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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
20New |
$869 - $914
|
20
$909
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
90.4KNew |
$4.07M - $4.2M
|
90.4K
$4.11M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
33.4KNew |
$1.51M - $1.55M
|
33.4K
$1.52M
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
10KNew |
$452K - $466K
|
10K
$456K
|
|
|
Aug 14, 2023
Q2 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
7.25KNew |
$327K - $337K
|
7.25K
$330K
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
6.3KNew |
$284K - $293K
|
6.3K
$286K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.95KNew |
$223K - $230K
|
4.95K
$225K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4.05KNew |
$183K - $188K
|
4.05K
$184K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.4K+ 5.48% |
$62.9K - $64.8K
|
26.9K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
1.12K+ 3.66% |
$50.6K - $52.1K
|
31.8K
$1.45M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
965New |
$43.5K - $44.8K
|
965
$43.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
332New |
$15K - $15.4K
|
332
$15.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
225New |
$10.1K - $10.4K
|
225
$10.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
72New |
$3.25K - $3.34K
|
72
$3.27K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
40New |
$1.8K - $1.86K
|
40
$1.82K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
33New |
$1.49K - $1.53K
|
33
$1.5K
|
|
| Q1 2023 | |||||||
|
Nov 16, 2023
Q1 2023
|
R.P. Boggs & Co.
|
BUY
|
- |
162KNew |
$7.29M - $7.6M
|
162K
$7.39M
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
17KNew |
$764K - $797K
|
17K
$775K
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.89KNew |
$399K - $416K
|
8.89K
$404K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
6.13K+ 26.98% |
$275K - $287K
|
28.9K
$1.31M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
6.13K+ 26.98% |
$275K - $287K
|
28.9K
$1.31M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
330New |
$14.8K - $15.4K
|
330
$15K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
431K+ 272.91% |
$18.7M - $19.9M
|
589K
$26.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
42K+ 72.41% |
$1.82M - $1.94M
|
100K
$4.55M
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
41.6KNew |
$1.81M - $1.93M
|
41.6K
$1.89M
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
16.6K+ 346.04% |
$723K - $770K
|
21.5K
$976K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
11.8K+ 27.05% |
$515K - $548K
|
55.6K
$2.53M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
10.7KNew |
$464K - $494K
|
10.7K
$485K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
9.4KNew |
$409K - $435K
|
9.4K
$428K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.84KNew |
$123K - $131K
|
2.84K
$129K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.24KNew |
$53.9K - $57.4K
|
1.24K
$56.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.17KNew |
$50.7K - $53.9K
|
1.17K
$53K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
217New |
$9.43K - $10K
|
217
$9.87K
|
|
| Q3 2022 | |||||||
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
12.9K+ 46.56% |
$571K - $619K
|
40.6K
$1.84M
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
4.63K+ 87.82% |
$205K - $222K
|
9.9K
$450K
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.6KNew |
$204K - $221K
|
4.6K
$209K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
346New |
$15.3K - $16.6K
|
346
$15.7K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
134New |
$5.93K - $6.44K
|
134
$6.09K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
2+ 0.01% |
$88.6 - $96.1
|
21.2K
$964K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
2New |
$88.6 - $96.1
|
2
$90.9
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
49.2KNew |
$2.25M - $2.45M
|
49.2K
$2.24M
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
24.9KNew |
$1.14M - $1.24M
|
24.9K
$1.13M
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
6.42KNew |
$294K - $319K
|
6.42K
$292K
|
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
6.26KNew |
$287K - $312K
|
6.26K
$285K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.16K+ 8636.0% |
$98.9K - $107K
|
2.18K
$99.3K
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
BUY
|
- |
2.09KNew |
$95.5K - $104K
|
2.09K
$94.8K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
395New |
$18.1K - $19.7K
|
395
$18K
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
368New |
$16.9K - $18.3K
|
368
$16.7K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
117KNew |
$5.77M - $6.15M
|
117K
$5.31M
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1+ 0.12% |
$49.4 - $52.7
|
847
$38.5K
|
|