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 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-118K- 26.37% |
$5.29M - $5.59M
|
331K
$14.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.78K+ 323.64% |
$79.5K - $84K
|
2.33K
$104K
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
9.65K+ 119.84% |
$431K - $456K
|
17.7K
$787K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
52.2K+ 81.23% |
$2.33M - $2.46M
|
116K
$5.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
2.34K+ 4.3% |
$104K - $110K
|
56.8K
$2.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4.48K+ 4.54% |
$200K - $212K
|
103K
$4.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
20.2K+ 254.25% |
$901K - $953K
|
28.1K
$1.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
27.2K+ 9.98% |
$1.21M - $1.28M
|
300K
$13.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.74K+ 12.51% |
$122K - $129K
|
24.6K
$1.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.06K+ 47.95% |
$181K - $191K
|
12.5K
$557K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-21.5K- 63.33% |
$960K - $1.01M
|
12.4K
$554K
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
9.2K+ 28.73% |
$411K - $434K
|
41.2K
$1.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
49.2K+ 10.24% |
$2.2M - $2.32M
|
530K
$23.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
62.8K+ 2.18% |
$2.8M - $2.97M
|
2.94M
$131M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.8K+ 87.04% |
$525K - $555K
|
25.3K
$1.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
246+ 0.79% |
$11K - $11.6K
|
31.4K
$1.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
5.64K+ 4.21% |
$252K - $266K
|
140K
$6.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
52.2K+ 67.49% |
$2.33M - $2.47M
|
130K
$5.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
15.3K+ 17.12% |
$681K - $720K
|
104K
$4.64M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
4.62KNew |
$206K - $218K
|
4.62K
$205K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-30.5K- 18.91% |
$1.36M - $1.44M
|
131K
$5.83M
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
21+ 0.16% |
$938 - $991
|
12.9K
$572K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
327+ 0.15% |
$14.6K - $15.4K
|
224K
$9.95M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
60+ 0.18% |
$2.68K - $2.83K
|
33.4K
$1.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8.7KNew |
$389K - $411K
|
8.7K
$387K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
104+ 1.18% |
$4.64K - $4.91K
|
8.9K
$396K
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.02K+ 0.87% |
$45.7K - $48.3K
|
118K
$5.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-28.9K- 26.97% |
$1.29M - $1.37M
|
78.3K
$3.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
12.1K+ 7.11% |
$538K - $569K
|
182K
$8.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
7.69KNew |
$343K - $363K
|
7.69K
$342K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-529- 2.33% |
$23.6K - $25K
|
22.2K
$985K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.6K- 8.83% |
$740K - $782K
|
171K
$7.61M
|
|
|
Oct 22, 2024
Q3 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-420- 2.75% |
$18.8K - $19.8K
|
14.8K
$660K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
4.7KNew |
$210K - $222K
|
4.7K
$209K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.9K+ 13.11% |
$129K - $137K
|
25K
$1.11M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
229K+ 9729.09% |
$10.2M - $10.8M
|
232K
$10.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
5.38K+ 3.74% |
$240K - $254K
|
149K
$6.64M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
176+ 15.99% |
$7.86K - $8.31K
|
1.28K
$56.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
640New |
$28.6K - $30.2K
|
640
$28.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-319K- 55.93% |
$14.2M - $15M
|
251K
$11.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
958+ 0.79% |
$42.8K - $45.2K
|
123K
$5.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
11.8K+ 5.21% |
$528K - $558K
|
239K
$10.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.55K- 0.52% |
$69.4K - $73.4K
|
300K
$13.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
136KNew |
$6.09M - $6.43M
|
136K
$6.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
13.5K+ 3.55% |
$602K - $637K
|
393K
$17.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
4.18K+ 22.26% |
$187K - $197K
|
22.9K
$1.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.5K+ 9.28% |
$335K - $354K
|
88.3K
$3.93M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
37.7K+ 5.59% |
$1.69M - $1.78M
|
714K
$31.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
87.3KNew |
$3.9M - $4.12M
|
87.3K
$3.88M
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
7.43K+ 1.33% |
$332K - $351K
|
566K
$25.2M
|