Purchases and Sales Made in Q3 2025 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q3 2025. The information is specifically focused on institutions that hold shares of FIDELITY MERRIMACK STR TR TOTA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
15.7K+ 4.3% |
$713K - $734K
|
382K
$17.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15.7K+ 2.82% |
$712K - $733K
|
574K
$26.7M
|
|
|
Oct 29, 2025
Q3 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
15.2K+ 2.61% |
$687K - $708K
|
597K
$27.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
15.1K+ 2.47% |
$683K - $704K
|
627K
$29.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
14.9K+ 98.91% |
$676K - $697K
|
30.1K
$1.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
14.4KNew |
$654K - $673K
|
14.4K
$673K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
14.1K+ 13.26% |
$638K - $657K
|
120K
$5.61M
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
13.9K+ 3.88% |
$628K - $647K
|
372K
$17.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
13.7K+ 12.48% |
$622K - $641K
|
124K
$5.77M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
BUY
|
- |
13.4K+ 14.69% |
$608K - $626K
|
105K
$4.88M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
13K+ 10.67% |
$588K - $606K
|
135K
$6.28M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
12.5K+ 6.22% |
$567K - $584K
|
214K
$9.97M
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
12.5K+ 5.85% |
$564K - $581K
|
225K
$10.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
11.7K+ 4.14% |
$530K - $546K
|
295K
$13.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
11.6K+ 4.42% |
$525K - $541K
|
274K
$12.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
11.6K+ 169.06% |
$523K - $539K
|
18.4K
$856K
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
11.5K+ 5.23% |
$518K - $534K
|
230K
$10.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
11.2K+ 4.04% |
$508K - $524K
|
289K
$13.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
11.1K+ 7.28% |
$504K - $519K
|
164K
$7.65M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10.9K+ 12.78% |
$493K - $508K
|
96.2K
$4.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
10.7K+ 3.55% |
$485K - $500K
|
312K
$14.5M
|
|
|
Oct 10, 2025
Q3 2025
|
First Bank & Trust
|
BUY
|
- |
10.6KNew |
$482K - $496K
|
10.6K
$496K
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
9.92K+ 1.44% |
$449K - $462K
|
698K
$32.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
9.86K+ 2.86% |
$446K - $460K
|
355K
$16.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
9.69K+ 184.33% |
$439K - $452K
|
15K
$696K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
9.64K+ 5.83% |
$436K - $450K
|
175K
$8.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
9.44K+ 25.07% |
$427K - $440K
|
47.1K
$2.19M
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
9.34K+ 6.66% |
$423K - $435K
|
150K
$6.96M
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
9.29K+ 9.98% |
$421K - $433K
|
102K
$4.77M
|
|
|
Oct 15, 2025
Q3 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
9.18K+ 1.76% |
$415K - $428K
|
530K
$24.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
9.06K+ 1.23% |
$410K - $423K
|
748K
$34.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
9.05K+ 8.21% |
$410K - $422K
|
119K
$5.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.04KNew |
$409K - $421K
|
9.04K
$421K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
8.73KNew |
$395K - $407K
|
8.73K
$407K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.64K+ 5.74% |
$391K - $403K
|
159K
$7.41M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
8.52K+ 12.85% |
$386K - $397K
|
74.8K
$3.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
8.45K+ 6.47% |
$382K - $394K
|
139K
$6.47M
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
8.27K+ 15.91% |
$374K - $386K
|
60.3K
$2.81M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
8.22K+ 19.92% |
$372K - $383K
|
49.5K
$2.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8.21K+ 9.18% |
$372K - $383K
|
97.6K
$4.55M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
7.83K+ 4.91% |
$354K - $365K
|
167K
$7.79M
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
7.73K+ 5.45% |
$350K - $360K
|
149K
$6.96M
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
7.69K+ 13.21% |
$348K - $358K
|
65.9K
$3.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
7.44K+ 19.89% |
$337K - $347K
|
44.9K
$2.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
7.43KNew |
$336K - $347K
|
7.43K
$346K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
7.37K+ 43.16% |
$333K - $343K
|
24.4K
$1.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
7.22KNew |
$327K - $337K
|
7.22K
$336K
|
|
|
Oct 21, 2025
Q3 2025
|
In Track Investment Management Inc
|
BUY
|
- |
7.06K+ 9.35% |
$319K - $329K
|
82.6K
$3.84M
|
|
|
Oct 14, 2025
Q3 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
6.84K+ 10.43% |
$310K - $319K
|
72.4K
$3.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
6.81K+ 14.73% |
$308K - $317K
|
53K
$2.47M
|