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 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.58M+ 19.53% |
$205M - $216M
|
28.1M
$1.27B
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.46M+ 4144.98% |
$155M - $163M
|
3.54M
$160M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.97M+ 198.03% |
$133M - $140M
|
4.47M
$202M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.16M+ 124.36% |
$51.9M - $54.9M
|
2.1M
$94.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
1.09MNew |
$48.7M - $51.5M
|
1.09M
$49.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
993K+ 85.12% |
$44.3M - $46.9M
|
2.16M
$97.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
975K+ 256.52% |
$43.5M - $46M
|
1.36M
$61.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
950K+ 10.03% |
$42.4M - $44.8M
|
10.4M
$471M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
927K+ 771.48% |
$41.4M - $43.7M
|
1.05M
$47.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
871KNew |
$38.9M - $41.1M
|
871K
$39.4M
|
|
|
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
$203M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
601K+ 27.52% |
$26.8M - $28.4M
|
2.78M
$126M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
531K+ 81.32% |
$23.7M - $25.1M
|
1.18M
$53.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
520K+ 11.19% |
$23.2M - $24.6M
|
5.17M
$234M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
475K+ 102.02% |
$21.2M - $22.4M
|
941K
$42.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
454K+ 17.81% |
$20.3M - $21.4M
|
3M
$136M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
429K+ 17.57% |
$19.1M - $20.2M
|
2.87M
$130M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
414K+ 614.06% |
$18.5M - $19.6M
|
482K
$21.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
353K+ 9.57% |
$15.8M - $16.7M
|
4.04M
$183M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
324K+ 75.48% |
$14.5M - $15.3M
|
753K
$34M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
303K+ 73.02% |
$13.5M - $14.3M
|
719K
$32.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
297KNew |
$13.2M - $14M
|
297K
$13.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
294K+ 22.71% |
$13.1M - $13.9M
|
1.59M
$71.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
280K+ 6.21% |
$12.5M - $13.2M
|
4.78M
$216M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
273K+ 27.27% |
$12.2M - $12.9M
|
1.27M
$57.5M
|
|
|
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
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
258K+ 241.77% |
$11.5M - $12.2M
|
364K
$16.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
235K+ 11.93% |
$10.5M - $11.1M
|
2.21M
$99.8M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
229K+ 9729.09% |
$10.2M - $10.8M
|
232K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
229K+ 80.59% |
$10.2M - $10.8M
|
513K
$23.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
228K+ 89.67% |
$10.2M - $10.8M
|
482K
$21.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
223KNew |
$9.95M - $10.5M
|
223K
$10.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
219K+ 14.43% |
$9.78M - $10.3M
|
1.74M
$78.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
217K+ 13.63% |
$9.69M - $10.2M
|
1.81M
$81.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
216K+ 26.73% |
$9.65M - $10.2M
|
1.02M
$46.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
206K+ 142.81% |
$9.18M - $9.71M
|
350K
$15.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
197K+ 78.31% |
$8.79M - $9.29M
|
448K
$20.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
192K+ 309.14% |
$8.59M - $9.08M
|
255K
$11.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
185K+ 7.92% |
$8.27M - $8.75M
|
2.52M
$114M
|
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
183K+ 90.48% |
$8.17M - $8.63M
|
385K
$17.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
168K+ 14.14% |
$7.51M - $7.94M
|
1.36M
$61.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
164K+ 61.63% |
$7.33M - $7.75M
|
431K
$19.5M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
162K+ 41.74% |
$7.25M - $7.67M
|
551K
$24.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
154KNew |
$6.9M - $7.29M
|
154K
$6.98M
|
|
|
Oct 17, 2024
Q3 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
150KNew |
$6.68M - $7.06M
|
150K
$6.76M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
139K+ 206.23% |
$6.2M - $6.55M
|
206K
$9.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
136KNew |
$6.09M - $6.43M
|
136K
$6.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
134K+ 5.67% |
$5.98M - $6.33M
|
2.5M
$113M
|