Latest Institutional Transactions on Fidel Merrimack Str Tr (FSEC)
This table provides information on the latest institutional transactions involving Fidel Merrimack Str Tr (FSEC) 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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
5.4K+ 291.89% |
$232K - $241K
|
7.25K
$322K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-900- 36.0% |
$38.7K - $40.1K
|
1.6K
$71K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.75KNew |
$333K - $345K
|
7.75K
$344K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
601New |
$25.8K - $26.8K
|
601
$26.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
17.3KNew |
$745K - $771K
|
17.3K
$769K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.71K- 66.23% |
$417K - $432K
|
4.95K
$220K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.8KNew |
$506K - $525K
|
11.8K
$523K
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
47.1KNew |
$2.02M - $2.1M
|
47.1K
$2.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-6.96K- 48.22% |
$299K - $310K
|
7.48K
$332K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.17K+ 134.56% |
$179K - $186K
|
7.28K
$323K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.76KNew |
$119K - $123K
|
2.76K
$122K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.75K- 99.89% |
$75.2K - $77.9K
|
2
$88.8
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.08K+ 46.98% |
$218K - $226K
|
15.9K
$705K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.65KNew |
$70.8K - $73.4K
|
1.65K
$73.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.83KNew |
$251K - $260K
|
5.83K
$259K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-76.4K- 70.87% |
$3.28M - $3.4M
|
31.4K
$1.39M
|
|
|
Nov 14, 2025
Q3 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
6.16K+ 110.75% |
$265K - $275K
|
11.7K
$521K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
23.4K+ 27.26% |
$1M - $1.04M
|
109K
$4.84M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.76K- 52.04% |
$162K - $167K
|
3.46K
$154K
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
5+ 0.89% |
$215 - $223
|
566
$25.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.7KNew |
$288K - $299K
|
6.7K
$298K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
3.19K+ 282.3% |
$137K - $142K
|
4.32K
$192K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
34.9K+ 1722.42% |
$1.5M - $1.55M
|
36.9K
$1.64M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.6K+ 182.44% |
$884K - $916K
|
31.8K
$1.41M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.1KNew |
$219K - $227K
|
5.1K
$227K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.84KNew |
$79.2K - $82.1K
|
1.84K
$81.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.2KNew |
$94.8K - $98.2K
|
2.2K
$97.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13K- 19.69% |
$558K - $578K
|
53K
$2.35M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8.89KNew |
$382K - $396K
|
8.89K
$394K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.32K- 14.09% |
$56.7K - $58.7K
|
8.04K
$357K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.45KNew |
$364K - $377K
|
8.45K
$375K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.39KNew |
$318K - $329K
|
7.39K
$328K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
116New |
$4.99K - $5.17K
|
116
$5.15K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
5.32KNew |
$229K - $237K
|
5.32K
$236K
|
|
| Q2 2025 | |||||||
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-733- 7.53% |
$31.1K - $32.5K
|
9K
$399K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.38KNew |
$271K - $283K
|
6.38K
$283K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.34KNew |
$99.2K - $104K
|
2.34K
$104K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
58K+ 182.44% |
$2.46M - $2.57M
|
89.8K
$3.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
57.8KNew |
$2.45M - $2.57M
|
57.8K
$2.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.19KNew |
$50.6K - $52.9K
|
1.19K
$53K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
87New |
$3.69K - $3.86K
|
87
$3.86K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.6K+ 67.48% |
$195K - $204K
|
11.4K
$507K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.2KNew |
$305K - $319K
|
7.2K
$320K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
7.36KNew |
$312K - $327K
|
7.36K
$327K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
6.84KNew |
$290K - $303K
|
6.84K
$304K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.29K- 12.55% |
$54.8K - $57.3K
|
9K
$399K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.09KNew |
$46.4K - $48.5K
|
1.09K
$48.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
6.25KNew |
$265K - $277K
|
6.25K
$277K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
9.73KNew |
$408K - $426K
|
9.73K
$432K
|
|