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
Q1 2024 vs. Q4 2023
How the institutions holding Bank of Montreal changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Of which not filed for Q1 2024 | Q1 2024 | Change |
|---|---|---|---|---|
| Holders | 29 | 1 | 28 | 0 |
| Shares | 1.96M | 200 | 2.19M | +226.2K (+11.5%) |
| Value | $73.9M | $7.55K | $94.6M | +$20.7M (+28.0%) |
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (5)
Institutions that held Bank of Montreal at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Cetera Investment Advisers | 23,168 | $1.00M | 0.00% |
| Kestra Advisory Services, LLC | 11,614 | $502.9K | 0.00% |
| VitalStone Financial, LLC | 319 | $14.0K | 0.01% |
| Tower Research Capital LLC (TRC) | 232 | $10.0K | 0.00% |
| Northwestern Mutual Wealth Management Co | 21 | $909 | 0.00% |
Sold out (5)
Institutions that held Bank of Montreal at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Janney Montgomery Scott LLC | 27,836 | $1.05M |
| Tucker Asset Management LLC | 17,587 | $663.7K |
| Cetera Advisors LLC | 12,381 | $467.3K |
| Cutler Group LP | 662 | $24.0K |
| Morgan Stanley | 65 | $2.45K |
Not filed for Q1 2024 yet (1)
Institutions that held Bank of Montreal at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Coppell Advisory Solutions LLC | 200 | $7.55K |