Latest Institutional Purchases 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 buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
676K+ 94.01% |
$30.3M - $31.7M
|
1.39M
$62.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
654K+ 584.46% |
$29.3M - $30.6M
|
766K
$34.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
537K+ 44.58% |
$24.1M - $25.1M
|
1.74M
$78.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
353KNew |
$15.8M - $16.5M
|
353K
$15.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
346K+ 50.63% |
$15.5M - $16.2M
|
1.03M
$46.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
285KNew |
$12.8M - $13.3M
|
285K
$12.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
284KNew |
$12.8M - $13.3M
|
284K
$12.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
274K+ 94.62% |
$12.3M - $12.8M
|
564K
$25.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
264KNew |
$11.8M - $12.4M
|
264K
$11.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
251K+ 6.2% |
$11.3M - $11.8M
|
4.29M
$193M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
248K+ 38.27% |
$11.1M - $11.6M
|
896K
$40.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
195K+ 14.36% |
$8.74M - $9.12M
|
1.55M
$69.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
161K+ 35.86% |
$7.22M - $7.54M
|
609K
$27.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
147K+ 9.27% |
$6.62M - $6.91M
|
1.74M
$78.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
144K+ 4.89% |
$6.44M - $6.73M
|
3.08M
$139M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
109K+ 73.29% |
$4.91M - $5.13M
|
259K
$11.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
95.1K+ 5.4% |
$4.27M - $4.46M
|
1.86M
$83.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
90.5K+ 137.42% |
$4.06M - $4.24M
|
156K
$7.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
81.5K+ 5.9% |
$3.66M - $3.82M
|
1.46M
$65.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
81K+ 257.9% |
$3.63M - $3.79M
|
112K
$5.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
65K+ 21.93% |
$2.92M - $3.05M
|
362K
$16.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
64.4K+ 41.26% |
$2.89M - $3.02M
|
220K
$9.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
63.3K+ 21.14% |
$2.84M - $2.97M
|
363K
$16.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
61.8K+ 9.76% |
$2.77M - $2.89M
|
695K
$31.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
53.9K+ 5.26% |
$2.42M - $2.53M
|
1.08M
$48.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
53.4K+ 27.43% |
$2.39M - $2.5M
|
248K
$11.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
49.6K+ 21.62% |
$2.23M - $2.32M
|
279K
$12.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
48.7K+ 17.93% |
$2.19M - $2.28M
|
320K
$14.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
44.8K+ 72.3% |
$2.01M - $2.1M
|
107K
$4.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
39.3K+ 139.69% |
$1.76M - $1.84M
|
67.4K
$3.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
38.1K+ 20.69% |
$1.71M - $1.78M
|
222K
$9.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
37.1K+ 122.15% |
$1.67M - $1.74M
|
67.6K
$3.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
35.6K+ 68.85% |
$1.6M - $1.67M
|
87.3K
$3.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
34.8K+ 3.64% |
$1.56M - $1.63M
|
991K
$44.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
34.8K+ 3.94% |
$1.56M - $1.63M
|
918K
$41.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
33.4KNew |
$1.5M - $1.57M
|
33.4K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
31.3K+ 3.95% |
$1.4M - $1.47M
|
824K
$37.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
31.2K+ 0.52% |
$1.4M - $1.46M
|
5.99M
$270M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
27KNew |
$1.21M - $1.26M
|
27K
$1.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
26.1K+ 23.48% |
$1.17M - $1.22M
|
137K
$6.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
25.5K+ 6.52% |
$1.14M - $1.2M
|
417K
$18.7M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
25.5K+ 45.51% |
$1.14M - $1.19M
|
81.5K
$3.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
25.1K+ 10.89% |
$1.13M - $1.18M
|
256K
$11.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
23.7K+ 26.55% |
$1.06M - $1.11M
|
113K
$5.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
22.5K+ 2.07% |
$1.01M - $1.05M
|
1.11M
$49.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
22.2KNew |
$998K - $1.04M
|
22.2K
$1M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
21.8K+ 34.06% |
$977K - $1.02M
|
85.7K
$3.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
19.3K+ 12.18% |
$865K - $903K
|
178K
$7.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
17.7KNew |
$795K - $830K
|
17.7K
$797K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.6K+ 15.6% |
$790K - $825K
|
131K
$5.87M
|