Institutional Ownership Bank Of Montreal (FNGO)
This table provides information about the institutional ownership of Bank Of Montreal (FNGO). We have compiled data on the 6 institutions that hold shares in the stock, with a total of 168,177 shares, which have been reported (via 13F filing form) to have a value of $20.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
78,000
shares
|
$9.6 Million
0.22% of portfolio
|
Q4 2022
Reduced 9.46%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
78,000
shares
|
$9.6 Million
0.22% of portfolio
|
Q4 2022
New holding
|
|
|
Client First Investment Management LLC
West Bend, WI |
Jul 09, 2025 Q2 2025 |
11,519
shares
|
$1.42 Million
0.78% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
633
shares
|
$77,941
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
25
shares
|
$3,078
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
|