Bank of Montreal
13F holders, Q4 2024 (December 31)2holders +1
1new positions
0sold out
$27.18avg. 13F price*
At the end of Q4 2024, 2 institutions reported holding Bank of Montreal in their 13F filings, up 1 from Q3 2024. 1 opened new positions and 0 sold out. The largest holders were Avior Wealth Management, LLC ($544K) and EverSource Wealth Advisors, LLC ($514K).
- Company
- Bank of Montreal
- Filed as
- MICROSECTORS GOLD MINERS 3X LEVERAGED ETN (Q4 2024)
- CUSIP
- 063679658
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $514K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 18,916 shares bought, net +18,916 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Avior Wealth Management, LLC | 0.02% | No change | 20,000 | $544K |
| EverSource Wealth Advisors, LLC | 0.03% | New | 18,916 | $514K |
"% of holder's portfolio" is BANK OF MONTREAL's weight in each manager's 13F, not the share of Bank of Montreal the manager owns.