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

Q2 2024 vs. Q1 2024

How the institutions holding Bank of Montreal changed between Q1 2024 and Q2 2024.

All holders in Q2 2024 All holders in Q1 2024

13F holders of BULZ: Q1 2024 compared with Q2 2024
Measure	Q1 2024	Q2 2024	Change
Holders	6	8	+2
Shares	26.9K	36.7K	+9.82K (+36.5%)
Value	$3.70M	$5.93M	+$2.23M (+60.2%)

New holders (4)

Institutions that held Bank of Montreal at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to BULZ in Q2 2024
Institution	Shares	Value	% of portfolio
UBS Group AG	5,450	$880.2K	0.00%
Two Sigma Securities, LLC	2,625	$423.9K	0.02%
Jane Street Group, LLC	1,975	$319.0K	0.00%
Morgan Stanley	29	$4.68K	0.00%

Sold out (2)

Institutions that held Bank of Montreal at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of BULZ in Q2 2024
Institution	Shares, Q1 2024	Value, Q1 2024
Independent Financial Group, LLC	5,000	$688.5K
Tucker Asset Management LLC	3,969	$546.5K