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 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
38.8K+ 15.01% |
$1.76M - $1.81M
|
298K
$13.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
38.6K+ 5.89% |
$1.75M - $1.8M
|
693K
$32M
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
BUY
|
- |
38.4K+ 4.34% |
$1.74M - $1.79M
|
922K
$42.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
37.6K+ 6.52% |
$1.7M - $1.75M
|
614K
$28.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
37.5K+ 10.21% |
$1.7M - $1.75M
|
405K
$18.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
37.4K+ 8.11% |
$1.69M - $1.74M
|
498K
$23M
|
|
|
Nov 12, 2025
Q3 2025
|
Navalign, LLC
|
BUY
|
- |
36.2K+ 4.0% |
$1.64M - $1.69M
|
939K
$43.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
36.2KNew |
$1.64M - $1.69M
|
36.2K
$1.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
35K+ 203.7% |
$1.58M - $1.63M
|
52.2K
$2.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
33.8K+ 17.53% |
$1.53M - $1.58M
|
227K
$10.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
33.1KNew |
$1.5M - $1.54M
|
33.1K
$1.53M
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
31.9K+ 167.84% |
$1.44M - $1.49M
|
50.9K
$2.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
31.8K+ 9.42% |
$1.44M - $1.48M
|
370K
$17.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
31.4K+ 4.58% |
$1.42M - $1.46M
|
717K
$33.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
30.7K+ 6.76% |
$1.39M - $1.43M
|
485K
$22.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
30.4K+ 17.03% |
$1.38M - $1.42M
|
209K
$9.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
30K+ 11.52% |
$1.36M - $1.4M
|
291K
$13.4M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
29.9K+ 43.09% |
$1.36M - $1.4M
|
99.4K
$4.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
28.8K+ 5.64% |
$1.3M - $1.34M
|
539K
$24.9M
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
27.3K+ 8.05% |
$1.24M - $1.27M
|
367K
$17M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
27.1K+ 17.84% |
$1.23M - $1.26M
|
179K
$8.28M
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
26.3K+ 3.69% |
$1.19M - $1.23M
|
739K
$34.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
25.7K+ 5.23% |
$1.16M - $1.2M
|
517K
$23.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
25.6K+ 8.99% |
$1.16M - $1.19M
|
310K
$14.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
25.3KNew |
$1.14M - $1.18M
|
25.3K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
24.5KNew |
$1.11M - $1.14M
|
24.5K
$1.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
24.4K+ 3.54% |
$1.1M - $1.14M
|
714K
$33M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
24.3K+ 9.48% |
$1.1M - $1.13M
|
281K
$13M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.6K+ 10.53% |
$1.07M - $1.1M
|
248K
$11.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
23.4K+ 9.75% |
$1.06M - $1.09M
|
263K
$12.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23KNew |
$1.04M - $1.07M
|
23K
$1.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.6K+ 5.09% |
$1.02M - $1.06M
|
467K
$21.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
22.5K+ 7.45% |
$1.02M - $1.05M
|
324K
$15M
|
|
|
Nov 05, 2025
Q3 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
22.4K+ 11.74% |
$1.01M - $1.04M
|
213K
$9.85M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
22.1K+ 11.78% |
$1M - $1.03M
|
210K
$9.7M
|
|
|
Oct 21, 2025
Q3 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
22K+ 6.65% |
$994K - $1.02M
|
352K
$16.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
21.5K+ 6.76% |
$971K - $1M
|
339K
$15.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
20.9K+ 51.27% |
$947K - $976K
|
61.7K
$2.86M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.7K+ 36.95% |
$939K - $967K
|
76.9K
$3.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
20.4K+ 8.42% |
$923K - $951K
|
263K
$12.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
20.4K+ 39.06% |
$922K - $949K
|
72.5K
$3.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
20.3K+ 3.76% |
$919K - $947K
|
560K
$25.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
20.2K+ 12.51% |
$915K - $943K
|
182K
$8.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
19.7K+ 75.77% |
$894K - $921K
|
45.8K
$2.12M
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
19.1K+ 1.8% |
$865K - $892K
|
1.08M
$50.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
19.1K+ 6.81% |
$864K - $890K
|
299K
$13.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
18.8K+ 24.62% |
$849K - $874K
|
94.9K
$4.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
18.6K+ 9.97% |
$840K - $865K
|
205K
$9.46M
|
|
|
Nov 06, 2025
Q3 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
18.4K+ 4.02% |
$831K - $856K
|
475K
$22M
|
|
|
Oct 31, 2025
Q3 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
18.3K+ 7.01% |
$829K - $854K
|
280K
$12.9M
|
|