Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / NT LKD 38
-
Total 13F shares
-
260,749
-
Share change
-
+41,197
-
Total reported value
-
$7,368,882
-
Price per share
-
$26.87
-
Number of holders
-
14
-
Value change
-
+$1,323,479
-
Number of buys
-
8
-
Number of sells
-
7
Institutional Holders of BANK OF MONTREAL /CAN/ - NT LKD 38 (FNGS) as of Q1 2023
As of 31 Mar 2023,
BANK OF MONTREAL /CAN/ - NT LKD 38 (FNGS) was held by
14 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
260,749 shares.
The largest 10 holders included
Royal Bank of Canada, Brookstone Capital Management, CreativeOne Wealth, LLC, IFP Advisors, Inc, Cetera Advisors LLC, CITADEL ADVISORS LLC, Gallagher Fiduciary Advisors, LLC, Larson Financial Group LLC, ADVISOR GROUP HOLDINGS, INC., and Y.D. More Investments Ltd.
This page lists
14
institutional shareholders reporting positions in this security
for the Q1 2023 filing period.
| 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.