Purchases and Sales Made in Q3 2025 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.84KNew |
$219K - $226K
|
4.84K
$226K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.8KNew |
$217K - $224K
|
4.8K
$224K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.75K+ 0.92% |
$215K - $221K
|
522K
$24.3M
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
3.86KNew |
$175K - $180K
|
3.86K
$180K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.75K+ 85.65% |
$170K - $175K
|
8.14K
$379K
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
3.38KNew |
$153K - $158K
|
3.38K
$157K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
3.31K+ 3.17% |
$150K - $154K
|
108K
$5.02M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.13K+ 8.64% |
$142K - $146K
|
39.4K
$1.83M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
2.99K+ 4.74% |
$135K - $139K
|
66K
$3.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Kearns & Associates LLC
|
BUY
|
- |
2.52K+ 16.24% |
$114K - $118K
|
18K
$840K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.43K+ 38.12% |
$110K - $113K
|
8.79K
$410K
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
2.37K+ 0.75% |
$107K - $110K
|
319K
$14.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
2.29K+ 4.96% |
$104K - $107K
|
48.5K
$2.26M
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
2.14K+ 4.35% |
$96.7K - $99.6K
|
51.3K
$2.39M
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.08K+ 1.36% |
$94.1K - $97K
|
155K
$7.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.07K+ 1.51% |
$93.8K - $96.6K
|
139K
$6.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.05K+ 27.93% |
$92.8K - $95.6K
|
9.39K
$437K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.79K+ 4.47% |
$81.1K - $83.6K
|
41.9K
$1.95M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.71K+ 1.81% |
$77.4K - $79.7K
|
96.3K
$4.48M
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
BUY
|
- |
1.71K+ 2.08% |
$77.2K - $79.6K
|
83.7K
$3.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.6K+ 13.1% |
$72.6K - $74.8K
|
13.8K
$645K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.53K+ 2.11% |
$69.2K - $71.3K
|
74K
$3.45M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.51K+ 11.49% |
$68.3K - $70.4K
|
14.6K
$682K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.5K+ 2.51% |
$67.8K - $69.8K
|
61.2K
$2.85M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.38K+ 0.42% |
$62.3K - $64.2K
|
328K
$15.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.31K+ 1.46% |
$59.3K - $61.1K
|
91.4K
$4.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.11K+ 1.95% |
$50.2K - $51.7K
|
58K
$2.7M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.09K+ 21.11% |
$49.2K - $50.7K
|
6.24K
$291K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1.05K+ 85.75% |
$47.7K - $49.1K
|
2.28K
$106K
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.04K+ 20.12% |
$47.2K - $48.6K
|
6.23K
$290K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
977+ 0.98% |
$44.2K - $45.6K
|
100K
$4.67M
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
973+ 1.12% |
$44K - $45.4K
|
88.2K
$4.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
886+ 6.85% |
$40.1K - $41.3K
|
13.8K
$644K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
777+ 1.12% |
$35.2K - $36.2K
|
70.4K
$3.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
728+ 6.25% |
$32.9K - $33.9K
|
12.4K
$576K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
651+ 378.49% |
$29.5K - $30.4K
|
823
$38.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
641+ 0.36% |
$29K - $29.9K
|
176K
$8.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
480+ 0.33% |
$21.7K - $22.4K
|
147K
$6.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
441+ 6.92% |
$20K - $20.6K
|
6.81K
$317K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
311+ 1.79% |
$14.1K - $14.5K
|
17.7K
$825K
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
292+ 1.41% |
$13.2K - $13.6K
|
21K
$978K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
288+ 8.94% |
$13K - $13.4K
|
3.51K
$163K
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
281+ 1.63% |
$12.7K - $13.1K
|
17.5K
$817K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
178+ 1.13% |
$8.06K - $8.3K
|
15.9K
$740K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
160+ 0.09% |
$7.24K - $7.46K
|
178K
$8.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
144+ 1.18% |
$6.52K - $6.71K
|
12.3K
$575K
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
129+ 1.41% |
$5.84K - $6.02K
|
9.28K
$432K
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
120+ 0.49% |
$5.43K - $5.6K
|
24.8K
$1.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
92+ 34.59% |
$4.16K - $4.29K
|
358
$16.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
75+ 0.22% |
$3.39K - $3.5K
|
34.3K
$1.6M
|