Institutional Ownership Fidelity Merrimack Str Tr Corp (FCOR)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Corp (FCOR). We have compiled data on the 58 institutions that hold shares in the stock, with a total of 1.37 Million shares, which have been reported (via 13F filing form) to have a value of $64.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
165,862
shares
|
$7.77 Million
0.01% of portfolio
|
Q3 2024
Added 73.67%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
148,934
shares
|
$6.98 Million
0.04% of portfolio
|
Q3 2024
Reduced 15.22%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
142,841
shares
|
$6.69 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
125,683
shares
|
$5.89 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
105,462
shares
|
$4.94 Million
0.0% of portfolio
|
Q3 2024
Added 16.99%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
90,610
shares
|
$4.25 Million
0.0% of portfolio
|
Q3 2024
Added 34.05%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
71,263
shares
|
$3.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
39,352
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
Added 159.78%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
39,120
shares
|
$1.83 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
38,009
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2024
Added 52.57%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
35,033
shares
|
$1.64 Million
1.06% of portfolio
|
Q3 2024
Added 14.82%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
22,100
shares
|
$1.04 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
21,418
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
Added 11.13%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
20,149
shares
|
$944,182
0.0% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
17,136
shares
|
$802,992
0.33% of portfolio
|
Q3 2024
Reduced 61.95%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
16,890
shares
|
$791,465
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
16,213
shares
|
$759,741
0.0% of portfolio
|
Q3 2024
Reduced 11.53%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
15,533
shares
|
$727,876
0.54% of portfolio
|
Q2 2024
Added 8.68%
|
|
|
Omni Star Financial Group, Inc.
|
Oct 17, 2024 Q3 2024 |
14,781
shares
|
$692,637
0.57% of portfolio
|
Q3 2024
Added 10.17%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
14,422
shares
|
$675,814
0.03% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
13,972
shares
|
$654,727
0.0% of portfolio
|
Q3 2024
Added 10.18%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
13,563
shares
|
$635,562
0.01% of portfolio
|
Q3 2024
Added 26.59%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Oct 07, 2024 Q3 2024 |
13,488
shares
|
$632,047
0.57% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
13,057
shares
|
$611,851
0.01% of portfolio
|
Q2 2024
Reduced 3.38%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
12,937
shares
|
$606,227
0.01% of portfolio
|
Q3 2024
Added 2.12%
|