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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
58K+ 182.44% |
$2.46M - $2.57M
|
89.8K
$4M
|
|
|
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
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.3K+ 35.67% |
$1.2M - $1.26M
|
108K
$4.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.7KNew |
$622K - $650K
|
14.7K
$652K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.4KNew |
$612K - $641K
|
14.4K
$642K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.3KNew |
$478K - $500K
|
11.3K
$501K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
10.9K+ 14.53% |
$461K - $482K
|
85.7K
$3.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.8KNew |
$458K - $479K
|
10.8K
$481K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.35KNew |
$397K - $415K
|
9.35K
$416K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
7.36KNew |
$312K - $327K
|
7.36K
$327K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.2KNew |
$305K - $319K
|
7.2K
$320K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
6.84KNew |
$290K - $303K
|
6.84K
$304K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.38KNew |
$271K - $283K
|
6.38K
$284K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
6.25KNew |
$265K - $277K
|
6.25K
$278K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
5.6K+ 344.58% |
$237K - $248K
|
7.22K
$321K
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
5.57KNew |
$236K - $247K
|
5.57K
$247K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.6K+ 67.48% |
$195K - $204K
|
11.4K
$508K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.5KNew |
$106K - $111K
|
2.5K
$111K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.34KNew |
$99.2K - $104K
|
2.34K
$104K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.85KNew |
$78.5K - $82.1K
|
1.85K
$82.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.19KNew |
$50.6K - $52.9K
|
1.19K
$53.1K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.09KNew |
$46.4K - $48.5K
|
1.09K
$48.6K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
999+ 133.02% |
$42.4K - $44.3K
|
1.75K
$77.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
87New |
$3.69K - $3.86K
|
87
$3.87K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
5+ 0.9% |
$212 - $222
|
561
$24.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
9.73KNew |
$408K - $426K
|
9.73K
$433K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
8.96KNew |
$376K - $392K
|
8.96K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.22KNew |
$219K - $228K
|
5.22K
$232K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.9KNew |
$205K - $215K
|
4.9K
$218K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.51K+ 422.22% |
$105K - $110K
|
3.1K
$138K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.03KNew |
$84.9K - $88.7K
|
2.03K
$90.1K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.3KNew |
$54.7K - $57.1K
|
1.3K
$58K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1.13KNew |
$47.4K - $49.5K
|
1.13K
$50.3K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.1KNew |
$471K - $494K
|
11.1K
$494K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.41KNew |
$357K - $374K
|
8.41K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.07KNew |
$45.3K - $47.5K
|
1.07K
$47.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
227+ 0.77% |
$9.63K - $10.1K
|
29.8K
$1.33M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
715New |
$0 - $30.4K
|
715
$31.8K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12New |
$501 - $526
|
12
$534
|
|