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 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
6.61K+ 2.78% |
$299K - $308K
|
245K
$11.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
6.6K+ 2.09% |
$299K - $308K
|
322K
$15M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.53KNew |
$296K - $304K
|
6.53K
$304K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6.37K+ 3.71% |
$288K - $297K
|
178K
$8.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
6.16K+ 12.73% |
$279K - $287K
|
54.6K
$2.54M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
6.04K+ 6.6% |
$273K - $282K
|
97.5K
$4.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
6.04K+ 5.09% |
$273K - $281K
|
125K
$5.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5.9KNew |
$267K - $275K
|
5.9K
$275K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
5.87K+ 25.25% |
$266K - $274K
|
29.1K
$1.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
5.72K+ 10.78% |
$259K - $267K
|
58.7K
$2.74M
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
5.59K+ 1.82% |
$253K - $261K
|
312K
$14.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
5.14KNew |
$232K - $239K
|
5.14K
$239K
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5.13K+ 4.93% |
$232K - $239K
|
109K
$5.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
5.07KNew |
$229K - $236K
|
5.07K
$236K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.91K+ 3.16% |
$222K - $229K
|
160K
$7.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.84KNew |
$219K - $226K
|
4.84K
$226K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.8KNew |
$217K - $224K
|
4.8K
$224K
|
|
|
Oct 28, 2025
Q3 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
4.79KNew |
$217K - $223K
|
4.79K
$223K
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
4.79K+ 3.78% |
$217K - $223K
|
132K
$6.13M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.75K+ 0.92% |
$215K - $221K
|
522K
$24.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
4.62K+ 22.52% |
$209K - $215K
|
25.1K
$1.17M
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
4.45K+ 1.15% |
$201K - $207K
|
390K
$18.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
4.38K+ 5.3% |
$198K - $204K
|
87K
$4.05M
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
3.86KNew |
$175K - $180K
|
3.86K
$180K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.75K+ 85.65% |
$170K - $175K
|
8.14K
$379K
|
|
|
Oct 28, 2025
Q3 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
3.4K+ 8.68% |
$154K - $158K
|
42.5K
$1.98M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
3.38KNew |
$153K - $158K
|
3.38K
$157K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
3.31K+ 3.17% |
$150K - $154K
|
108K
$5.02M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.13K+ 8.64% |
$142K - $146K
|
39.4K
$1.83M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3.12KNew |
$141K - $146K
|
3.12K
$145K
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
2.99K+ 4.74% |
$135K - $139K
|
66K
$3.07M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
2.88K+ 97.36% |
$130K - $134K
|
5.84K
$272K
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
2.78K+ 1.68% |
$126K - $130K
|
168K
$7.82M
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
2.65KNew |
$120K - $124K
|
2.65K
$123K
|
|
|
Oct 22, 2025
Q3 2025
|
Kearns & Associates LLC
|
BUY
|
- |
2.52K+ 16.24% |
$114K - $118K
|
18K
$840K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.43K+ 38.12% |
$110K - $113K
|
8.79K
$410K
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
2.37K+ 0.75% |
$107K - $110K
|
319K
$14.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
2.29K+ 4.96% |
$104K - $107K
|
48.5K
$2.26M
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
2.14K+ 4.35% |
$96.7K - $99.6K
|
51.3K
$2.39M
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.08K+ 1.36% |
$94.1K - $97K
|
155K
$7.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.07K+ 1.51% |
$93.8K - $96.6K
|
139K
$6.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.05K+ 27.93% |
$92.8K - $95.6K
|
9.39K
$437K
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
2.01K+ 15.43% |
$90.9K - $93.6K
|
15K
$700K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
1.94K+ 11.05% |
$87.7K - $90.4K
|
19.5K
$907K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.79K+ 4.47% |
$81.1K - $83.6K
|
41.9K
$1.95M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.71K+ 1.81% |
$77.4K - $79.7K
|
96.3K
$4.48M
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
BUY
|
- |
1.71K+ 2.08% |
$77.2K - $79.6K
|
83.7K
$3.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.68K+ 69.75% |
$76.2K - $78.5K
|
4.1K
$191K
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.6K+ 13.1% |
$72.6K - $74.8K
|
13.8K
$645K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.53K+ 2.11% |
$69.2K - $71.3K
|
74K
$3.45M
|