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
|
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 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-547- 0.56% |
$24.5K - $25.6K
|
96.7K
$4.35M
|
|
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 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-431- 3.35% |
$19.3K - $20.2K
|
12.4K
$560K
|
|
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
$463K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-270- 1.4% |
$12.1K - $12.7K
|
19K
$854K
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-242- 33.43% |
$10.9K - $11.3K
|
482
$21.7K
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-222- 1.23% |
$9.96K - $10.4K
|
17.8K
$802K
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-107Closed |
$4.8K - $5.01K
|
0
$0
|
|
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
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-8- 0.04% |
$359 - $375
|
20.9K
$942K
|
|
Q3 2024 | |||||||
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-319K- 55.93% |
$14.2M - $15M
|
251K
$11.3M
|
|
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
$22.1M
|
|
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
$3.21M
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-30.5K- 18.91% |
$1.36M - $1.44M
|
131K
$5.9M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.6K- 8.83% |
$740K - $782K
|
171K
$7.71M
|
|
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
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-10.4K- 1.36% |
$465K - $491K
|
756K
$34.1M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9.09K- 3.05% |
$406K - $429K
|
289K
$13M
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-8.63K- 15.3% |
$385K - $407K
|
47.8K
$2.15M
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-8.46K- 3.59% |
$378K - $399K
|
227K
$10.2M
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-8.34K- 23.16% |
$372K - $394K
|
27.7K
$1.25M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.3K- 9.74% |
$326K - $345K
|
67.7K
$3.05M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.81K- 16.52% |
$304K - $322K
|
34.4K
$1.55M
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-6.23K- 2.73% |
$278K - $294K
|
222K
$10M
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-5.44K- 11.89% |
$243K - $257K
|
40.3K
$1.81M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.61K- 20.14% |
$206K - $218K
|
18.3K
$823K
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-4.35K- 5.85% |
$194K - $205K
|
70K
$3.15M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.94K- 19.34% |
$176K - $186K
|
16.4K
$739K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-3.9K- 72.22% |
$174K - $184K
|
1.5K
$67.5K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.76K- 40.62% |
$168K - $177K
|
5.49K
$247K
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-3.44K- 40.74% |
$153K - $162K
|
5K
$225K
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-3.35K- 43.56% |
$149K - $158K
|
4.34K
$195K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.17K- 1.79% |
$142K - $150K
|
174K
$7.85M
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-2.79K- 29.8% |
$125K - $132K
|
6.58K
$296K
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-2.68K- 22.62% |
$120K - $127K
|
9.18K
$413K
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-2.61K- 4.48% |
$117K - $123K
|
55.6K
$2.51M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-2.39K- 13.59% |
$107K - $113K
|
15.2K
$685K
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.15K- 24.09% |
$95.8K - $101K
|
6.76K
$305K
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.08K- 13.63% |
$92.6K - $98K
|
13.2K
$592K
|