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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
15KNew |
$674K - $977K
|
15K
$987K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.5K+ 106.16% |
$561K - $814K
|
24.3K
$1.6M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.87K+ 12.65% |
$174K - $252K
|
34.5K
$2.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
515+ 0.32% |
$23.1K - $33.6K
|
161K
$10.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
317New |
$14.2K - $20.7K
|
317
$20.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
100New |
$4.49K - $6.52K
|
100
$6.58K
|
|
|
Aug 06, 2025
Q2 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-2- 0.27% |
$89.8 - $130
|
745
$49K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-11- 0.9% |
$494 - $717
|
1.21K
$79.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-263- 3.3% |
$11.8K - $17.1K
|
7.7K
$507K
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
SELL
|
- |
-600- 19.5% |
$26.9K - $39.1K
|
2.48K
$163K
|