Bank of Montreal

CARD

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; 1 institution reported holding it in 13F filings for Q2 2026, worth $24.9K in total; no superinvestor holds it.

Other share classesBMO AIQD AIQU BERZ BNKD BNKU BRZD BRZL BULZ 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

Q1 2024 vs. Q4 2023

How the institutions holding Bank of Montreal changed between Q4 2023 and Q1 2024.

All holders in Q1 2024 All holders in Q4 2023

13F holders of CARD: Q4 2023 compared with Q1 2024
Measure	Q4 2023	Q1 2024	Change
Holders	0	2	+2
Shares	0	145	+145
Value	$0	$2.03K	+$2.03K

New holders (2)

Institutions that held Bank of Montreal at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to CARD in Q1 2024
Institution	Shares	Value	% of portfolio
Ransom Advisory, Ltd	100	$1.40K	0.00%
UBS Group AG	45	$629	0.00%

Sold out (0)

Institutions that held Bank of Montreal at the end of Q4 2023 and filed for Q1 2024 without it.

None.