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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
41.6KNew |
$1.81M - $1.93M
|
41.6K
$1.91M
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
16.6K+ 346.04% |
$723K - $770K
|
21.5K
$986K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
11.8K+ 27.05% |
$515K - $548K
|
55.6K
$2.56M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
10.7KNew |
$464K - $494K
|
10.7K
$491K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
9.4KNew |
$409K - $435K
|
9.4K
$432K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.84KNew |
$123K - $131K
|
2.84K
$131K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.24KNew |
$53.9K - $57.4K
|
1.24K
$57K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.17KNew |
$50.7K - $53.9K
|
1.17K
$53.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
217New |
$9.43K - $10K
|
217
$9.98K
|
|
| Q3 2022 | |||||||
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
12.9K+ 46.56% |
$571K - $619K
|
40.6K
$1.87M
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
4.63K+ 87.82% |
$205K - $222K
|
9.9K
$455K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
346New |
$15.3K - $16.6K
|
346
$15.9K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
134New |
$5.93K - $6.44K
|
134
$6.16K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
2+ 0.01% |
$88.6 - $96.1
|
21.2K
$974K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
2New |
$88.6 - $96.1
|
2
$91.9
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
49.2KNew |
$2.25M - $2.45M
|
49.2K
$2.26M
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
24.9KNew |
$1.14M - $1.24M
|
24.9K
$1.15M
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
6.42KNew |
$294K - $319K
|
6.42K
$295K
|
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
6.26KNew |
$287K - $312K
|
6.26K
$288K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.16K+ 8636.0% |
$98.9K - $107K
|
2.18K
$100K
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
BUY
|
- |
2.09KNew |
$95.5K - $104K
|
2.09K
$95.8K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
395New |
$18.1K - $19.7K
|
395
$18.2K
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
368New |
$16.9K - $18.3K
|
368
$16.9K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1+ 0.12% |
$49.4 - $52.7
|
847
$38.9K
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
200New |
$10.5K - $10.7K
|
200
$9.19K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
19New |
$1K - $1.02K
|
19
$873
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
11.2KNew |
$592K - $601K
|
11.2K
$513K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
24New |
$1.26K - $1.28K
|
24
$1.1K
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.43KNew |
$240K - $245K
|
4.43K
$204K
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
21.2KNew |
$1.04M - $1.06M
|
21.2K
$973K
|
|