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 |
|---|---|---|---|---|---|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,100
shares
|
$499,769
0.01% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
6,503
shares
|
$457,746
0.03% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
6,381
shares
|
$449,158
0.02% of portfolio
|
Q3 2025
Reduced 9.67%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
5,463
shares
|
$384,540
0.0% of portfolio
|
Q3 2025
Added 345.23%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,129
shares
|
$361,030
0.0% of portfolio
|
Q3 2025
Added 56.32%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
4,481
shares
|
$315,417
0.14% of portfolio
|
Q3 2025
Reduced 21.08%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
3,659
shares
|
$257,557
0.0% of portfolio
|
Q3 2025
Reduced 13.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
3,207
shares
|
$225,740
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Client First Investment Management LLC
West Bend, WI |
Oct 14, 2025 Q3 2025 |
3,143
shares
|
$221,235
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
3,017
shares
|
$212,366
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,802
shares
|
$197,232
0.0% of portfolio
|
Q3 2025
Reduced 48.31%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
2,113
shares
|
$148,734
0.0% of portfolio
|
Q3 2025
Added 74.34%
|
|
|
Belvedere Trading LLC
|
Oct 27, 2025 Q3 2025 |
2,000
shares
|
$140,780
0.0% of portfolio
|
Q3 2025
Reduced 19.26%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 03, 2025 Q3 2025 |
723
shares
|
$50,891
0.05% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
662
shares
|
$46,598
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
619
shares
|
$43,571
0.0% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
468
shares
|
$32,942
0.0% of portfolio
|
Q3 2025
Added 47.63%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
320
shares
|
$22,524
0.0% of portfolio
|
Q3 2025
Reduced 80.82%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
200
shares
|
$14,078
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
192
shares
|
$13,514
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
143
shares
|
$10,065
0.0% of portfolio
|
Q3 2025
Added 43.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
100
shares
|
$7,039
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|