Bank of Montreal Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CENTRIC WEALTH MANAGEMENT | 01/04/2023 | 55.43 K | $2.40 M | -86.32% | 0.52% |
| BANK OF AMERICA CORP /DE/ | 02/10/2023 | 0 | $0 | -100.00% | 0.00% |
| BARCLAYS PLC | 02/13/2023 | 0 | $0 | -100.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 02/16/2023 | 0 | $0 | -100.00% | 0.00% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2023 | 0 | $0 | -100.00% | 0.00% |
| HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. | 01/26/2023 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2023 | 0 | $0 | -100.00% | 0.00% |
| TWO SIGMA SECURITIES, LLC | 02/14/2023 | 0 | $0 | -100.00% | 0.00% |
| FLOW TRADERS U.S. LLC | 02/14/2023 | 0 | $0 | -100.00% | 0.00% |
| HRT FINANCIAL LP | 02/10/2023 | 0 | $0 | -100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/10/2023 | 0 | $0 | -100.00% | 0.00% |
| CREATIVE PLANNING | 02/10/2023 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 02/15/2023 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 02/08/2023 | 0 | $0 | -100.00% | 0.00% |
| IFP ADVISORS, INC | 02/07/2023 | 0 | $0 | -100.00% | 0.00% |
| CAVALIER INVESTMENTS, LLC | 02/10/2023 | 0 | $0 | -100.00% | 0.00% |
| HORAN SECURITIES, INC. | 01/17/2023 | 0 | $0 | -100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 02/10/2023 | 0 | $0 | -100.00% | 0.00% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/14/2023 | 0 | $0 | -100.00% | 0.00% |
| F3LOGIC, LLC | 02/14/2023 | 0 | $0 | -100.00% | 0.00% |
| FNY INVESTMENT ADVISERS, LLC | 01/10/2023 | 0 | $0 | -100.00% | 0.00% |
| TOBIAS FINANCIAL ADVISORS, INC. | 02/13/2023 | 0 | $0 | -100.00% | 0.00% |
| SPIRE WEALTH MANAGEMENT | 02/03/2023 | 0 | $0 | -100.00% | 0.00% |
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Bank of Montreal institutional Ownership - FAQ's
During the previous two years, 3 institutional investors and hedge funds held shares of Bank of Montreal. The most heavily invested institutionals were:
F3Logic, LLC: 0
Hoover Financial Advisors, Inc.: 35
OLD MISSION CAPITAL, LLC: 1,553
0.52% of Bank of Montreal stock is owned by institutional investors.
Institutional investors have bought a total of 1.59 K shares in the last 24 months. This purchase volume represents approximately $30.71 K in transactions.