Latest Institutional Transactions on Fidelity Merrimack Str Tr Corp (FCOR)
This table provides information on the latest institutional transactions involving Fidelity Merrimack Str Tr Corp (FCOR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-452- 48.55% |
$20.6K - $21.4K
|
479
$22.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.31K- 3.09% |
$59.9K - $62.2K
|
41.1K
$1.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.21K+ 15.52% |
$101K - $105K
|
16.5K
$780K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
102K+ 2.0% |
$4.66M - $4.84M
|
5.21M
$246M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-450- 13.08% |
$20.5K - $21.3K
|
2.99K
$141K
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2.16K+ 4.98% |
$98.7K - $103K
|
45.6K
$2.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-164- 1.21% |
$7.49K - $7.78K
|
13.3K
$632K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.07K- 15.84% |
$94.4K - $98K
|
11K
$520K
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
5.02KNew |
$229K - $238K
|
5.02K
$237K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
102KNew |
$4.67M - $4.84M
|
102K
$4.84M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.6K+ 547.79% |
$955K - $997K
|
24.3K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
370+ 3.81% |
$17.2K - $17.9K
|
10.1K
$478K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.45KNew |
$67.4K - $70.4K
|
1.45K
$68.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-258- 1.75% |
$12K - $12.5K
|
14.5K
$687K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-114K- 90.63% |
$5.28M - $5.52M
|
11.8K
$557K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-390- 5.53% |
$18.1K - $18.9K
|
6.66K
$315K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.33KNew |
$294K - $307K
|
6.33K
$300K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-260- 18.57% |
$12.1K - $12.6K
|
1.14K
$53.9K
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12New |
$550 - $585
|
12
$568
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.2K+ 159.78% |
$1.11M - $1.18M
|
39.4K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.02KNew |
$368K - $391K
|
8.02K
$380K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20New |
$916 - $974
|
20
$946
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.89K- 2.58% |
$86.6K - $92.1K
|
71.3K
$3.37M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-162KClosed |
$7.29M - $7.54M
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.8KNew |
$307K - $317K
|
6.8K
$322K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.01K- 17.39% |
$90.6K - $93.7K
|
9.54K
$451K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-2.08K- 77.93% |
$95.5K - $98.1K
|
589
$27.9K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-956- 15.25% |
$43.9K - $45.1K
|
5.31K
$251K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5.36K+ 55.81% |
$246K - $253K
|
15K
$708K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-1.59K- 26.22% |
$67.7K - $75.2K
|
4.48K
$212K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1New |
$42.6 - $47.2
|
1
$47.3
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
62New |
$2.64K - $2.93K
|
62
$2.93K
|
|
| Q3 2023 | |||||||
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
39New |
$1.7K - $1.8K
|
39
$1.85K
|
|
| Q2 2023 | |||||||
|
Sep 04, 2024
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-2.3K- 31.71% |
$104K - $107K
|
4.95K
$234K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
472New |
$21.3K - $22K
|
472
$22.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
1KNew |
$45.1K - $46.6K
|
1K
$47.4K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-320- 48.48% |
$14.4K - $15.1K
|
340
$16.1K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.65KNew |
$388K - $409K
|
8.65K
$409K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.15K- 29.54% |
$51.7K - $54.4K
|
2.75K
$130K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
827New |
$37.1K - $39.1K
|
827
$39.1K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.6K- 41.38% |
$153K - $167K
|
5.1K
$241K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-573- 5.03% |
$24.3K - $26.5K
|
10.8K
$512K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
895New |
$38K - $41.5K
|
895
$42.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
9.56K+ 78.06% |
$405K - $443K
|
21.8K
$1.03M
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
500New |
$21.2K - $23.2K
|
500
$23.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
13New |
$551 - $602
|
13
$615
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-194- 53.74% |
$8.23K - $8.99K
|
167
$7.9K
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
4.47KNew |
$194K - $214K
|
4.47K
$211K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
500New |
$21.8K - $24K
|
500
$23.7K
|
|