Latest Institutional Purchases of Fidel Merrimack Str Tr (FSEC)
This list provides information on the latest institutional transactions involving Fidel Merrimack Str Tr (FSEC) 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.8KNew |
$1.33M - $1.39M
|
31.8K
$1.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31.4K+ 62.41% |
$1.32M - $1.38M
|
81.8K
$3.55M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
9.73KNew |
$408K - $426K
|
9.73K
$422K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
8.96KNew |
$376K - $392K
|
8.96K
$389K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.82KNew |
$286K - $299K
|
6.82K
$296K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.41K+ 47.81% |
$143K - $149K
|
10.5K
$457K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.32K+ 47.65% |
$139K - $145K
|
10.3K
$446K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.03KNew |
$84.9K - $88.7K
|
2.03K
$87.8K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.62KNew |
$68.1K - $71.1K
|
1.62K
$70.4K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.3KNew |
$54.7K - $57.1K
|
1.3K
$56.6K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
5+ 0.91% |
$210 - $219
|
556
$24.1K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
105KNew |
$4.47M - $4.69M
|
105K
$4.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.1KNew |
$471K - $494K
|
11.1K
$481K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.41KNew |
$357K - $374K
|
8.41K
$365K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.37K+ 13.69% |
$143K - $150K
|
28K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.07KNew |
$45.3K - $47.5K
|
1.07K
$46.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
594New |
$25.2K - $26.4K
|
594
$25.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
377+ 37700.0% |
$16K - $16.8K
|
378
$16.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
227+ 0.77% |
$9.63K - $10.1K
|
29.8K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
715New |
$0 - $30.4K
|
715
$31K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.77KNew |
$284K - $295K
|
6.77K
$294K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12New |
$501 - $526
|
12
$520
|
|