Purchases and Sales Made in Q3 2025 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q3 2025. The information is specifically focused on institutions that hold shares of FIDELITY MERRIMACK STR TR TOTA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.09K+ 1.21% |
$94.8K - $97.6K
|
176K
$8.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.08K+ 1.36% |
$94.1K - $97K
|
155K
$7.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.07K+ 1.51% |
$93.8K - $96.6K
|
139K
$6.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.05K+ 27.93% |
$92.8K - $95.6K
|
9.39K
$434K
|
|
|
Nov 05, 2025
Q3 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
2.02K+ 2.02% |
$91.4K - $94.2K
|
102K
$4.71M
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
2.01K+ 15.43% |
$90.9K - $93.6K
|
15K
$695K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.97K+ 1.8% |
$89.3K - $92K
|
111K
$5.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.97K+ 0.86% |
$89.3K - $92K
|
231K
$10.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
1.96K+ 5.21% |
$88.5K - $91.2K
|
39.5K
$1.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
1.94K+ 23.98% |
$87.8K - $90.5K
|
10K
$464K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
1.94K+ 11.05% |
$87.7K - $90.4K
|
19.5K
$901K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.79K+ 4.47% |
$81.1K - $83.6K
|
41.9K
$1.94M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.71K+ 1.81% |
$77.4K - $79.7K
|
96.3K
$4.45M
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
BUY
|
- |
1.71K+ 2.08% |
$77.2K - $79.6K
|
83.7K
$3.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.68K+ 69.75% |
$76.2K - $78.5K
|
4.1K
$189K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.63K+ 6.86% |
$73.8K - $76.1K
|
25.4K
$1.18M
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.6K+ 13.1% |
$72.6K - $74.8K
|
13.8K
$640K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.57K+ 34.83% |
$71.1K - $73.2K
|
6.08K
$281K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.54K+ 10.66% |
$69.6K - $71.7K
|
16K
$738K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.53K+ 2.11% |
$69.2K - $71.3K
|
74K
$3.42M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.52K+ 15.14% |
$68.8K - $70.9K
|
11.6K
$535K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.51K+ 11.49% |
$68.3K - $70.4K
|
14.6K
$677K
|
|
|
Nov 04, 2025
Q3 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
1.5KNew |
$67.9K - $69.9K
|
1.5K
$69.4K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.5K+ 2.51% |
$67.8K - $69.8K
|
61.2K
$2.83M
|
|
|
Oct 31, 2025
Q3 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.46K+ 14.02% |
$66.1K - $68.1K
|
11.9K
$549K
|
|
|
Nov 05, 2025
Q3 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.45K+ 4.85% |
$65.7K - $67.7K
|
31.4K
$1.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
1.44KNew |
$65.3K - $67.2K
|
1.44K
$66.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.38K+ 0.42% |
$62.3K - $64.2K
|
328K
$15.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.37K+ 3.49% |
$61.8K - $63.7K
|
40.5K
$1.87M
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.31K+ 1.46% |
$59.3K - $61.1K
|
91.4K
$4.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
1.27K+ 3.12% |
$57.5K - $59.2K
|
42K
$1.94M
|
|
|
Nov 10, 2025
Q3 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
1.24K+ 4.09% |
$56.1K - $57.8K
|
31.6K
$1.46M
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
BUY
|
- |
1.2K+ 8.82% |
$54.1K - $55.7K
|
14.7K
$682K
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.16KNew |
$52.4K - $54K
|
1.16K
$53.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.11K+ 1.95% |
$50.2K - $51.7K
|
58K
$2.68M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.09K+ 21.11% |
$49.2K - $50.7K
|
6.24K
$289K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.08KNew |
$49.1K - $50.5K
|
1.08K
$50.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.08K+ 4.5% |
$49K - $50.5K
|
25.1K
$1.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1.05K+ 85.75% |
$47.7K - $49.1K
|
2.28K
$105K
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.04K+ 20.12% |
$47.2K - $48.6K
|
6.23K
$288K
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.04K+ 1.48% |
$46.9K - $48.3K
|
70.9K
$3.28M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.02KNew |
$46.2K - $47.6K
|
1.02K
$47.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
977+ 0.98% |
$44.2K - $45.6K
|
100K
$4.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
975+ 5.63% |
$44.1K - $45.5K
|
18.3K
$845K
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
973+ 1.12% |
$44K - $45.4K
|
88.2K
$4.08M
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
902+ 9.6% |
$40.8K - $42.1K
|
10.3K
$476K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
897+ 32.7% |
$40.6K - $41.8K
|
3.64K
$168K
|
|
|
Nov 14, 2025
Q3 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
893+ 14.68% |
$40.4K - $41.6K
|
6.98K
$323K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
886+ 6.85% |
$40.1K - $41.3K
|
13.8K
$639K
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
BUY
|
- |
832+ 0.67% |
$37.7K - $38.8K
|
125K
$5.77M
|
|