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 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3.98KNew |
$197K - $201K
|
3.98K
$200K
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
1.57K+ 17.37% |
$77.8K - $79.3K
|
10.6K
$534K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
764New |
$37.8K - $38.6K
|
764
$38.5K
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
542+ 1.53% |
$26.9K - $27.4K
|
35.9K
$1.81M
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
419+ 3.0% |
$20.8K - $21.2K
|
14.4K
$724K
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
22+ 1.45% |
$1.09K - $1.11K
|
1.54K
$77.7K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8+ 0.06% |
$396 - $404
|
14.3K
$720K
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2+ 0.02% |
$99.1 - $101
|
10.7K
$538K
|
|
Q1 2025 | |||||||
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
75.1K+ 15.36% |
$3.72M - $3.77M
|
564K
$28.4M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
63.9KNew |
$3.16M - $3.21M
|
63.9K
$3.22M
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
47.8KNew |
$2.37M - $2.4M
|
47.8K
$2.41M
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
31.5K+ 354.86% |
$1.56M - $1.58M
|
40.4K
$2.03M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.3K+ 18.25% |
$1.55M - $1.57M
|
203K
$10.2M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.8K+ 315.46% |
$1.28M - $1.3M
|
34K
$1.71M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
22K+ 13.9% |
$1.09M - $1.1M
|
180K
$9.06M
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
21.1KNew |
$1.04M - $1.06M
|
21.1K
$1.06M
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
17.2KNew |
$852K - $864K
|
17.2K
$867K
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
16.5KNew |
$817K - $828K
|
16.5K
$831K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.4K+ 18.17% |
$714K - $724K
|
93.8K
$4.72M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.8K+ 3.75% |
$586K - $594K
|
327K
$16.5M
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
11.5KNew |
$569K - $576K
|
11.5K
$578K
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.81K+ 8.72% |
$288K - $292K
|
72.4K
$3.65M
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
5.46K+ 10.88% |
$271K - $274K
|
55.7K
$2.8M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.05K+ 114.38% |
$250K - $254K
|
9.47K
$477K
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
4.56K+ 57.73% |
$226K - $229K
|
12.5K
$627K
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.5K+ 44.64% |
$223K - $226K
|
14.6K
$734K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.21KNew |
$208K - $211K
|
4.21K
$212K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
3.8K+ 37.58% |
$188K - $191K
|
13.9K
$701K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.96K+ 9.29% |
$97K - $98.3K
|
23.1K
$1.16M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.4KNew |
$69.4K - $70.4K
|
1.4K
$70.6K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
461+ 10.11% |
$22.8K - $23.1K
|
5.02K
$253K
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
195+ 4.51% |
$9.66K - $9.79K
|
4.52K
$228K
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
173+ 2.58% |
$8.57K - $8.68K
|
6.88K
$346K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
55New |
$2.72K - $2.76K
|
55
$2.77K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
6+ 1.25% |
$297 - $301
|
485
$24.4K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.18% |
$99 - $100
|
1.11K
$55.9K
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 1.19% |
$49.5 - $50.2
|
85
$4.28K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.8KNew |
$238K - $242K
|
4.8K
$242K
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.43K+ 11.32% |
$170K - $173K
|
33.7K
$1.7M
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2.51KNew |
$125K - $127K
|
2.51K
$126K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
42+ 1.04% |
$2.08K - $2.12K
|
4.1K
$206K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15+ 0.12% |
$744 - $756
|
12.1K
$610K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3+ 0.13% |
$149 - $151
|
2.38K
$120K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3New |
$149 - $151
|
3
$151
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
11KNew |
$540K - $557K
|
11K
$555K
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
6.99KNew |
$342K - $354K
|
6.99K
$352K
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
4.38K+ 96.48% |
$214K - $221K
|
8.92K
$449K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
210+ 11.49% |
$10.3K - $10.6K
|
2.04K
$103K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18.7KNew |
$908K - $922K
|
18.7K
$942K
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
5KNew |
$243K - $247K
|
5K
$252K
|