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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
546+ 1.52% |
$27.4K - $27.8K
|
36.4K
$1.85M
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-1.19K- 8.25% |
$59.5K - $60.4K
|
13.2K
$668K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.29K+ 7.48% |
$64.7K - $65.7K
|
18.5K
$939K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
49+ 0.34% |
$2.46K - $2.49K
|
14.4K
$727K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
20.1KNew |
$1.01M - $1.02M
|
20.1K
$1.02M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
314New |
$15.8K - $16K
|
314
$15.9K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
164+ 1.55% |
$8.23K - $8.35K
|
10.8K
$545K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
17+ 1.1% |
$853 - $865
|
1.56K
$79K
|
|
| Q2 2025 | |||||||
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
9.64KNew |
$478K - $487K
|
9.64K
$488K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.3K+ 56.78% |
$956K - $975K
|
53.3K
$2.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
20.3K+ 17.14% |
$1M - $1.02M
|
139K
$7.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.2KNew |
$258K - $263K
|
5.2K
$263K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2- 66.67% |
$99.1 - $101
|
1
$50.6
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
10New |
$495 - $505
|
10
$506
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
353New |
$17.5K - $17.8K
|
353
$17.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2+ 0.02% |
$99.1 - $101
|
10.7K
$541K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3.98KNew |
$197K - $201K
|
3.98K
$202K
|
|
| Q1 2025 | |||||||
|
Nov 21, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.5K- 42.41% |
$74.3K - $75.3K
|
2.04K
$103K
|
|
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.1KNew |
$600K - $608K
|
12.1K
$614K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 1.19% |
$49.5 - $50.2
|
85
$4.3K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
55New |
$2.72K - $2.76K
|
55
$2.78K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
6+ 1.25% |
$297 - $301
|
485
$24.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
195+ 4.51% |
$9.66K - $9.79K
|
4.52K
$229K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.8KNew |
$238K - $242K
|
4.8K
$243K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2.51KNew |
$125K - $127K
|
2.51K
$127K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.36K- 9.99% |
$67.5K - $68.6K
|
12.3K
$621K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-715- 95.21% |
$35.5K - $36K
|
36
$1.82K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
11KNew |
$540K - $557K
|
11K
$558K
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
4.38K+ 96.48% |
$214K - $221K
|
8.92K
$452K
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
6.99KNew |
$342K - $354K
|
6.99K
$354K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.11K- 20.87% |
$104K - $107K
|
8.01K
$406K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.64K- 29.56% |
$322K - $327K
|
15.8K
$800K
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
5KNew |
$243K - $247K
|
5K
$253K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-8- 0.08% |
$388 - $394
|
9.49K
$481K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18.7KNew |
$908K - $922K
|
18.7K
$947K
|
|
|
Aug 08, 2024
Q2 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-73- 1.58% |
$3.54K - $3.6K
|
4.54K
$230K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-300- 65.22% |
$14.6K - $14.8K
|
160
$8.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
2.96K+ 10.27% |
$144K - $146K
|
31.8K
$1.61M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
13New |
$631 - $641
|
13
$658
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4- 0.09% |
$194 - $197
|
4.42K
$224K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.66K- 6.89% |
$80.4K - $81.6K
|
22.4K
$1.13M
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-219- 3.08% |
$10.7K - $10.8K
|
6.89K
$349K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-15.8K- 78.05% |
$772K - $780K
|
4.45K
$225K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-610- 9.32% |
$29.8K - $30.1K
|
5.93K
$300K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
39New |
$1.9K - $1.92K
|
39
$1.97K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.7K- 59.38% |
$271K - $281K
|
3.9K
$197K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.45K- 92.88% |
$117K - $121K
|
188
$9.52K
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-398- 3.38% |
$18.9K - $19.6K
|
11.4K
$576K
|
|
| Q3 2023 | |||||||
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-209Closed |
$9.96K - $10.1K
|
0
$0
|
|