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
$44.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
15KNew |
$674K - $977K
|
15K
$997K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.5K+ 106.16% |
$561K - $814K
|
24.3K
$1.61M
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
6.51KNew |
$292K - $424K
|
6.51K
$433K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
5.82KNew |
$261K - $379K
|
5.82K
$387K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.21KNew |
$189K - $274K
|
4.21K
$280K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.87K+ 12.65% |
$174K - $252K
|
34.5K
$2.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
865+ 3.32% |
$38.8K - $56.4K
|
26.9K
$1.79M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
515+ 0.32% |
$23.1K - $33.6K
|
161K
$10.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
317New |
$14.2K - $20.7K
|
317
$21.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
100New |
$4.49K - $6.52K
|
100
$6.65K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
30New |
$1.35K - $1.95K
|
30
$1.99K
|
|
|
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
$49.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-11- 0.9% |
$494 - $717
|
1.21K
$80.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-263- 3.3% |
$11.8K - $17.1K
|
7.7K
$512K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-268- 0.29% |
$12K - $17.5K
|
91.1K
$6.05M
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
SELL
|
- |
-600- 19.5% |
$26.9K - $39.1K
|
2.48K
$165K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-2.7K- 40.17% |
$121K - $176K
|
4.02K
$267K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-95.6K- 91.14% |
$4.29M - $6.23M
|
9.3K
$618K
|