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 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-3.36K- 5.75% |
$143K - $155K
|
55.1K
$2.48M
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.01K- 63.12% |
$43.1K - $46.8K
|
592
$26.7K
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-369- 35.48% |
$15.7K - $17K
|
671
$30.2K
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-85- 5.43% |
$3.61K - $3.93K
|
1.48K
$66.6K
|
|
Q3 2023 | |||||||
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-7.65K- 26.73% |
$332K - $350K
|
21K
$945K
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-5.39K- 52.16% |
$234K - $246K
|
4.95K
$223K
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-814- 99.75% |
$35.4K - $37.2K
|
2
$90.1
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-364Closed |
$15.8K - $16.6K
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 2.56% |
$43.4 - $45.7
|
38
$1.71K
|
|
Q2 2023 | |||||||
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.77K- 7.26% |
$350K - $361K
|
99.2K
$4.47M
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.05K- 14.22% |
$47.1K - $48.5K
|
6.3K
$284K
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-858- 10.69% |
$38.7K - $39.8K
|
7.17K
$323K
|
|
Q1 2023 | |||||||
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-67.6K- 91.93% |
$3.03M - $3.17M
|
5.94K
$267K
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-433- 2.04% |
$19.4K - $20.3K
|
20.8K
$935K
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-23- 0.04% |
$1.03K - $1.08K
|
52.3K
$2.36M
|
|
Q4 2022 | |||||||
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-2.33K- 23.58% |
$101K - $108K
|
7.55K
$340K
|
|
Q3 2022 | |||||||
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-88.9K- 69.67% |
$3.94M - $4.27M
|
38.7K
$1.74M
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-918- 27.45% |
$40.6K - $44.1K
|
2.43K
$109K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-476KClosed |
$21.8M - $23.7M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-250KClosed |
$11.5M - $12.4M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-202KClosed |
$9.26M - $10.1M
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-28.1K- 65.23% |
$1.29M - $1.4M
|
15K
$675K
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-20.3KClosed |
$930K - $1.01M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-17.6KClosed |
$808K - $878K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-12.9KClosed |
$590K - $641K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-8.13K- 11.68% |
$373K - $405K
|
61.5K
$2.77M
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-6.97K- 22.13% |
$320K - $347K
|
24.5K
$1.1M
|
|
Aug 05, 2022
Q2 2022
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-6.03KClosed |
$276K - $300K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
SELL
|
- |
-5.68KClosed |
$260K - $283K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-5.29KClosed |
$242K - $263K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-5.1KClosed |
$234K - $254K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-3.89K- 1.87% |
$178K - $194K
|
204K
$9.2M
|
|
Aug 11, 2022
Q2 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1.63K- 7.44% |
$74.7K - $81.2K
|
20.3K
$913K
|
|
Aug 11, 2022
Q2 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-675- 5.71% |
$30.9K - $33.6K
|
11.2K
$502K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-424Closed |
$19.4K - $21.1K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
SELL
|
- |
-286Closed |
$13.1K - $14.2K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-28Closed |
$1.28K - $1.39K
|
0
$0
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-476KClosed |
$23.5M - $25M
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-47.3KClosed |
$2.34M - $2.49M
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-25KClosed |
$1.23M - $1.31M
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-7.41KClosed |
$367K - $390K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-5.3KClosed |
$262K - $279K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.3KClosed |
$262K - $279K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-4.45KClosed |
$220K - $234K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-4.24KClosed |
$209K - $223K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-618Closed |
$30.6K - $32.5K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-148Closed |
$7.32K - $7.79K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-109KClosed |
$5.77M - $5.85M
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-15.6KClosed |
$822K - $835K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-6.07KClosed |
$320K - $325K
|
0
$0
|