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, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
11.5K+ 2.15% |
$514K - $543K
|
546K
$24.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
11.1K+ 14.6% |
$494K - $522K
|
86.9K
$3.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
11K+ 10.28% |
$493K - $521K
|
118K
$5.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11K+ 2.97% |
$491K - $520K
|
381K
$17.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
10.6KNew |
$474K - $501K
|
10.6K
$477K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
10.5K+ 6.75% |
$467K - $494K
|
166K
$7.45M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
10.4K+ 7.69% |
$466K - $493K
|
146K
$6.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
10.3K+ 25.81% |
$459K - $485K
|
50.1K
$2.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.98KNew |
$446K - $471K
|
9.98K
$449K
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
9.96KNew |
$444K - $470K
|
9.96K
$448K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.95KNew |
$444K - $470K
|
9.95K
$448K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
9.85KNew |
$440K - $465K
|
9.85K
$443K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
9.56K+ 16.25% |
$427K - $451K
|
68.4K
$3.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
9.55KNew |
$426K - $451K
|
9.55K
$430K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8.7KNew |
$389K - $411K
|
8.7K
$392K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
8.6K+ 7.34% |
$384K - $406K
|
126K
$5.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
8.58K+ 9.13% |
$383K - $405K
|
103K
$4.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
8.4KNew |
$375K - $397K
|
8.4K
$378K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.14KNew |
$363K - $384K
|
8.14K
$366K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
7.88KNew |
$352K - $372K
|
7.88K
$354K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
7.85K+ 43.82% |
$351K - $371K
|
25.8K
$1.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
7.74K+ 6.95% |
$346K - $365K
|
119K
$5.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
7.69KNew |
$343K - $363K
|
7.69K
$346K
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
7.68K+ 39.65% |
$343K - $362K
|
27K
$1.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
7.43K+ 13.86% |
$332K - $351K
|
61K
$2.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
7.43K+ 1.33% |
$332K - $351K
|
566K
$25.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7.02KNew |
$314K - $332K
|
7.02K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
7.02K+ 1.95% |
$313K - $331K
|
368K
$16.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
6.99KNew |
$312K - $330K
|
6.99K
$314K
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
6.94KNew |
$310K - $327K
|
6.94K
$312K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
6.37K+ 76.29% |
$284K - $301K
|
14.7K
$662K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.33KNew |
$283K - $299K
|
6.33K
$285K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.17K+ 45.84% |
$275K - $291K
|
19.6K
$883K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.04K+ 10.87% |
$270K - $285K
|
61.6K
$2.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
5.95K+ 2.92% |
$266K - $281K
|
210K
$9.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5.87KNew |
$262K - $277K
|
5.87K
$264K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
5.64K+ 4.21% |
$252K - $266K
|
140K
$6.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5.47K+ 8.94% |
$244K - $258K
|
66.6K
$3M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.28K+ 1.88% |
$236K - $249K
|
286K
$12.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
5.16K+ 6.59% |
$231K - $244K
|
83.5K
$3.76M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5.04KNew |
$225K - $238K
|
5.04K
$227K
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
4.98K+ 6.2% |
$222K - $235K
|
85.3K
$3.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.86K+ 17.09% |
$217K - $230K
|
33.3K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
4.76K+ 96.16% |
$213K - $225K
|
9.71K
$437K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.68K+ 1709.12% |
$209K - $221K
|
4.96K
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
4.63K+ 6.47% |
$207K - $218K
|
76.1K
$3.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
4.62KNew |
$206K - $218K
|
4.62K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.61KNew |
$206K - $217K
|
4.61K
$207K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.55K+ 23.31% |
$203K - $215K
|
24.1K
$1.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
4.55KNew |
$203K - $215K
|
4.55K
$205K
|