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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31.9K+ 417.95% |
$1.58M - $1.61M
|
39.5K
$1.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
4.33KNew |
$215K - $218K
|
4.33K
$216K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.62K+ 4.89% |
$80.5K - $81.8K
|
34.8K
$1.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.12K+ 12.53% |
$55.7K - $56.6K
|
10.1K
$502K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
672+ 6.33% |
$33.4K - $33.9K
|
11.3K
$562K
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
550+ 4.94% |
$27.3K - $27.7K
|
11.7K
$583K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
163+ 1.14% |
$8.09K - $8.22K
|
14.5K
$723K
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
23K+ 936.43% |
$1.12M - $1.16M
|
25.4K
$1.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
22K+ 11.34% |
$1.08M - $1.11M
|
216K
$10.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.4K+ 7.48% |
$854K - $882K
|
251K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.2K+ 77.27% |
$647K - $668K
|
30.3K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
11KNew |
$540K - $557K
|
11K
$549K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.52K+ 9.56% |
$368K - $380K
|
86.2K
$4.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
6.99KNew |
$342K - $354K
|
6.99K
$348K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
6.57KNew |
$322K - $332K
|
6.57K
$327K
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
4.38K+ 96.48% |
$214K - $221K
|
8.92K
$445K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.19K+ 8.0% |
$205K - $212K
|
56.5K
$2.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.06KNew |
$199K - $205K
|
4.06K
$202K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3.98KNew |
$195K - $201K
|
3.98K
$198K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.61K+ 27.47% |
$128K - $132K
|
12.1K
$603K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.35K+ 3.23% |
$115K - $119K
|
75K
$3.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.97K+ 1.1% |
$96.4K - $99.5K
|
181K
$9.05M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.59K+ 13.61% |
$77.9K - $80.5K
|
13.3K
$662K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.53K+ 8.34% |
$75K - $77.5K
|
19.9K
$992K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.27K+ 26.11% |
$62.3K - $64.3K
|
6.14K
$306K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
853+ 13.68% |
$41.8K - $43.1K
|
7.09K
$353K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
516+ 1.61% |
$25.3K - $26.1K
|
32.6K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
294+ 4.65% |
$14.4K - $14.9K
|
6.62K
$330K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
282+ 0.38% |
$13.8K - $14.3K
|
73.8K
$3.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
210+ 11.49% |
$10.3K - $10.6K
|
2.04K
$102K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
99+ 33.0% |
$4.85K - $5.01K
|
399
$19.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
5+ 1.06% |
$245 - $253
|
475
$23.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3+ 0.13% |
$147 - $152
|
2.37K
$118K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 1.27% |
$49 - $50.6
|
80
$3.99K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
48.8K+ 128.99% |
$2.37M - $2.41M
|
86.7K
$4.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18.7KNew |
$908K - $922K
|
18.7K
$932K
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
5KNew |
$243K - $247K
|
5K
$249K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
2.96K+ 10.27% |
$144K - $146K
|
31.8K
$1.58M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
75+ 1.0% |
$3.64K - $3.7K
|
7.6K
$379K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
13New |
$631 - $641
|
13
$648
|
|
| Q1 2024 | |||||||
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
39New |
$1.9K - $1.92K
|
39
$1.94K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.01KNew |
$47.8K - $49.5K
|
1.01K
$50.1K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.21KNew |
$201K - $204K
|
4.21K
$210K
|
|
|
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
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1New |
$48 - $48.9
|
1
$49.8
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
66.6KNew |
$3.17M - $3.24M
|
66.6K
$3.32M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.49KNew |
$166K - $170K
|
3.49K
$174K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
524New |
$25K - $25.5K
|
524
$26.1K
|
|
| Q4 2022 | |||||||
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
54.1KNew |
$2.55M - $2.62M
|
54.1K
$2.7M
|
|