Purchases and Sales Made in Q2 2025 in Fidelity Merrimack Str Tr Corp (FCOR)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Corp (FCOR) during Q2 2025. 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 |
---|---|---|---|---|---|---|---|
Jul 29, 2025
Q2 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
90.9K+ 201.66% |
$4.15M - $4.31M
|
136K
$6.58M
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
68.2KNew |
$3.12M - $3.23M
|
68.2K
$3.3M
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
54.1KNew |
$2.47M - $2.56M
|
54.1K
$2.62M
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
47.6KNew |
$2.17M - $2.26M
|
47.6K
$2.3M
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
39.5K+ 17.96% |
$1.81M - $1.87M
|
260K
$12.6M
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.2K+ 67.53% |
$1.56M - $1.62M
|
85K
$4.11M
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.5K+ 88.81% |
$1.21M - $1.26M
|
56.4K
$2.73M
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24K+ 666.66% |
$1.1M - $1.14M
|
27.6K
$1.34M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.8K+ 12.58% |
$812K - $842K
|
159K
$7.7M
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
17.4KNew |
$797K - $827K
|
17.4K
$845K
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
13.9K+ 68.44% |
$637K - $661K
|
34.3K
$1.66M
|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
12KNew |
$547K - $568K
|
12K
$580K
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.6K+ 127.55% |
$486K - $504K
|
19K
$919K
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
7.5KNew |
$342K - $355K
|
7.5K
$363K
|
|
Jul 28, 2025
Q2 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
7.35K+ 159.11% |
$336K - $349K
|
12K
$580K
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.09KNew |
$324K - $336K
|
7.09K
$343K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.89K+ 28.19% |
$315K - $327K
|
31.4K
$1.52M
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
5.92KNew |
$270K - $280K
|
5.92K
$286K
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
5.15KNew |
$235K - $244K
|
5.15K
$249K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.97KNew |
$227K - $236K
|
4.97K
$241K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.08K+ 10.89% |
$141K - $146K
|
31.4K
$1.52M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.55K+ 2.78% |
$117K - $121K
|
94.5K
$4.58M
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.2K+ 14.18% |
$101K - $104K
|
17.7K
$858K
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.86KNew |
$85.1K - $88.4K
|
1.86K
$90.2K
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.83K+ 4.46% |
$83.7K - $86.8K
|
42.9K
$2.08M
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.68KNew |
$76.6K - $79.5K
|
1.68K
$81.2K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.67K+ 10.15% |
$76.4K - $79.3K
|
18.1K
$878K
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1.66K+ 3.63% |
$75.6K - $78.4K
|
47.2K
$2.29M
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.53K+ 23.11% |
$69.7K - $72.3K
|
8.12K
$393K
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.3K+ 13.37% |
$59.2K - $61.5K
|
11K
$532K
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.29K+ 75.75% |
$58.8K - $61K
|
2.99K
$145K
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
277+ 6.15% |
$12.7K - $13.1K
|
4.78K
$231K
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
243+ 41.26% |
$11.1K - $11.5K
|
832
$40.3K
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
199+ 1.16% |
$9.09K - $9.43K
|
17.4K
$842K
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
194+ 3.01% |
$8.86K - $9.2K
|
6.64K
$321K
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
146+ 1.45% |
$6.67K - $6.92K
|
10.2K
$496K
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
125New |
$5.71K - $5.93K
|
125
$6.05K
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
98New |
$4.48K - $4.65K
|
98
$4.74K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
97New |
$4.43K - $4.6K
|
97
$4.7K
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
49New |
$2.24K - $2.32K
|
49
$2.37K
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
38+ 0.88% |
$1.74K - $1.8K
|
4.36K
$211K
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12New |
$548 - $569
|
12
$581
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-3- 75.0% |
$137 - $142
|
1
$48.4
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-40- 3.71% |
$1.83K - $1.9K
|
1.04K
$50.2K
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-70- 14.61% |
$3.2K - $3.32K
|
409
$19.8K
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-110- 50.0% |
$5.02K - $5.21K
|
110
$5.33K
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-159- 4.23% |
$7.26K - $7.54K
|
3.6K
$174K
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-213- 4.2% |
$9.73K - $10.1K
|
4.86K
$235K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-266- 1.63% |
$12.2K - $12.6K
|
16K
$775K
|