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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
20.5K+ 39.59% |
$917K - $969K
|
72.4K
$3.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.98KNew |
$446K - $471K
|
9.98K
$444K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5.87KNew |
$262K - $277K
|
5.87K
$261K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
128K+ 22.97% |
$5.7M - $6.02M
|
683K
$30.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
118KNew |
$5.28M - $5.58M
|
118K
$5.26M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-223- 1.82% |
$9.96K - $10.5K
|
12K
$534K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
63.2K+ 6.18% |
$2.82M - $2.99M
|
1.09M
$48.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.53K- 1.55% |
$68.1K - $72K
|
97.2K
$4.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
9.85KNew |
$440K - $465K
|
9.85K
$438K
|
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
538+ 3.15% |
$24K - $25.4K
|
17.6K
$784K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
517New |
$23.1K - $24.4K
|
517
$23K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
42.7K+ 118.88% |
$1.91M - $2.02M
|
78.7K
$3.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
13+ 0.12% |
$580 - $614
|
10.7K
$476K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.36KNew |
$105K - $111K
|
2.36K
$105K
|
|
|
Oct 29, 2024
Q3 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-1.65K- 13.45% |
$73.7K - $77.9K
|
10.6K
$472K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.5K+ 1.37% |
$111K - $118K
|
185K
$8.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-77- 1.59% |
$3.44K - $3.64K
|
4.77K
$212K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.51K- 38.28% |
$67.5K - $71.4K
|
2.44K
$108K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
98.8KNew |
$4.41M - $4.66M
|
98.8K
$4.39M
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
3.01K+ 10.36% |
$135K - $142K
|
32.1K
$1.43M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
753+ 0.67% |
$33.6K - $35.5K
|
113K
$5.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-621- 53.72% |
$27.7K - $29.3K
|
535
$23.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
SELL
|
- |
-951- 1.96% |
$42.5K - $44.9K
|
47.6K
$2.12M
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
652+ 0.19% |
$29.1K - $30.8K
|
347K
$15.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
16.6K+ 7.77% |
$742K - $785K
|
231K
$10.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.48K- 7.44% |
$66.1K - $69.9K
|
18.4K
$819K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
124K+ 15.95% |
$5.53M - $5.84M
|
900K
$40M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
259KNew |
$11.6M - $12.2M
|
259K
$11.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.64K- 3.67% |
$73K - $77.2K
|
42.9K
$1.91M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.04K+ 10.87% |
$270K - $285K
|
61.6K
$2.74M
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
6.94KNew |
$310K - $327K
|
6.94K
$308K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.68K+ 1709.12% |
$209K - $221K
|
4.96K
$220K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
21+ 0.73% |
$938 - $991
|
2.88K
$128K
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
81.1K+ 14.87% |
$3.62M - $3.83M
|
626K
$27.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
32+ 0.24% |
$1.43K - $1.51K
|
13.3K
$593K
|
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
6.71K+ 29.49% |
$300K - $317K
|
29.5K
$1.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
393+ 2.72% |
$17.5K - $18.6K
|
14.8K
$659K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-10.4K- 1.36% |
$465K - $491K
|
756K
$33.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
531K+ 81.32% |
$23.7M - $25.1M
|
1.18M
$52.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.2K+ 9.47% |
$53.7K - $56.8K
|
13.9K
$618K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
37.9K+ 51.77% |
$1.69M - $1.79M
|
111K
$4.95M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.94K- 19.34% |
$176K - $186K
|
16.4K
$730K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.51K+ 4.66% |
$67.5K - $71.4K
|
34K
$1.51M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.58K- 4.37% |
$339K - $358K
|
166K
$7.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.36K+ 3.26% |
$60.5K - $64K
|
42.9K
$1.91M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.15K- 3.16% |
$51.3K - $54.2K
|
35.2K
$1.56M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
998New |
$44.6K - $47.1K
|
998
$44.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-10.3K- 1.17% |
$461K - $487K
|
870K
$38.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24.8K+ 484.12% |
$1.11M - $1.17M
|
29.9K
$1.33M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
23.5K+ 15.99% |
$1.05M - $1.11M
|
171K
$7.59M
|