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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
106K+ 39.32% |
$4.82M - $4.96M
|
377K
$17.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
106K+ 15.31% |
$4.81M - $4.95M
|
800K
$37M
|
|
|
Nov 06, 2025
Q3 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
105K+ 14.28% |
$4.74M - $4.88M
|
838K
$38.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
103K+ 42.84% |
$4.66M - $4.8M
|
343K
$15.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
102K+ 40.85% |
$4.62M - $4.76M
|
352K
$16.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
101K+ 6.94% |
$4.59M - $4.73M
|
1.56M
$72.3M
|
|
|
Nov 13, 2025
Q3 2025
|
F
|
BUY
|
- |
98.3KNew |
$4.45M - $4.58M
|
98.3K
$4.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
95.1K+ 1250.07% |
$4.31M - $4.44M
|
103K
$4.75M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
92.3KNew |
$4.18M - $4.3M
|
92.3K
$4.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
91.7K+ 3.48% |
$4.15M - $4.28M
|
2.73M
$126M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
91K+ 32.72% |
$4.12M - $4.24M
|
369K
$17.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
90.8KNew |
$4.11M - $4.23M
|
90.8K
$4.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
90.1K+ 5.53% |
$4.08M - $4.2M
|
1.72M
$79.6M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
89.8K+ 706.0% |
$4.06M - $4.19M
|
103K
$4.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
88.2K+ 291.42% |
$3.99M - $4.11M
|
118K
$5.48M
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
BUY
|
- |
88K+ 17.82% |
$3.98M - $4.11M
|
582K
$26.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
86.3K+ 252.78% |
$3.9M - $4.02M
|
120K
$5.57M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
86.1K+ 1.39% |
$3.9M - $4.01M
|
6.27M
$290M
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
81.1K+ 496.28% |
$3.67M - $3.78M
|
97.5K
$4.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
80.7K+ 10.04% |
$3.65M - $3.77M
|
885K
$40.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
79.4K+ 6.66% |
$3.59M - $3.7M
|
1.27M
$58.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
78.3K+ 308.43% |
$3.54M - $3.65M
|
104K
$4.79M
|
|
|
Nov 05, 2025
Q3 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
78K+ 10.57% |
$3.53M - $3.64M
|
816K
$37.8M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
69.9K+ 3.96% |
$3.16M - $3.26M
|
1.83M
$84.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
68.4K+ 14.26% |
$3.09M - $3.19M
|
548K
$25.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
66.9K+ 8.65% |
$3.03M - $3.12M
|
840K
$38.9M
|
|
|
Oct 10, 2025
Q3 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
60.5K+ 8.11% |
$2.74M - $2.82M
|
807K
$37.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
59.8K+ 9.83% |
$2.71M - $2.79M
|
668K
$30.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
57K+ 2.93% |
$2.58M - $2.66M
|
2.01M
$92.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
56.5K+ 5.01% |
$2.56M - $2.64M
|
1.18M
$54.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
56.4K+ 25.44% |
$2.55M - $2.63M
|
278K
$12.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
56.2K+ 170.42% |
$2.54M - $2.62M
|
89.2K
$4.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
54.7K+ 3.89% |
$2.48M - $2.55M
|
1.46M
$67.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
53.8K+ 7.95% |
$2.44M - $2.51M
|
730K
$33.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
53.8K+ 22.12% |
$2.43M - $2.51M
|
297K
$13.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
52.8K+ 28.59% |
$2.39M - $2.46M
|
238K
$11M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
51.9K+ 31.51% |
$2.35M - $2.42M
|
217K
$10M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
49.4K+ 80.55% |
$2.24M - $2.3M
|
111K
$5.12M
|
|
|
Nov 10, 2025
Q3 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
49K+ 185.7% |
$2.22M - $2.28M
|
75.3K
$3.48M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
46.1K+ 8.54% |
$2.09M - $2.15M
|
587K
$27.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
44.8K+ 38.43% |
$2.03M - $2.09M
|
161K
$7.46M
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
43.3K+ 10.32% |
$1.96M - $2.02M
|
463K
$21.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
41.7K+ 3.62% |
$1.89M - $1.94M
|
1.19M
$55.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
41.5KNew |
$1.88M - $1.93M
|
41.5K
$1.92M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
41K+ 51.63% |
$1.86M - $1.91M
|
120K
$5.57M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
41K+ 35.16% |
$1.85M - $1.91M
|
158K
$7.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
40.9K+ 11.13% |
$1.85M - $1.91M
|
409K
$18.9M
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
40.8K+ 15.64% |
$1.85M - $1.9M
|
302K
$14M
|
|
|
Nov 07, 2025
Q3 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
39.5K+ 5.73% |
$1.79M - $1.84M
|
728K
$33.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
39.2K+ 9.69% |
$1.77M - $1.83M
|
443K
$20.5M
|
|