BANK OF MONTREAL /CAN/ - CAL LKD 41 (OILU) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2021 to Q3 2025

Type / Class
Equity / CAL LKD 41
Symbol
OILU on NYSE
Price per share
$25.00
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
52,830
Total reported value
$1,276,988
% of total 13F portfolios
0%
Share change
+29,885
Value change
+$726,988
Number of holders
3
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 3 institutional investors reported holding 52,830 shares of BANK OF MONTREAL /CAN/ - CAL LKD 41 (OILU).

Institutional Holders of BANK OF MONTREAL /CAN/ - CAL LKD 41 (OILU) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 52,830 $1,276,988 +$726,988 $24.19 3
2025 Q2 22,945 $497,218 +$279,266 $21.67 2
2025 Q1 9,904 $328,813 +$315,630 $33.20 3
2024 Q4 478 $13,183 -$33,857 $27.58 2
2024 Q3 1,500 $47,040 -$8,311 $31.36 1
2024 Q2 1,365 $55,351 -$468,427 $40.26 3
2024 Q1 11,233 $531,436 -$1,960,659 $47.31 4
2023 Q4 70,589 $2,484,648 +$197,030 $35.20 5
2023 Q3 61,146 $2,828,920 +$730,743 $46.26 5
2023 Q2 49,690 $1,746,052 +$196,129 $35.14 6
2023 Q1 42,688 $1,698,028 -$1,138,699 $39.80 9
2022 Q4 70,508 $3,665,817 +$1,741,806 $52.15 9
2022 Q3 36,810 $1,340,000 -$1,468,203 $36.42 6
2022 Q2 74,824 $2,840,000 +$988,454 $37.95 4
2022 Q1 44,743 $2,376,000 +$2,264,151 $53.09 5
2021 Q4 2,108 $44,000 +$44,000 $20.87 1