UNITED CAPITAL FINANCIAL ADVISORS, LLC - ROYAL BK CDA MONTREAL QUE ownership

ROYAL BK CDA MONTREAL QUE's ticker is RY and the CUSIP is 780087102. A total of 625 filers reported holding ROYAL BK CDA MONTREAL QUE in Q3 2023. The put-call ratio across all filers is 0.74 and the average weighting 0.5%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ROYAL BK CDA MONTREAL QUE
ValueSharesWeighting
Q3 2023$7,378,631
-10.4%
84,385
-2.1%
0.05%
+6.7%
Q2 2023$8,233,902
-3.5%
86,210
-3.4%
0.04%
-6.2%
Q1 2023$8,528,924
+4.2%
89,233
+2.5%
0.05%
+4.3%
Q4 2022$8,186,901
-0.2%
87,076
-4.5%
0.05%
-4.2%
Q3 2022$8,207,000
-14.9%
91,145
-8.5%
0.05%
-9.4%
Q2 2022$9,644,000
-13.4%
99,608
-1.4%
0.05%
-1.9%
Q1 2022$11,136,000
+7.1%
100,987
+3.1%
0.05%
+12.5%
Q4 2021$10,400,000
+1.4%
97,987
-5.0%
0.05%
-5.9%
Q3 2021$10,259,000
+0.3%
103,128
+2.2%
0.05%
-1.9%
Q2 2021$10,227,000
+9.7%
100,951
-0.2%
0.05%0.0%
Q1 2021$9,323,000
+38.0%
101,110
+22.8%
0.05%
+26.8%
Q4 2020$6,757,000
+15.5%
82,344
-1.3%
0.04%
+7.9%
Q3 2020$5,850,000
-4.8%
83,409
-7.9%
0.04%
-15.6%
Q2 2020$6,142,000
+18.2%
90,584
+7.3%
0.04%
+4.7%
Q1 2020$5,198,000
-35.7%
84,445
-17.2%
0.04%
-17.3%
Q4 2019$8,079,000
+17.9%
102,010
+20.8%
0.05%
+8.3%
Q3 2019$6,851,000
-7.5%
84,416
-9.5%
0.05%0.0%
Q2 2019$7,406,000
+9.8%
93,276
+4.5%
0.05%
+2.1%
Q1 2019$6,742,000
+20.9%
89,235
+9.6%
0.05%
+6.8%
Q4 2018$5,577,000
-18.1%
81,399
-4.1%
0.04%
-8.3%
Q3 2018$6,808,000
+14.7%
84,894
+7.7%
0.05%
+9.1%
Q2 2018$5,938,000
+6.9%
78,853
+9.7%
0.04%
+4.8%
Q1 2018$5,554,000
+10.5%
71,855
+16.7%
0.04%
+5.0%
Q4 2017$5,028,000
+19.5%
61,575
+13.2%
0.04%
+11.1%
Q3 2017$4,209,000
-1.4%
54,415
+20.0%
0.04%
-5.3%
Q2 2017$4,270,000
+45.4%
45,344
+12.6%
0.04%
+40.7%
Q1 2017$2,936,000
+66.1%
40,263
+54.2%
0.03%
+58.8%
Q4 2016$1,768,000
+39.3%
26,107
+27.5%
0.02%
+41.7%
Q3 2016$1,269,000
+6.6%
20,474
+1.5%
0.01%0.0%
Q2 2016$1,190,000
-2.6%
20,170
-5.0%
0.01%
-7.7%
Q1 2016$1,222,000
-9.9%
21,230
-16.1%
0.01%
-18.8%
Q4 2015$1,356,000
+0.2%
25,314
+3.4%
0.02%0.0%
Q3 2015$1,353,000
-47.2%
24,483
-41.6%
0.02%
-46.7%
Q2 2015$2,563,000
+45.0%
41,915
+57.6%
0.03%
+36.4%
Q1 2015$1,768,000
-52.8%
26,602
-50.9%
0.02%
-21.4%
Q4 2014$3,744,000
+111.6%
54,216
+119.0%
0.03%
-9.7%
Q3 2014$1,769,000
-10.2%
24,759
-10.2%
0.03%
-16.2%
Q2 2014$1,969,000
+9.1%
27,569
+0.9%
0.04%
-2.6%
Q1 2014$1,804,000
-5.9%
27,336
-8.4%
0.04%
-37.7%
Q3 2013$1,917,000
-4.7%
29,856
-13.5%
0.06%
+15.1%
Q2 2013$2,012,00034,5130.05%
Other shareholders
ROYAL BK CDA MONTREAL QUE shareholders Q3 2023
NameSharesValueWeighting ↓
BANK OF NOVA SCOTIA TRUST CO 1,220,472$100,152,00010.44%
Triasima Portfolio Management inc. 2,015,172$165,5419.42%
LINCLUDEN MANAGEMENT LTD 1,064,589$87,473,0009.11%
MUFG SECURITIES (CANADA), LTD. 757,944$62,228,0008.69%
Beutel, Goodman & Co Ltd. 14,372,269$1,179,388,0007.99%
Scheer, Rowlett & Associates Investment Management Ltd. 1,183,291$97,219,0007.52%
CIDEL ASSET MANAGEMENT INC 1,559,684$128,043,0007.21%
GUARDIAN CAPITAL LP 3,529,358$289,745,0006.76%
Cardinal Capital Management, Inc. 1,319,223$108,147,0006.58%
Addenda Capital Inc. 1,187,990$97,531,0006.14%
View complete list of ROYAL BK CDA MONTREAL QUE shareholders