Purchases and Sales Made in Q4 2025 in Bank Of Montreal (FNGS)
This table provides information about the institutional ownership of Bank Of Montreal (FNGS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Ethos Capital Management, Inc.
Newtown, PA |
BUY
|
- |
37.9KNew |
$2.59M - $2.8M
|
37.9K
$2.67M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
29.1K+ 17.34% |
$1.99M - $2.15M
|
197K
$13.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
18K+ 29.39% |
$1.23M - $1.33M
|
79.3K
$5.58M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.89K+ 9.83% |
$266K - $287K
|
43.5K
$3.06M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.76K+ 2.56% |
$120K - $130K
|
70.5K
$4.96M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
144+ 1.79% |
$9.85K - $10.6K
|
8.18K
$576K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
77+ 1.21% |
$5.27K - $5.69K
|
6.46K
$455K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-13.7K- 48.4% |
$938K - $1.01M
|
14.6K
$1.03M
|
|