Patriot Financial Group Insurance Agency, LLC Altshares Tr Merger Arbitrage Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 29, 2022	SELL	$25.5 - $26.6 $3,315 - $3,458	-130 Reduced 8.38%	1,422 $37,000
Q1 2022 May 11, 2022	BUY	$25.91 - $26.51 $40,212 - $41,143	1,552 New	1,552 $41,000

Others Institutions Holding ARB

# of Institutions

Shares Held

1.6M

Call Options Held

Put Options Held

New York Life Investment Management LLC New York, NY

360K
Shares

$10 Million
0.1% of portfolio
Envestnet Asset Management Inc

227K
Shares

$6.34 Million
0.0% of portfolio
Orion Portfolio Solutions, LLC

172K
Shares

$4.8 Million
0.05% of portfolio
Legend Financial Advisors, Inc. Pittsburgh, PA

157K
Shares

$4.4 Million
3.01% of portfolio
Harbour Investments, Inc. Madison, WI

99.5K
Shares

$2.78 Million
0.09% of portfolio

View Full List

About ALTSHARES TR MERGER ARBITRAGE

Ticker ARB
Sector Industrials

More about ARB

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