Purchases and Sales Made in Q4 2025 in Fidelity D & D Bancorp Inc (FDBC)
This table provides information about the institutional ownership of Fidelity D & D Bancorp Inc (FDBC) during Q4 2025. The information is specifically focused on institutions that hold shares of FIDELITY D & D BANCORP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
353+ 4.73% |
$14.6K - $15.9K
|
7.81K
$341K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
261+ 20.54% |
$10.8K - $11.7K
|
1.53K
$66.8K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
89+ 27.81% |
$3.67K - $4K
|
409
$17.8K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
7+ 87.5% |
$289 - $315
|
15
$654
|
|
|
Jan 14, 2026
Q4 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 14.79% |
$54.3K - $59.1K
|
7.57K
$330K
|
|