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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.24K+ 8.68% |
$56K - $57.9K
|
15.5K
$724K
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.01K- 17.39% |
$90.6K - $93.7K
|
9.54K
$444K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-118- 0.81% |
$5.32K - $5.5K
|
14.4K
$672K
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
813+ 9.92% |
$36.7K - $37.9K
|
9.01K
$420K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-865- 11.11% |
$39K - $40.3K
|
6.92K
$322K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-2.08K- 77.93% |
$95.5K - $98.1K
|
589
$27.4K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.98KNew |
$274K - $282K
|
5.98K
$278K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-956- 15.25% |
$43.9K - $45.1K
|
5.31K
$247K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5.36K+ 55.81% |
$246K - $253K
|
15K
$697K
|
|
Q4 2023 | |||||||
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
532+ 88.67% |
$22.7K - $25.1K
|
1.13K
$52.7K
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1New |
$42.6 - $47.2
|
1
$46.6
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-1.59K- 26.22% |
$67.7K - $75.2K
|
4.48K
$209K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
62New |
$2.64K - $2.93K
|
62
$2.89K
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.57K+ 272.99% |
$408K - $452K
|
13.1K
$609K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.04K- 17.09% |
$44.3K - $49.2K
|
5.05K
$235K
|
|
Q3 2023 | |||||||
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
39New |
$1.7K - $1.8K
|
39
$1.82K
|
|
Oct 19, 2023
Q3 2023
|
Retireful, LLC
|
BUY
|
- |
55.5K+ 101.79% |
$2.42M - $2.55M
|
110K
$5.13M
|
|
Q2 2023 | |||||||
Sep 04, 2024
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-2.3K- 31.71% |
$104K - $107K
|
4.95K
$231K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
472New |
$21.3K - $22K
|
472
$22K
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
1KNew |
$45.1K - $46.6K
|
1K
$46.6K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-320- 48.48% |
$14.4K - $15.1K
|
340
$15.8K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.65KNew |
$388K - $409K
|
8.65K
$403K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.15K- 29.54% |
$51.7K - $54.4K
|
2.75K
$128K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
827New |
$37.1K - $39.1K
|
827
$38.5K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.6K- 41.38% |
$153K - $167K
|
5.1K
$238K
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-573- 5.03% |
$24.3K - $26.5K
|
10.8K
$504K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
895New |
$38K - $41.5K
|
895
$41.7K
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
9.56K+ 78.06% |
$405K - $443K
|
21.8K
$1.02M
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
500New |
$21.2K - $23.2K
|
500
$23.3K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
13New |
$551 - $602
|
13
$606
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-194- 53.74% |
$8.23K - $8.99K
|
167
$7.78K
|
|
Q3 2022 | |||||||
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
4.47KNew |
$194K - $214K
|
4.47K
$208K
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
500New |
$21.8K - $24K
|
500
$23.3K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
100New |
$4.56K - $5.07K
|
100
$4.66K
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-30KClosed |
$1.37M - $1.52M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-425- 8.54% |
$19.4K - $21.6K
|
4.55K
$212K
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.94KNew |
$88.6K - $98.6K
|
1.94K
$90.6K
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-204Closed |
$9.29K - $10.4K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-120KClosed |
$5.47M - $6.09M
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.33KClosed |
$152K - $169K
|
0
$0
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
12.4KNew |
$621K - $678K
|
12.4K
$578K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.3KNew |
$115K - $125K
|
2.3K
$107K
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.55KClosed |
$227K - $249K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
American Research & Management Co.
|
BUY
|
- |
500New |
$25K - $27.3K
|
500
$23.3K
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-39.3KClosed |
$1.97M - $2.15M
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Baker Boyer National Bank
|
SELL
|
- |
-9.87KClosed |
$493K - $539K
|
0
$0
|
|
Q4 2021 | |||||||
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.25KClosed |
$287K - $294K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-228Closed |
$12.5K - $12.8K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-5.22KClosed |
$285K - $292K
|
0
$0
|