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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.96M+ 6.12% |
$222M - $228M
|
86.1M
$3.96B
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.97M+ 4220.91% |
$88.1M - $90.6M
|
2.02M
$92.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.41M+ 64.27% |
$63.1M - $64.9M
|
3.61M
$166M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.37M+ 32.29% |
$61.1M - $62.8M
|
5.6M
$257M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.36MNew |
$60.5M - $62.3M
|
1.36M
$62.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
789K+ 170.57% |
$35.3M - $36.3M
|
1.25M
$57.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
774K+ 41.41% |
$34.6M - $35.6M
|
2.64M
$122M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
770KNew |
$34.4M - $35.4M
|
770K
$35.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
682K+ 46.14% |
$30.5M - $31.3M
|
2.16M
$99.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
629K+ 5.4% |
$28.1M - $28.9M
|
12.3M
$564M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
627K+ 272.16% |
$28M - $28.8M
|
858K
$39.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
571K+ 11.2% |
$25.5M - $26.2M
|
5.67M
$261M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
567K+ 48.34% |
$25.3M - $26.1M
|
1.74M
$80M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
562K+ 77.28% |
$25.1M - $25.8M
|
1.29M
$59.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
385KNew |
$17.2M - $17.7M
|
385K
$17.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
358K+ 828.33% |
$16M - $16.5M
|
401K
$18.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
339KNew |
$15.2M - $15.6M
|
339K
$15.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
335K+ 93.41% |
$15M - $15.4M
|
694K
$31.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
296K+ 8.26% |
$13.2M - $13.6M
|
3.88M
$178M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
288K+ 8.64% |
$12.9M - $13.2M
|
3.62M
$166M
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
261KNew |
$11.6M - $12M
|
261K
$12M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
260K+ 14.29% |
$11.6M - $11.9M
|
2.08M
$95.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
259K+ 115.71% |
$11.6M - $11.9M
|
483K
$22.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
249K+ 3364.86% |
$11.1M - $11.4M
|
256K
$11.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
238KNew |
$10.6M - $10.9M
|
238K
$10.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
233K+ 71.66% |
$10.4M - $10.7M
|
559K
$25.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
223K+ 10.06% |
$9.97M - $10.3M
|
2.44M
$112M
|
|
|
Jul 29, 2025
Q2 2025
|
R.P. Boggs & Co.
|
BUY
|
- |
209K+ 620.22% |
$9.32M - $9.59M
|
242K
$11.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
198K+ 168.99% |
$8.85M - $9.1M
|
315K
$14.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
191KNew |
$8.51M - $8.76M
|
191K
$8.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
184KNew |
$8.24M - $8.48M
|
184K
$8.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
178K+ 15.54% |
$7.97M - $8.19M
|
1.33M
$60.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
177K+ 1.85% |
$7.92M - $8.14M
|
9.73M
$447M
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
172K+ 41.88% |
$7.67M - $7.89M
|
582K
$26.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
171K+ 12.86% |
$7.62M - $7.84M
|
1.5M
$68.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
166KNew |
$7.4M - $7.61M
|
166K
$7.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
142K+ 43.73% |
$6.34M - $6.52M
|
466K
$21.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
134K+ 10.58% |
$6.01M - $6.18M
|
1.41M
$64.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Mustico Financial Group, Inc.
Elmira, NY |
BUY
|
- |
129KNew |
$5.78M - $5.95M
|
129K
$5.95M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
123K+ 6.24% |
$5.48M - $5.64M
|
2.09M
$96M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
119K+ 16.54% |
$5.32M - $5.47M
|
839K
$38.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
118K+ 26.83% |
$5.26M - $5.41M
|
556K
$25.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
116K+ 18517.73% |
$5.18M - $5.33M
|
117K
$5.36M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
113K+ 55.89% |
$5.07M - $5.22M
|
317K
$14.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
112K+ 1235.32% |
$5M - $5.14M
|
121K
$5.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
112K+ 8.58% |
$4.99M - $5.14M
|
1.41M
$65M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
110KNew |
$4.93M - $5.07M
|
110K
$5.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
107K+ 16.28% |
$4.77M - $4.9M
|
762K
$35M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
105K+ 3.3% |
$4.7M - $4.83M
|
3.29M
$151M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
99.8K+ 1.94% |
$4.46M - $4.59M
|
5.24M
$241M
|