Purchases and Sales Made in Q2 2025 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q2 2025. The information is specifically focused on institutions that hold shares of FIDELITY MERRIMACK STR TR TOTA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.34K- 2.94% |
$59.7K - $61.4K
|
44.2K
$2.06M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-1.4K- 5.69% |
$62.6K - $64.4K
|
23.2K
$1.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.41K- 9.66% |
$62.9K - $64.7K
|
13.2K
$614K
|
|
|
Aug 01, 2025
Q2 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-1.42K- 1.69% |
$63.4K - $65.3K
|
82.8K
$3.86M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.53K- 1.93% |
$68.4K - $70.4K
|
77.9K
$3.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.54K- 0.53% |
$69K - $71K
|
288K
$13.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.55K- 7.2% |
$69.2K - $71.1K
|
20K
$929K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.68K- 10.41% |
$74.8K - $77K
|
14.4K
$672K
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
SELL
|
- |
-1.7K- 9.08% |
$75.8K - $77.9K
|
17K
$791K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-1.73K- 2.09% |
$77.3K - $79.5K
|
81K
$3.77M
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-1.8K- 2.69% |
$80.5K - $82.8K
|
65.3K
$3.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.83K- 3.22% |
$81.9K - $84.2K
|
55K
$2.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-2K- 11.36% |
$89.1K - $91.7K
|
15.6K
$725K
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-2.07K- 0.76% |
$92.4K - $95K
|
271K
$12.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-2.07K- 1.79% |
$92.4K - $95.1K
|
114K
$5.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-2.14K- 92.56% |
$95.6K - $98.4K
|
172
$8.01K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.15K- 11.11% |
$96K - $98.8K
|
17.2K
$801K
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-2.3K- 15.0% |
$103K - $106K
|
13K
$606K
|
|
|
Aug 12, 2025
Q2 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-2.39K- 0.32% |
$107K - $110K
|
738K
$34.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.4K- 9.05% |
$107K - $110K
|
24.1K
$1.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-2.45K- 35.82% |
$109K - $112K
|
4.38K
$204K
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.49K- 16.85% |
$111K - $114K
|
12.3K
$571K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-2.5K- 0.72% |
$112K - $115K
|
345K
$16.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-2.52K- 2.08% |
$113K - $116K
|
119K
$5.52M
|
|
|
Jul 28, 2025
Q2 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-2.54K- 3.75% |
$113K - $117K
|
65K
$3.03M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.6K- 9.78% |
$116K - $120K
|
24K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.61K- 1.78% |
$117K - $120K
|
144K
$6.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.88K- 0.49% |
$128K - $132K
|
583K
$27.2M
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.89K- 0.47% |
$129K - $133K
|
612K
$28.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.94K- 4.24% |
$132K - $135K
|
66.5K
$3.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-3.22K- 11.57% |
$144K - $148K
|
24.6K
$1.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.53K- 15.63% |
$157K - $162K
|
19K
$886K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-3.6K- 9.59% |
$161K - $165K
|
33.9K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.74K- 3.33% |
$167K - $172K
|
109K
$5.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-3.78K- 9.17% |
$169K - $174K
|
37.4K
$1.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.96K- 20.07% |
$177K - $182K
|
15.8K
$735K
|
|
|
Aug 06, 2025
Q2 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-4.14K- 5.27% |
$185K - $190K
|
74.4K
$3.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-4.28K- 23.15% |
$191K - $197K
|
14.2K
$662K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.47K- 17.35% |
$199K - $205K
|
21.3K
$991K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-4.49K- 49.6% |
$201K - $207K
|
4.57K
$213K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.66K- 3.84% |
$208K - $214K
|
116K
$5.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
SELL
|
- |
-5K- 3.88% |
$223K - $230K
|
124K
$5.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-5.02K- 2.43% |
$224K - $231K
|
202K
$9.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-5.1K- 30.06% |
$228K - $235K
|
11.9K
$553K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-5.37K- 1.75% |
$240K - $247K
|
301K
$14M
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-5.47K- 13.11% |
$245K - $252K
|
36.3K
$1.69M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-5.49K- 1.94% |
$245K - $252K
|
278K
$13M
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-5.72K- 14.27% |
$255K - $263K
|
34.3K
$1.6M
|
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
SELL
|
- |
-5.74KClosed |
$256K - $264K
|
0
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-5.79K- 5.36% |
$258K - $266K
|
102K
$4.76M
|