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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
9.55KNew |
$426K - $451K
|
9.55K
$430K
|
|
|
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 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 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
$16.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
6.99KNew |
$312K - $330K
|
6.99K
$315K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
6.37K+ 76.29% |
$284K - $301K
|
14.7K
$663K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.33KNew |
$283K - $299K
|
6.33K
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
5.95K+ 2.92% |
$266K - $281K
|
210K
$9.46M
|
|
|
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
$3.43M
|
|
|
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
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.52KNew |
$202K - $214K
|
4.52K
$204K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4.48K+ 4.54% |
$200K - $212K
|
103K
$4.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.32KNew |
$193K - $204K
|
4.32K
$195K
|
|
|
Oct 21, 2024
Q3 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
4.18K+ 22.26% |
$187K - $197K
|
22.9K
$1.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.94K+ 57.69% |
$176K - $186K
|
10.8K
$485K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.74K+ 75.06% |
$167K - $177K
|
8.73K
$393K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.64K+ 40.54% |
$162K - $172K
|
12.6K
$568K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.3K+ 35.83% |
$147K - $156K
|
12.5K
$564K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.19K+ 1.71% |
$142K - $151K
|
190K
$8.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.92K+ 3.89% |
$131K - $138K
|
78.1K
$3.52M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.9K+ 13.11% |
$129K - $137K
|
25K
$1.13M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.76KNew |
$123K - $130K
|
2.76K
$124K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.74K+ 12.51% |
$122K - $129K
|
24.6K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.49K+ 1.36% |
$111K - $117K
|
186K
$8.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.47K+ 30.18% |
$110K - $117K
|
10.7K
$481K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
2.34K+ 4.3% |
$104K - $110K
|
56.8K
$2.56M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.05K+ 126.7% |
$91.5K - $96.8K
|
3.67K
$165K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.86KNew |
$82.9K - $87.7K
|
1.86K
$83.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.81K+ 105.61% |
$80.6K - $85.3K
|
3.52K
$158K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.78K+ 323.64% |
$79.5K - $84K
|
2.33K
$105K
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
1.69K+ 1.2% |
$75.2K - $79.5K
|
142K
$6.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.29K+ 12.79% |
$57.5K - $60.8K
|
11.4K
$512K
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1.22K+ 8.98% |
$54.6K - $57.7K
|
14.8K
$668K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.21K+ 4.97% |
$54.1K - $57.2K
|
25.6K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.19K+ 3.06% |
$53K - $56.1K
|
40K
$1.8M
|