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 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
18.2K+ 36.96% |
$826K - $851K
|
67.6K
$3.13M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
18.2K+ 16.29% |
$825K - $850K
|
130K
$6.02M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18.2K+ 8.6% |
$825K - $850K
|
230K
$10.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
17.8K+ 3.18% |
$807K - $832K
|
579K
$26.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
17.8K+ 9.91% |
$805K - $829K
|
197K
$9.12M
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
17.1K+ 7.27% |
$773K - $797K
|
252K
$11.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
17.1K+ 4.25% |
$772K - $796K
|
418K
$19.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
16.5K+ 16.93% |
$746K - $768K
|
114K
$5.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Mustico Financial Group, Inc.
Elmira, NY |
BUY
|
- |
16.2K+ 12.55% |
$735K - $757K
|
146K
$6.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
15.9K+ 6.75% |
$718K - $739K
|
251K
$11.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
15.8K+ 9.09% |
$716K - $738K
|
190K
$8.78M
|
|
|
Oct 29, 2025
Q3 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
15.2K+ 2.61% |
$687K - $708K
|
597K
$27.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
14.9K+ 98.91% |
$676K - $697K
|
30.1K
$1.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
14.4KNew |
$653K - $673K
|
14.4K
$667K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
14.1K+ 13.26% |
$638K - $657K
|
120K
$5.57M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
14K+ 3.52% |
$635K - $654K
|
413K
$19.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.9K+ 12.86% |
$631K - $650K
|
122K
$5.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
13.9K+ 15.14% |
$630K - $649K
|
106K
$4.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
13.9K+ 3.88% |
$628K - $647K
|
372K
$17.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
13.8K+ 4.08% |
$626K - $645K
|
353K
$16.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
13.7K+ 12.48% |
$622K - $641K
|
124K
$5.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
13.1KNew |
$595K - $613K
|
13.1K
$608K
|
|
|
Nov 04, 2025
Q3 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
13.1K+ 3.0% |
$592K - $610K
|
449K
$20.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
13K+ 10.67% |
$588K - $606K
|
135K
$6.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.8K+ 53.69% |
$581K - $599K
|
36.8K
$1.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
12.7K+ 2.79% |
$573K - $590K
|
466K
$21.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
12.5K+ 6.22% |
$567K - $584K
|
214K
$9.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
12.5K+ 5.85% |
$564K - $581K
|
225K
$10.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.3K+ 67.82% |
$556K - $573K
|
30.4K
$1.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
12.2K+ 12.88% |
$552K - $569K
|
107K
$4.94M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
12.1K+ 2675.22% |
$547K - $564K
|
12.5K
$580K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
11.7K+ 4.14% |
$530K - $546K
|
295K
$13.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
11.6K+ 4.42% |
$525K - $541K
|
274K
$12.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
11.6K+ 169.06% |
$523K - $539K
|
18.4K
$851K
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
11.5K+ 5.23% |
$518K - $534K
|
230K
$10.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.4KNew |
$514K - $530K
|
11.4K
$526K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
11.1K+ 7.28% |
$504K - $519K
|
164K
$7.59M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10.9K+ 12.78% |
$493K - $508K
|
96.2K
$4.45M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.8K+ 5.14% |
$490K - $505K
|
221K
$10.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
10.7K+ 3.55% |
$485K - $500K
|
312K
$14.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
10KNew |
$453K - $466K
|
10K
$463K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Banc Trust CO
Lisle, IL |
BUY
|
- |
10KNew |
$453K - $466K
|
10K
$463K
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
9.92K+ 1.44% |
$449K - $462K
|
698K
$32.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
9.86K+ 2.01% |
$446K - $460K
|
501K
$23.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
9.69K+ 184.33% |
$439K - $452K
|
15K
$692K
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
BUY
|
- |
9.45KNew |
$428K - $441K
|
9.45K
$437K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.44KNew |
$427K - $440K
|
9.44K
$437K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
9.44K+ 25.07% |
$427K - $440K
|
47.1K
$2.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
9.34K+ 6.66% |
$423K - $435K
|
150K
$6.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
9.32KNew |
$422K - $435K
|
9.32K
$431K
|
|