Beaumont Financial Partners, LLC - FIDELITY ownership

FIDELITY's ticker is FLTB and the CUSIP is 316188200. A total of 52 filers reported holding FIDELITY in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Beaumont Financial Partners, LLC ownership history of FIDELITY
ValueSharesWeighting
Q3 2022$955,000
-10.7%
20,056
-8.7%
0.09%
-4.2%
Q2 2022$1,070,000
-25.1%
21,973
-23.5%
0.10%
-11.9%
Q1 2022$1,429,000
+20.6%
28,720
+25.5%
0.11%
+26.7%
Q4 2021$1,185,000
-16.0%
22,877
-15.2%
0.09%
-21.1%
Q3 2021$1,410,000
-5.4%
26,978
-5.3%
0.11%
-4.4%
Q2 2021$1,491,000
-69.4%
28,485
-69.5%
0.11%
-72.4%
Q1 2021$4,879,000
+684.4%
93,344
+641.7%
0.41%
+308.9%
Q4 2018$622,000
-70.3%
12,585
-70.4%
0.10%
-54.5%
Q2 2018$2,096,000
+309.4%
42,576
+311.6%
0.22%
+289.5%
Q1 2018$512,000
+44.2%
10,344
+45.6%
0.06%
+5.6%
Q4 2016$355,000
-94.4%
7,105
-94.5%
0.05%
-94.9%
Q4 2015$6,391,000
-92.8%
128,625
-92.7%
1.05%
-65.9%
Q1 2015$88,628,0001,757,7983.09%
Other shareholders
FIDELITY shareholders Q3 2022
NameSharesValueWeighting ↓
MIRSKY FINANCIAL MANAGEMENT CORP. 129,160$6,550,0004.93%
FLOW TRADERS U.S. LLC 60,890$3,088,0000.20%
LVZ, Inc. 14,008$710,0000.16%
Rehmann Capital Advisory Group 14,578$739,276,0000.09%
B. Riley Wealth Advisors, Inc. 14,769$749,0000.08%
GREATMARK INVESTMENT PARTNERS, INC. 4,850$246,0000.07%
RWA WEALTH PARTNERS, LLC 13,146$667,0000.07%
Mascoma Wealth Management LLC 2,000$101,0000.06%
Altium Wealth Management LLC 5,810$295,0000.04%
LADENBURG THALMANN FINANCIAL SERVICES INC. 76,715$3,890,0000.03%
View complete list of FIDELITY shareholders