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 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
8.23K+ 9.24% |
$368K - $378K
|
97.3K
$4.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
8.22K+ 6.22% |
$367K - $378K
|
140K
$6.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
8.15K+ 3.6% |
$364K - $375K
|
235K
$10.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
8.15K+ 0.95% |
$364K - $375K
|
863K
$39.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
8.15K+ 6.1% |
$364K - $374K
|
142K
$6.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
8.01K+ 8.34% |
$358K - $368K
|
104K
$4.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.8KNew |
$348K - $358K
|
7.8K
$358K
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
7.8K+ 69.72% |
$348K - $358K
|
19K
$872K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
7.65K+ 88.11% |
$342K - $351K
|
16.3K
$750K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.53KNew |
$336K - $346K
|
7.53K
$346K
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
7.4K+ 1.02% |
$331K - $340K
|
733K
$33.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
7.35K+ 14.44% |
$328K - $338K
|
58.3K
$2.68M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
7.34KNew |
$328K - $337K
|
7.34K
$337K
|
|
|
Jul 29, 2025
Q2 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
7.34K+ 2.69% |
$328K - $337K
|
280K
$12.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
7.17K+ 7.23% |
$320K - $330K
|
106K
$4.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.04K+ 10.02% |
$314K - $323K
|
77.2K
$3.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
7.02K+ 151.75% |
$314K - $323K
|
11.6K
$535K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
6.97K+ 6.07% |
$312K - $321K
|
122K
$5.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
6.95K+ 1.01% |
$311K - $320K
|
697K
$32.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
6.9K+ 8.59% |
$308K - $317K
|
87.2K
$4.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.87KNew |
$307K - $316K
|
6.87K
$316K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
6.84KNew |
$305K - $314K
|
6.84K
$314K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
6.79K+ 11.41% |
$303K - $312K
|
66.3K
$3.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
6.79K+ 4.68% |
$303K - $312K
|
152K
$6.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.75K+ 36.28% |
$301K - $310K
|
25.3K
$1.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
6.71K+ 17.55% |
$300K - $308K
|
45K
$2.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
6.55K+ 23.75% |
$293K - $301K
|
34.1K
$1.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
6.55K+ 37.56% |
$292K - $301K
|
24K
$1.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
6.44K+ 4.59% |
$288K - $296K
|
147K
$6.75M
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
6.37KNew |
$285K - $293K
|
6.37K
$293K
|
|
|
Jul 24, 2025
Q2 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
6.34K+ 17.65% |
$283K - $291K
|
42.2K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.29K+ 91.95% |
$281K - $289K
|
13.1K
$604K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.17K+ 5.97% |
$275K - $283K
|
109K
$5.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
6.16K+ 7.18% |
$275K - $283K
|
92K
$4.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
5.96K+ 11.38% |
$266K - $274K
|
58.3K
$2.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
5.61K+ 21.77% |
$251K - $258K
|
31.4K
$1.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
5.59K+ 2.98% |
$250K - $257K
|
193K
$8.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
5.45K+ 4.65% |
$243K - $250K
|
123K
$5.63M
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
5.26KNew |
$235K - $242K
|
5.26K
$242K
|
|
|
Jul 29, 2025
Q2 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
5.2K+ 5.49% |
$232K - $239K
|
99.8K
$4.59M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5.15KNew |
$230K - $237K
|
5.15K
$237K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
5.11K+ 0.96% |
$228K - $235K
|
539K
$24.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
5.1K+ 6.05% |
$228K - $234K
|
89.4K
$4.11M
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
5.04K+ 0.68% |
$225K - $232K
|
746K
$34.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
5.03K+ 25.15% |
$225K - $231K
|
25K
$1.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
4.86K+ 4.61% |
$217K - $223K
|
110K
$5.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
4.8K+ 11.57% |
$214K - $220K
|
46.2K
$2.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
4.66K+ 5.47% |
$208K - $214K
|
89.9K
$4.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.51KNew |
$201K - $207K
|
4.51K
$207K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.48K+ 1.24% |
$200K - $206K
|
366K
$16.8M
|