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 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
190New |
$8.6K - $8.86K
|
190
$8.79K
|
|
|
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 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
|
|
|
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
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
75+ 0.22% |
$3.39K - $3.5K
|
34.3K
$1.59M
|
|
|
Nov 05, 2025
Q3 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
67+ 0.7% |
$3.03K - $3.12K
|
9.66K
$447K
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
39+ 0.09% |
$1.77K - $1.82K
|
43.8K
$2.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
38New |
$1.72K - $1.77K
|
38
$1.76K
|
|
|
Nov 06, 2025
Q3 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
22+ 0.19% |
$996 - $1.03K
|
11.5K
$531K
|
|
|
Nov 05, 2025
Q3 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
19+ 0.1% |
$860 - $886
|
19K
$878K
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
17+ 0.31% |
$769 - $793
|
5.46K
$252K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
12+ 1.12% |
$543 - $560
|
1.09K
$50.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
11+ 0.07% |
$498 - $513
|
15.8K
$730K
|
|
|
Nov 05, 2025
Q3 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
9+ 10.71% |
$407 - $420
|
93
$4.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
5+ 0.91% |
$226 - $233
|
554
$25.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
3New |
$136 - $140
|
3
$139
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2+ 33.33% |
$90.5 - $93.3
|
8
$370
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.86% |
$90.5 - $93.3
|
235
$10.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
1+ 0.0% |
$45.3 - $46.6
|
52.4K
$2.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1+ 0.0% |
$45.3 - $46.6
|
24.1K
$1.11M
|
|
| Q2 2025 | |||||||
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
339KNew |
$15.2M - $15.6M
|
339K
$15.7M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
296K+ 8.26% |
$13.2M - $13.6M
|
3.88M
$179M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
191KNew |
$8.51M - $8.76M
|
191K
$8.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
119K+ 16.54% |
$5.32M - $5.47M
|
839K
$38.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
113K+ 55.89% |
$5.07M - $5.22M
|
317K
$14.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
110KNew |
$4.93M - $5.07M
|
110K
$5.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
12.9K+ 243.83% |
$578K - $594K
|
18.2K
$844K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
12.5K+ 225.62% |
$560K - $576K
|
18.1K
$837K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
11.3KNew |
$506K - $520K
|
11.3K
$523K
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
10.8KNew |
$483K - $497K
|
10.8K
$500K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
9.21KNew |
$412K - $423K
|
9.21K
$426K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.8KNew |
$348K - $358K
|
7.8K
$361K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
4.9KNew |
$219K - $225K
|
4.9K
$227K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
3.72KNew |
$166K - $171K
|
3.72K
$172K
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2.2K+ 3.65% |
$98.1K - $101K
|
62.3K
$2.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.87KNew |
$83.6K - $86K
|
1.87K
$86.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
834New |
$37.3K - $38.3K
|
834
$38.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
583+ 92.83% |
$26K - $26.8K
|
1.21K
$56K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
466New |
$20.8K - $21.4K
|
466
$21.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
460New |
$20.6K - $21.1K
|
460
$21.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
460New |
$20.6K - $21.1K
|
460
$21.3K
|
|