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 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
43.1K+ 9.72% |
$1.93M - $2.04M
|
487K
$22.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
42.7K+ 118.88% |
$1.91M - $2.02M
|
78.7K
$3.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
41.9K+ 63.27% |
$1.87M - $1.98M
|
108K
$4.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
41.9K+ 14.97% |
$1.87M - $1.98M
|
322K
$14.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
41.5K+ 9.63% |
$1.85M - $1.96M
|
472K
$21.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
40.9K+ 21.07% |
$1.83M - $1.93M
|
235K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
40.7K+ 60.55% |
$1.82M - $1.92M
|
108K
$4.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
39.9K+ 38.21% |
$1.78M - $1.89M
|
144K
$6.57M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
39.7K+ 4.03% |
$1.77M - $1.88M
|
1.03M
$46.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
39.3K+ 118.65% |
$1.76M - $1.86M
|
72.5K
$3.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
39K+ 6.8% |
$1.74M - $1.84M
|
613K
$27.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
38K+ 9.26% |
$1.7M - $1.8M
|
449K
$20.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
37.9K+ 51.77% |
$1.69M - $1.79M
|
111K
$5.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
37.7K+ 5.59% |
$1.69M - $1.78M
|
714K
$32.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
37.4K+ 49.62% |
$1.67M - $1.77M
|
113K
$5.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
37.2KNew |
$1.66M - $1.76M
|
37.2K
$1.69M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
36.4K+ 1213.6% |
$1.63M - $1.72M
|
39.4K
$1.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
36.2K+ 13.38% |
$1.62M - $1.71M
|
307K
$13.9M
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
35.2K+ 5.61% |
$1.57M - $1.66M
|
663K
$30.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
34.7K+ 23.16% |
$1.55M - $1.64M
|
184K
$8.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
34.6K+ 14.34% |
$1.54M - $1.63M
|
276K
$12.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
33.8K+ 5.64% |
$1.51M - $1.59M
|
633K
$28.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
33.4K+ 15.53% |
$1.49M - $1.58M
|
248K
$11.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
33.2K+ 77.13% |
$1.48M - $1.57M
|
76.3K
$3.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
32.7K+ 12.55% |
$1.46M - $1.54M
|
293K
$13.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
32.3K+ 6.43% |
$1.44M - $1.53M
|
535K
$24.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
31.8K+ 9.43% |
$1.42M - $1.5M
|
369K
$16.8M
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
31.5K+ 19.81% |
$1.41M - $1.49M
|
190K
$8.65M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
31.4K+ 3.39% |
$1.4M - $1.48M
|
957K
$43.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
31.3K+ 109.01% |
$1.4M - $1.48M
|
60K
$2.73M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
31.1K+ 45.72% |
$1.39M - $1.47M
|
99.1K
$4.51M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
30.5K+ 4298.45% |
$1.36M - $1.44M
|
31.2K
$1.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
30.2K+ 23.87% |
$1.35M - $1.42M
|
157K
$7.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
28.6K+ 4.78% |
$1.28M - $1.35M
|
627K
$28.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
28.1KNew |
$1.26M - $1.33M
|
28.1K
$1.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
27.7K+ 12.18% |
$1.24M - $1.31M
|
255K
$11.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
27.2K+ 9.98% |
$1.21M - $1.28M
|
300K
$13.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
26.9K+ 79.7% |
$1.2M - $1.27M
|
60.7K
$2.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
26.3K+ 11.68% |
$1.17M - $1.24M
|
251K
$11.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
25.9K+ 7.74% |
$1.16M - $1.22M
|
360K
$16.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
25.3K+ 126.02% |
$1.13M - $1.2M
|
45.5K
$2.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
25.2K+ 96.06% |
$1.12M - $1.19M
|
51.4K
$2.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24.8K+ 484.12% |
$1.11M - $1.17M
|
29.9K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
24.6K+ 455.53% |
$1.1M - $1.16M
|
30K
$1.36M
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
24.3K+ 6.85% |
$1.09M - $1.15M
|
380K
$17.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
23.9K+ 3.94% |
$1.07M - $1.13M
|
632K
$28.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
23.5K+ 15.99% |
$1.05M - $1.11M
|
171K
$7.75M
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
23.2K+ 23.27% |
$1.04M - $1.1M
|
123K
$5.6M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
22.9KNew |
$1.02M - $1.08M
|
22.9K
$1.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
22.7K+ 16.17% |
$1.01M - $1.07M
|
163K
$7.4M
|