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 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
6.61K+ 2.78% |
$299K - $308K
|
245K
$11.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.7K+ 36.95% |
$939K - $967K
|
76.9K
$3.56M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-12.8K- 10.02% |
$579K - $596K
|
115K
$5.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
160+ 0.09% |
$7.24K - $7.46K
|
178K
$8.23M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
728+ 6.25% |
$32.9K - $33.9K
|
12.4K
$572K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
3.31K+ 3.17% |
$150K - $154K
|
108K
$4.98M
|
|
|
Oct 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-4.76K- 3.74% |
$216K - $222K
|
122K
$5.66M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.8KNew |
$217K - $224K
|
4.8K
$222K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1.05K+ 85.75% |
$47.7K - $49.1K
|
2.28K
$105K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
13.7K+ 12.48% |
$622K - $641K
|
124K
$5.73M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
49.4K+ 80.55% |
$2.24M - $2.3M
|
111K
$5.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
203K+ 9.72% |
$9.18M - $9.46M
|
2.29M
$106M
|
|
|
Oct 27, 2025
Q3 2025
|
Brown Financial Advisory
|
SELL
|
- |
-2K- 12.29% |
$90.6K - $93.4K
|
14.3K
$661K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-801- 4.01% |
$36.3K - $37.4K
|
19.2K
$886K
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-675- 0.92% |
$30.6K - $31.5K
|
72.4K
$3.35M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
277+ 1.28% |
$12.5K - $12.9K
|
22K
$1.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
238K+ 1502.86% |
$10.8M - $11.1M
|
253K
$11.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
101K+ 6.94% |
$4.59M - $4.73M
|
1.56M
$72.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
6.6K+ 2.09% |
$299K - $308K
|
322K
$14.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-4.74K- 4.04% |
$215K - $221K
|
113K
$5.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-2.33K- 17.66% |
$105K - $108K
|
10.8K
$502K
|
|
|
Oct 27, 2025
Q3 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
4.62K+ 22.52% |
$209K - $215K
|
25.1K
$1.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
4.38K+ 5.3% |
$198K - $204K
|
87K
$4.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
9.34K+ 6.66% |
$423K - $435K
|
150K
$6.92M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
178+ 1.13% |
$8.06K - $8.3K
|
15.9K
$735K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
290KNew |
$13.1M - $13.5M
|
290K
$13.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.87K- 5.95% |
$84.7K - $87.2K
|
29.6K
$1.37M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-6.09K- 3.35% |
$275K - $284K
|
175K
$8.11M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
3New |
$136 - $140
|
3
$139
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.04K+ 20.12% |
$47.2K - $48.6K
|
6.23K
$288K
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
8.52K+ 12.85% |
$386K - $397K
|
74.8K
$3.46M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
13K+ 10.67% |
$588K - $606K
|
135K
$6.24M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
6.04K+ 6.6% |
$273K - $282K
|
97.5K
$4.51M
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
39+ 0.09% |
$1.77K - $1.82K
|
43.8K
$2.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
2.99K+ 4.74% |
$135K - $139K
|
66K
$3.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
68.4K+ 14.26% |
$3.09M - $3.19M
|
548K
$25.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.43K+ 38.12% |
$110K - $113K
|
8.79K
$407K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
31.4K+ 4.58% |
$1.42M - $1.46M
|
717K
$33.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
17.1K+ 4.25% |
$772K - $796K
|
418K
$19.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.41K- 28.43% |
$245K - $252K
|
13.6K
$630K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-57.6K- 51.59% |
$2.61M - $2.68M
|
54K
$2.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.04KNew |
$409K - $421K
|
9.04K
$418K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-5.77K- 1.13% |
$261K - $269K
|
506K
$23.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
288+ 8.94% |
$13K - $13.4K
|
3.51K
$162K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
777+ 1.12% |
$35.2K - $36.2K
|
70.4K
$3.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
88.2K+ 291.42% |
$3.99M - $4.11M
|
118K
$5.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
6.04K+ 5.09% |
$273K - $281K
|
125K
$5.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
21.5K+ 6.76% |
$971K - $1M
|
339K
$15.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
13.9K+ 3.88% |
$628K - $647K
|
372K
$17.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
6.16K+ 12.73% |
$279K - $287K
|
54.6K
$2.52M
|
|