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
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
16.1K+ 8.21% |
$721K - $742K
|
213K
$9.78M
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
15.9K+ 151.9% |
$711K - $731K
|
26.4K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
15.9K+ 3.94% |
$710K - $731K
|
420K
$19.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
15.8KNew |
$706K - $727K
|
15.8K
$727K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
15.8K+ 10.55% |
$705K - $725K
|
165K
$7.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Kearns & Associates LLC
|
BUY
|
- |
15.5KNew |
$693K - $713K
|
15.5K
$713K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
15.4K+ 13.88% |
$690K - $710K
|
127K
$5.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
15.3K+ 5.26% |
$685K - $704K
|
306K
$14.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
15.3K+ 8.07% |
$682K - $702K
|
205K
$9.41M
|
|
|
Aug 05, 2025
Q2 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
15.2K+ 2.26% |
$680K - $700K
|
688K
$31.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
15.1K+ 92.52% |
$675K - $694K
|
31.4K
$1.45M
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
15K+ 3.7% |
$670K - $689K
|
420K
$19.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
14.9K+ 24.28% |
$665K - $684K
|
76.2K
$3.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
14.5K+ 10.04% |
$647K - $666K
|
159K
$7.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
14.4K+ 3.62% |
$645K - $663K
|
413K
$19M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
14.1K+ 17.83% |
$630K - $648K
|
93.1K
$4.28M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
13.7K+ 5.6% |
$613K - $630K
|
259K
$11.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
13.5K+ 4.43% |
$602K - $619K
|
318K
$14.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
13.4KNew |
$600K - $617K
|
13.4K
$617K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
13K+ 19.56% |
$581K - $597K
|
79.5K
$3.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
12.9K+ 243.83% |
$578K - $594K
|
18.2K
$838K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
12.9K+ 107.89% |
$578K - $594K
|
24.9K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
12.5K+ 225.62% |
$560K - $576K
|
18.1K
$832K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
12.5K+ 2.1% |
$558K - $574K
|
608K
$27.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
11.4K+ 5.25% |
$510K - $525K
|
229K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
11.3K+ 206.13% |
$506K - $521K
|
16.8K
$773K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
11.3KNew |
$506K - $520K
|
11.3K
$520K
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
11K+ 2.2% |
$490K - $504K
|
510K
$23.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
10.9K+ 8.92% |
$489K - $503K
|
134K
$6.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
10.9KNew |
$487K - $501K
|
10.9K
$502K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10.9K+ 2.26% |
$486K - $500K
|
492K
$22.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.9K+ 28.22% |
$485K - $499K
|
49.4K
$2.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
10.8K+ 1.81% |
$483K - $497K
|
607K
$27.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
10.8KNew |
$483K - $497K
|
10.8K
$497K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
10.7K+ 12.12% |
$480K - $494K
|
99.3K
$4.57M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
10.3K+ 4.07% |
$458K - $471K
|
262K
$12.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.2K+ 3.29% |
$457K - $470K
|
321K
$14.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
9.88K+ 4.24% |
$442K - $454K
|
243K
$11.2M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
9.86K+ 6.59% |
$441K - $453K
|
160K
$7.33M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
9.84K+ 6.34% |
$440K - $452K
|
165K
$7.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
9.81K+ 40.48% |
$438K - $451K
|
34K
$1.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
9.34KNew |
$417K - $429K
|
9.34K
$429K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
9.21KNew |
$412K - $423K
|
9.21K
$423K
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
9.2K+ 7.19% |
$411K - $423K
|
137K
$6.31M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
9.19K+ 110.11% |
$411K - $423K
|
17.5K
$806K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.14K+ 4.16% |
$408K - $420K
|
229K
$10.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
9.13K+ 3.62% |
$408K - $420K
|
261K
$12M
|
|
|
Jul 25, 2025
Q2 2025
|
Baker Boyer National Bank
|
BUY
|
- |
8.37K+ 2.05% |
$374K - $385K
|
417K
$19.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
8.35K+ 6.89% |
$373K - $384K
|
129K
$5.95M
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
8.31K+ 5.76% |
$371K - $382K
|
153K
$7.02M
|