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 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.46M+ 4144.98% |
$155M - $163M
|
3.54M
$161M
|
|
|
Oct 15, 2024
Q3 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
1.09MNew |
$48.7M - $51.5M
|
1.09M
$49.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
975K+ 256.52% |
$43.5M - $46M
|
1.36M
$61.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
927K+ 771.48% |
$41.4M - $43.7M
|
1.05M
$47.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
670K+ 39.19% |
$29.9M - $31.6M
|
2.38M
$108M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
531K+ 81.32% |
$23.7M - $25.1M
|
1.18M
$53.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
475K+ 102.02% |
$21.2M - $22.4M
|
941K
$42.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
414K+ 614.06% |
$18.5M - $19.6M
|
482K
$21.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
353K+ 9.57% |
$15.8M - $16.7M
|
4.04M
$183M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
303K+ 73.02% |
$13.5M - $14.3M
|
719K
$32.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
297KNew |
$13.2M - $14M
|
297K
$13.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
294K+ 22.71% |
$13.1M - $13.9M
|
1.59M
$72.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
273K+ 27.27% |
$12.2M - $12.9M
|
1.27M
$57.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
271K+ 1419.62% |
$12.1M - $12.8M
|
290K
$13.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
259KNew |
$11.6M - $12.2M
|
259K
$11.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
235K+ 11.93% |
$10.5M - $11.1M
|
2.21M
$100M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
229K+ 9729.09% |
$10.2M - $10.8M
|
232K
$10.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
223KNew |
$9.95M - $10.5M
|
223K
$10.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
216K+ 26.73% |
$9.65M - $10.2M
|
1.02M
$46.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
168K+ 14.14% |
$7.51M - $7.94M
|
1.36M
$61.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
150KNew |
$6.68M - $7.06M
|
150K
$6.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
139K+ 206.23% |
$6.2M - $6.55M
|
206K
$9.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
136KNew |
$6.09M - $6.43M
|
136K
$6.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
134K+ 5.67% |
$5.98M - $6.33M
|
2.5M
$113M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
128K+ 22.97% |
$5.7M - $6.02M
|
683K
$31M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
124K+ 15.95% |
$5.53M - $5.84M
|
900K
$40.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
121KNew |
$5.39M - $5.7M
|
121K
$5.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
118KNew |
$5.28M - $5.58M
|
118K
$5.36M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
BUY
|
- |
117K+ 102.58% |
$5.23M - $5.53M
|
231K
$10.5M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
98.8KNew |
$4.41M - $4.66M
|
98.8K
$4.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
95K+ 33.04% |
$4.24M - $4.49M
|
383K
$17.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
89.5K+ 6.93% |
$4M - $4.23M
|
1.38M
$62.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
87.3KNew |
$3.9M - $4.12M
|
87.3K
$3.96M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
83.7K+ 75.44% |
$3.74M - $3.95M
|
195K
$8.83M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
83.6K+ 44.43% |
$3.73M - $3.95M
|
272K
$12.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
81.1K+ 14.87% |
$3.62M - $3.83M
|
626K
$28.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
72.1K+ 19.27% |
$3.22M - $3.4M
|
446K
$20.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
66.5K+ 3.93% |
$2.97M - $3.14M
|
1.76M
$79.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
63.2K+ 6.18% |
$2.82M - $2.99M
|
1.09M
$49.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
62.8K+ 2.18% |
$2.8M - $2.97M
|
2.94M
$133M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
61.9KNew |
$2.76M - $2.92M
|
61.9K
$2.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
55.5K+ 534.69% |
$2.48M - $2.62M
|
65.8K
$2.99M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
52.2K+ 67.49% |
$2.33M - $2.47M
|
130K
$5.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
52.2K+ 81.23% |
$2.33M - $2.46M
|
116K
$5.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
51K+ 6.12% |
$2.28M - $2.41M
|
883K
$40.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
49.4K+ 11.84% |
$2.21M - $2.33M
|
466K
$21.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
49.2K+ 10.24% |
$2.2M - $2.32M
|
530K
$24M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
49K+ 4.24% |
$2.19M - $2.31M
|
1.2M
$54.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
48.7K+ 26.95% |
$2.17M - $2.3M
|
229K
$10.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
47.9KNew |
$2.14M - $2.26M
|
47.9K
$2.17M
|