Purchases and Sales Made in Q4 2024 in Fidelity Merrimack Str Tr Corp (FCOR)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Corp (FCOR) during Q4 2024. The information is specifically focused on institutions that hold shares of FIDELITY MERRIMACK STR TR CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15KNew |
$695K - $726K
|
15K
$697K
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
8.37K+ 23.88% |
$388K - $405K
|
43.4K
$2.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.33KNew |
$294K - $307K
|
6.33K
$295K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.23KNew |
$289K - $302K
|
6.23K
$290K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.56KNew |
$212K - $221K
|
4.56K
$212K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.26K+ 8.33% |
$151K - $158K
|
42.4K
$1.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.06K+ 14.49% |
$95.5K - $99.7K
|
16.3K
$757K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.78K+ 13.11% |
$82.5K - $86.1K
|
15.3K
$714K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
931New |
$43.2K - $45.1K
|
931
$43.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
456+ 9.36% |
$21.1K - $22.1K
|
5.33K
$248K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
118+ 0.91% |
$5.47K - $5.71K
|
13.1K
$607K
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
50+ 0.56% |
$2.32K - $2.42K
|
9.06K
$421K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
24+ 0.18% |
$1.11K - $1.16K
|
13.5K
$629K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 14.29% |
$46.4 - $48.4
|
8
$372
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-127- 0.74% |
$5.89K - $6.15K
|
17K
$791K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-171- 1.01% |
$7.93K - $8.28K
|
16.7K
$778K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-260- 18.57% |
$12.1K - $12.6K
|
1.14K
$53K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-277- 4.45% |
$12.8K - $13.4K
|
5.94K
$276K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-282- 4.08% |
$13.1K - $13.7K
|
6.64K
$309K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-402- 7.27% |
$18.6K - $19.5K
|
5.13K
$239K
|