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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
4.59K+ 196.49% |
$204K - $211K
|
6.93K
$319K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
4.54KNew |
$202K - $209K
|
4.54K
$209K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
4.44KNew |
$197K - $204K
|
4.44K
$204K
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
4.39KNew |
$195K - $202K
|
4.39K
$202K
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
3.45K+ 2.41% |
$153K - $159K
|
146K
$6.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
3.14KNew |
$139K - $144K
|
3.14K
$144K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
2.36K+ 26.43% |
$105K - $108K
|
11.3K
$518K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.87KNew |
$83.1K - $86.1K
|
1.87K
$86.1K
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1.84K+ 10.05% |
$81.8K - $84.7K
|
20.2K
$928K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.53K+ 1.21% |
$67.8K - $70.2K
|
128K
$5.87M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.42K+ 295.63% |
$63K - $65.2K
|
1.9K
$87.3K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.32KNew |
$58.4K - $60.5K
|
1.32K
$60.5K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
977+ 1.43% |
$43.4K - $44.9K
|
69.4K
$3.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
825+ 0.31% |
$36.6K - $37.9K
|
265K
$12.2M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
585+ 8.71% |
$26K - $26.9K
|
7.3K
$336K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
553New |
$24.6K - $25.4K
|
553
$25.4K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
429New |
$19.1K - $19.7K
|
429
$19.7K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
297+ 23.26% |
$13.2K - $13.7K
|
1.57K
$72.4K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
292New |
$13K - $13.4K
|
292
$13.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
266New |
$11.8K - $12.2K
|
266
$12.2K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
200+ 28.41% |
$8.88K - $9.2K
|
904
$41.6K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
52+ 0.81% |
$2.31K - $2.39K
|
6.44K
$296K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
52New |
$2.31K - $2.39K
|
52
$2.39K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
42New |
$1.87K - $1.93K
|
42
$1.93K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
27+ 0.05% |
$1.2K - $1.24K
|
52.4K
$2.41M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
25+ 0.7% |
$1.11K - $1.15K
|
3.61K
$166K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
20+ 30.3% |
$888 - $920
|
86
$3.95K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
9+ 0.29% |
$400 - $414
|
3.11K
$143K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1New |
$44.4 - $46
|
1
$46
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 1.22% |
$44.4 - $46
|
83
$3.82K
|
|
| Q4 2024 | |||||||
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
353KNew |
$15.8M - $16.5M
|
353K
$16.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
109KNew |
$4.88M - $5.1M
|
109K
$5M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
90.1KNew |
$4.04M - $4.22M
|
90.1K
$4.14M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
72.1K+ 53.65% |
$3.24M - $3.38M
|
207K
$9.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
31.6KNew |
$1.42M - $1.48M
|
31.6K
$1.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
22.2KNew |
$998K - $1.04M
|
22.2K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
17.7KNew |
$795K - $830K
|
17.7K
$814K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
14.7KNew |
$661K - $691K
|
14.7K
$678K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
11.2KNew |
$501K - $523K
|
11.2K
$513K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
10.7KNew |
$481K - $502K
|
10.7K
$492K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
7.54KNew |
$338K - $353K
|
7.54K
$347K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6.5KNew |
$292K - $305K
|
6.5K
$299K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
6.03K+ 86.94% |
$271K - $283K
|
13K
$596K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
5.23KNew |
$235K - $245K
|
5.23K
$241K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.15KNew |
$231K - $241K
|
5.15K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
5.1KNew |
$229K - $239K
|
5.1K
$234K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.78KNew |
$214K - $224K
|
4.78K
$220K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.25K+ 12.72% |
$146K - $152K
|
28.8K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2.82KNew |
$127K - $132K
|
2.82K
$130K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.75K+ 50.88% |
$123K - $129K
|
8.16K
$375K
|
|