Purchases and Sales Made in Q1 2023 in Fidelity Merrimack Str Tr LTD (FLTB)

FLTB Quotes by TradingView

This table provides information about the institutional ownership of Fidelity Merrimack Str Tr LTD (FLTB) during Q1 2023. The information is specifically focused on institutions that hold shares of FIDELITY MERRIMACK STR TR LTD .

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
99.6K
+ 156.59%
$4.75M - $4.85M
163K $8.12M
May 08, 2023 Q1 2023
Avidian Wealth Solutions, LLC

BUY
 -
66.6K
New
$3.17M - $3.24M
66.6K $3.31M
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
36.9K
New
$1.76M - $1.8M
36.9K $1.83M
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
23.1K
+ 7.54%
$1.1M - $1.12M
329K $16.4M
May 01, 2023 Q1 2023
Omni Star Financial Group, Inc.

BUY
 -
18.5K
New
$882K - $902K
18.5K $921K
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
8.93K
New
$426K - $435K
8.93K $444K
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
7.12K
New
$339K - $347K
7.12K $354K
Jun 27, 2023 Q1 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
5.04K
New
$240K - $245K
5.04K $250K
Apr 28, 2023 Q1 2023
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
4.85K
New
$231K - $236K
4.85K $241K
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
4.77K
+ 11.64%
$227K - $232K
45.7K $2.27M
May 09, 2023 Q1 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
4.37K
+ 66.19%
$208K - $213K
11K $546K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
3.49K
New
$166K - $170K
3.49K $173K
May 10, 2023 Q1 2023
Islay Capital Management, LLC

Lubbock, TX
BUY
 -
3.46K
+ 26.01%
$165K - $169K
16.8K $834K
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
2.45K
+ 3.11%
$117K - $119K
81.2K $4.04M
May 02, 2023 Q1 2023
Advisory Alpha, LLC

BUY
 -
2.09K
+ 11.1%
$99.6K - $102K
20.9K $1.04M
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
1.82K
New
$86.9K - $88.8K
1.82K $90.6K
Apr 21, 2023 Q1 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
524
New
$25K - $25.5K
524 $26.1K
Apr 12, 2023 Q1 2023
Koshinski Asset Management, Inc.

BUY
 -
415
+ 7.17%
$19.8K - $20.2K
6.2K $309K
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
406
+ 7.18%
$19.4K - $19.8K
6.06K $301K
May 17, 2023 Q1 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
211
+ 0.38%
$10.1K - $10.3K
55.5K $2.76M
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
188
+ 4.1%
$8.96K - $9.16K
4.77K $237K
May 04, 2023 Q1 2023
Levy Wealth Management Group, LLC

BUY
 -
15
+ 0.04%
$715 - $731
38.5K $1.92M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
5
+ 0.71%
$238 - $244
711 $35.4K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
4
+ 0.52%
$191 - $195
770 $38.3K
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
0
New
$0 - $0
0 $0
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-33
- 0.79%
$1.57K - $1.61K
4.15K $206K
May 15, 2023 Q1 2023
Gsb Wealth Management, LLC

SELL
 -
-39
- 0.12%
$1.86K - $1.9K
33.6K $1.67M
Apr 10, 2023 Q1 2023
Wealth Management Resources, Inc.

SELL
 -
-55
- 0.29%
$2.62K - $2.68K
18.6K $926K
Aug 13, 2024 Q1 2023
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-69
- 24.82%
$3.29K - $3.36K
209 $10.4K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-126
- 2.53%
$6.01K - $6.14K
4.86K $242K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

SELL
 -
-165
- 7.39%
$7.87K - $8.04K
2.07K $103K
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-283
- 12.62%
$13.5K - $13.8K
1.96K $97.5K
May 09, 2023 Q1 2023
Nicolet Advisory Services, LLC

Green Bay, WI
SELL
 -
-300
- 1.78%
$14.3K - $14.6K
16.5K $822K
Apr 28, 2023 Q1 2023
Greatmark Investment Partners, Inc.

SELL
 -
-500
- 1.29%
$23.8K - $24.4K
38.2K $1.9M
Apr 28, 2023 Q1 2023
New Millennium Group LLC

Sandy, UT
SELL
 -
-562
- 17.26%
$26.8K - $27.4K
2.7K $134K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-1.5K
- 2.56%
$71.4K - $73K
57K $2.84M
Apr 20, 2023 Q1 2023
Lvz, Inc.

SELL
 -
-1.56K
- 5.88%
$74.3K - $75.9K
25K $1.24M
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-1.84K
- 7.2%
$87.8K - $89.8K
23.7K $1.18M
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-2.29K
- 25.35%
$109K - $112K
6.75K $336K
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-3.44K
- 29.18%
$164K - $168K
8.35K $415K
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

SELL
 -
-3.61K
- 2.96%
$172K - $176K
118K $5.89M
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-3.69K
- 44.23%
$176K - $180K
4.66K $232K
Apr 20, 2023 Q1 2023
Norris Perne & French LLP

Grand Rapids, MI
SELL
 -
-3.99K
- 4.52%
$190K - $194K
84.2K $4.19M
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-5.79K
- 56.62%
$276K - $282K
4.44K $221K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

SELL
 -
-6.36K
- 3.45%
$303K - $310K
178K $8.85M
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-11.7K
- 58.45%
$560K - $572K
8.35K $415K
Apr 20, 2023 Q1 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
SELL
 -
-21.7K
- 35.96%
$1.03M - $1.06M
38.6K $1.92M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
SELL
 -
-43.8K
- 22.2%
$2.09M - $2.13M
153K $7.64M
May 15, 2023 Q1 2023
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-44.1K
- 64.21%
$2.1M - $2.15M
24.6K $1.22M

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