Purchases and Sales Made in Q2 2025 in Bank Of Montreal (FNGS)
This table provides information about the institutional ownership of Bank Of Montreal (FNGS) during Q2 2025. The information is specifically focused on institutions that hold shares of BANK OF MONTREAL .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
655K+ 7272.87% |
$29.4M - $42.7M
|
664K
$46.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
62.8K+ 970.45% |
$2.82M - $4.09M
|
69.3K
$4.81M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
52KNew |
$2.34M - $3.39M
|
52K
$3.61M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
15KNew |
$674K - $977K
|
15K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.5K+ 113.8% |
$563K - $817K
|
23.6K
$1.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.5K+ 106.16% |
$561K - $814K
|
24.3K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.33K+ 48.61% |
$419K - $608K
|
28.5K
$1.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
7.5KNew |
$337K - $489K
|
7.5K
$520K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.64K+ 98.22% |
$298K - $432K
|
13.4K
$929K
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
6.51KNew |
$292K - $424K
|
6.51K
$452K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
5.82KNew |
$261K - $379K
|
5.82K
$404K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.21KNew |
$189K - $274K
|
4.21K
$292K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.87K+ 12.65% |
$174K - $252K
|
34.5K
$2.39M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.81K+ 236.08% |
$171K - $248K
|
5.42K
$376K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
880New |
$39.5K - $57.3K
|
880
$61K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
865+ 3.32% |
$38.8K - $56.4K
|
26.9K
$1.87M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
767+ 8.84% |
$34.4K - $50K
|
9.44K
$655K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
515+ 0.32% |
$23.1K - $33.6K
|
161K
$11.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
317New |
$14.2K - $20.7K
|
317
$22K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
100New |
$4.49K - $6.52K
|
100
$6.94K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
86New |
$3.86K - $5.6K
|
86
$5.97K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
30New |
$1.35K - $1.95K
|
30
$2.08K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-2- 0.27% |
$89.8 - $130
|
745
$51.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-11- 0.9% |
$494 - $717
|
1.21K
$84.1K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-70- 1.11% |
$3.14K - $4.56K
|
6.26K
$434K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-263- 3.3% |
$11.8K - $17.1K
|
7.7K
$534K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-268- 0.29% |
$12K - $17.5K
|
91.1K
$6.32M
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
SELL
|
- |
-600- 19.5% |
$26.9K - $39.1K
|
2.48K
$172K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.1K- 25.06% |
$49.3K - $71.5K
|
3.28K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.35K- 16.01% |
$60.5K - $87.8K
|
7.06K
$490K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-2.7K- 40.17% |
$121K - $176K
|
4.02K
$279K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3K- 11.6% |
$135K - $195K
|
22.9K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.36K- 76.25% |
$240K - $349K
|
1.67K
$116K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.98K- 26.18% |
$269K - $390K
|
16.9K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.41K- 29.23% |
$422K - $613K
|
22.8K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-9.82K- 88.89% |
$441K - $640K
|
1.23K
$85.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-95.6K- 91.14% |
$4.29M - $6.23M
|
9.3K
$645K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-155K- 23.38% |
$6.97M - $10.1M
|
509K
$35.3M
|