Merit Financial Group, LLC Iq Merger Arbitrage ETF Transaction History

Merit Financial Group, LLC

$4.59 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 24, 2023	SELL	$30.84 - $31.85 $265,871 - $274,578	-8,621 Reduced 52.89%	7,680 $242,000
Q4 2022 Jan 13, 2023	BUY	$31.01 - $31.82 $505,494 - $518,697	16,301 New	16,301 $0

Others Institutions Holding MNA

# of Institutions

75

Shares Held

6.04M

Call Options Held

0

Put Options Held

0

New York Life Investment Management LLC New York, NY

1.15M
Shares

$37.7 Million
0.39% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

946K
Shares

$31 Million
0.03% of portfolio
Morgan Stanley New York, NY

629K
Shares

$20.6 Million
0.0% of portfolio
Osborne Partners Capital Management, LLC

466K
Shares

$15.3 Million
0.88% of portfolio
Envestnet Asset Management Inc

261K
Shares

$8.57 Million
0.0% of portfolio

About IQ MERGER ARBITRAGE ETF

Ticker MNA
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Merit Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merit Financial Group, LLC with notifications on news.