Q1 2023 13F Holders as of 31 Mar 2023
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Type / Class
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Equity / NT LKD 38
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Number of holders
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12
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Total 13F shares, excl. options
-
242,969
-
Shares change
-
+41,157
-
Total reported value, excl. options
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$6,494,242
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Value change
-
+$1,322,404
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Number of buys
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7
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Number of sells
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8
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Price
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$26.87
Institutional Holders of BANK OF MONTREAL /CAN/ - NT LKD 38 (FNGS) as of Q1 2023
As of 31 Mar 2023 BANK OF MONTREAL /CAN/ - NT LKD 38 (FNGS) had 12 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 242,969 shares of stock of the company.
Largest 10 holders included Royal Bank of Canada, Brookstone Capital Management, CreativeOne Wealth, LLC, Cetera Advisors LLC, CITADEL ADVISORS LLC, Gallagher Fiduciary Advisors, LLC, Larson Financial Group LLC, ADVISOR GROUP HOLDINGS, INC., Y.D. More Investments Ltd, and SIMPLEX TRADING, LLC.
This table shows 13 institutional shareholders of the security as of 31 Mar 2023.
| 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.