Purchases and Sales Made in Q3 2025 in Bank Of Montreal (FNGS)
This table provides information about the institutional ownership of Bank Of Montreal (FNGS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
112KNew |
$7.18M - $7.97M
|
112K
$7.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
65.7K+ 707.15% |
$4.22M - $4.68M
|
75K
$5.28M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
29.7KNew |
$1.9M - $2.11M
|
29.7K
$2.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
28.3KNew |
$1.82M - $2.02M
|
28.3K
$1.99M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
26.8K+ 77.79% |
$1.72M - $1.91M
|
61.3K
$4.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10KNew |
$643K - $713K
|
10K
$705K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
8.83KNew |
$567K - $629K
|
8.83K
$621K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.4K+ 31.18% |
$539K - $598K
|
35.3K
$2.49M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.85K+ 4.26% |
$440K - $488K
|
168K
$11.8M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.78K+ 50.58% |
$306K - $340K
|
14.2K
$1M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
4.24K+ 345.23% |
$272K - $302K
|
5.46K
$385K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
3.94K+ 67.74% |
$253K - $281K
|
9.76K
$687K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.21KNew |
$206K - $228K
|
3.21K
$226K
|
|
|
Oct 14, 2025
Q3 2025
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
3.14KNew |
$202K - $224K
|
3.14K
$221K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.02KNew |
$194K - $215K
|
3.02K
$212K
|
|
|
Nov 14, 2025
Q3 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
2.89K+ 31.18% |
$185K - $206K
|
12.1K
$855K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.12K+ 9.29% |
$136K - $151K
|
25K
$1.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.85K+ 56.32% |
$119K - $132K
|
5.13K
$361K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
901+ 74.34% |
$57.8K - $64.2K
|
2.11K
$149K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
605+ 3.59% |
$38.8K - $43.1K
|
17.5K
$1.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
364+ 1.5% |
$23.4K - $25.9K
|
24.6K
$1.73M
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
335+ 4.35% |
$21.5K - $23.9K
|
8.03K
$566K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
241+ 3.85% |
$15.5K - $17.2K
|
6.5K
$458K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
192New |
$12.3K - $13.7K
|
192
$13.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
151+ 47.63% |
$9.69K - $10.8K
|
468
$32.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
100New |
$6.42K - $7.12K
|
100
$7.04K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
43+ 43.0% |
$2.76K - $3.06K
|
143
$10.1K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
25+ 4.21% |
$1.6K - $1.78K
|
619
$43.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-22- 2.95% |
$1.41K - $1.57K
|
723
$50.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-400- 5.33% |
$25.7K - $28.5K
|
7.1K
$500K
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
SELL
|
- |
-477- 19.26% |
$30.6K - $34K
|
2K
$141K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-550- 13.07% |
$35.3K - $39.2K
|
3.66K
$258K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-683- 9.67% |
$43.8K - $48.6K
|
6.38K
$449K
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.2K- 21.08% |
$76.8K - $85.3K
|
4.48K
$315K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.35K- 80.82% |
$86.5K - $96K
|
320
$22.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.43K- 6.07% |
$91.8K - $102K
|
22.1K
$1.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.62K- 48.31% |
$168K - $187K
|
2.8K
$197K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.05K- 45.15% |
$388K - $431K
|
7.35K
$517K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.9K- 34.67% |
$507K - $562K
|
14.9K
$1.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.73K- 34.09% |
$624K - $693K
|
18.8K
$1.32M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-12.4K- 23.89% |
$797K - $885K
|
39.6K
$2.79M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-22.3K- 24.49% |
$1.43M - $1.59M
|
68.8K
$4.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-119K- 23.42% |
$7.64M - $8.48M
|
390K
$27.4M
|
|