Purchases and Sales Made in Q4 2024 in Fidelity Merrimack Str Tr LTD (FLTB)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr LTD (FLTB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
308K+ 169.5% |
$15.3M - $15.5M
|
489K
$24.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
79.6K+ 101.56% |
$3.95M - $4.01M
|
158K
$7.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
72.6K+ 222.46% |
$3.6M - $3.66M
|
105K
$5.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
65K+ 25.95% |
$3.23M - $3.28M
|
316K
$15.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
50.2KNew |
$2.49M - $2.53M
|
50.2K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
40.5KNew |
$2.01M - $2.04M
|
40.5K
$2.03M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31.9K+ 417.95% |
$1.58M - $1.61M
|
39.5K
$1.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
10.1K+ 17.89% |
$502K - $509K
|
66.6K
$3.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.18KNew |
$406K - $412K
|
8.18K
$409K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
6.71KNew |
$333K - $338K
|
6.71K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.8KNew |
$238K - $242K
|
4.8K
$240K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.59K+ 60.05% |
$228K - $232K
|
12.2K
$612K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.42KNew |
$219K - $223K
|
4.42K
$221K
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
4.33KNew |
$215K - $218K
|
4.33K
$216K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.55K+ 54.04% |
$176K - $179K
|
10.1K
$506K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.43K+ 11.32% |
$170K - $173K
|
33.7K
$1.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2.51KNew |
$125K - $127K
|
2.51K
$126K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.06K+ 2.74% |
$102K - $104K
|
77.1K
$3.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.62K+ 4.89% |
$80.5K - $81.8K
|
34.8K
$1.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.51KNew |
$74.7K - $75.9K
|
1.51K
$75.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.38K+ 29.96% |
$68.2K - $69.3K
|
5.97K
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.2K+ 6.0% |
$59.3K - $60.2K
|
21.1K
$1.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.12K+ 12.53% |
$55.7K - $56.6K
|
10.1K
$504K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
846+ 6.37% |
$42K - $42.6K
|
14.1K
$706K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
803+ 11.33% |
$39.9K - $40.5K
|
7.89K
$395K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
677+ 2.67% |
$33.6K - $34.1K
|
26.1K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
672+ 6.33% |
$33.4K - $33.9K
|
11.3K
$564K
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
550+ 4.94% |
$27.3K - $27.7K
|
11.7K
$585K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
507New |
$25.2K - $25.6K
|
507
$25.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
163+ 1.14% |
$8.09K - $8.22K
|
14.5K
$725K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
59+ 14.79% |
$2.93K - $2.97K
|
458
$22.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
42+ 1.04% |
$2.08K - $2.12K
|
4.1K
$205K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42+ 0.06% |
$2.08K - $2.12K
|
73.8K
$3.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15+ 0.12% |
$744 - $756
|
12.1K
$606K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
4+ 5.0% |
$199 - $202
|
84
$4.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4+ 0.84% |
$199 - $202
|
479
$24K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3+ 0.13% |
$149 - $151
|
2.38K
$119K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3New |
$149 - $151
|
3
$150
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-31- 2.72% |
$1.54K - $1.56K
|
1.11K
$55.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-300- 3.27% |
$14.9K - $15.1K
|
8.87K
$444K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-715- 95.21% |
$35.5K - $36K
|
36
$1.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-874- 13.2% |
$43.4K - $44.1K
|
5.75K
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-941- 6.08% |
$46.7K - $47.4K
|
14.5K
$727K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.36K- 9.99% |
$67.5K - $68.6K
|
12.3K
$613K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-1.36K- 11.9% |
$67.6K - $68.7K
|
10.1K
$505K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.58K- 25.76% |
$78.6K - $79.8K
|
4.56K
$228K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.76K- 9.72% |
$236K - $240K
|
44.2K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.87K- 7.97% |
$341K - $346K
|
79.3K
$3.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-44.6K- 20.6% |
$2.21M - $2.25M
|
172K
$8.59M
|