Purchases and Sales Made in Q2 2025 in Altshares Tr Merger Arbitrage (ARB)
This table provides information about the institutional ownership of Altshares Tr Merger Arbitrage (ARB) during Q2 2025. The information is specifically focused on institutions that hold shares of ALTSHARES TR MERGER ARBITRAGE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
29.6K+ 50.52% |
$824K - $842K
|
88.1K
$2.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.2K+ 31.37% |
$339K - $346K
|
50.9K
$1.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.75KNew |
$216K - $221K
|
7.75K
$223K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
3.2K+ 1.87% |
$89.1K - $91.1K
|
174K
$5.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.27K+ 30.71% |
$63.3K - $64.7K
|
9.67K
$278K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
1.23K+ 5.21% |
$34.3K - $35K
|
24.8K
$715K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
363New |
$10.1K - $10.3K
|
363
$10.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
147+ 11.59% |
$4.1K - $4.19K
|
1.42K
$40.7K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-211- 6.99% |
$5.88K - $6.01K
|
2.81K
$80.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-734- 7.6% |
$20.5K - $20.9K
|
8.93K
$257K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.8K- 1.59% |
$50.2K - $51.3K
|
112K
$3.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.68K- 25.6% |
$103K - $105K
|
10.7K
$308K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-3.72K- 14.64% |
$104K - $106K
|
21.7K
$624K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.25K- 14.39% |
$118K - $121K
|
25.3K
$727K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.99K- 4.11% |
$278K - $285K
|
233K
$6.71M
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-10.7K- 65.16% |
$299K - $306K
|
5.74K
$165K
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-15.8K- 4.45% |
$441K - $450K
|
339K
$9.77M
|