Latest Institutional Transactions on Fidelity Merrimack Str Tr Low (FLDR)
This table provides information on the latest institutional transactions involving Fidelity Merrimack Str Tr Low (FLDR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
11+ 26.83% |
$549 - $553
|
52
$2.6K
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
3.67K+ 20.45% |
$183K - $185K
|
21.6K
$1.08M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.56KNew |
$228K - $229K
|
4.56K
$228K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.14K+ 39.41% |
$107K - $108K
|
7.58K
$379K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.33K+ 18.21% |
$316K - $319K
|
41.1K
$2.05M
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
18.1K+ 22.35% |
$905K - $912K
|
99.3K
$4.96M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
29New |
$1.45K - $1.46K
|
29
$1.45K
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.78% |
$49.9 - $50.3
|
130
$6.49K
|
|
Apr 25, 2025
Q1 2025
|
Riverstone Advisors, LLC
|
BUY
|
- |
4KNew |
$200K - $201K
|
4K
$200K
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 14.29% |
$49.9 - $50.3
|
8
$400
|
|
Apr 24, 2025
Q1 2025
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
8.41KNew |
$420K - $423K
|
8.41K
$420K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
20+ 12.27% |
$998 - $1.01K
|
183
$9.14K
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
3.08K+ 3.17% |
$154K - $155K
|
100K
$5M
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-239- 1.09% |
$11.9K - $12K
|
21.7K
$1.09M
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-429- 6.64% |
$21.4K - $21.6K
|
6.03K
$301K
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
2.51K+ 10.33% |
$125K - $126K
|
26.8K
$1.34M
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
30.4KNew |
$1.52M - $1.53M
|
30.4K
$1.52M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
778New |
$38.8K - $39.1K
|
778
$38.9K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.67K- 5.99% |
$233K - $235K
|
73.2K
$3.66M
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
136+ 0.81% |
$6.79K - $6.84K
|
17K
$849K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.83KNew |
$91.4K - $92.1K
|
1.83K
$91.5K
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-2.29K- 4.88% |
$115K - $115K
|
44.7K
$2.23M
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
18.5K+ 62.85% |
$925K - $932K
|
48K
$2.4M
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
16.5KNew |
$822K - $828K
|
16.5K
$822K
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
16+ 0.19% |
$799 - $805
|
8.43K
$421K
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
10.6K+ 7.72% |
$529K - $533K
|
148K
$7.39M
|
|
Q4 2024 | |||||||
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
3New |
$150 - $151
|
3
$150
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.7K+ 17.78% |
$1.33M - $1.34M
|
177K
$8.85M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.39KNew |
$319K - $321K
|
6.39K
$319K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-44.6K- 90.48% |
$2.22M - $2.24M
|
4.69K
$234K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.51K- 3.56% |
$425K - $427K
|
231K
$11.5M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-31.9K- 16.38% |
$1.59M - $1.6M
|
163K
$8.13M
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-100- 0.2% |
$4.99K - $5.02K
|
48.8K
$2.44M
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.82KNew |
$241K - $242K
|
4.82K
$241K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11K- 25.19% |
$551K - $554K
|
32.8K
$1.64M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
132+ 22.15% |
$6.59K - $6.63K
|
728
$36.4K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
43.8K+ 358.78% |
$2.19M - $2.2M
|
56K
$2.8M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.7KNew |
$1.69M - $1.7M
|
33.7K
$1.69M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
142K+ 91.9% |
$7.08M - $7.12M
|
296K
$14.8M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.24K- 38.52% |
$162K - $163K
|
5.17K
$258K
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-2.62K- 32.03% |
$131K - $132K
|
5.57K
$278K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.76K- 5.91% |
$87.9K - $88.5K
|
28K
$1.4M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.6K+ 41.74% |
$681K - $685K
|
46.3K
$2.31M
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.38K+ 2.04% |
$68.9K - $69.3K
|
69.1K
$3.45M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-149- 9.48% |
$7.44K - $7.49K
|
1.42K
$71.1K
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.4K+ 9.94% |
$571K - $575K
|
126K
$6.32M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
129K+ 12.97% |
$6.43M - $6.47M
|
1.12M
$56M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
71.7K+ 30.93% |
$3.58M - $3.6M
|
303K
$15.2M
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
54.2KNew |
$2.71M - $2.72M
|
54.2K
$2.71M
|