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 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
96.4K+ 78.68% |
$4.31M - $4.43M
|
219K
$10.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
94.9K+ 61.27% |
$4.24M - $4.36M
|
250K
$11.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
93.1K+ 4.89% |
$4.16M - $4.28M
|
2M
$91.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
92.5K+ 576.16% |
$4.13M - $4.25M
|
108K
$4.99M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
85.8K+ 21.79% |
$3.83M - $3.94M
|
479K
$22M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
85.3K+ 13.95% |
$3.81M - $3.92M
|
697K
$32M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
84.8K+ 90.28% |
$3.79M - $3.9M
|
179K
$8.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
82.1K+ 32.1% |
$3.67M - $3.77M
|
338K
$15.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
77.9K+ 22.05% |
$3.48M - $3.58M
|
431K
$19.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
77K+ 53.2% |
$3.44M - $3.54M
|
222K
$10.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
76.4KNew |
$3.41M - $3.51M
|
76.4K
$3.51M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
74.9K+ 442.51% |
$3.35M - $3.44M
|
91.8K
$4.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
72.5KNew |
$3.24M - $3.33M
|
72.5K
$3.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
71.4KNew |
$3.19M - $3.28M
|
71.4K
$3.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
69.6KNew |
$3.11M - $3.2M
|
69.6K
$3.2M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
65.6KNew |
$2.93M - $3.01M
|
65.6K
$3.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
63.8K+ 32.35% |
$2.85M - $2.93M
|
261K
$12M
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
61.4KNew |
$2.74M - $2.82M
|
61.4K
$2.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
58.4K+ 9.74% |
$2.61M - $2.68M
|
658K
$30.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
58.2KNew |
$2.6M - $2.67M
|
58.2K
$2.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
56.5K+ 2.99% |
$2.53M - $2.6M
|
1.95M
$89.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
54.7K+ 8.63% |
$2.45M - $2.52M
|
689K
$31.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
53KNew |
$2.37M - $2.44M
|
53K
$2.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
52.9K+ 4.82% |
$2.36M - $2.43M
|
1.15M
$52.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
52.3K+ 14.87% |
$2.34M - $2.4M
|
404K
$18.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
50.7K+ 4.45% |
$2.27M - $2.33M
|
1.19M
$54.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
47.2KNew |
$2.11M - $2.17M
|
47.2K
$2.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
43.9K+ 416.63% |
$1.96M - $2.02M
|
54.4K
$2.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
43.9K+ 10.53% |
$1.96M - $2.02M
|
461K
$21.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
42.4K+ 491.47% |
$1.89M - $1.95M
|
51K
$2.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
41.1K+ 6.71% |
$1.84M - $1.89M
|
654K
$30.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
40.8K+ 45280.0% |
$1.82M - $1.87M
|
40.8K
$1.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
40.6K+ 4.47% |
$1.81M - $1.87M
|
949K
$43.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
40.3K+ 32.25% |
$1.8M - $1.85M
|
165K
$7.59M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
39.6K+ 10.75% |
$1.77M - $1.82M
|
407K
$18.7M
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
39.4K+ 108.88% |
$1.76M - $1.81M
|
75.5K
$3.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
39.3K+ 5.35% |
$1.76M - $1.81M
|
773K
$35.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
38.5K+ 15.73% |
$1.72M - $1.77M
|
283K
$13M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
37.8K+ 32.83% |
$1.69M - $1.74M
|
153K
$7.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
37.8K+ 6.68% |
$1.69M - $1.74M
|
604K
$27.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
37.5K+ 27.1% |
$1.67M - $1.72M
|
176K
$8.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
36.6K+ 8.01% |
$1.64M - $1.68M
|
494K
$22.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
35.8K+ 18.01% |
$1.6M - $1.65M
|
235K
$10.8M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
35.7K+ 20.43% |
$1.6M - $1.64M
|
211K
$9.68M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
35.6K+ 105.16% |
$1.59M - $1.64M
|
69.5K
$3.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
BUY
|
- |
35.3K+ 4.07% |
$1.58M - $1.62M
|
903K
$41.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
35.2K+ 6.97% |
$1.57M - $1.62M
|
541K
$24.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
34.4K+ 7.23% |
$1.54M - $1.58M
|
510K
$23.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
34.3K+ 11.77% |
$1.53M - $1.58M
|
326K
$15M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
34.2K+ 4.45% |
$1.53M - $1.57M
|
804K
$37M
|