Institutional Ownership Fidelity Merrimack Str Tr LTD (FLTB)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr LTD (FLTB). We have compiled data on the 61 institutions that hold shares in the stock, with a total of 1.58 Million shares, which have been reported (via 13F filing form) to have a value of $78.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
487
shares
|
$24,237
0.0% of portfolio
|
Q4 2022
Reduced 69.99%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
479
shares
|
$23,839
0.0% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
458
shares
|
$22,794
0.0% of portfolio
|
Q4 2024
Added 14.79%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
217
shares
|
$10,800
0.0% of portfolio
|
Q2 2024
Reduced 45.06%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
188
shares
|
$9,356
0.0% of portfolio
|
Q4 2023
Reduced 92.88%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
160
shares
|
$7,963
0.0% of portfolio
|
Q2 2024
Reduced 65.22%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
125
shares
|
$6,221
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
80
shares
|
$3,981
0.0% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
36
shares
|
$1,791
0.0% of portfolio
|
Q4 2024
Reduced 95.21%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
13
shares
|
$647
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|