Purchases and Sales Made in Q1 2025 in Fidelity Merrimack Str Tr LTD (FLTB)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr LTD (FLTB) during Q1 2025. The information is specifically focused on institutions that hold shares of FIDELITY MERRIMACK STR TR LTD .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
75.1K+ 15.36% |
$3.72M - $3.77M
|
564K
$28.3M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
63.9KNew |
$3.16M - $3.21M
|
63.9K
$3.2M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
47.8KNew |
$2.37M - $2.4M
|
47.8K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
31.5K+ 354.86% |
$1.56M - $1.58M
|
40.4K
$2.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.3K+ 18.25% |
$1.55M - $1.57M
|
203K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.8K+ 315.46% |
$1.28M - $1.3M
|
34K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
22K+ 13.9% |
$1.09M - $1.1M
|
180K
$9.01M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
21.1KNew |
$1.04M - $1.06M
|
21.1K
$1.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
17.2KNew |
$852K - $864K
|
17.2K
$862K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
16.5KNew |
$817K - $828K
|
16.5K
$826K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.4K+ 18.17% |
$714K - $724K
|
93.8K
$4.7M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.8K+ 3.75% |
$586K - $594K
|
327K
$16.4M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
11.5KNew |
$569K - $576K
|
11.5K
$575K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.35K+ 9.96% |
$364K - $369K
|
81.2K
$4.07M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.81K+ 1269.0% |
$288K - $292K
|
6.27K
$314K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.81K+ 8.72% |
$288K - $292K
|
72.4K
$3.63M
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
5.46K+ 10.88% |
$271K - $274K
|
55.7K
$2.79M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.05K+ 114.38% |
$250K - $254K
|
9.47K
$474K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
4.56K+ 57.73% |
$226K - $229K
|
12.5K
$624K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.5K+ 44.64% |
$223K - $226K
|
14.6K
$730K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.21KNew |
$208K - $211K
|
4.21K
$211K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
3.8K+ 37.58% |
$188K - $191K
|
13.9K
$698K
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
2.26K+ 19.36% |
$112K - $114K
|
14K
$699K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.96K+ 9.29% |
$97K - $98.3K
|
23.1K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.4KNew |
$69.4K - $70.4K
|
1.4K
$70.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
543+ 1.56% |
$26.9K - $27.3K
|
35.4K
$1.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
461+ 10.11% |
$22.8K - $23.1K
|
5.02K
$252K
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
195+ 4.51% |
$9.66K - $9.79K
|
4.52K
$227K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
173+ 2.58% |
$8.57K - $8.68K
|
6.88K
$345K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
55New |
$2.72K - $2.76K
|
55
$2.75K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
17+ 1.13% |
$842 - $853
|
1.52K
$76.2K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
6+ 1.25% |
$297 - $301
|
485
$24.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.18% |
$99 - $100
|
1.11K
$55.6K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 1.19% |
$49.5 - $50.2
|
85
$4.26K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-190- 0.25% |
$9.41K - $9.54K
|
76.9K
$3.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-202- 1.39% |
$10K - $10.1K
|
14.3K
$716K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-504- 1.14% |
$25K - $25.3K
|
43.7K
$2.19M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-507Closed |
$25.1K - $25.5K
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-593- 5.26% |
$29.4K - $29.8K
|
10.7K
$535K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-1.06K- 10.47% |
$52.3K - $53.1K
|
9.04K
$453K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.17K- 4.48% |
$57.9K - $58.7K
|
24.9K
$1.25M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.9K- 15.48% |
$93.8K - $95.1K
|
10.3K
$518K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.35K- 23.68% |
$166K - $168K
|
10.8K
$540K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.54K- 24.33% |
$175K - $178K
|
11K
$551K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.79K- 60.45% |
$188K - $190K
|
2.48K
$124K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.97KClosed |
$295K - $299K
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.1K- 25.22% |
$500K - $507K
|
29.9K
$1.5M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.2K- 11.64% |
$606K - $615K
|
93K
$4.66M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.3K- 37.79% |
$758K - $768K
|
25.2K
$1.26M
|