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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
82+ 20.05% |
$3.84K - $3.97K
|
491
$23.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
11.6KNew |
$541K - $560K
|
11.6K
$552K
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
582+ 11.3% |
$27.3K - $28.2K
|
5.73K
$274K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-30.3K- 17.79% |
$1.42M - $1.47M
|
140K
$6.69M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
36+ 0.83% |
$1.69K - $1.74K
|
4.4K
$210K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
9.52K+ 10.21% |
$446K - $461K
|
103K
$4.91M
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
2.36K+ 49.27% |
$110K - $114K
|
7.14K
$341K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.47K- 10.07% |
$68.7K - $71K
|
13.1K
$626K
|
|
| Q2 2025 | |||||||
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.68KNew |
$76.6K - $79.5K
|
1.68K
$80.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
243+ 41.26% |
$11.1K - $11.5K
|
832
$39.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
49New |
$2.24K - $2.32K
|
49
$2.34K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
125New |
$5.71K - $5.93K
|
125
$5.98K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-433- 2.87% |
$19.8K - $20.5K
|
14.7K
$702K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-450- 6.94% |
$20.6K - $21.3K
|
6.04K
$289K
|
|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
12KNew |
$547K - $568K
|
12K
$573K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
68.2KNew |
$3.12M - $3.23M
|
68.2K
$3.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
98New |
$4.48K - $4.65K
|
98
$4.69K
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
7.5KNew |
$342K - $355K
|
7.5K
$358K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
97New |
$4.43K - $4.6K
|
97
$4.64K
|
|
| Q1 2025 | |||||||
|
Nov 21, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3- 0.07% |
$137 - $142
|
4.07K
$195K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-1.38K- 14.42% |
$63K - $65.4K
|
8.19K
$392K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.59K- 81.95% |
$72.8K - $75.6K
|
351
$16.8K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
454New |
$20.7K - $21.5K
|
454
$21.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-26- 0.57% |
$1.19K - $1.23K
|
4.54K
$217K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 12.5% |
$45.7 - $47.4
|
9
$430
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
102K+ 2.0% |
$4.66M - $4.84M
|
5.21M
$249M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-450- 13.08% |
$20.5K - $21.3K
|
2.99K
$143K
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-164- 1.21% |
$7.49K - $7.78K
|
13.3K
$638K
|
|
| Q4 2024 | |||||||
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
22.1KNew |
$1.02M - $1.07M
|
22.1K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.45KNew |
$67.4K - $70.4K
|
1.45K
$69.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-258- 1.75% |
$12K - $12.5K
|
14.5K
$695K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-114K- 90.63% |
$5.28M - $5.52M
|
11.8K
$563K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.33KNew |
$294K - $307K
|
6.33K
$303K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-260- 18.57% |
$12.1K - $12.6K
|
1.14K
$54.5K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.02KNew |
$368K - $391K
|
8.02K
$384K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20New |
$916 - $974
|
20
$957
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.89K- 2.58% |
$86.6K - $92.1K
|
71.3K
$3.41M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-162KClosed |
$7.29M - $7.54M
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.8KNew |
$307K - $317K
|
6.8K
$325K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.01K- 17.39% |
$90.6K - $93.7K
|
9.54K
$456K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-956- 15.25% |
$43.9K - $45.1K
|
5.31K
$254K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5.36K+ 55.81% |
$246K - $253K
|
15K
$716K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-1.59K- 26.22% |
$67.7K - $75.2K
|
4.48K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1New |
$42.6 - $47.2
|
1
$47.8
|
|
| Q3 2023 | |||||||
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
39New |
$1.7K - $1.8K
|
39
$1.87K
|
|
| Q2 2023 | |||||||
|
Sep 04, 2024
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-2.3K- 31.71% |
$104K - $107K
|
4.95K
$237K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
472New |
$21.3K - $22K
|
472
$22.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
1KNew |
$45.1K - $46.6K
|
1K
$47.9K
|
|