Bank of Montreal

BULZ

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; 6 institutions reported holding it in 13F filings for Q2 2026, worth $7.07M in total; no superinvestor holds it.

Other share classesBMO AIQD AIQU BERZ BNKD BNKU BRZD BRZL 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

Q3 2023 vs. Q2 2023

How the institutions holding Bank of Montreal changed between Q2 2023 and Q3 2023.

All holders in Q3 2023 All holders in Q2 2023

13F holders of BULZ: Q2 2023 compared with Q3 2023
Measure	Q2 2023	Q3 2023	Change
Holders	4	5	+1
Shares	33.1K	27.6K	−5.50K (−16.6%)
Value	$2.38M	$1.73M	−$656.7K (−27.6%)

New holders (3)

Institutions that held Bank of Montreal at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to BULZ in Q3 2023
Institution	Shares	Value	% of portfolio
Citadel Advisors LLC	8,470	$529.6K	0.00%
HRT Financial LP	8,329	$520.0K	0.01%
Goldman Sachs Group Inc	5,607	$350.6K	0.00%

Sold out (2)

Institutions that held Bank of Montreal at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of BULZ in Q3 2023
Institution	Shares, Q2 2023	Value, Q2 2023
Flow Traders U.S. LLC	15,927	$1.15M
Susquehanna International Group, LLP	12,574	$904.4K