Latest Institutional Transactions on Fidelity Merrimack Str Tr Tota (FBND)
This table provides information on the latest institutional transactions involving Fidelity Merrimack Str Tr Tota (FBND) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
81.1K+ 496.28% |
$3.67M - $3.78M
|
97.5K
$4.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
27.1K+ 17.84% |
$1.23M - $1.26M
|
179K
$8.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
91K+ 32.72% |
$4.12M - $4.24M
|
369K
$17.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-625- 3.55% |
$28.3K - $29.1K
|
17K
$785K
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-259K- 93.25% |
$11.7M - $12.1M
|
18.8K
$869K
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-937- 1.31% |
$42.4K - $43.7K
|
70.5K
$3.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
7.43KNew |
$336K - $347K
|
7.43K
$344K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
886+ 6.85% |
$40.1K - $41.3K
|
13.8K
$639K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
753K+ 20.8% |
$34.1M - $35.1M
|
4.37M
$202M
|
|
|
Oct 22, 2025
Q3 2025
|
Kearns & Associates LLC
|
BUY
|
- |
2.52K+ 16.24% |
$114K - $118K
|
18K
$834K
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
292+ 1.41% |
$13.2K - $13.6K
|
21K
$971K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
57K+ 2.93% |
$2.58M - $2.66M
|
2.01M
$92.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
5.72K+ 10.78% |
$259K - $267K
|
58.7K
$2.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
31.9K+ 167.84% |
$1.44M - $1.49M
|
50.9K
$2.36M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
152K+ 165.06% |
$6.86M - $7.07M
|
243K
$11.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6.37K+ 3.71% |
$288K - $297K
|
178K
$8.23M
|
|
|
Oct 22, 2025
Q3 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-1.02K- 2.41% |
$46K - $47.4K
|
41.2K
$1.91M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
92+ 34.59% |
$4.16K - $4.29K
|
358
$16.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
15.8K+ 9.09% |
$716K - $738K
|
190K
$8.78M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.4K- 38.62% |
$63.1K - $65K
|
2.22K
$103K
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-67.6K- 23.03% |
$3.06M - $3.15M
|
226K
$10.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.51K+ 11.49% |
$68.3K - $70.4K
|
14.6K
$677K
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
18.8K+ 24.62% |
$849K - $874K
|
94.9K
$4.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
9.44K+ 25.07% |
$427K - $440K
|
47.1K
$2.18M
|
|
|
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 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
5.59K+ 1.82% |
$253K - $261K
|
312K
$14.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10.9K+ 12.78% |
$493K - $508K
|
96.2K
$4.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-128K- 26.47% |
$5.78M - $5.95M
|
355K
$16.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15.7K+ 2.82% |
$712K - $733K
|
574K
$26.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
480+ 0.33% |
$21.7K - $22.4K
|
147K
$6.81M
|
|
|
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 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-13.5K- 69.05% |
$610K - $629K
|
6.05K
$280K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
641+ 0.36% |
$29K - $29.9K
|
176K
$8.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
7.44K+ 19.89% |
$337K - $347K
|
44.9K
$2.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
5.87K+ 25.25% |
$266K - $274K
|
29.1K
$1.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
19.2K+ 17.32% |
$868K - $894K
|
130K
$6.01M
|
|
|
Oct 21, 2025
Q3 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
22K+ 6.65% |
$994K - $1.02M
|
352K
$16.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
106K+ 39.32% |
$4.82M - $4.96M
|
377K
$17.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
8.45K+ 6.47% |
$382K - $394K
|
139K
$6.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
15.1K+ 2.47% |
$683K - $704K
|
627K
$29M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
163K+ 29.33% |
$7.38M - $7.61M
|
719K
$33.3M
|
|
|
Oct 21, 2025
Q3 2025
|
In Track Investment Management Inc
|
BUY
|
- |
7.06K+ 9.35% |
$319K - $329K
|
82.6K
$3.82M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-2K- 21.41% |
$90.5K - $93.3K
|
7.34K
$340K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.48K- 4.26% |
$66.9K - $68.9K
|
33.2K
$1.54M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
763K+ 28.84% |
$34.5M - $35.6M
|
3.41M
$158M
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
441+ 6.92% |
$20K - $20.6K
|
6.81K
$315K
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.09K+ 21.11% |
$49.2K - $50.7K
|
6.24K
$289K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
21.1K+ 2.19% |
$955K - $983K
|
986K
$45.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
12.5K+ 5.85% |
$564K - $581K
|
225K
$10.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
5.07KNew |
$229K - $236K
|
5.07K
$234K
|
|