Purchases and Sales Made in Q3 2023 in Fidelity Merrimack Str Tr Corp (FCOR)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Corp (FCOR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
103KNew |
$4.48M - $4.72M
|
103K
$4.76M
|
|
|
Oct 19, 2023
Q3 2023
|
Retireful, LLC
|
BUY
|
- |
55.5K+ 101.79% |
$2.42M - $2.55M
|
110K
$5.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
38.1KNew |
$1.66M - $1.75M
|
38.1K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
28.5KNew |
$1.24M - $1.31M
|
28.5K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.4K+ 41.82% |
$848K - $893K
|
65.8K
$3.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
6.07KNew |
$265K - $279K
|
6.07K
$281K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
5.82KNew |
$254K - $268K
|
5.82K
$270K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.67K+ 59.49% |
$204K - $215K
|
12.5K
$581K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
3.07K+ 26.66% |
$134K - $141K
|
14.6K
$675K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.13K+ 7.67% |
$49.4K - $52.1K
|
15.9K
$737K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
874+ 6.4% |
$38.2K - $40.2K
|
14.5K
$674K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
822+ 1.57% |
$35.9K - $37.8K
|
53.1K
$2.46M
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
577+ 10.47% |
$25.2K - $26.6K
|
6.09K
$282K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
545+ 9.9% |
$23.8K - $25.1K
|
6.05K
$281K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
443+ 1.87% |
$19.4K - $20.4K
|
24.1K
$1.12M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
373+ 2.66% |
$16.3K - $17.2K
|
14.4K
$669K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
354+ 5.9% |
$15.5K - $16.3K
|
6.36K
$295K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
344+ 2.59% |
$15K - $15.8K
|
13.6K
$632K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
270+ 3.36% |
$11.8K - $12.4K
|
8.3K
$385K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
155+ 1.27% |
$6.77K - $7.13K
|
12.4K
$573K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
66+ 1.97% |
$2.88K - $3.04K
|
3.42K
$158K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
55+ 0.9% |
$2.4K - $2.53K
|
6.2K
$288K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
39New |
$1.7K - $1.8K
|
39
$1.81K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
29+ 0.54% |
$1.27K - $1.33K
|
5.38K
$249K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$43.7 - $46
|
1
$46.4
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-235- 3.23% |
$10.3K - $10.8K
|
7.04K
$327K
|
|
|
Nov 02, 2023
Q3 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-643- 1.87% |
$28.1K - $29.6K
|
33.7K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-836- 7.79% |
$36.5K - $38.5K
|
9.9K
$459K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.22K- 1.31% |
$53.3K - $56.1K
|
91.9K
$4.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.58K- 36.26% |
$69.2K - $72.9K
|
2.78K
$129K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.12K- 5.19% |
$92.4K - $97.4K
|
38.7K
$1.79M
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2.39K- 7.96% |
$104K - $110K
|
27.7K
$1.28M
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-3.09K- 11.06% |
$135K - $142K
|
24.9K
$1.15M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.18K- 17.81% |
$139K - $146K
|
14.7K
$681K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.78K- 31.31% |
$165K - $174K
|
8.28K
$384K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-7.57K- 68.33% |
$331K - $348K
|
3.51K
$163K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-41.6K- 24.52% |
$1.82M - $1.91M
|
128K
$5.93M
|