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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
216New |
$9.65K - $9.93K
|
216
$9.99K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
200New |
$8.94K - $9.19K
|
200
$9.25K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
122+ 158.44% |
$5.45K - $5.61K
|
199
$9.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
61+ 1.2% |
$2.73K - $2.8K
|
5.14K
$237K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
57New |
$2.55K - $2.62K
|
57
$2.64K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
46New |
$2.06K - $2.11K
|
46
$2.13K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
45New |
$2.01K - $2.07K
|
45
$2.08K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1New |
$44.7 - $46
|
1
$46.3
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
396KNew |
$17.6M - $18.2M
|
396K
$18.3M
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
94.8KNew |
$4.21M - $4.36M
|
94.8K
$4.38M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34KNew |
$1.51M - $1.56M
|
34K
$1.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
16.3K+ 6.44% |
$722K - $747K
|
268K
$12.4M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.7K+ 9.64% |
$473K - $490K
|
121K
$5.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
7.94KNew |
$353K - $365K
|
7.94K
$367K
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
7.11KNew |
$316K - $327K
|
7.11K
$329K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
6.09K+ 26.77% |
$270K - $280K
|
28.8K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
5.74KNew |
$255K - $264K
|
5.74K
$266K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
4.79KNew |
$213K - $220K
|
4.79K
$222K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4.79K+ 7.31% |
$213K - $220K
|
70.3K
$3.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
4.77K+ 7.06% |
$212K - $219K
|
72.3K
$3.35M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
4.59K+ 196.49% |
$204K - $211K
|
6.93K
$321K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
4.54KNew |
$202K - $209K
|
4.54K
$210K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
4.44KNew |
$197K - $204K
|
4.44K
$205K
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
4.39KNew |
$195K - $202K
|
4.39K
$203K
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
3.45K+ 2.41% |
$153K - $159K
|
146K
$6.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
3.14KNew |
$139K - $144K
|
3.14K
$145K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.87KNew |
$83.1K - $86.1K
|
1.87K
$86.6K
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1.84K+ 10.05% |
$81.8K - $84.7K
|
20.2K
$933K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.32KNew |
$58.4K - $60.5K
|
1.32K
$60.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
825+ 0.31% |
$36.6K - $37.9K
|
265K
$12.2M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
585+ 8.71% |
$26K - $26.9K
|
7.3K
$338K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
553New |
$24.6K - $25.4K
|
553
$25.6K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
429New |
$19.1K - $19.7K
|
429
$19.8K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
297+ 23.26% |
$13.2K - $13.7K
|
1.57K
$72.8K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
292New |
$13K - $13.4K
|
292
$13.5K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
200+ 28.41% |
$8.88K - $9.2K
|
904
$41.8K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
52+ 0.81% |
$2.31K - $2.39K
|
6.44K
$298K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
52New |
$2.31K - $2.39K
|
52
$2.41K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
42New |
$1.87K - $1.93K
|
42
$1.94K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
20+ 30.3% |
$888 - $920
|
86
$3.98K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
9+ 0.29% |
$400 - $414
|
3.11K
$144K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1New |
$44.4 - $46
|
1
$46.3
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 1.22% |
$44.4 - $46
|
83
$3.84K
|
|
| Q4 2024 | |||||||
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
353KNew |
$15.8M - $16.5M
|
353K
$16.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
109KNew |
$4.88M - $5.1M
|
109K
$5.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
90.1KNew |
$4.04M - $4.22M
|
90.1K
$4.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
31.6KNew |
$1.42M - $1.48M
|
31.6K
$1.46M
|
|