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 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
30.2K+ 23.87% |
$1.35M - $1.42M
|
157K
$6.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.91K+ 0.33% |
$85.4K - $90.3K
|
584K
$26M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.64K+ 40.54% |
$162K - $172K
|
12.6K
$561K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
2.5K+ 5.08% |
$112K - $118K
|
51.7K
$2.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
7.43K+ 13.86% |
$332K - $351K
|
61K
$2.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.13K- 1.8% |
$50.4K - $53.3K
|
61.6K
$2.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
32.7K+ 12.55% |
$1.46M - $1.54M
|
293K
$13M
|
|
|
Oct 15, 2024
Q3 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
4.83K+ 3.9% |
$216K - $228K
|
129K
$5.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.13K+ 26.14% |
$140K - $148K
|
15.1K
$672K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
271K+ 1419.62% |
$12.1M - $12.8M
|
290K
$12.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
12.4K+ 202.82% |
$552K - $584K
|
18.5K
$822K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.92K+ 3.89% |
$131K - $138K
|
78.1K
$3.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-87- 0.55% |
$3.88K - $4.11K
|
15.7K
$698K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-8.27K- 25.21% |
$369K - $391K
|
24.5K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
43.1K+ 9.72% |
$1.93M - $2.04M
|
487K
$21.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
14.6K+ 6.37% |
$651K - $689K
|
244K
$10.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.48K+ 51.14% |
$155K - $164K
|
10.3K
$457K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
12.3K+ 4.38% |
$549K - $581K
|
293K
$13M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
975K+ 256.52% |
$43.5M - $46M
|
1.36M
$60.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.19K+ 1.71% |
$142K - $151K
|
190K
$8.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
1.09MNew |
$48.7M - $51.5M
|
1.09M
$48.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
304+ 2.27% |
$13.6K - $14.4K
|
13.7K
$610K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
31.3K+ 109.01% |
$1.4M - $1.48M
|
60K
$2.67M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-2.16K- 3.71% |
$96.4K - $102K
|
56K
$2.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
40.9K+ 21.07% |
$1.83M - $1.93M
|
235K
$10.4M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
2.33K+ 11.76% |
$104K - $110K
|
22.2K
$985K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5.47K+ 8.94% |
$244K - $258K
|
66.6K
$2.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
4.37KNew |
$195K - $206K
|
4.37K
$194K
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
406+ 4.42% |
$18.1K - $19.2K
|
9.6K
$427K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.76KNew |
$123K - $130K
|
2.76K
$123K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.3K- 9.74% |
$326K - $345K
|
67.7K
$3.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
121KNew |
$5.39M - $5.7M
|
121K
$5.37M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
17.7K+ 5.4% |
$788K - $833K
|
344K
$15.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
66.5K+ 3.93% |
$2.97M - $3.14M
|
1.76M
$78.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
223KNew |
$9.95M - $10.5M
|
223K
$9.91M
|
|
|
Oct 10, 2024
Q3 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-11.8K- 57.04% |
$525K - $555K
|
8.86K
$394K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
4.55KNew |
$203K - $215K
|
4.55K
$202K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
89.5K+ 6.93% |
$4M - $4.23M
|
1.38M
$61.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-116K- 15.2% |
$5.19M - $5.48M
|
648K
$28.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
19.2KNew |
$858K - $908K
|
19.2K
$855K
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
3.63K+ 6.24% |
$162K - $172K
|
61.9K
$2.75M
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
11.1K+ 33.71% |
$496K - $525K
|
44.1K
$1.96M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
475K+ 102.02% |
$21.2M - $22.4M
|
941K
$41.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.49K+ 4.8% |
$156K - $165K
|
76.1K
$3.38M
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-4.83K- 23.95% |
$216K - $228K
|
15.3K
$682K
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
BUY
|
- |
4.69K+ 23.63% |
$209K - $221K
|
24.5K
$1.09M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
16.6K+ 65.32% |
$743K - $785K
|
42.1K
$1.87M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.55K+ 23.31% |
$203K - $215K
|
24.1K
$1.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
39.7K+ 4.03% |
$1.77M - $1.88M
|
1.03M
$45.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
39.9K+ 38.21% |
$1.78M - $1.89M
|
144K
$6.42M
|