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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3New |
$149 - $151
|
3
$149
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
846+ 6.37% |
$42K - $42.6K
|
14.1K
$702K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2.51KNew |
$125K - $127K
|
2.51K
$125K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
507New |
$25.2K - $25.6K
|
507
$25.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-44.6K- 20.6% |
$2.21M - $2.25M
|
172K
$8.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-300- 3.27% |
$14.9K - $15.1K
|
8.87K
$441K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
72.6K+ 222.46% |
$3.6M - $3.66M
|
105K
$5.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
65K+ 25.95% |
$3.23M - $3.28M
|
316K
$15.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15+ 0.12% |
$744 - $756
|
12.1K
$602K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42+ 0.06% |
$2.08K - $2.12K
|
73.8K
$3.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-874- 13.2% |
$43.4K - $44.1K
|
5.75K
$286K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
10.1K+ 17.89% |
$502K - $509K
|
66.6K
$3.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.42KNew |
$219K - $223K
|
4.42K
$219K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
59+ 14.79% |
$2.93K - $2.97K
|
458
$22.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.59K+ 60.05% |
$228K - $232K
|
12.2K
$608K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4+ 0.84% |
$199 - $202
|
479
$23.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
803+ 11.33% |
$39.9K - $40.5K
|
7.89K
$392K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
42+ 1.04% |
$2.08K - $2.12K
|
4.1K
$204K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.51KNew |
$74.7K - $75.9K
|
1.51K
$74.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
677+ 2.67% |
$33.6K - $34.1K
|
26.1K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.36K- 9.99% |
$67.5K - $68.6K
|
12.3K
$609K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.55K+ 54.04% |
$176K - $179K
|
10.1K
$503K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.76K- 9.72% |
$236K - $240K
|
44.2K
$2.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-715- 95.21% |
$35.5K - $36K
|
36
$1.79K
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
550+ 4.94% |
$27.3K - $27.7K
|
11.7K
$581K
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
4.33KNew |
$215K - $218K
|
4.33K
$215K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.62K+ 4.89% |
$80.5K - $81.8K
|
34.8K
$1.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
163+ 1.14% |
$8.09K - $8.22K
|
14.5K
$721K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
672+ 6.33% |
$33.4K - $33.9K
|
11.3K
$561K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.12K+ 12.53% |
$55.7K - $56.6K
|
10.1K
$501K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31.9K+ 417.95% |
$1.58M - $1.61M
|
39.5K
$1.96M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-1.36K- 11.9% |
$67.6K - $68.7K
|
10.1K
$502K
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-38- 3.23% |
$1.86K - $1.92K
|
1.14K
$56.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3+ 0.13% |
$147 - $152
|
2.37K
$118K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.53K+ 8.34% |
$75K - $77.5K
|
19.9K
$989K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.97K+ 1.1% |
$96.4K - $99.5K
|
181K
$9.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-280- 0.36% |
$13.7K - $14.2K
|
78.4K
$3.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.2K+ 77.27% |
$647K - $668K
|
30.3K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.52K+ 9.56% |
$368K - $380K
|
86.2K
$4.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 1.27% |
$49 - $50.6
|
80
$3.98K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
210+ 11.49% |
$10.3K - $10.6K
|
2.04K
$101K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
11KNew |
$540K - $557K
|
11K
$548K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-363- 2.29% |
$17.8K - $18.4K
|
15.5K
$769K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.8K- 74.84% |
$626K - $647K
|
4.3K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
4.38K+ 96.48% |
$214K - $221K
|
8.92K
$443K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-411- 2.69% |
$20.1K - $20.8K
|
14.9K
$739K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.35K+ 3.23% |
$115K - $119K
|
75K
$3.73M
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
6.99KNew |
$342K - $354K
|
6.99K
$347K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.11K- 20.87% |
$104K - $107K
|
8.01K
$398K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.27K+ 26.11% |
$62.3K - $64.3K
|
6.14K
$305K
|
|