BANK OF MONTREAL
CUSIP 063679872
Bank Of Montreal has 1 institutional holders in Filings Flow’s 13F database, together reporting 55.4K shares worth $2M as of Q4 2022. The largest reported holders are Centric Wealth Management, Cavalier Investments, LLC, and Old Mission Capital LLC.
Institutional Holders
1
Q4 2022
Reported Value
$2M
Ticker
unmapped
private placement or foreign
Quarters Tracked
7
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Centric Wealth Management$501M AUM | 1.22% | $2M | 55.4K | Q4 2022 |
| Cavalier Investments, LLC$3.7B AUM | 0.86% | $2M | 401.8K | Q3 2022OLDER |
| Rinkey Investments$391M AUM | 0.16% | $176,000 | 17.6K | Q2 2022OLDER |
| ALTFEST L J & CO INC$935M AUM | 0.10% | $536,000 | 70.0K | Q2 2022OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.05% | $2M | 80.9K | Q1 2022OLDER |
| HAP Trading, LLC$1.1B AUM | 0.02% | $421,000 | 55.0K | Q2 2022OLDER |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 0.02% | $59,000 | 10.0K | Q3 2022OLDER |
| F3Logic, LLC$476M AUM | 0.02% | $77,000 | 12.6K | Q3 2022OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $636,000 | 107.6K | Q3 2022OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $1M | 217.0K | Q3 2022OLDER |
| Bedel Financial Consulting, Inc.$888M AUM | 0.00% | $8,000 | 371 | Q1 2022OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $585,000 | 25.7K | Q1 2022OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.00% | $59,000 | 10.0K | Q3 2022OLDER |
| Private Ocean, LLC$1.1B AUM | 0.00% | $11,000 | 500 | Q1 2022OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $20,000 | 2.6K | Q3 2022OLDER |
| Horan Securities, Inc.$284M AUM | 0.00% | $1,000 | 197 | Q3 2022OLDER |
| Creative Planning$147.4B AUM | 0.00% | $255,000 | 43.1K | Q3 2022OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $296,000 | 50.0K | Q3 2022OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $3,000 | 500 | Q3 2022OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $257,000 | 43.4K | Q3 2022OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $339,000 | 44.3K | Q2 2022OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $198,000 | 33.5K | Q3 2022OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $86,000 | 14.6K | Q3 2022OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $5,000 | 717 | Q2 2022OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $73,000 | 12.3K | Q3 2022OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1,000 | 117 | Q3 2022OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.