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 56 institutions that hold shares in the stock, with a total of 1.28 Million shares, which have been reported (via 13F filing form) to have a value of $90.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
389,559
shares
|
$27.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 23.42%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
167,793
shares
|
$11.8 Million
0.02% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
111,958
shares
|
$7.88 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
75,025
shares
|
$5.28 Million
0.2% of portfolio
|
Q3 2025
Added 707.15%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
68,757
shares
|
$4.84 Million
0.42% of portfolio
|
Q3 2025
Reduced 24.49%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
61,276
shares
|
$4.31 Million
0.54% of portfolio
|
Q3 2025
Added 77.79%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
39,590
shares
|
$2.79 Million
0.78% of portfolio
|
Q3 2025
Reduced 23.89%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
35,322
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2025
Added 31.18%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
29,653
shares
|
$2.09 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
28,328
shares
|
$1.99 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
24,980
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2025
Added 9.29%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
24,615
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
22,136
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.07%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
18,805
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2025
Reduced 34.09%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
17,464
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
14,876
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 29.23%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
14,216
shares
|
$1 Million
0.0% of portfolio
|
Q3 2025
Added 50.58%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
12,961
shares
|
$912,324
0.05% of portfolio
|
Q4 2022
Reduced 4.99%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
12,961
shares
|
$912,324
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
17 Capital Partners, LLC
|
Nov 14, 2025 Q3 2025 |
12,145
shares
|
$854,886
0.47% of portfolio
|
Q3 2025
Added 31.18%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
10,013
shares
|
$704,815
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
9,759
shares
|
$686,936
0.02% of portfolio
|
Q3 2025
Added 67.74%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
8,829
shares
|
$621,473
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
8,034
shares
|
$565,513
0.18% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
7,345
shares
|
$517,014
0.0% of portfolio
|
Q3 2025
Reduced 45.15%
|
|