Bank of Montreal
FNGS- 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; 39 institutions reported holding it in 13F filings for Q2 2026, worth $70.2M in total; no superinvestor holds it.
Other share classesBMOAIQDAIQUBERZBNKDBNKUBRZDBRZLBULZCARDCARUDULLFLYDFLYUFNGDFNGOFNGUGDXDGDXUHYGDHYGUJETDJETUJPNDJPNULQDDLQDUMNGUNRGDNRGUOILDOILUSHNYSMHDSMHUSPYUTAWNTPEIWTIDWTIUXLCDXLCUXLPDXLPU
Q3 2023 vs. Q2 2023
How the institutions holding Bank of Montreal changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 26 | 21 | −5 |
| Shares | 1.06M | 980.0K | −76.1K (−7.2%) |
| Value | $35.8M | $31.3M | −$4.44M (−12.4%) |
New holders (4)
Institutions that held Bank of Montreal at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Parallax Volatility Advisers, L.P. | 55,796 | $1.78M | 0.06% |
| Independent Financial Group, LLC | 8,200 | $262.2K | 0.02% |
| Capital Advisory Group Advisory Services, LLC | 6,823 | $218.2K | 0.12% |
| UBS Group AG | 949 | $30.3K | 0.00% |
Sold out (9)
Institutions that held Bank of Montreal at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Two Sigma Securities, LLC | 23,039 | $774.8K |
| Gallagher Fiduciary Advisors, LLC | 10,561 | $355.2K |
| GTS Securities LLC | 10,539 | $354.4K |
| Brookstone Capital Management | 8,197 | $275.6K |
| Simplex Trading, LLC | 5,597 | $188.0K |
| Larson Financial Group LLC | 2,400 | $80.7K |
| Tower Research Capital LLC (TRC) | 2,032 | $68.3K |
| Group One Trading, L.P. | 397 | $13.4K |
| Johnson Financial Group, Inc. | 78 | $2.62K |