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 |
|---|---|---|---|---|---|---|---|
|
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 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
34.9K+ 1722.42% |
$1.5M - $1.55M
|
36.9K
$1.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
23.4K+ 27.26% |
$1M - $1.04M
|
109K
$4.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.6K+ 182.44% |
$884K - $916K
|
31.8K
$1.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
17.3KNew |
$745K - $771K
|
17.3K
$769K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.8KNew |
$506K - $525K
|
11.8K
$523K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8.89KNew |
$382K - $396K
|
8.89K
$394K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.45KNew |
$364K - $377K
|
8.45K
$375K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.75KNew |
$333K - $345K
|
7.75K
$344K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.39KNew |
$318K - $329K
|
7.39K
$328K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.7KNew |
$288K - $299K
|
6.7K
$298K
|
|
|
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
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.83KNew |
$251K - $260K
|
5.83K
$259K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
5.4K+ 291.89% |
$232K - $241K
|
7.25K
$322K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
5.32KNew |
$229K - $237K
|
5.32K
$236K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.1KNew |
$219K - $227K
|
5.1K
$227K
|
|
|
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
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.17K+ 134.56% |
$179K - $186K
|
7.28K
$323K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
3.19K+ 282.3% |
$137K - $142K
|
4.32K
$192K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.76KNew |
$119K - $123K
|
2.76K
$122K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.2KNew |
$94.8K - $98.2K
|
2.2K
$97.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.84KNew |
$79.2K - $82.1K
|
1.84K
$81.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.65KNew |
$70.8K - $73.4K
|
1.65K
$73.1K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
601New |
$25.8K - $26.8K
|
601
$26.7K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
116New |
$4.99K - $5.17K
|
116
$5.15K
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
5+ 0.89% |
$215 - $223
|
566
$25.1K
|
|
| Q2 2025 | |||||||
|
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 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
$283K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
6.25KNew |
$265K - $277K
|
6.25K
$277K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.6K+ 67.48% |
$195K - $204K
|
11.4K
$507K
|
|
|
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
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.19KNew |
$50.6K - $52.9K
|
1.19K
$53K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.09KNew |
$46.4K - $48.5K
|
1.09K
$48.5K
|
|
|
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
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
9.73KNew |
$408K - $426K
|
9.73K
$432K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
8.96KNew |
$376K - $392K
|
8.96K
$398K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.3KNew |
$54.7K - $57.1K
|
1.3K
$57.9K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.1KNew |
$471K - $494K
|
11.1K
$493K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.41KNew |
$357K - $374K
|
8.41K
$373K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
227+ 0.77% |
$9.63K - $10.1K
|
29.8K
$1.32M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
715New |
$0 - $30.4K
|
715
$31.7K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12New |
$501 - $526
|
12
$533
|
|