Purchases and Sales Made in Q1 2023 in Fidelity Merrimack Str Tr Corp (FCOR)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Corp (FCOR) during Q1 2023. The information is specifically focused on institutions that hold shares of FIDELITY MERRIMACK STR TR CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
67KNew |
$3.01M - $3.17M
|
67K
$3.09M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11.8KNew |
$529K - $557K
|
11.8K
$543K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.65KNew |
$388K - $409K
|
8.65K
$398K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
6.91K+ 7.01% |
$310K - $326K
|
105K
$4.86M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.14K+ 4.71% |
$96.2K - $101K
|
47.7K
$2.19M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.05K+ 5.41% |
$91.8K - $96.6K
|
39.9K
$1.83M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.1K+ 13.7% |
$49.4K - $52K
|
9.13K
$420K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
961+ 4.5% |
$43.1K - $45.4K
|
22.3K
$1.03M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
951+ 14.98% |
$42.7K - $44.9K
|
7.3K
$336K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
931+ 7.96% |
$41.8K - $44K
|
12.6K
$581K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
827New |
$37.1K - $39.1K
|
827
$38.1K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
592+ 12.16% |
$26.6K - $28K
|
5.46K
$251K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
525+ 6.12% |
$23.6K - $24.8K
|
9.11K
$419K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
445+ 13.41% |
$20K - $21K
|
3.76K
$173K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
226+ 1.98% |
$10.1K - $10.7K
|
11.6K
$535K
|
|
|
May 12, 2023
Q1 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
159+ 0.45% |
$7.14K - $7.51K
|
35.8K
$1.65M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
36+ 0.08% |
$1.62K - $1.7K
|
47K
$2.16M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$44.9 - $47.3
|
0
$0
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-320- 48.48% |
$14.4K - $15.1K
|
340
$15.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
SELL
|
- |
-421- 2.39% |
$18.9K - $19.9K
|
17.2K
$791K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-622- 3.34% |
$27.9K - $29.4K
|
18K
$829K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.03K- 6.72% |
$46.4K - $48.9K
|
14.3K
$660K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.1K- 12.05% |
$49.4K - $52K
|
8.03K
$370K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.15K- 29.54% |
$51.7K - $54.4K
|
2.75K
$126K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.17K- 2.27% |
$52.5K - $55.3K
|
50.4K
$2.32M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.56K- 18.5% |
$69.8K - $73.5K
|
6.86K
$316K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.43K- 65.92% |
$154K - $162K
|
1.77K
$81.7K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.46K- 35.54% |
$155K - $164K
|
6.28K
$289K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.27K- 28.5% |
$192K - $202K
|
10.7K
$493K
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-7.58K- 29.5% |
$340K - $358K
|
18.1K
$834K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.7K- 21.83% |
$614K - $646K
|
49K
$2.25M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.1K- 62.79% |
$678K - $714K
|
8.96K
$412K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-36.6K- 28.13% |
$1.65M - $1.73M
|
93.7K
$4.31M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-84.6K- 84.39% |
$3.8M - $4M
|
15.7K
$721K
|
|