Bank of Montreal

BERZ

Exchange: NYSE
Industry: Commercial Banks, NEC
SEC CIK: 0000927971

SEC filings (opens in a new tab)

No open-market purchases or sales by Bank of Montreal insiders were filed in the last 90 days; 2 institutions reported holding it in 13F filings for Q2 2026, worth $242.6K in total; no superinvestor holds it.

Other share classesBMO AIQD AIQU BNKD BNKU BRZD BRZL BULZ CARD CARU DULL FLYD FLYU FNGD FNGO FNGS FNGU GDXD GDXU HYGD HYGU JETD JETU JPND JPNU LQDD LQDU MNGU NRGD NRGU OILD OILU SHNY SMHD SMHU SPYU TAWN TPEI WTID WTIU XLCD XLCU XLPD XLPU

Q4 2022 vs. Q3 2022

How the institutions holding Bank of Montreal changed between Q3 2022 and Q4 2022.

All holders in Q4 2022 All holders in Q3 2022

13F holders of BERZ: Q3 2022 compared with Q4 2022
Measure	Q3 2022	Q4 2022	Change
Holders	7	4	−3
Shares	74.7K	22.8K	−51.9K (−69.4%)
Value	$3.31M	$824.9K	−$2.48M (−75.0%)

New holders (1)

Institutions that held Bank of Montreal at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to BERZ in Q4 2022
Institution	Shares	Value	% of portfolio
Old Mission Capital LLC	6,995	$252.6K	0.01%

Sold out (4)

Institutions that held Bank of Montreal at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of BERZ in Q4 2022
Institution	Shares, Q3 2022	Value, Q3 2022
Susquehanna International Group, LLP	35,386	$1.56M
Jane Street Group, LLC	13,052	$577.0K
Citadel Advisors LLC	6,459	$286.0K
Morgan Stanley	400	$18.0K