As of 31 Dec 2025, 7 institutional investors reported holding 11,986 shares of BANK OF MONTREAL /CAN/ - CAL LKD 43 (SHNY).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 11,986 | $1,566,469 | +$569,956 | $130.69 | 7 |
| 2025 Q3 | 7,625 | $795,669 | -$4,052,693 | $104.35 | 2 |
| 2025 Q2 | 50,086 | $3,525,554 | +$3,483,319 | $70.39 | 5 |
| 2025 Q1 | 600 | $39,408 | -$254,683 | $65.68 | 1 |
| 2024 Q4 | 7,078 | $294,091 | +$281,543 | $41.55 | 2 |
| 2024 Q3 | 302 | $13,702 | -$97,910 | $45.37 | 1 |
| 2024 Q2 | 2,460 | $83,350 | +$83,350 | $33.88 | 1 |
| 2024 Q1 | 0 | $0 | -$133,995 | $193.27 | 0 |
| 2023 Q4 | 4,847 | $133,995 | +$133,995 | $27.64 | 1 |
| 2023 Q3 | 0 | $0 | -$271,979 | $193.27 | 0 |
| 2023 Q2 | 10,565 | $271,979 | +$271,979 | $25.74 | 1 |