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The Merger Fund Instl

Q3 2025 vs Q4 2025

Comparing institutional holders between quarters

Quarters

Q4 2025Q3 2025Q2 2024Q1 2024Q4 2023
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Garton & Associates Financial Advisors LLC
NEW
Shares492
Change+492
Value$8.4K
Filed 2026-02-18
Kelleher Financial Advisors
CLOSED
Shares0 from 4,017
Change-4,017 (-100%)
Value$0 (-$72.6K)
Filed 2026-01-20
Status
Garton & Associates Financial Advisors LLC
NEW492—+492——$8.4K—2026-02-18
Kelleher Financial Advisors
CLOSED04,017-4,017-100%$72.6K$0-$72.6K2026-01-20
Showing 2 of 2 institutions