Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / NT LKD 38
-
Number of holders
-
27
-
Total 13F shares, excl. options
-
1.95M
-
Shares change
-
+979K
-
Total reported value, excl. options
-
$73.6M
-
Value change
-
+$37.3M
-
Put/Call ratio
-
2.46
-
Number of buys
-
15
-
Number of sells
-
-9
-
Price
-
$37.74
Significant Holders of BANK OF MONTREAL /CAN/ - NT LKD 38 (FNGS) as of Q4 2023
39 filings reported holding FNGS - BANK OF MONTREAL /CAN/ - NT LKD 38 as of Q4 2023.
BANK OF MONTREAL /CAN/ - NT LKD 38 (FNGS) has 27 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.95M shares
.
Largest 10 shareholders include OSAIC HOLDINGS, INC. (498K shares), JANE STREET GROUP, LLC (479K shares), Mariner, LLC (367K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (139K shares), ROYAL BANK OF CANADA (127K shares), Cambridge Investment Research Advisors, Inc. (77.8K shares), MARSHALL WACE, LLP (50.7K shares), Brookstone Capital Management (36.5K shares), Janney Montgomery Scott LLC (27.8K shares), and Snowden Capital Advisors LLC (19.4K shares).
This table shows the top 27 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.