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 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
161New |
$7.19K - $7.6K
|
161
$7.32K
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
BUY
|
- |
158+ 2.41% |
$7.05K - $7.46K
|
6.72K
$305K
|
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
144+ 2.39% |
$6.43K - $6.8K
|
6.17K
$280K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
131+ 1.39% |
$5.85K - $6.18K
|
9.57K
$435K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
104+ 1.18% |
$4.64K - $4.91K
|
8.9K
$404K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
103New |
$4.6K - $4.86K
|
103
$4.68K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
97New |
$4.33K - $4.58K
|
97
$4.41K
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
93+ 1.08% |
$4.15K - $4.39K
|
8.73K
$397K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
86+ 4.07% |
$3.84K - $4.06K
|
2.2K
$100K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
67+ 0.58% |
$2.99K - $3.16K
|
11.5K
$524K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
60+ 0.18% |
$2.68K - $2.83K
|
33.4K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
58New |
$2.59K - $2.74K
|
58
$2.64K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
44+ 0.52% |
$1.96K - $2.08K
|
8.46K
$385K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
32+ 0.24% |
$1.43K - $1.51K
|
13.3K
$606K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
29+ 18.01% |
$1.29K - $1.37K
|
190
$8.64K
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
29New |
$1.29K - $1.37K
|
29
$1.32K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
21+ 0.73% |
$938 - $991
|
2.88K
$131K
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
21+ 0.16% |
$938 - $991
|
12.9K
$585K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
17+ 43.59% |
$759 - $803
|
56
$2.55K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
13+ 0.12% |
$580 - $614
|
10.7K
$486K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
12+ 1.24% |
$536 - $567
|
977
$44.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
5+ 0.02% |
$223 - $236
|
20.9K
$951K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 1.28% |
$134 - $142
|
238
$10.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3+ 0.64% |
$134 - $142
|
472
$21.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
2+ 1.9% |
$89.3 - $94.4
|
107
$4.86K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
535KNew |
$23.6M - $24.3M
|
535K
$24.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
267K+ 2296.13% |
$11.7M - $12.1M
|
278K
$12.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
212KNew |
$9.33M - $9.63M
|
212K
$9.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
166K+ 40.57% |
$7.3M - $7.54M
|
574K
$26.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
110KNew |
$4.85M - $5.01M
|
110K
$5.01M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
35.1K+ 166.93% |
$1.55M - $1.6M
|
56.2K
$2.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
25.1K+ 5.31% |
$1.11M - $1.14M
|
499K
$22.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
22.8K+ 24.09% |
$1M - $1.03M
|
117K
$5.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
19.3KNew |
$851K - $879K
|
19.3K
$878K
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
15.5K+ 100.24% |
$683K - $706K
|
31K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
13.1K+ 25.28% |
$576K - $595K
|
64.8K
$2.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
12KNew |
$531K - $548K
|
12K
$548K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
11.9K+ 2.48% |
$526K - $543K
|
493K
$22.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
11.4K+ 29.93% |
$504K - $520K
|
49.6K
$2.26M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.61KNew |
$423K - $437K
|
9.61K
$437K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.83KNew |
$345K - $356K
|
7.83K
$356K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
7.12KNew |
$314K - $324K
|
7.12K
$324K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
6.81K+ 1.84% |
$300K - $310K
|
378K
$17.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.23KNew |
$54.3K - $56.1K
|
1.23K
$56K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
1.22KNew |
$53.8K - $55.6K
|
1.22K
$55.5K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.13K+ 4.88% |
$49.9K - $51.5K
|
24.4K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
884New |
$38.9K - $40.2K
|
884
$40.2K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
207New |
$9.12K - $9.42K
|
207
$9.41K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
162+ 119.12% |
$7.14K - $7.37K
|
298
$13.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
136New |
$5.99K - $6.19K
|
136
$6.18K
|
|