BANK OF MONTREAL /CAN/ - CAL LKD 43 (SHNY) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2023 to Q4 2025

Type / Class
Equity / CAL LKD 43
Symbol
SHNY on NYSE
Price per share
$130.69
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
7,625
Total reported value
$795,669
% of total 13F portfolios
0%
Share change
-42,461
Value change
-$4,052,693
Number of holders
2
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 2 institutional investors reported holding 7,625 shares of BANK OF MONTREAL /CAN/ - CAL LKD 43 (SHNY).

Institutional Holders of BANK OF MONTREAL /CAN/ - CAL LKD 43 (SHNY) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,638 $214,070 +$214,070 $130.69 1
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 $130.69 0
2023 Q4 4,847 $133,995 +$133,995 $27.64 1
2023 Q3 0 $0 -$271,979 $130.69 0
2023 Q2 10,565 $271,979 +$271,979 $25.74 1