Latest Institutional Transactions on Fidelity Merrimack Str Tr LTD (FLTB)
This table provides information on the latest institutional transactions involving Fidelity Merrimack Str Tr LTD (FLTB) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2+ 0.02% |
$99.1 - $101
|
10.7K
$538K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
542+ 1.53% |
$26.9K - $27.4K
|
35.9K
$1.81M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3.98KNew |
$197K - $201K
|
3.98K
$200K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.13K- 7.11% |
$106K - $108K
|
27.8K
$1.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8+ 0.06% |
$396 - $404
|
14.3K
$720K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
22+ 1.45% |
$1.09K - $1.11K
|
1.54K
$77.7K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
1.57K+ 17.37% |
$77.8K - $79.3K
|
10.6K
$534K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.79K- 60.45% |
$188K - $190K
|
2.48K
$125K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.4K+ 18.17% |
$714K - $724K
|
93.8K
$4.72M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
47.8KNew |
$2.37M - $2.4M
|
47.8K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
22K+ 13.9% |
$1.09M - $1.1M
|
180K
$9.06M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.54K- 24.33% |
$175K - $178K
|
11K
$554K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.3K- 37.79% |
$758K - $768K
|
25.2K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
21.1KNew |
$1.04M - $1.06M
|
21.1K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 1.19% |
$49.5 - $50.2
|
85
$4.28K
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
31.5K+ 354.86% |
$1.56M - $1.58M
|
40.4K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.96K+ 9.29% |
$97K - $98.3K
|
23.1K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.8K+ 315.46% |
$1.28M - $1.3M
|
34K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.97KClosed |
$295K - $299K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
16.5KNew |
$817K - $828K
|
16.5K
$831K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-507Closed |
$25.1K - $25.5K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.21KNew |
$208K - $211K
|
4.21K
$212K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.05K+ 114.38% |
$250K - $254K
|
9.47K
$477K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
75.1K+ 15.36% |
$3.72M - $3.77M
|
564K
$28.4M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.81K+ 8.72% |
$288K - $292K
|
72.4K
$3.65M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-190- 0.25% |
$9.41K - $9.54K
|
76.9K
$3.87M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.35K- 23.68% |
$166K - $168K
|
10.8K
$543K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.8K+ 3.75% |
$586K - $594K
|
327K
$16.5M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.4KNew |
$69.4K - $70.4K
|
1.4K
$70.6K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
55New |
$2.72K - $2.76K
|
55
$2.77K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
3.8K+ 37.58% |
$188K - $191K
|
13.9K
$701K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.2K- 11.64% |
$606K - $615K
|
93K
$4.68M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
63.9KNew |
$3.16M - $3.21M
|
63.9K
$3.22M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
4.56K+ 57.73% |
$226K - $229K
|
12.5K
$627K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.9K- 15.48% |
$93.8K - $95.1K
|
10.3K
$521K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-504- 1.14% |
$25K - $25.3K
|
43.7K
$2.2M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
11.5KNew |
$569K - $576K
|
11.5K
$578K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
6+ 1.25% |
$297 - $301
|
485
$24.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.3K+ 18.25% |
$1.55M - $1.57M
|
203K
$10.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.5K+ 44.64% |
$223K - $226K
|
14.6K
$734K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.18% |
$99 - $100
|
1.11K
$55.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
5.46K+ 10.88% |
$271K - $274K
|
55.7K
$2.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
195+ 4.51% |
$9.66K - $9.79K
|
4.52K
$228K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
461+ 10.11% |
$22.8K - $23.1K
|
5.02K
$253K
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
2.26K+ 19.36% |
$112K - $114K
|
14K
$703K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
173+ 2.58% |
$8.57K - $8.68K
|
6.88K
$346K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.17K- 4.48% |
$57.9K - $58.7K
|
24.9K
$1.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
17.2KNew |
$852K - $864K
|
17.2K
$867K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.31K- 7.77% |
$313K - $318K
|
74.9K
$3.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.8KNew |
$238K - $242K
|
4.8K
$242K
|
|