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 52 institutions that hold shares in the stock, with a total of 1.39 Million shares, which have been reported (via 13F filing form) to have a value of $92.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
663,927
shares
|
$44.1 Million
0.1% of portfolio
|
Q2 2025
Added 7272.87%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
160,939
shares
|
$10.7 Million
0.02% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
91,062
shares
|
$6.05 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
69,269
shares
|
$4.6 Million
0.0% of portfolio
|
Q2 2025
Added 970.45%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Aug 18, 2025 Q2 2025 |
52,014
shares
|
$3.46 Million
1.1% of portfolio
|
Q2 2025
New holding
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
34,466
shares
|
$2.29 Million
0.31% of portfolio
|
Q2 2025
Added 12.65%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
28,531
shares
|
$1.9 Million
0.0% of portfolio
|
Q2 2025
Added 48.61%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
26,926
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
24,251
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2025
Added 106.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
23,567
shares
|
$1.57 Million
0.0% of portfolio
|
Q2 2025
Added 113.8%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
22,856
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.6%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
22,771
shares
|
$1.51 Million
0.0% of portfolio
|
Q2 2025
Reduced 29.23%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
16,859
shares
|
$1.12 Million
0.03% of portfolio
|
Q2 2025
Reduced 26.18%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
15,000
shares
|
$997,050
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
13,390
shares
|
$890,033
0.0% of portfolio
|
Q2 2025
Added 98.22%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
12,961
shares
|
$861,517
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
12,961
shares
|
$861,517
0.05% of portfolio
|
Q4 2022
Reduced 4.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
9,441
shares
|
$627,543
0.0% of portfolio
|
Q2 2025
Added 8.84%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
9,295
shares
|
$617,838
0.03% of portfolio
|
Q2 2025
Reduced 91.14%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
9,258
shares
|
$615,379
0.3% of portfolio
|
Q1 2025
Added 12.25%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
7,699
shares
|
$511,752
0.18% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,500
shares
|
$498,525
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
7,064
shares
|
$469,544
0.02% of portfolio
|
Q2 2025
Reduced 16.01%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
6,511
shares
|
$432,786
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
6,332
shares
|
$420,888
0.02% of portfolio
|
Q1 2025
Added 16.14%
|