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 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.13K+ 19.27% |
$50.8K - $53K
|
7.01K
$315K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
1.09K+ 17.66% |
$48.9K - $51.1K
|
7.26K
$327K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.03K+ 5.59% |
$46.3K - $48.4K
|
19.5K
$878K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
967+ 0.77% |
$43.4K - $45.3K
|
126K
$5.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
872+ 10.02% |
$39.1K - $40.9K
|
9.58K
$431K
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
863+ 2.8% |
$38.7K - $40.4K
|
31.7K
$1.43M
|
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
704+ 3.99% |
$31.6K - $33K
|
18.3K
$826K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
676+ 6.77% |
$30.3K - $31.7K
|
10.7K
$480K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
589+ 2.66% |
$26.4K - $27.6K
|
22.7K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
485New |
$21.8K - $22.7K
|
485
$21.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
457New |
$20.5K - $21.4K
|
457
$20.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
409+ 4.39% |
$18.4K - $19.2K
|
9.73K
$438K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
386+ 0.8% |
$17.3K - $18.1K
|
48.5K
$2.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
356New |
$16K - $16.7K
|
356
$16K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
325New |
$14.6K - $15.2K
|
325
$14.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
311+ 1.69% |
$14K - $14.6K
|
18.7K
$843K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
266New |
$11.9K - $12.5K
|
266
$12K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
257New |
$11.5K - $12K
|
257
$11.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
238+ 1.6% |
$10.7K - $11.2K
|
15.1K
$679K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
236New |
$10.6K - $11.1K
|
236
$10.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
231+ 3.0% |
$10.4K - $10.8K
|
7.94K
$357K
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
230New |
$10.3K - $10.8K
|
230
$10.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
197+ 1.33% |
$8.84K - $9.23K
|
15K
$675K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
140+ 1.01% |
$6.28K - $6.56K
|
14K
$630K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
139+ 0.41% |
$6.24K - $6.51K
|
34.1K
$1.54M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
61+ 0.65% |
$2.74K - $2.86K
|
9.4K
$423K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
52New |
$2.33K - $2.44K
|
52
$2.34K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
46+ 0.98% |
$2.06K - $2.16K
|
4.74K
$214K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
18+ 0.17% |
$808 - $843
|
10.7K
$482K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13+ 0.59% |
$583 - $609
|
2.21K
$99.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
11+ 1.03% |
$494 - $515
|
1.08K
$48.5K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
10New |
$449 - $469
|
10
$450
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7+ 0.07% |
$314 - $328
|
9.88K
$445K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5+ 0.06% |
$224 - $234
|
8.9K
$401K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 8.33% |
$44.9 - $46.9
|
13
$585
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.58M+ 19.53% |
$205M - $216M
|
28.1M
$1.26B
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.97M+ 198.03% |
$133M - $140M
|
4.47M
$201M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.16M+ 124.36% |
$51.9M - $54.9M
|
2.1M
$94.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
993K+ 85.12% |
$44.3M - $46.9M
|
2.16M
$97.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
950K+ 10.03% |
$42.4M - $44.8M
|
10.4M
$469M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
871KNew |
$38.9M - $41.1M
|
871K
$39.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
670K+ 39.19% |
$29.9M - $31.6M
|
2.38M
$107M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
659K+ 17.24% |
$29.4M - $31.1M
|
4.48M
$202M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
601K+ 27.52% |
$26.8M - $28.4M
|
2.78M
$125M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
520K+ 11.19% |
$23.2M - $24.6M
|
5.17M
$233M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
475K+ 102.02% |
$21.2M - $22.4M
|
941K
$42.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
454K+ 17.81% |
$20.3M - $21.4M
|
3M
$135M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
429K+ 17.57% |
$19.1M - $20.2M
|
2.87M
$129M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
324K+ 75.48% |
$14.5M - $15.3M
|
753K
$33.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
280K+ 6.21% |
$12.5M - $13.2M
|
4.78M
$215M
|
|