Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / MICROSECTORS FAN
-
Number of holders
-
2
-
Total 13F shares, excl. options
-
1,183
-
Shares change
-
-219,223
-
Total reported value, excl. options
-
$20,301
-
Value change
-
-$4,331,287
-
Number of buys
-
1
-
Number of sells
-
-3
-
Price
-
$17.17
Significant Holders of BANK OF MONTREAL /CAN/ - MICROSECTORS FAN (BERZ) as of Q3 2024
4 filings reported holding BERZ - BANK OF MONTREAL /CAN/ - MICROSECTORS FAN as of Q3 2024.
BANK OF MONTREAL /CAN/ - MICROSECTORS FAN (BERZ) has 2 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,183 shares
.
Largest 4 shareholders include UBS Group AG (1,167 shares), Tower Research Capital LLC (TRC) (16 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (0 shares), and B. Riley Wealth Advisors, Inc. (0 shares).
This table shows the top 2 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.