1.5M
|
369K
$16.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
216K+ 26.73% |
$9.65M - $10.2M
|
1.02M
$45.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
7.7KNew |
$344K - $364K
|
7.7K
$343K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
25.2K+ 96.06% |
$1.12M - $1.19M
|
51.4K
$2.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
991+ 2.13% |
$44.2K - $46.8K
|
47.4K
$2.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
9.96KNew |
$444K - $470K
|
9.96K
$443K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
307+ 6.65% |
$13.7K - $14.5K
|
4.92K
$219K
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
25.9K+ 7.74% |
$1.16M - $1.22M
|
360K
$16M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.06K+ 7.51% |
$47.2K - $49.9K
|
15.1K
$673K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.17K+ 45.84% |
$275K - $291K
|
19.6K
$872K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
33.4K+ 15.53% |
$1.49M - $1.58M
|
248K
$11M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
95K+ 33.04% |
$4.24M - $4.49M
|
383K
$17M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
29+ 18.01% |
$1.29K - $1.37K
|
190
$8.45K
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-4.35K- 5.85% |
$194K - $205K
|
70K
$3.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
30.5K+ 4298.45% |
$1.36M - $1.44M
|
31.2K
$1.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
41.9K+ 63.27% |
$1.87M - $1.98M
|
108K
$4.81M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
5.89K+ 13.95% |
$263K - $278K
|
48.1K
$2.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.17K- 1.79% |
$142K - $150K
|
174K
$7.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
1.69K+ 1.2% |
$75.2K - $79.5K
|
142K
$6.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
9.56K+ 16.25% |
$427K - $451K
|
68.4K
$3.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-2.39K- 13.59% |
$107K - $113K
|
15.2K
$676K
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
41.5K+ 9.63% |
$1.85M - $1.96M
|
472K
$21M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-659- 0.45% |
$29.4K - $31.1K
|
147K
$6.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
22.7K+ 16.17% |
$1.01M - $1.07M
|
163K
$7.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5.04KNew |
$225K - $238K
|
5.04K
$224K
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-545- 0.73% |
$24.3K - $25.7K
|
74.3K
$3.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-8.34K- 23.16% |
$372K - $394K
|
27.7K
$1.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
7.88KNew |
$352K - $372K
|
7.88K
$350K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-172- 2.98% |
$7.68K - $8.12K
|
5.6K
$249K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
38K+ 9.26% |
$1.7M - $1.8M
|
449K
$20M
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
9.55KNew |
$426K - $451K
|
9.55K
$425K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
7.74K+ 6.95% |
$346K - $365K
|
119K
$5.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
11.1K+ 14.6% |
$494K - $522K
|
86.9K
$3.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
20.9K+ 13.23% |
$933K - $987K
|
179K
$7.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-42.3K- 7.95% |
$1.89M - $2M
|
490K
$21.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
139K+ 206.23% |
$6.2M - $6.55M
|
206K
$9.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
23.9K+ 3.94% |
$1.07M - $1.13M
|
632K
$28.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-40- 0.06% |
$1.79K - $1.89K
|
68.1K
$3.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
770+ 2.32% |
$34.4K - $36.4K
|
34K
$1.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-100- 1.16% |
$4.47K - $4.72K
|
8.52K
$379K
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-479- 3.05% |
$21.4K - $22.6K
|
15.2K
$677K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
21.5K+ 394.4% |
$960K - $1.01M
|
26.9K
$1.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
7.85K+ 43.82% |
$351K - $371K
|
25.8K
$1.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.94K+ 57.69% |
$176K - $186K
|
10.8K
$479K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-176- 2.25% |
$7.86K - $8.31K
|
7.65K
$340K
|