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
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.17K+ 14.95% |
$52.3K - $55.3K
|
9.01K
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.16K+ 3.77% |
$51.7K - $54.7K
|
31.9K
$1.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.16KNew |
$51.7K - $54.6K
|
1.16K
$52.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.14K+ 23.04% |
$51K - $54K
|
6.1K
$275K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.06K+ 8.74% |
$47.2K - $49.9K
|
13.2K
$593K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.06K+ 7.51% |
$47.2K - $49.9K
|
15.1K
$681K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
998New |
$44.6K - $47.1K
|
998
$44.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
991+ 2.13% |
$44.2K - $46.8K
|
47.4K
$2.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
938+ 2.46% |
$41.9K - $44.3K
|
39.1K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
680+ 0.86% |
$30.4K - $32.1K
|
80.1K
$3.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
640New |
$28.6K - $30.2K
|
640
$28.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
563+ 3.47% |
$25.1K - $26.6K
|
16.8K
$756K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
534New |
$23.8K - $25.2K
|
534
$24K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
517New |
$23.1K - $24.4K
|
517
$23.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
319New |
$14.2K - $15.1K
|
319
$14.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
307+ 6.65% |
$13.7K - $14.5K
|
4.92K
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
298New |
$13.3K - $14.1K
|
298
$13.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
222+ 0.85% |
$9.91K - $10.5K
|
26.3K
$1.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
218+ 0.82% |
$9.73K - $10.3K
|
26.8K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
214+ 0.12% |
$9.56K - $10.1K
|
174K
$7.83M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
182New |
$8.13K - $8.59K
|
182
$8.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
176+ 15.99% |
$7.86K - $8.31K
|
1.28K
$57.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
161New |
$7.19K - $7.6K
|
161
$7.25K
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
BUY
|
- |
158+ 2.41% |
$7.05K - $7.46K
|
6.72K
$302K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
131+ 1.39% |
$5.85K - $6.18K
|
9.57K
$431K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
103New |
$4.6K - $4.86K
|
103
$4.64K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
97New |
$4.33K - $4.58K
|
97
$4.37K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
67+ 0.58% |
$2.99K - $3.16K
|
11.5K
$519K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
60+ 0.18% |
$2.68K - $2.83K
|
33.4K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
58New |
$2.59K - $2.74K
|
58
$2.61K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
44+ 0.52% |
$1.96K - $2.08K
|
8.46K
$381K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
29+ 18.01% |
$1.29K - $1.37K
|
190
$8.56K
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
29New |
$1.29K - $1.37K
|
29
$1.31K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
17+ 43.59% |
$759 - $803
|
56
$2.52K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
12+ 1.24% |
$536 - $567
|
977
$44K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 1.28% |
$134 - $142
|
238
$10.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3+ 0.64% |
$134 - $142
|
472
$21.3K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
535KNew |
$23.6M - $24.3M
|
535K
$24.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
267K+ 2296.13% |
$11.7M - $12.1M
|
278K
$12.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
166K+ 40.57% |
$7.3M - $7.54M
|
574K
$25.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
35.1K+ 166.93% |
$1.55M - $1.6M
|
56.2K
$2.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
25.1K+ 5.31% |
$1.11M - $1.14M
|
499K
$22.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
22.8K+ 24.09% |
$1M - $1.03M
|
117K
$5.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
19.3KNew |
$851K - $879K
|
19.3K
$870K
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
15.5K+ 100.24% |
$683K - $706K
|
31K
$1.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
12KNew |
$531K - $548K
|
12K
$542K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
11.9K+ 2.48% |
$526K - $543K
|
493K
$22.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
11.4K+ 29.93% |
$504K - $520K
|
49.6K
$2.24M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.61KNew |
$423K - $437K
|
9.61K
$433K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.83KNew |
$345K - $356K
|
7.83K
$352K
|
|