US06367WB850 - Bank of Montreal Aktier - Aktiekurs, institutionellt ägande, aktieägare

Grundläggande statistik

Institutionella ägare	1 total, 1 long only, 0 short only, 0 long/short - change of −3,85% MRQ
Genomsnittlig portföljallokering	0.1353 % - change of 4,22% MRQ

Institutionella aktier (lång)	40 000 (ex 13D/G) - change of 0,00MM shares 0,00% MRQ
Institutionellt värde (lång)	$ 39 USD ($1000)

Institutionellt ägande och aktieägare

Bank of Montreal (CA:US06367WB850) har 1 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 40,000 aktier. Största aktieägare inkluderar TIIUX - Core Fixed Income Fund .

Bank of Montreal (US06367WB850) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.

US06367WB850 / Bank of Montreal - 1.85% 2025-05-01 Institutional Ownership

13F- och NPORT-arkiveringar

Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

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Ikraftträdande datum :

Fil Datum	Källa	Investerare	Aktier	Δ Aktier (%)	Rapporterat värde (1000 USD)	Δ Värde (%)
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			6 905	20,34
2025-04-25	NP	FIWGX - Strategic Advisers Fidelity Core Income Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			2 403	0,75
2025-06-26	NP	SLQD - iShares 0-5 Year Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			885	0,68
2025-05-15	NP	QLMHIX - Western Asset Core Plus VIT Portfolio Class I			40	0,00
2025-05-20	NP	Franklin Templeton ETF Trust - Western Asset Bond ETF			20	−61,22
2025-05-19	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class			399	0,76
2025-04-25	NP	FLDB - Fidelity Low Duration Bond ETF			1 269	0,79
2025-04-29	NP	SHAG - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A			1
2025-06-26	NP	DFSD - Dimensional Short-Duration Fixed Income ETF			3 535	0,65
2025-05-22	NP	ILUAX - Voya U.S. Bond Index Portfolio Class ADV			361	0,84
2025-05-27	NP	WACPX - Western Asset Core Plus Bond Fund Class I			1 457	0,69
2025-05-28	NP	BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			968	0,73
2025-04-28	NP	TIIUX - Core Fixed Income Fund	40 000	0,00	40	0,00
2025-06-26	NP	DGCB - Dimensional Global Credit ETF			82	1,23
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			420	40,94
2025-05-29	NP	MUIIX - Ultra Short Income Portfolio Institutional Class			23 844	0,70
2025-06-18	NP	Putnam ETF Trust - Putnam ESG Ultra Short ETF -			96	1,05
2025-06-26	NP	IBDQ - iShares iBonds Dec 2025 Term Corporate ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			11 621	37,04
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1			250	0,81
2025-06-24	NP	PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A			10 188	0,64
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			2 000	0,65
2025-05-19	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class			1 781	0,68
2025-04-18	NP	AVSFX - Avantis Short-Term Fixed Income Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			72	0,00
2025-05-29	NP	KCSH - KraneShares Sustainable Ultra Short Duration Index ETF			1 497	0,67
2025-06-26	NP	DFCF - Dimensional Core Fixed Income ETF			51	2,00