BANK OF MONTREAL /CAN/ (BMO)

Empfehlung

11,1
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
49.1
19 neu, 15 erhöht, -66981K $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)

Score-Verlauf (90 Tage)

Stammdaten

Unternehmen

NameBANK OF MONTREAL /CAN/
TickerBMO
CIK0000927971

Branche

SIC-Code6029
BeschreibungCommercial Banks, NEC

Wertpapier

CUSIP00461L113
ISINUS00461L1136
TypCOM NEW
TitelACKRELL SPAC PARTNERS I CO

Status

Zuletzt geprüft2026-03-20 22:25:32.742657

Fondsaktivität (letzte 3 Quartale)

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
VICTORY CAPITAL MANAGEMENT INC6,788,9046,608,904180,000147,353,161Aufgestockt+2,7%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC3,766,9373,002,841764,096100,579,975Aufgestockt+25,4%
TENOR CAPITAL MANAGEMENT Co., L.P.56,854,00056,854,000073,986,357Unverändert0,0%
F/m Investments LLC1,085,936822,945262,99156,330,831Aufgestockt+32,0%
WOLVERINE ASSET MANAGEMENT LLC18,669,00018,688,199-19,19924,099,916Reduziert-0,1%
BANK OF MONTREAL /CAN/155,0083,337,773-3,182,7655,928,245Reduziert-95,4%
CSS LLC/IL3,000,00003,000,0003,878,436Neu+100,0%
Crew Capital Management, Ltd73,56458,22815,3363,822,385Aufgestockt+26,3%
Integrated Wealth Concepts LLC127,90086,21441,6863,255,049Aufgestockt+48,4%
BNP PARIBAS FINANCIAL MARKETS1,979,0001,855,000124,0002,548,952Aufgestockt+6,7%
JOURNEY STRATEGIC WEALTH LLC70,71667,2373,4792,319,414Aufgestockt+5,2%
WealthPlan Investment Management, LLC36,26068,283-32,0231,380,895Reduziert-46,9%
MARSHALL WACE, LLP267,2000267,2001,156,976Neu+100,0%
JANE STREET GROUP, LLC21,11956,840-35,721992,002Reduziert-62,8%
LPL Financial LLC18,73719,874-1,137973,575Reduziert-5,7%
Triton Wealth Management, PLLC30,99718,01312,984833,791Aufgestockt+72,1%
Innova Wealth Partners30,82518,39612,429784,496Aufgestockt+67,6%
Valmark Advisers, Inc.19,06815,6833,385726,163Aufgestockt+21,6%
CIBC WORLD MARKET INC.20,71020,7100679,288Unverändert0,0%
DEUTSCHE BANK AG\11,320011,320591,244Neu+100,0%
Cetera Investment Advisers10,709010,709556,452Neu+100,0%
Worth Asset Management, LLC19,60317,9761,627498,897Aufgestockt+9,1%
GTS SECURITIES LLC14,73933,378-18,639483,424Reduziert-55,8%
HORAN Wealth, LLC7,74807,748402,611Neu+100,0%
LAZARD ASSET MANAGEMENT LLC25,463,00025,742,000-279,000329,237Reduziert-1,1%
RENAISSANCE TECHNOLOGIES LLC34,00050,000-16,00053,023Reduziert-32,0%
UBS Group AG5,28521,849-16,56446,503Reduziert-75,8%
IFP Advisors, Inc1,2501,250031,812Unverändert0,0%
Marex Group plc14,694014,69420,572Neu+100,0%
XTX Topco Ltd33,040033,04011,564Neu+100,0%
OSAIC HOLDINGS, INC.6,5006,50009,490Unverändert0,0%
CWM, LLC328,79134,342294,4498,368Aufgestockt+857,4%
Geneos Wealth Management Inc.15415405,864Unverändert0,0%
Triumph Capital Management19101914,995Neu+100,0%
Betterment LLC22,928022,928584Neu+100,0%
NVWM, LLC1000100524Neu+100,0%
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP100,0000100,000510Neu+100,0%
Private Advisor Group, LLC10,000010,000224Neu+100,0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP27,18020,1527,028139Aufgestockt+34,9%
EverSource Wealth Advisors, LLC24136-112104Reduziert-82,4%
ORG Partners LLC30376Neu+100,0%
Kovack Advisors, Inc.10,00010,000051Unverändert0,0%
HOLLENCREST CAPITAL MANAGEMENT2020031Unverändert0,0%
SBI Securities Co., Ltd.2203Unverändert0,0%
Clear Street Group Inc.4003001002Aufgestockt+33,3%
Virtu Financial LLC19,93958,857-38,9180Reduziert-66,1%
Avion Wealth2,00002,0000Neu+100,0%
HRT FINANCIAL LP13,02068,339-55,3190Reduziert-80,9%

Insider-Transaktionen (12 Monate)

Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.

Top-Fondshalter (aktuelles Quartal)

FondsAnteileWert (USD)Anteil (%)
VICTORY CAPITAL MANAGEMENT INC6,788,904147,353,16144.84
NEW YORK LIFE INVESTMENT MANAGEMENT LLC3,766,937100,579,97530.60
F/m Investments LLC1,085,93656,330,83117.14
BANK OF MONTREAL /CAN/155,0085,928,2451.80
Crew Capital Management, Ltd73,5643,822,3851.16
Integrated Wealth Concepts LLC127,9003,255,0490.99
JOURNEY STRATEGIC WEALTH LLC70,7162,319,4140.71
WealthPlan Investment Management, LLC36,2601,380,8950.42
JANE STREET GROUP, LLC21,119992,0020.30
LPL Financial LLC18,737973,5750.30
Triton Wealth Management, PLLC30,997833,7910.25
Innova Wealth Partners30,825784,4960.24
Valmark Advisers, Inc.19,068726,1630.22
CIBC WORLD MARKET INC.20,710679,2880.21
DEUTSCHE BANK AG\11,320591,2440.18
Cetera Investment Advisers10,709556,4520.17
Worth Asset Management, LLC19,603498,8970.15
GTS SECURITIES LLC14,739483,4240.15
HORAN Wealth, LLC7,748402,6110.12
RENAISSANCE TECHNOLOGIES LLC34,00053,0230.02