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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
33.4K+ 3.59% |
$1.49M - $1.54M
|
965K
$44.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33K+ 17.21% |
$1.47M - $1.51M
|
224K
$10.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
32.1K+ 12.73% |
$1.43M - $1.48M
|
284K
$13.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
32.1K+ 400.49% |
$1.43M - $1.47M
|
40.1K
$1.84M
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
31.6K+ 3.06% |
$1.41M - $1.45M
|
1.06M
$48.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
30.9K+ 2.82% |
$1.38M - $1.42M
|
1.13M
$51.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
30.4K+ 334.7% |
$1.36M - $1.4M
|
39.5K
$1.82M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
29.9K+ 1.73% |
$1.34M - $1.38M
|
1.76M
$81.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
29.9K+ 3.5% |
$1.33M - $1.37M
|
884K
$40.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
29.7K+ 4.59% |
$1.33M - $1.37M
|
676K
$31.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
29.7K+ 7.37% |
$1.33M - $1.36M
|
432K
$19.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
29.6K+ 264.6% |
$1.32M - $1.36M
|
40.8K
$1.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
28.8K+ 484.51% |
$1.29M - $1.32M
|
34.7K
$1.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
28.6K+ 46.49% |
$1.28M - $1.31M
|
90K
$4.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
27.2K+ 2.89% |
$1.22M - $1.25M
|
969K
$44.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
27K+ 3.79% |
$1.21M - $1.24M
|
739K
$34M
|
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
25.9K+ 222.18% |
$1.16M - $1.19M
|
37.5K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.4K+ 1.58% |
$1.13M - $1.17M
|
1.63M
$74.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
25.3K+ 29.67% |
$1.13M - $1.16M
|
111K
$5.09M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
25.1K+ 7.54% |
$1.12M - $1.15M
|
358K
$16.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
23.9KNew |
$1.07M - $1.1M
|
23.9K
$1.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.4K+ 5.56% |
$1.05M - $1.08M
|
445K
$20.4M
|
|
|
Jul 30, 2025
Q2 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
23.3K+ 5.38% |
$1.04M - $1.07M
|
457K
$21M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
23.1K+ 14.98% |
$1.03M - $1.06M
|
178K
$8.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
23.1K+ 81.43% |
$1.03M - $1.06M
|
51.4K
$2.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
22.9K+ 171.95% |
$1.02M - $1.05M
|
36.3K
$1.67M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22.9K+ 6.64% |
$1.02M - $1.05M
|
368K
$16.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
22.3K+ 5.17% |
$996K - $1.02M
|
454K
$20.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
22.1K+ 6.93% |
$989K - $1.02M
|
341K
$15.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
21.9K+ 24.83% |
$979K - $1.01M
|
110K
$5.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
20.1K+ 12.14% |
$900K - $925K
|
186K
$8.55M
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
19.8K+ 6.2% |
$887K - $912K
|
340K
$15.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
19.7K+ 39.66% |
$880K - $905K
|
69.3K
$3.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
19.4K+ 67.01% |
$868K - $893K
|
48.4K
$2.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
19KNew |
$850K - $874K
|
19K
$874K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
18.2K+ 11.05% |
$812K - $835K
|
183K
$8.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
17.8K+ 36.93% |
$796K - $819K
|
66.1K
$3.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
17.5K+ 2.61% |
$780K - $802K
|
685K
$31.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
17.4K+ 77.07% |
$779K - $801K
|
40K
$1.84M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
17.4KNew |
$778K - $800K
|
17.4K
$800K
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
17.4K+ 5.56% |
$777K - $800K
|
331K
$15.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
17.3KNew |
$773K - $795K
|
17.3K
$795K
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
17.1K+ 13.81% |
$766K - $788K
|
141K
$6.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
17.1KNew |
$762K - $784K
|
17.1K
$784K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
16.9K+ 0.27% |
$755K - $776K
|
6.19M
$284M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16.9K+ 37.86% |
$753K - $774K
|
61.4K
$2.82M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.8K+ 8.21% |
$752K - $774K
|
222K
$10.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
16.7K+ 120.67% |
$747K - $769K
|
30.6K
$1.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.6K+ 6.36% |
$744K - $765K
|
278K
$12.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
16.2K+ 5.68% |
$725K - $745K
|
302K
$13.9M
|