Bank of Montreal
SPYU- 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; 11 institutions reported holding it in 13F filings for Q2 2026, worth $6.81M in total; no superinvestor holds it.
Other share classesBMOAIQDAIQUBERZBNKDBNKUBRZDBRZLBULZCARDCARUDULLFLYDFLYUFNGDFNGOFNGSFNGUGDXDGDXUHYGDHYGUJETDJETUJPNDJPNULQDDLQDUMNGUNRGDNRGUOILDOILUSHNYSMHDSMHUTAWNTPEIWTIDWTIUXLCDXLCUXLPDXLPU
Q4 2024 vs. Q3 2024
How the institutions holding Bank of Montreal changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Q4 2024 | Change |
|---|---|---|---|
| Holders | 10 | 12 | +2 |
| Shares | 211.8K | 411.6K | +199.8K (+94.3%) |
| Value | $10.1M | $19.2M | +$9.10M (+89.9%) |
New holders (5)
Institutions that held Bank of Montreal at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Jane Street Group, LLC | 54,457 | $2.54M | 0.00% |
| BXM Wealth LLC | 17,655 | $825.0K | 1.15% |
| Renaissance Technologies LLC | 6,800 | $317.8K | 0.00% |
| Global Retirement Partners, LLC | 15 | $701 | 0.00% |
| Millstone Evans Group, LLC | 7 | $327 | 0.00% |
Sold out (3)
Institutions that held Bank of Montreal at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Two Sigma Securities, LLC | 10,112 | $474.2K |
| HRT Financial LP | 6,338 | $297.0K |
| Goldman Sachs Group Inc | 4,572 | $214.4K |