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 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
53.7K+ 1069.41% |
$2.66M - $2.71M
|
58.7K
$2.96M
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
44K+ 60.76% |
$2.18M - $2.22M
|
116K
$5.87M
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.2K+ 19.01% |
$1.69M - $1.73M
|
214K
$10.8M
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
29.6KNew |
$1.47M - $1.5M
|
29.6K
$1.49M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
28.6K+ 5.08% |
$1.42M - $1.45M
|
593K
$29.9M
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.8K+ 28.82% |
$1.33M - $1.35M
|
120K
$6.04M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.7K+ 13.15% |
$1.32M - $1.35M
|
230K
$11.6M
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.2K+ 22.61% |
$1.05M - $1.07M
|
115K
$5.8M
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
20.3K+ 17.14% |
$1M - $1.02M
|
139K
$6.99M
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.3K+ 56.78% |
$956K - $975K
|
53.3K
$2.69M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.3KNew |
$509K - $519K
|
10.3K
$518K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.31K+ 2.84% |
$461K - $471K
|
337K
$17M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.2KNew |
$258K - $263K
|
5.2K
$262K
|
|
Jul 29, 2025
Q2 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
4.38K+ 7.86% |
$217K - $221K
|
60.1K
$3.03M
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.28KNew |
$212K - $216K
|
4.28K
$216K
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3.98KNew |
$197K - $201K
|
3.98K
$201K
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.82K+ 19.36% |
$140K - $143K
|
17.4K
$878K
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.79K+ 112.58% |
$138K - $141K
|
5.27K
$266K
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2.42K+ 9.72% |
$120K - $122K
|
27.3K
$1.38M
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.42K+ 17.36% |
$120K - $122K
|
16.3K
$824K
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.37K+ 11.23% |
$117K - $120K
|
23.4K
$1.18M
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
2.33K+ 18.69% |
$115K - $118K
|
14.8K
$745K
|
|
Aug 11, 2025
Q2 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.19K+ 4.57% |
$108K - $111K
|
50K
$2.52M
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.8K+ 2.34% |
$89.1K - $90.9K
|
78.7K
$3.97M
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
1.57K+ 17.37% |
$77.8K - $79.3K
|
10.6K
$535K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
764New |
$37.8K - $38.6K
|
764
$38.5K
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
689+ 16.39% |
$34.1K - $34.8K
|
4.89K
$247K
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
613+ 8.91% |
$30.4K - $31K
|
7.49K
$378K
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
542+ 1.53% |
$26.9K - $27.4K
|
35.9K
$1.81M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
438+ 4.63% |
$21.7K - $22.1K
|
9.91K
$500K
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
419+ 3.0% |
$20.8K - $21.2K
|
14.4K
$725K
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
353New |
$17.5K - $17.8K
|
353
$17.8K
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
100+ 0.61% |
$4.95K - $5.05K
|
16.6K
$837K
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
38+ 0.22% |
$1.88K - $1.92K
|
17.3K
$870K
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
22+ 1.45% |
$1.09K - $1.11K
|
1.54K
$77.9K
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
10New |
$495 - $505
|
10
$504
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8+ 0.06% |
$396 - $404
|
14.3K
$722K
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2+ 0.02% |
$99.1 - $101
|
10.7K
$539K
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$49.5 - $50.5
|
1
$50.4
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2025 | |||||||
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
195+ 4.51% |
$9.66K - $9.79K
|
4.52K
$228K
|
|
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
$24.5K
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 1.19% |
$49.5 - $50.2
|
85
$4.29K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.8KNew |
$238K - $242K
|
4.8K
$242K
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2.51KNew |
$125K - $127K
|
2.51K
$127K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15+ 0.12% |
$744 - $756
|
12.1K
$611K
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
11KNew |
$540K - $557K
|
11K
$556K
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
6.99KNew |
$342K - $354K
|
6.99K
$353K
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
4.38K+ 96.48% |
$214K - $221K
|
8.92K
$450K
|