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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
37New |
$1.66K - $1.7K
|
37
$1.67K
|
|
Q4 2023 | |||||||
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
291KNew |
$12.4M - $13.4M
|
291K
$13.1M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
91.2KNew |
$3.88M - $4.21M
|
91.2K
$4.12M
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
43.1KNew |
$1.83M - $1.99M
|
43.1K
$1.95M
|
|
Jan 18, 2024
Q4 2023
|
Touchstone Capital, Inc.
|
BUY
|
- |
33.9KNew |
$1.44M - $1.56M
|
33.9K
$1.53M
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
18K+ 30.46% |
$765K - $832K
|
77.1K
$3.48M
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
11KNew |
$469K - $510K
|
11K
$498K
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
10.2KNew |
$434K - $472K
|
10.2K
$462K
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
7.65K+ 40.54% |
$325K - $354K
|
26.5K
$1.2M
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
6.25KNew |
$266K - $289K
|
6.25K
$282K
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.1KNew |
$217K - $236K
|
5.1K
$230K
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
3.1K+ 41.25% |
$132K - $143K
|
10.6K
$480K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.38KNew |
$101K - $110K
|
2.38K
$108K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.92KNew |
$81.8K - $88.9K
|
1.92K
$86.9K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
700New |
$29.8K - $32.3K
|
700
$31.6K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
161+ 16.04% |
$6.85K - $7.44K
|
1.17K
$52.6K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
66New |
$2.81K - $3.05K
|
66
$2.98K
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
32+ 0.65% |
$1.36K - $1.48K
|
4.93K
$223K
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
17New |
$723 - $785
|
17
$768
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.69% |
$128 - $139
|
438
$19.8K
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2023 | |||||||
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
76.6K+ 35.77% |
$3.32M - $3.5M
|
291K
$13.1M
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
47.1K+ 16.45% |
$2.05M - $2.15M
|
334K
$15.1M
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
24.2KNew |
$1.05M - $1.11M
|
24.2K
$1.09M
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.5KNew |
$889K - $936K
|
20.5K
$926K
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
15.7KNew |
$684K - $719K
|
15.7K
$711K
|
|
Oct 10, 2023
Q3 2023
|
Systelligence, LLC
|
BUY
|
- |
9.27K+ 2.08% |
$403K - $424K
|
456K
$20.6M
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
7.38KNew |
$320K - $337K
|
7.38K
$333K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.71K+ 3.69% |
$74.2K - $78.1K
|
48K
$2.17M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
628New |
$27.3K - $28.7K
|
628
$28.4K
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
BUY
|
- |
100New |
$4.34K - $4.57K
|
100
$4.52K
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
52New |
$2.26K - $2.38K
|
52
$2.35K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
20New |
$869 - $914
|
20
$904
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
90.4KNew |
$4.07M - $4.2M
|
90.4K
$4.08M
|
|
Jul 07, 2023
Q2 2023
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
47.7KNew |
$2.15M - $2.22M
|
47.7K
$2.16M
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
33.4KNew |
$1.51M - $1.55M
|
33.4K
$1.51M
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.9KNew |
$493K - $508K
|
10.9K
$494K
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
10KNew |
$452K - $466K
|
10K
$453K
|
|
Aug 14, 2023
Q2 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
7.25KNew |
$327K - $337K
|
7.25K
$328K
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
6.3KNew |
$284K - $293K
|
6.3K
$285K
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.95KNew |
$223K - $230K
|
4.95K
$224K
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4.05KNew |
$183K - $188K
|
4.05K
$183K
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.4K+ 5.48% |
$62.9K - $64.8K
|
26.9K
$1.21M
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
1.12K+ 3.66% |
$50.6K - $52.1K
|
31.8K
$1.44M
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
965New |
$43.5K - $44.8K
|
965
$43.6K
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
332New |
$15K - $15.4K
|
332
$15K
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
225New |
$10.1K - $10.4K
|
225
$10.2K
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
72New |
$3.25K - $3.34K
|
72
$3.25K
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
40New |
$1.8K - $1.86K
|
40
$1.81K
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
33New |
$1.49K - $1.53K
|
33
$1.49K
|