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 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
4.3K+ 84.24% |
$192K - $198K
|
9.4K
$432K
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.11K+ 30.87% |
$184K - $189K
|
17.4K
$800K
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.03K+ 30.61% |
$180K - $185K
|
17.2K
$790K
|
|
Jul 16, 2025
Q2 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
4.02K+ 15.25% |
$179K - $185K
|
30.3K
$1.39M
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
4.01K+ 8.35% |
$179K - $184K
|
52K
$2.39M
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3.86K+ 2.43% |
$172K - $177K
|
163K
$7.48M
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
3.72KNew |
$166K - $171K
|
3.72K
$171K
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.67K+ 10.81% |
$164K - $169K
|
37.6K
$1.73M
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.67K+ 0.71% |
$164K - $169K
|
517K
$23.8M
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.57K+ 1.72% |
$160K - $164K
|
212K
$9.74M
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.53K+ 1.28% |
$157K - $162K
|
278K
$12.8M
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
3.4K+ 7.27% |
$152K - $156K
|
50.2K
$2.31M
|
|
Aug 14, 2025
Q2 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
3.32K+ 12.65% |
$148K - $153K
|
29.6K
$1.36M
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.22K+ 3.64% |
$144K - $148K
|
91.5K
$4.2M
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
3.11K+ 20.95% |
$139K - $143K
|
18K
$826K
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.09K+ 3.38% |
$138K - $142K
|
94.7K
$4.35M
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.09K+ 2376.92% |
$138K - $142K
|
3.22K
$148K
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3.07K+ 1.28% |
$137K - $141K
|
242K
$11.1M
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.07K+ 2.01% |
$137K - $141K
|
155K
$7.15M
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
2.96KNew |
$132K - $136K
|
2.96K
$136K
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.92K+ 5.14% |
$130K - $134K
|
59.7K
$2.74M
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
2.73K+ 3.08% |
$122K - $125K
|
91.4K
$4.2M
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.65K+ 26.18% |
$119K - $122K
|
12.8K
$588K
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.65K+ 1.55% |
$118K - $122K
|
174K
$7.98M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.64K+ 1.79% |
$118K - $121K
|
150K
$6.91M
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.6K+ 2.74% |
$116K - $119K
|
97.5K
$4.48M
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
BUY
|
- |
2.59K+ 18.87% |
$115K - $119K
|
16.3K
$749K
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.53K+ 5.86% |
$113K - $116K
|
45.7K
$2.1M
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.5K+ 1.05% |
$112K - $115K
|
240K
$11M
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.48K+ 9.05% |
$111K - $114K
|
29.9K
$1.38M
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.46K+ 18.45% |
$110K - $113K
|
15.8K
$725K
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.45K+ 1.58% |
$110K - $113K
|
157K
$7.24M
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.41K+ 40.86% |
$107K - $111K
|
8.29K
$381K
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2.2K+ 3.65% |
$98.1K - $101K
|
62.3K
$2.87M
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.16K+ 1.17% |
$96.7K - $99.5K
|
188K
$8.62M
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.16K+ 3.05% |
$96.6K - $99.4K
|
73.1K
$3.36M
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.14K+ 1.55% |
$95.6K - $98.4K
|
140K
$6.45M
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
2.13K+ 5.51% |
$94.9K - $97.7K
|
40.7K
$1.87M
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2.09K+ 84.62% |
$93.2K - $95.8K
|
4.55K
$209K
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
2.08K+ 2.61% |
$93K - $95.7K
|
81.9K
$3.77M
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.06K+ 9.97% |
$92.1K - $94.8K
|
22.7K
$1.05M
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
2.04K+ 1.99% |
$90.9K - $93.5K
|
104K
$4.8M
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.92K+ 40.92% |
$86K - $88.4K
|
6.63K
$305K
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
1.92K+ 31.13% |
$85.8K - $88.3K
|
8.09K
$372K
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.9K+ 2.05% |
$84.8K - $87.2K
|
94.5K
$4.35M
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.87KNew |
$83.6K - $86K
|
1.87K
$86.1K
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.67K+ 19.05% |
$74.7K - $76.8K
|
10.5K
$480K
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.51K+ 3.81% |
$67.6K - $69.6K
|
41.3K
$1.9M
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
1.5K+ 17.09% |
$67K - $68.9K
|
10.3K
$472K
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.46K+ 10.18% |
$65.1K - $67K
|
15.8K
$725K
|