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 67 institutions that hold shares in the stock, with a total of 6.62 Million shares, which have been reported (via 13F filing form) to have a value of $310 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,945
shares
|
$91,045
0.0% of portfolio
|
Q4 2024
Reduced 61.45%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 19, 2025 Q4 2024 |
1,944
shares
|
$90,998
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,453
shares
|
$68,014
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
1,140
shares
|
$53,363
0.0% of portfolio
|
Q4 2024
Reduced 18.57%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,134
shares
|
$53,082
0.0% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
931
shares
|
$43,580
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
733
shares
|
$34,311
0.0% of portfolio
|
Q4 2024
Added 266.5%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
589
shares
|
$27,571
0.0% of portfolio
|
Q1 2024
Reduced 77.93%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
500
shares
|
$23,405
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
439
shares
|
$20,549
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
20
shares
|
$936
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
12
shares
|
$561
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
8
shares
|
$374
0.0% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|