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 59 institutions that hold shares in the stock, with a total of 1.55 Million shares, which have been reported (via 13F filing form) to have a value of $78 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
470
shares
|
$23,683
0.0% of portfolio
|
Q2 2024
Added 1.08%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
300
shares
|
$15,117
0.0% of portfolio
|
Q2 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
217
shares
|
$10,934
0.0% of portfolio
|
Q2 2024
Reduced 45.06%
|
|
Capital Advisors, Ltd. LLC
|
Jul 25, 2024 Q2 2024 |
188
shares
|
$9,473
0.0% of portfolio
|
Q4 2023
Reduced 92.88%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
160
shares
|
$8,062
0.0% of portfolio
|
Q2 2024
Reduced 65.22%
|
|
Live Oak Investment Partners
Austin, TX |
Jul 16, 2024 Q2 2024 |
125
shares
|
$6,298
0.01% of portfolio
|
Q4 2022
New holding
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 15, 2024 Q2 2024 |
79
shares
|
$3,980
0.0% of portfolio
|
Q2 2024
Reduced 37.3%
|
|
New Millennium Group LLC
Sandy, UT |
Jul 25, 2024 Q2 2024 |
13
shares
|
$655
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1
shares
|
$50
0.0% of portfolio
|
Q2 2023
New holding
|