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 |
---|---|---|---|---|---|---|---|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.2K+ 19.01% |
$1.69M - $1.73M
|
214K
$10.8M
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
689+ 16.39% |
$34.1K - $34.8K
|
4.89K
$247K
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.11K- 17.82% |
$204K - $208K
|
18.9K
$956K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
28.6K+ 5.08% |
$1.42M - $1.45M
|
593K
$29.9M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$49.5 - $50.5
|
1
$50.4
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
2.33K+ 18.69% |
$115K - $118K
|
14.8K
$745K
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.2K+ 22.61% |
$1.05M - $1.07M
|
115K
$5.8M
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.37K- 21.5% |
$117K - $120K
|
8.64K
$436K
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.3K+ 56.78% |
$956K - $975K
|
53.3K
$2.69M
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2- 0.18% |
$99.1 - $101
|
1.11K
$55.9K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
438+ 4.63% |
$21.7K - $22.1K
|
9.91K
$500K
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.28KNew |
$212K - $216K
|
4.28K
$216K
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.79K+ 112.58% |
$138K - $141K
|
5.27K
$266K
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
20.3K+ 17.14% |
$1M - $1.02M
|
139K
$6.99M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.69K- 7.01% |
$282K - $287K
|
75.5K
$3.81M
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
29.6KNew |
$1.47M - $1.5M
|
29.6K
$1.49M
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.8K+ 28.82% |
$1.33M - $1.35M
|
120K
$6.04M
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.76K- 43.02% |
$87.3K - $89.1K
|
2.34K
$118K
|
|
Aug 11, 2025
Q2 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.19K+ 4.57% |
$108K - $111K
|
50K
$2.52M
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.8K+ 2.34% |
$89.1K - $90.9K
|
78.7K
$3.97M
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
613+ 8.91% |
$30.4K - $31K
|
7.49K
$378K
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-250- 17.83% |
$12.4K - $12.6K
|
1.15K
$58.1K
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-5.83K- 14.44% |
$289K - $294K
|
34.5K
$1.74M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.2KNew |
$258K - $263K
|
5.2K
$262K
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.3KNew |
$509K - $519K
|
10.3K
$518K
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
100+ 0.61% |
$4.95K - $5.05K
|
16.6K
$837K
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
38+ 0.22% |
$1.88K - $1.92K
|
17.3K
$870K
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.8K- 8.7% |
$188K - $192K
|
39.9K
$2.01M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.31K+ 2.84% |
$461K - $471K
|
337K
$17M
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.42K+ 17.36% |
$120K - $122K
|
16.3K
$824K
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
44K+ 60.76% |
$2.18M - $2.22M
|
116K
$5.87M
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2- 66.67% |
$99.1 - $101
|
1
$50.4
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2.42K+ 9.72% |
$120K - $122K
|
27.3K
$1.38M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-4.39K- 6.86% |
$217K - $222K
|
59.5K
$3M
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-110- 0.96% |
$5.45K - $5.56K
|
11.4K
$574K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
53.7K+ 1069.41% |
$2.66M - $2.71M
|
58.7K
$2.96M
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.06K- 44.67% |
$52.6K - $53.6K
|
1.31K
$66.3K
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.37K+ 11.23% |
$117K - $120K
|
23.4K
$1.18M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.7K+ 13.15% |
$1.32M - $1.35M
|
230K
$11.6M
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
10New |
$495 - $505
|
10
$504
|
|
Jul 29, 2025
Q2 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
4.38K+ 7.86% |
$217K - $221K
|
60.1K
$3.03M
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.82K+ 19.36% |
$140K - $143K
|
17.4K
$878K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.57K- 15.13% |
$77.5K - $79.1K
|
8.78K
$443K
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
353New |
$17.5K - $17.8K
|
353
$17.8K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
764New |
$37.8K - $38.6K
|
764
$38.5K
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
419+ 3.0% |
$20.8K - $21.2K
|
14.4K
$725K
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
542+ 1.53% |
$26.9K - $27.4K
|
35.9K
$1.81M
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2+ 0.02% |
$99.1 - $101
|
10.7K
$539K
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3.98KNew |
$197K - $201K
|
3.98K
$201K
|