Bank of Montreal
BULZ- Exchange
- NYSE
- Industry
- Commercial Banks, NEC
- SEC CIK
- 0000927971
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 classesBMOAIQDAIQUBERZBNKDBNKUBRZDBRZLCARDCARUDULLFLYDFLYUFNGDFNGOFNGSFNGUGDXDGDXUHYGDHYGUJETDJETUJPNDJPNULQDDLQDUMNGUNRGDNRGUOILDOILUSHNYSMHDSMHUSPYUTAWNTPEIWTIDWTIUXLCDXLCUXLPDXLPU
Q3 2024 vs. Q2 2024
How the institutions holding Bank of Montreal changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Q3 2024 | Change |
|---|---|---|---|
| Holders | 8 | 6 | −2 |
| Shares | 36.7K | 19.3K | −17.4K (−47.3%) |
| Value | $5.93M | $2.84M | −$3.09M (−52.1%) |
New holders (2)
Institutions that held Bank of Montreal at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| TCG Advisory Services, LLC | 4,400 | $646.2K | 0.03% |
| Venturi Wealth Management, LLC | 8 | $1.18K | 0.00% |
Sold out (4)
Institutions that held Bank of Montreal at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Citadel Advisors LLC | 15,419 | $2.49M |
| Two Sigma Securities, LLC | 2,625 | $423.9K |
| Jane Street Group, LLC | 1,975 | $319.0K |
| Morgan Stanley | 29 | $4.68K |