Institutional Ownership Bank Of Montreal (FNGS)
This table provides information about the institutional ownership of Bank Of Montreal (FNGS). We have compiled data on the 55 institutions that hold shares in the stock, with a total of 1.28 Million shares, which have been reported (via 13F filing form) to have a value of $89.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
6,262
shares
|
$434,394
0.03% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
5,818
shares
|
$403,594
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
5,678
shares
|
$393,882
0.15% of portfolio
|
Q1 2025
Reduced 8.29%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
5,421
shares
|
$376,054
0.0% of portfolio
|
Q2 2025
Added 236.08%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
4,209
shares
|
$291,978
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
4,022
shares
|
$279,006
0.0% of portfolio
|
Q2 2025
Reduced 40.17%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
3,281
shares
|
$227,602
0.0% of portfolio
|
Q2 2025
Reduced 25.06%
|
|
|
Client First Investment Management LLC
West Bend, WI |
Oct 14, 2025 Q3 2025 |
3,143
shares
|
$218,029
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Belvedere Trading LLC
|
Oct 27, 2025 Q3 2025 |
2,000
shares
|
$138,740
0.0% of portfolio
|
Q3 2025
Reduced 19.26%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,668
shares
|
$115,709
0.0% of portfolio
|
Q2 2025
Reduced 76.25%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,227
shares
|
$85,116
0.0% of portfolio
|
Q2 2025
Reduced 88.89%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,212
shares
|
$84,076
0.0% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
880
shares
|
$61,045
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
Aug 06, 2025 Q2 2025 |
745
shares
|
$51,680
0.05% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
662
shares
|
$45,922
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
594
shares
|
$41,205
0.0% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
317
shares
|
$21,990
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
200
shares
|
$13,874
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
192
shares
|
$13,319
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
100
shares
|
$6,937
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
86
shares
|
$5,965
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
30
shares
|
$2,081
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|