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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.2K+ 45.31% |
$2.1M - $2.12M
|
135K
$6.78M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
42+ 1.38% |
$2.09K - $2.11K
|
3.09K
$155K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
5.27K+ 60.52% |
$262K - $264K
|
14K
$699K
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
9.51KNew |
$473K - $477K
|
9.51K
$476K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
5.52KNew |
$275K - $277K
|
5.52K
$276K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-9.35K- 67.95% |
$465K - $469K
|
4.41K
$221K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
460+ 40.32% |
$22.9K - $23.1K
|
1.6K
$80.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.22K- 2.24% |
$60.7K - $61.2K
|
53.3K
$2.67M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
13New |
$646 - $652
|
13
$651
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-26.2K- 87.18% |
$1.3M - $1.32M
|
3.86K
$193K
|
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.04KNew |
$201K - $203K
|
4.04K
$202K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
117New |
$5.82K - $5.87K
|
117
$5.85K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.5K- 29.42% |
$523K - $526K
|
25.2K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-175- 14.06% |
$8.72K - $8.77K
|
1.07K
$53.5K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.16KNew |
$457K - $459K
|
9.16K
$458K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.63KNew |
$231K - $232K
|
4.63K
$231K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.4KNew |
$1.02M - $1.02M
|
20.4K
$1.02M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-457- 8.59% |
$22.8K - $22.9K
|
4.87K
$243K
|
|
|
Apr 25, 2024
Q1 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
4.05K+ 1.71% |
$202K - $203K
|
241K
$12M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.06K- 5.59% |
$52.6K - $52.9K
|
17.8K
$891K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
25New |
$1.23K - $1.25K
|
25
$1.25K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
29.6KNew |
$1.46M - $1.48M
|
29.6K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
99New |
$4.89K - $4.96K
|
99
$4.95K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.56KNew |
$274K - $278K
|
5.56K
$278K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-726- 8.44% |
$35.8K - $36.4K
|
7.88K
$394K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
101+ 1.41% |
$4.99K - $5.06K
|
7.26K
$363K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20.2KNew |
$998K - $1.01M
|
20.2K
$1.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-4.3K- 33.08% |
$212K - $215K
|
8.7K
$435K
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
2.14K+ 46.05% |
$106K - $107K
|
6.78K
$339K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
13KNew |
$643K - $649K
|
13K
$650K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.23K- 50.27% |
$209K - $211K
|
4.19K
$209K
|
|
|
Nov 13, 2023
Q3 2023
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
8.08KNew |
$400K - $404K
|
8.08K
$404K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-115- 1.48% |
$5.69K - $5.75K
|
7.65K
$383K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
562New |
$27.8K - $28.1K
|
562
$28.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
10.3KNew |
$508K - $513K
|
10.3K
$513K
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.16KNew |
$157K - $158K
|
3.16K
$158K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.28K+ 63.75% |
$63.3K - $63.7K
|
3.28K
$164K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.27K+ 20.53% |
$63.2K - $63.6K
|
7.47K
$374K
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-700- 13.38% |
$34.8K - $35K
|
4.53K
$227K
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
7.4KNew |
$367K - $370K
|
7.4K
$370K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.07K- 98.53% |
$53K - $53.5K
|
16
$801
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-7.2K- 91.3% |
$356K - $360K
|
686
$34.3K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.6KNew |
$227K - $230K
|
4.6K
$230K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.58KNew |
$78.1K - $78.9K
|
1.58K
$79K
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-70- 1.13% |
$3.46K - $3.5K
|
6.12K
$306K
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-537- 9.54% |
$26.6K - $26.8K
|
5.09K
$255K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
500New |
$24.6K - $24.9K
|
500
$25K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
100New |
$4.91K - $4.97K
|
100
$5K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
200New |
$9.82K - $9.94K
|
200
$10K
|
|
| Q3 2022 | |||||||
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1KClosed |
$49.3K - $49.8K
|
0
$0
|
|