Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / NT LKD 38
-
Number of holders
-
12
-
Total 13F shares, excl. options
-
243K
-
Shares change
-
+41.2K
-
Total reported value, excl. options
-
$6.49M
-
Value change
-
+$1.32M
-
Number of buys
-
7
-
Number of sells
-
-8
-
Price
-
$26.87
Significant Holders of BANK OF MONTREAL /CAN/ - NT LKD 38 (FNGS) as of Q1 2023
20 filings reported holding FNGS - BANK OF MONTREAL /CAN/ - NT LKD 38 as of Q1 2023.
BANK OF MONTREAL /CAN/ - NT LKD 38 (FNGS) has 12 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 243K shares
.
Largest 10 shareholders include Royal Bank of Canada (131K shares), Brookstone Capital Management (48.3K shares), CreativeOne Wealth, LLC (19.2K shares), Cetera Advisors LLC (16K shares), CITADEL ADVISORS LLC (11.5K shares), Gallagher Fiduciary Advisors, LLC (11.4K shares), Larson Financial Group LLC (2.4K shares), ADVISOR GROUP HOLDINGS, INC. (1.08K shares), Y.D. More Investments Ltd (780 shares), and SIMPLEX TRADING, LLC (638 shares).
This table shows the top 12 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.