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 29, 2025
Q2 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
5.2K+ 5.49% |
$232K - $239K
|
99.8K
$4.65M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5.15KNew |
$230K - $237K
|
5.15K
$240K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.14K+ 3.28% |
$230K - $236K
|
162K
$7.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
5.11K+ 0.96% |
$228K - $235K
|
539K
$25.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
5.1K+ 6.05% |
$228K - $234K
|
89.4K
$4.16M
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
5.04K+ 0.68% |
$225K - $232K
|
746K
$34.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
5.03K+ 25.15% |
$225K - $231K
|
25K
$1.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
4.86K+ 4.61% |
$217K - $223K
|
110K
$5.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
4.8K+ 11.57% |
$214K - $220K
|
46.2K
$2.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
4.66K+ 5.47% |
$208K - $214K
|
89.9K
$4.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.51KNew |
$201K - $207K
|
4.51K
$210K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.48K+ 1.24% |
$200K - $206K
|
366K
$17M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
4.3K+ 84.24% |
$192K - $198K
|
9.4K
$438K
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.11K+ 30.87% |
$184K - $189K
|
17.4K
$811K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.03K+ 30.61% |
$180K - $185K
|
17.2K
$800K
|
|
|
Jul 16, 2025
Q2 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
4.02K+ 15.25% |
$179K - $185K
|
30.3K
$1.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
4.01K+ 8.35% |
$179K - $184K
|
52K
$2.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3.86K+ 2.43% |
$172K - $177K
|
163K
$7.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
3.72KNew |
$166K - $171K
|
3.72K
$173K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.67K+ 10.81% |
$164K - $169K
|
37.6K
$1.75M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.67K+ 0.71% |
$164K - $169K
|
517K
$24.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.57K+ 1.72% |
$160K - $164K
|
212K
$9.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.53K+ 1.28% |
$157K - $162K
|
278K
$13M
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
3.4K+ 7.27% |
$152K - $156K
|
50.2K
$2.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
3.32K+ 12.65% |
$148K - $153K
|
29.6K
$1.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.22K+ 3.64% |
$144K - $148K
|
91.5K
$4.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
3.11K+ 20.95% |
$139K - $143K
|
18K
$837K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.09K+ 3.38% |
$138K - $142K
|
94.7K
$4.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.09K+ 2376.92% |
$138K - $142K
|
3.22K
$150K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3.07K+ 1.28% |
$137K - $141K
|
242K
$11.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.07K+ 2.01% |
$137K - $141K
|
155K
$7.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
2.96KNew |
$132K - $136K
|
2.96K
$138K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.92K+ 5.14% |
$130K - $134K
|
59.7K
$2.78M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
2.73K+ 3.08% |
$122K - $125K
|
91.4K
$4.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.65K+ 26.18% |
$119K - $122K
|
12.8K
$596K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.65K+ 1.55% |
$118K - $122K
|
174K
$8.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.64K+ 1.79% |
$118K - $121K
|
150K
$7M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.6K+ 2.74% |
$116K - $119K
|
97.5K
$4.54M
|
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
BUY
|
- |
2.59K+ 18.87% |
$115K - $119K
|
16.3K
$758K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.53K+ 5.86% |
$113K - $116K
|
45.7K
$2.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.5K+ 1.05% |
$112K - $115K
|
240K
$11.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.48K+ 9.05% |
$111K - $114K
|
29.9K
$1.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.46K+ 18.45% |
$110K - $113K
|
15.8K
$734K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.45K+ 1.58% |
$110K - $113K
|
157K
$7.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.41K+ 40.86% |
$107K - $111K
|
8.29K
$386K
|
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.21K+ 0.15% |
$98.7K - $102K
|
1.5M
$69.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2.2K+ 3.65% |
$98.1K - $101K
|
62.3K
$2.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.16K+ 1.17% |
$96.7K - $99.5K
|
188K
$8.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.16K+ 3.05% |
$96.6K - $99.4K
|
73.1K
$3.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.14K+ 1.55% |
$95.6K - $98.4K
|
140K
$6.53M
|