Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Bank of Montreal /can/
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Commercial Banks, NEC
No intraday reading yet this session.
109 institutional managers report a position in Bank of Montreal /can/ worth $419.4M between them, filed on form 13F for the quarter ending 2023-12-31. 8 of them hold 80% of it, the largest being Bank of New York Mellon Corp at 20.56%.
84 more managers in the register
8 managers hold 80% of the $419.4M institutional base. The other 101 hold the rest.
Positions as filed with the SEC for the quarter ended Dec 31 '23. A 13F is due 45 days after the quarter closes, so this register is 990 days old and does not move with the price above it.
via Addenda Capital Inc., Value Partners Investments Inc., Triasima Portfolio Management inc. +3 more · 20.02% of BMO, 16.88% of RCI
via Value Partners Investments Inc., Addenda Capital Inc., Triasima Portfolio Management inc. +4 more · 13.63% of BMO, 45.76% of OTEX
via Addenda Capital Inc., Value Partners Investments Inc., DekaBank Deutsche Girozentrale +7 more · 20.02% of BMO, 16.91% of BNS
via Value Partners Investments Inc., Triasima Portfolio Management inc., Addenda Capital Inc. +10 more · 13.63% of BMO, 23.01% of CM
via Addenda Capital Inc., Triasima Portfolio Management inc., Value Partners Investments Inc. +7 more · 20.02% of BMO, 10.19% of TD
via Value Partners Investments Inc., Triasima Portfolio Management inc., DekaBank Deutsche Girozentrale +5 more · 13.63% of BMO, 22.18% of SLF
Managers holding a meaningful stake in BMO also hold this much of the other company’s institutional base. Managers who hold most of the companies we cover are excluded, because their overlap says nothing about this one in particular. This is how the two are held, not evidence that one moves the other.
BMO (Bank of Montreal /can/) has 4 disclosed suppliers and 18 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move, and a bundle sits past the rings until you open it. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: SSRM +1.31%, in financials.