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
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
809+ 7.74% |
$36.6K - $37.7K
|
11.3K
$521K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
784New |
$35.5K - $36.6K
|
784
$36.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
777+ 1.12% |
$35.2K - $36.2K
|
70.4K
$3.26M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
761+ 0.74% |
$34.4K - $35.5K
|
103K
$4.76M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
728+ 6.25% |
$32.9K - $33.9K
|
12.4K
$572K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
691+ 4.02% |
$31.3K - $32.2K
|
17.9K
$827K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
651+ 378.49% |
$29.5K - $30.4K
|
823
$38.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
641+ 0.36% |
$29K - $29.9K
|
176K
$8.16M
|
|
|
Nov 07, 2025
Q3 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
605+ 13.3% |
$27.4K - $28.2K
|
5.15K
$238K
|
|
|
Oct 30, 2025
Q3 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
589+ 2.35% |
$26.7K - $27.5K
|
25.6K
$1.18M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
527+ 6.67% |
$23.9K - $24.6K
|
8.43K
$390K
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
500+ 2.92% |
$22.6K - $23.3K
|
17.6K
$815K
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
489New |
$22.1K - $22.8K
|
489
$22.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
480+ 0.33% |
$21.7K - $22.4K
|
147K
$6.81M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
478+ 0.34% |
$21.6K - $22.3K
|
143K
$6.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
471+ 1.03% |
$21.3K - $22K
|
46.2K
$2.14M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
468+ 78.0% |
$21.2K - $21.8K
|
1.07K
$49.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
441+ 6.92% |
$20K - $20.6K
|
6.81K
$315K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
423+ 1.76% |
$19.1K - $19.7K
|
24.4K
$1.13M
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
315+ 3.15% |
$14.3K - $14.7K
|
10.3K
$477K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
311+ 1.79% |
$14.1K - $14.5K
|
17.7K
$820K
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
292+ 1.41% |
$13.2K - $13.6K
|
21K
$971K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
288+ 8.94% |
$13K - $13.4K
|
3.51K
$162K
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
286+ 4.82% |
$12.9K - $13.3K
|
6.22K
$288K
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
281+ 1.63% |
$12.7K - $13.1K
|
17.5K
$811K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
277+ 1.28% |
$12.5K - $12.9K
|
22K
$1.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
271+ 483.93% |
$12.3K - $12.6K
|
327
$15.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
250New |
$11.3K - $11.7K
|
250
$11.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
241+ 2.57% |
$10.9K - $11.2K
|
9.63K
$445K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
220+ 0.58% |
$9.96K - $10.3K
|
38K
$1.76M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
204+ 0.65% |
$9.23K - $9.51K
|
31.6K
$1.46M
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
199+ 1.59% |
$9.01K - $9.28K
|
12.7K
$588K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
190New |
$8.6K - $8.86K
|
190
$8.79K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
178+ 1.13% |
$8.06K - $8.3K
|
15.9K
$735K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
166+ 8.74% |
$7.51K - $7.74K
|
2.07K
$95.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
161+ 2.44% |
$7.29K - $7.51K
|
6.76K
$313K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
160+ 0.09% |
$7.24K - $7.46K
|
178K
$8.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
157+ 0.31% |
$7.11K - $7.32K
|
51.1K
$2.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
145+ 0.12% |
$6.56K - $6.76K
|
122K
$5.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
144+ 1.18% |
$6.52K - $6.71K
|
12.3K
$571K
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
129+ 1.41% |
$5.84K - $6.02K
|
9.28K
$429K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
126New |
$5.7K - $5.88K
|
126
$5.83K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
125+ 357.14% |
$5.66K - $5.83K
|
160
$7.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
124+ 1.17% |
$5.61K - $5.78K
|
10.7K
$496K
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
120+ 0.49% |
$5.43K - $5.6K
|
24.8K
$1.15M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
99+ 0.29% |
$4.48K - $4.62K
|
34.1K
$1.58M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
97+ 0.9% |
$4.39K - $4.52K
|
10.8K
$501K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
92+ 34.59% |
$4.16K - $4.29K
|
358
$16.6K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
86+ 172.0% |
$3.89K - $4.01K
|
136
$6.29K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
85+ 0.31% |
$3.85K - $3.96K
|
27.2K
$1.26M
|
|