Latest Institutional Sells of Fidelity Merrimack Str Tr Tota (FBND)
This list provides information on the latest institutional transactions involving Fidelity Merrimack Str Tr Tota (FBND) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-574K- 48.46% |
$25.8M - $26.9M
|
611K
$27.5M
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-82.2K- 7.86% |
$3.69M - $3.85M
|
964K
$43.4M
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-44.5K- 19.23% |
$2M - $2.08M
|
187K
$8.4M
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-40K- 3.67% |
$1.8M - $1.88M
|
1.05M
$47.2M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-34.2K- 38.67% |
$1.53M - $1.6M
|
54.2K
$2.44M
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-32.6K- 17.94% |
$1.46M - $1.53M
|
149K
$6.71M
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-31.7K- 13.01% |
$1.42M - $1.49M
|
212K
$9.53M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-20.5K- 15.07% |
$922K - $963K
|
116K
$5.21M
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-18.7K- 3.88% |
$838K - $875K
|
463K
$20.8M
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-10.8K- 22.62% |
$486K - $508K
|
37.1K
$1.67M
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-9.53K- 2.48% |
$428K - $447K
|
375K
$16.9M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.52K- 20.88% |
$158K - $165K
|
13.3K
$600K
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-2.67K- 0.68% |
$120K - $125K
|
389K
$17.5M
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-2.57K- 31.97% |
$115K - $120K
|
5.47K
$246K
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.19K- 4.59% |
$98.4K - $103K
|
45.5K
$2.05M
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.83K- 14.73% |
$82.3K - $85.9K
|
10.6K
$478K
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-1.62K- 2.62% |
$72.8K - $76K
|
60.3K
$2.71M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.31K- 2.13% |
$58.9K - $61.5K
|
60.3K
$2.71M
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.02K- 9.35% |
$45.7K - $47.7K
|
9.87K
$444K
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-988- 0.2% |
$44.3K - $46.3K
|
489K
$22M
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-946- 1.99% |
$42.4K - $44.3K
|
46.6K
$2.1M
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-779- 13.92% |
$35K - $36.5K
|
4.82K
$217K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-770- 53.62% |
$34.5K - $36.1K
|
666
$30K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-655- 0.46% |
$29.4K - $30.7K
|
142K
$6.37M
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-593- 5.77% |
$26.6K - $27.8K
|
9.69K
$436K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-553- 58.03% |
$24.8K - $25.9K
|
400
$18K
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-471- 3.43% |
$21.1K - $22.1K
|
13.2K
$596K
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-452- 8.56% |
$20.3K - $21.2K
|
4.83K
$217K
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-427- 14.83% |
$19.2K - $20K
|
2.45K
$110K
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-394- 6.92% |
$17.7K - $18.5K
|
5.3K
$238K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-369- 42.12% |
$16.6K - $17.3K
|
507
$22.8K
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-340- 3.2% |
$15.3K - $15.9K
|
10.3K
$462K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-270- 1.4% |
$12.1K - $12.7K
|
19K
$853K
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-222- 1.23% |
$9.96K - $10.4K
|
17.8K
$802K
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-104- 1.19% |
$4.67K - $4.87K
|
8.63K
$388K
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-100- 0.41% |
$4.49K - $4.69K
|
24.4K
$1.1M
|
|
Q3 2024 | |||||||
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-319K- 55.93% |
$14.2M - $15M
|
251K
$11.3M
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-229K- 59.16% |
$10.2M - $10.8M
|
158K
$7.1M
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-118K- 26.37% |
$5.29M - $5.59M
|
331K
$14.9M
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-113K- 80.54% |
$5.05M - $5.34M
|
27.3K
$1.23M
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-42.3K- 7.95% |
$1.89M - $2M
|
490K
$22M
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-38.9K- 82.4% |
$1.74M - $1.84M
|
8.32K
$374K
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-37.3K- 34.37% |
$1.66M - $1.76M
|
71.2K
$3.2M
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-30.5K- 18.91% |
$1.36M - $1.44M
|
131K
$5.89M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.6K- 8.83% |
$740K - $782K
|
171K
$7.7M
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-14.7K- 22.35% |
$658K - $696K
|
51.2K
$2.3M
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-12K- 20.01% |
$534K - $565K
|
47.8K
$2.15M
|
|
Oct 10, 2024
Q3 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-11.8K- 57.04% |
$525K - $555K
|
8.86K
$399K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-11.2K- 5.45% |
$501K - $529K
|
195K
$8.76M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-10.4K- 1.36% |
$465K - $491K
|
756K
$34M
|