Q1 2025 13F Holders as of 3/31/2025
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Type / Class
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Equity / NT LKD 43
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Number of holders
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5
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Total shares
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43.4K
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Shares change
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-234K
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Total reported value, excl. options
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$1.26M
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Value change
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-$11.5M
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Number of buys
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4
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Number of sells
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-2
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Price
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$35.06
Significant Holders of BANK MONTREAL MEDIUM - NT LKD 43 (SPYU) as of Q1 2025
6 filings reported holding SPYU - BANK MONTREAL MEDIUM - NT LKD 43 as of Q1 2025.
BANK MONTREAL MEDIUM - NT LKD 43 (SPYU) has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 43.4K shares
.
Largest 8 shareholders include Millington Financial Advisors, LLC (29.2K shares), BXM Wealth LLC (6.2K shares), SIGNATUREFD, LLC (5K shares), TOTH FINANCIAL ADVISORY CORP (2.58K shares), CWM, LLC (395 shares), HOLLENCREST CAPITAL MANAGEMENT (282 shares), Millstone Evans Group, LLC (7 shares), and IMC-Chicago, LLC (0 shares).
This table shows the top 5 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.