Institutional Ownership Fidelity Merrimack Str Tr Corp (FCOR)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Corp (FCOR). We have compiled data on the 50 institutions that hold shares in the stock, with a total of 1.22 Million shares, which have been reported (via 13F filing form) to have a value of $59.1 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
175,662
shares
|
$8.5 Million
0.05% of portfolio
|
Q2 2024
Added 30.33%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
151,702
shares
|
$7.34 Million
0.0% of portfolio
|
Q2 2024
Added 13.28%
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
127,260
shares
|
$6.16 Million
0.27% of portfolio
|
Q2 2024
Reduced 4.9%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
95,506
shares
|
$4.62 Million
0.01% of portfolio
|
Q2 2024
Added 329.63%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
90,149
shares
|
$4.36 Million
0.0% of portfolio
|
Q2 2024
Added 8.8%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
73,153
shares
|
$3.54 Million
0.0% of portfolio
|
Q2 2024
Added 5.88%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
67,593
shares
|
$3.27 Million
0.0% of portfolio
|
Q2 2024
Added 4.51%
|
|
Valmark Advisers, Inc.
|
Jul 31, 2024 Q2 2024 |
41,547
shares
|
$2.01 Million
0.03% of portfolio
|
Q2 2024
Added 6.28%
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Jul 29, 2024 Q2 2024 |
30,512
shares
|
$1.48 Million
0.98% of portfolio
|
Q2 2024
Added 0.87%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
24,913
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2024
Added 3.22%
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Jul 18, 2024 Q2 2024 |
22,198
shares
|
$1.07 Million
0.48% of portfolio
|
Q2 2024
Added 0.19%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
20,523
shares
|
$993,313
0.0% of portfolio
|
Q1 2024
Added 15.52%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
19,273
shares
|
$932,813
0.0% of portfolio
|
Q2 2024
Added 21.4%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
18,326
shares
|
$886,978
0.0% of portfolio
|
Q2 2024
Reduced 2.24%
|
|
Calton & Associates, Inc.
|
Jul 19, 2024 Q2 2024 |
16,955
shares
|
$820,622
0.4% of portfolio
|
Q2 2024
Added 27.63%
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 13, 2024 Q2 2024 |
15,533
shares
|
$751,797
0.55% of portfolio
|
Q2 2024
Added 8.68%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
15,148
shares
|
$733,163
0.0% of portfolio
|
Q2 2024
Reduced 67.08%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
14,422
shares
|
$698,024
0.03% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Aug 09, 2024 Q2 2024 |
13,514
shares
|
$654,077
0.58% of portfolio
|
Q2 2024
Reduced 4.72%
|
|
Omni Star Financial Group, Inc.
|
Jul 26, 2024 Q2 2024 |
13,417
shares
|
$649,382
0.59% of portfolio
|
Q2 2024
Added 2.55%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
13,057
shares
|
$631,958
0.01% of portfolio
|
Q2 2024
Reduced 3.38%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
12,681
shares
|
$613,760
0.0% of portfolio
|
Q2 2024
Reduced 4.54%
|
|
Park Avenue Securities LLC
|
Jul 09, 2024 Q2 2024 |
12,668
shares
|
$613,131
0.01% of portfolio
|
Q2 2024
Added 45.28%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
10,714
shares
|
$518,557
0.01% of portfolio
|
Q2 2024
Added 16.84%
|
|
Adviser Investments LLC
|
Aug 12, 2024 Q2 2024 |
9,540
shares
|
$461,736
0.01% of portfolio
|
Q2 2024
Reduced 17.39%
|