First Trust Direct Indexing L.P. - BANK MONTREAL QUE ownership

BANK MONTREAL QUE's ticker is BMO and the CUSIP is 063671101. A total of 469 filers reported holding BANK MONTREAL QUE in Q4 2022. The put-call ratio across all filers is 1.35 and the average weighting 0.4%.

Quarter-by-quarter ownership
First Trust Direct Indexing L.P. ownership history of BANK MONTREAL QUE
ValueSharesWeighting
Q3 2023$620,821
-6.3%
7,358
+0.3%
0.07%
-4.1%
Q2 2023$662,453
+2.1%
7,335
+0.8%
0.07%
-3.9%
Q1 2023$648,667
-6.6%
7,279
-5.0%
0.08%
-16.3%
Q4 2022$694,326
-1.8%
7,664
-5.0%
0.09%
-10.7%
Q3 2022$707,000
-4.2%
8,068
+5.1%
0.10%0.0%
Q2 2022$738,000
-16.9%
7,673
+2.0%
0.10%
-4.6%
Q1 2022$888,000
+16.5%
7,526
+6.4%
0.11%
+9.1%
Q4 2021$762,000
+8.5%
7,072
+0.5%
0.10%
-1.0%
Q3 2021$702,000
+89.2%
7,034
+94.7%
0.10%
+81.8%
Q2 2021$371,000
+47.2%
3,613
+27.8%
0.06%
-17.9%
Q1 2021$252,000
+20.0%
2,826
+2.2%
0.07%
+17.5%
Q4 2020$210,0002,7650.06%
Other shareholders
BANK MONTREAL QUE shareholders Q4 2022
NameSharesValueWeighting ↓
GUARDIAN CAPITAL LP 3,521,269$414,726,0008.06%
Cardinal Capital Management, Inc. 1,191,598$140,377,0006.83%
BANK OF NOVA SCOTIA TRUST CO 629,939$74,314,0006.47%
PORTLAND INVESTMENT COUNSEL INC. 100,010$11,769,0006.23%
INTACT INVESTMENT MANAGEMENT INC. 1,480,375$217,763,0005.53%
Value Partners Investments Inc. 549,186$64,653,0005.48%
BAROMETER CAPITAL MANAGEMENT INC. 200,403$29,200,721,0005.31%
Triasima Portfolio Management inc. 925,025$108,8995.24%
Rempart Asset Management Inc. 203,231$23,942,0004.87%
CIBC WORLD MARKET INC. 11,296,665$1,332,668,0004.22%
View complete list of BANK MONTREAL QUE shareholders