Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF inkluderar Resources Investment Advisors, LLC., Jaffetilchin Investment Partners, LLC, GGM Financials LLC, Grant Private Wealth Management Inc, Nwam Llc, Foronjy Financial Llc, Griffith & Werner, Inc., Asset Dedication, LLC, Maseco Llp, Farther Finance Advisors, LLC, och Twin Peaks Wealth Advisors, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-17 | 13F | Norris Perne & French Llp/mi | 4 782 | 6,15 | 226 | 7,11 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 17 449 | 825 | ||||||
2025-07-15 | 13F | Retireful, LLC | 68 202 | 3 227 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 94 535 | 2,78 | 4 472 | 3,54 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 259 579 | 17,96 | 12 281 | 18,83 | ||||
2025-04-14 | 13F | Griffith & Werner, Inc. | 5 017 | 236 | ||||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 31 372 | 10,89 | 1 484 | 11,75 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8 124 | 23,11 | 384 | 24,27 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 18 978 | 127,55 | 898 | 129,41 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 42 901 | 4,46 | 2 030 | 5,24 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 54 094 | 2 559 | ||||||
2025-08-15 | 13F | High Falls Advisors, Inc | 5 917 | 280 | ||||||
2025-08-12 | 13F | Calton & Associates, Inc. | 17 403 | 1,16 | 823 | 1,98 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 27 592 | 634,22 | 1 307 | 642,05 | ||||
2025-08-15 | 13F | Morgan Stanley | 56 433 | 88,81 | 2 670 | 90,24 | ||||
2025-07-15 | 13F | Maseco Llp | 98 | 5 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 47 592 | 2 252 | ||||||
2025-07-23 | 13F | GGM Financials LLC | 11 976 | 567 | ||||||
2025-08-14 | 13F | Fmr Llc | 1 826 | 9,47 | 86 | 10,26 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 18 146 | 10,15 | 1 | |||||
2025-08-07 | 13F | Nwam Llc | 7 094 | 334 | ||||||
2025-07-29 | 13F | Salus Financial Advisors, LLC | 135 931 | 201,66 | 6 431 | 203,88 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 159 064 | 12,58 | 7 525 | 13,41 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 84 959 | 67,53 | 4 019 | 68,79 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 17 720 | 14,18 | 838 | 15,11 | ||||
2025-07-28 | 13F | Virtus Wealth Solutions LLC | 11 976 | 159,11 | 567 | 160,83 | ||||
2025-08-12 | 13F | LPL Financial LLC | 31 350 | 28,19 | 1 483 | 29,18 | ||||
2025-08-14 | 13F | Comerica Bank | 832 | 41,26 | 39 | 44,44 | ||||
2025-08-14 | 13F | Foronjy Financial Llc | 5 150 | 244 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 125 | 6 | ||||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 10 237 | 1,45 | 484 | 2,33 | ||||
2025-07-11 | 13F | Grant Private Wealth Management Inc | 7 495 | 355 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 24 411 | 124,97 | 1 155 | 126,72 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4 362 | 0,88 | 206 | 1,98 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 6 640 | 3,01 | 314 | 3,97 | ||||
2025-06-30 | NP | Northern Lights Fund Trust - PFG Fidelity Institutional AM(R) Bond ESG Strategy Class R Shares | 311 022 | 3,10 | 14 528 | 3,76 | ||||
2025-08-13 | 13F | Millington Financial Advisors, LLC | 47 216 | 3,63 | 2 226 | 6,97 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 97 | 5 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1 864 | 88 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 2 986 | 75,75 | 141 | 77,22 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 10 998 | 13,37 | 1 | |||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 49 | 2 | ||||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 971 | 235 | ||||||
2025-08-19 | 13F | Asset Dedication, LLC | 1 677 | 79 | ||||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 34 310 | 68,44 | 1 623 | 69,31 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 12 | 1 |