Purchases and Sales Made in Q3 2024 in Fidelity Merrimack Str Tr LTD (FLTB)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr LTD (FLTB) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
23K+ 936.43% |
$1.12M - $1.16M
|
25.4K
$1.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
22K+ 11.34% |
$1.08M - $1.11M
|
216K
$10.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.4K+ 7.48% |
$854K - $882K
|
251K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.2K+ 77.27% |
$647K - $668K
|
30.3K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
11KNew |
$540K - $557K
|
11K
$550K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.63KNew |
$373K - $386K
|
7.63K
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.52K+ 9.56% |
$368K - $380K
|
86.2K
$4.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
6.99KNew |
$342K - $354K
|
6.99K
$349K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
6.57KNew |
$322K - $332K
|
6.57K
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
4.38K+ 96.48% |
$214K - $221K
|
8.92K
$445K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.19K+ 8.0% |
$205K - $212K
|
56.5K
$2.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.06KNew |
$199K - $205K
|
4.06K
$203K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3.98KNew |
$195K - $201K
|
3.98K
$199K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.61K+ 27.47% |
$128K - $132K
|
12.1K
$604K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.35K+ 3.23% |
$115K - $119K
|
75K
$3.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.97K+ 1.1% |
$96.4K - $99.5K
|
181K
$9.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.59K+ 13.61% |
$77.9K - $80.5K
|
13.3K
$663K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.53K+ 8.34% |
$75K - $77.5K
|
19.9K
$994K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.27K+ 26.11% |
$62.3K - $64.3K
|
6.14K
$307K
|
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
893+ 8.71% |
$43.7K - $45.2K
|
11.1K
$556K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
853+ 13.68% |
$41.8K - $43.1K
|
7.09K
$354K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
832+ 10.24% |
$40.7K - $42.1K
|
8.96K
$447K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
516+ 1.61% |
$25.3K - $26.1K
|
32.6K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
294+ 4.65% |
$14.4K - $14.9K
|
6.62K
$331K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
282+ 0.38% |
$13.8K - $14.3K
|
73.8K
$3.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
210+ 11.49% |
$10.3K - $10.6K
|
2.04K
$102K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
99+ 33.0% |
$4.85K - $5.01K
|
399
$19.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
80+ 0.24% |
$3.92K - $4.05K
|
33.2K
$1.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
8+ 1.08% |
$392 - $405
|
751
$37.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
5+ 1.06% |
$245 - $253
|
475
$23.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3+ 0.13% |
$147 - $152
|
2.37K
$118K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 1.27% |
$49 - $50.6
|
80
$3.99K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$49 - $50.6
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-27- 0.19% |
$1.32K - $1.37K
|
14.3K
$716K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-38- 3.23% |
$1.86K - $1.92K
|
1.14K
$56.9K
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-274- 2.34% |
$13.4K - $13.9K
|
11.5K
$572K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-280- 0.36% |
$13.7K - $14.2K
|
78.4K
$3.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-363- 2.29% |
$17.8K - $18.4K
|
15.5K
$773K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-411- 2.69% |
$20.1K - $20.8K
|
14.9K
$743K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.11K- 20.87% |
$104K - $107K
|
8.01K
$400K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.68K- 20.17% |
$131K - $136K
|
10.6K
$530K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.97K- 5.71% |
$145K - $150K
|
48.9K
$2.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.8K- 74.84% |
$626K - $647K
|
4.3K
$215K
|