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 08, 2024
Q2 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-73- 1.58% |
$3.54K - $3.6K
|
4.54K
$225K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-178- 45.06% |
$8.64K - $8.78K
|
217
$10.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
75+ 1.0% |
$3.64K - $3.7K
|
7.6K
$378K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-300- 65.22% |
$14.6K - $14.8K
|
160
$7.95K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
13New |
$631 - $641
|
13
$646
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
2.96K+ 10.27% |
$144K - $146K
|
31.8K
$1.58M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4- 0.09% |
$194 - $197
|
4.42K
$219K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.66K- 6.89% |
$80.4K - $81.6K
|
22.4K
$1.11M
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-219- 3.08% |
$10.7K - $10.8K
|
6.89K
$342K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-15.8K- 78.05% |
$772K - $780K
|
4.45K
$221K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-270- 5.56% |
$13.2K - $13.3K
|
4.59K
$228K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-610- 9.32% |
$29.8K - $30.1K
|
5.93K
$295K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
39New |
$1.9K - $1.92K
|
39
$1.94K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.7K- 59.38% |
$271K - $281K
|
3.9K
$194K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.01KNew |
$47.8K - $49.5K
|
1.01K
$49.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.45K- 92.88% |
$117K - $121K
|
188
$9.34K
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-398- 3.38% |
$18.9K - $19.6K
|
11.4K
$565K
|
|
| Q3 2023 | |||||||
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-209Closed |
$9.96K - $10.1K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.21KNew |
$201K - $204K
|
4.21K
$209K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.14K- 40.48% |
$388K - $393K
|
12K
$594K
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-17.9K- 52.11% |
$851K - $864K
|
16.4K
$815K
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
105+ 1.97% |
$5.01K - $5.08K
|
5.45K
$271K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
313New |
$15K - $15.3K
|
313
$15.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-128- 40.63% |
$6.14K - $6.26K
|
187
$9.29K
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-447- 9.22% |
$21.4K - $21.9K
|
4.4K
$219K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.98K- 9.45% |
$94.9K - $96.7K
|
18.9K
$941K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1New |
$48 - $48.9
|
1
$49.7
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.29K- 25.35% |
$109K - $112K
|
6.75K
$336K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.79K- 56.62% |
$276K - $282K
|
4.44K
$220K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
66.6KNew |
$3.17M - $3.24M
|
66.6K
$3.31M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.49KNew |
$166K - $170K
|
3.49K
$173K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
524New |
$25K - $25.5K
|
524
$26K
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
SELL
|
- |
-1.56K- 5.88% |
$74.3K - $75.9K
|
25K
$1.24M
|
|
| Q4 2022 | |||||||
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.63KNew |
$265K - $272K
|
5.63K
$280K
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
100+ 1.99% |
$4.71K - $4.84K
|
5.14K
$255K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
18.4KNew |
$864K - $887K
|
18.4K
$912K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
125New |
$5.88K - $6.05K
|
125
$6.21K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
41.7KNew |
$1.96M - $2.02M
|
41.7K
$2.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
10KNew |
$471K - $484K
|
10K
$497K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10KNew |
$472K - $485K
|
10K
$499K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
114New |
$5.37K - $5.51K
|
114
$5.66K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
$188 - $193
|
4
$199
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
21.6KNew |
$1.02M - $1.05M
|
21.6K
$1.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-37.6K- 81.59% |
$1.77M - $1.82M
|
8.49K
$422K
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-7.32K- 34.95% |
$344K - $354K
|
13.6K
$677K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
45.9KNew |
$2.16M - $2.22M
|
45.9K
$2.28M
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
54.1KNew |
$2.55M - $2.62M
|
54.1K
$2.69M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
5.7KNew |
$268K - $276K
|
5.7K
$283K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.65KNew |
$266K - $273K
|
5.65K
$281K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.14K- 69.99% |
$53.5K - $54.9K
|
487
$24.2K
|
|