NEW YORK LIFE INVESTMENTS ET - NYLI MERGER ARBI (MNA)

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / NYLI MERGER ARBI
Total 13F shares
4,286,273
Share change
+125,332
Total reported value
$151,202,560
Price per share
$35.27
Number of holders
73
Value change
+$4,558,099
Number of buys
33
Number of sells
30

Institutional Holders of NEW YORK LIFE INVESTMENTS ET - NYLI MERGER ARBI (MNA) as of Q2 2025

As of 30 Jun 2025, NEW YORK LIFE INVESTMENTS ET - NYLI MERGER ARBI (MNA) was held by 73 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 4,286,273 shares. The largest 10 holders included NEW YORK LIFE INVESTMENT MANAGEMENT LLC, MORGAN STANLEY, OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC, OPPENHEIMER ASSET MANAGEMENT INC., ENVESTNET ASSET MANAGEMENT INC, AMERIPRISE FINANCIAL INC, B. Riley Wealth Advisors, Inc., Equitable Holdings, Inc., ASPIRIANT, LLC, and CAPTRUST FINANCIAL ADVISORS. This page lists 73 institutional shareholders reporting positions in this security for the Q2 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.