Bank Montreal Que

13F holders, Q2 2024 (June 30)
4holders −1
1new positions
2sold out
$19.75avg. 13F price*

At the end of Q2 2024, 4 institutions reported holding Bank Montreal Que in their 13F filings, down 1 from Q1 2024. 1 opened new positions and 2 sold out. The largest holders were Susquehanna International Group, LLP ($3.9M), B. Riley Wealth Advisors, Inc. ($455K) and UBS Group AG ($10K).

Company
Bank Montreal Que
CUSIP
063679450
Latest filing quarter
Q4 2025

History

Number of 13F holders

012345 Q1 2024: 5Q1 2024Q2 2024: 4Q2 2024Q3 2024: 2Q3 2024Q4 2024: 5Q4 2024Q1 2025: 3Q1 2025Q2 2025: 4Q2 2025Q3 2025: 4Q3 2025Q4 2025: 2Q4 2025

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions1$455K
Exits2$775K

All 13F filers, Q1 2024 → Q2 2024: 166,302 shares bought and 29,913 shares sold, net +136,389 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

Susquehanna International Group, LLP 0.01% Add +267.5% 196,823 $3.9M
B. Riley Wealth Advisors, Inc. 0.01% New 23,030 $455K
UBS Group AG 0.00% Reduce -36.4% 495 $10K
Tower Research Capital LLC (TRC) 0.00% No change 58 $1K

"% of holder's portfolio" is BANK MONTREAL QUE's weight in each manager's 13F, not the share of Bank Montreal Que the manager owns.