Latest Institutional Purchases of Fidelity Merrimack Str Tr LTD (FLTB)
This list provides information on the latest institutional transactions involving Fidelity Merrimack Str Tr LTD (FLTB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
BUY
|
- |
11.7KNew |
$569K - $578K
|
11.7K
$578K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
70.5KNew |
$3.44M - $3.48M
|
70.5K
$3.47M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.4KNew |
$1.1M - $1.11M
|
22.4K
$1.11M
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.45K+ 27.57% |
$412K - $417K
|
39.1K
$1.93M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.94KNew |
$339K - $342K
|
6.94K
$342K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.04K+ 48.64% |
$295K - $298K
|
18.5K
$909K
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.37K+ 67.56% |
$262K - $265K
|
13.3K
$655K
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.74K+ 44.75% |
$134K - $135K
|
8.86K
$436K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.69K+ 47.43% |
$131K - $133K
|
8.35K
$411K
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.24K+ 22.82% |
$60.3K - $61K
|
6.65K
$328K
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.15K+ 4.97% |
$56K - $56.7K
|
24.2K
$1.19M
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
930+ 2.89% |
$45.4K - $45.9K
|
33.1K
$1.63M
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
560+ 10.87% |
$27.3K - $27.6K
|
5.71K
$281K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
39New |
$1.9K - $1.92K
|
39
$1.92K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
4+ 0.55% |
$195 - $197
|
735
$36.2K
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3+ 0.12% |
$146 - $148
|
2.6K
$128K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.22% |
$146 - $148
|
1.34K
$66K
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.8% |
$48.8 - $49.4
|
126
$6.2K
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
24KNew |
$1.14M - $1.18M
|
24K
$1.18M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.01KNew |
$47.8K - $49.5K
|
1.01K
$49.5K
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1K+ 9.41% |
$47.6K - $49.3K
|
11.6K
$573K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
395New |
$18.8K - $19.5K
|
395
$19.4K
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
200New |
$9.51K - $9.85K
|
200
$9.85K
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
36+ 0.13% |
$1.71K - $1.77K
|
28.8K
$1.42M
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.21KNew |
$201K - $204K
|
4.21K
$207K
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
105+ 1.97% |
$5.01K - $5.08K
|
5.45K
$268K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
313New |
$15K - $15.3K
|
313
$15.4K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$48 - $48.9
|
1
$49.2
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1New |
$48 - $48.9
|
1
$49.2
|
|
Q1 2023 | |||||||
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
66.6KNew |
$3.17M - $3.24M
|
66.6K
$3.28M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.49KNew |
$166K - $170K
|
3.49K
$172K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
524New |
$25K - $25.5K
|
524
$25.8K
|
|
Q4 2022 | |||||||
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
54.1KNew |
$2.55M - $2.62M
|
54.1K
$2.66M
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
45.9KNew |
$2.17M - $2.22M
|
45.9K
$2.26M
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
41.7KNew |
$1.97M - $2.02M
|
41.7K
$2.05M
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
21.6KNew |
$1.02M - $1.05M
|
21.6K
$1.07M
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
18.4KNew |
$867K - $887K
|
18.4K
$904K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10KNew |
$474K - $485K
|
10K
$494K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
10KNew |
$473K - $484K
|
10K
$493K
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
5.7KNew |
$269K - $276K
|
5.7K
$281K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.65KNew |
$267K - $273K
|
5.65K
$278K
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.63KNew |
$266K - $272K
|
5.63K
$277K
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
125New |
$5.9K - $6.05K
|
125
$6.16K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
116New |
$5.48K - $5.61K
|
116
$5.71K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
114New |
$5.38K - $5.51K
|
114
$5.61K
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
100+ 1.99% |
$4.72K - $4.84K
|
5.14K
$253K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
$189 - $193
|
4
$197
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8KNew |
N/A
|
8K
$394K
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.38KNew |
N/A
|
4.38K
$216K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.5KNew |
N/A
|
1.5K
$73.6K
|