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 1.53 Million shares, which have been reported (via 13F filing form) to have a value of $76.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
475
shares
|
$23,612
0.0% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
399
shares
|
$19,834
0.0% of portfolio
|
Q3 2024
Added 33.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
217
shares
|
$10,787
0.0% of portfolio
|
Q2 2024
Reduced 45.06%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
188
shares
|
$9,345
0.0% of portfolio
|
Q4 2023
Reduced 92.88%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
160
shares
|
$7,953
0.0% of portfolio
|
Q2 2024
Reduced 65.22%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
125
shares
|
$6,213
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
80
shares
|
$3,976
0.0% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
13
shares
|
$646
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|