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 67 institutions that hold shares in the stock, with a total of 6.88 Million shares, which have been reported (via 13F filing form) to have a value of $321 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
3,758
shares
|
$174,483
0.0% of portfolio
|
Q1 2025
Reduced 84.67%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
2,990
shares
|
$138,825
0.12% of portfolio
|
Q1 2025
Reduced 13.08%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
1,944
shares
|
$90,259
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
1,453
shares
|
$67,462
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
1,140
shares
|
$52,930
0.0% of portfolio
|
Q4 2024
Reduced 18.57%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,077
shares
|
$50,005
0.0% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
589
shares
|
$27,347
0.0% of portfolio
|
Q1 2024
Reduced 77.93%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
500
shares
|
$23,215
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
479
shares
|
$22,239
0.0% of portfolio
|
Q1 2025
Reduced 48.55%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
454
shares
|
$21,079
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
351
shares
|
$16,296
0.0% of portfolio
|
Q1 2025
Reduced 81.95%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
220
shares
|
$10,214
0.0% of portfolio
|
Q1 2025
Reduced 49.89%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
9
shares
|
$417
0.0% of portfolio
|
Q1 2025
Added 12.5%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
4
shares
|
$185
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|