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Bank Montreal QUE

CUSIP: 063679534 | 94 institutional holders

Quarters

Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q1 2025

Oriental Harbor Investment Master Fund226,992
9.4% of portfolio›$81.7M
Jane Street Group, LLC45,462
0.0% of portfolio›$16.4M
Centric Wealth Management19,578
1.9% of portfolio›$7.0M
UBS Group AG18,818
0.0% of portfolio›$6.8M
Susquehanna International Group, LLP18,752
0.0% of portfolio›$6.8M
Avestar Capital, LLC13,018
0.4% of portfolio›$4.7M
FNY Investment Advisers, LLC6,035
0.0% of portfolio›$2.2K
Goldman Sachs Group Inc5,258
0.0% of portfolio›$1.9M
Altura Wealth Advisors Inc.4,230
1.0% of portfolio›$1.5M
True Private Wealth Advisors3,799
0.2% of portfolio›$1.4M
Creative Planning3,244
0.0% of portfolio›$1.2M
Marex Group Ltd3,089
0.0% of portfolio›$1.1M
Morgan Stanley2,579
0.0% of portfolio›$928.6K
Two Sigma Securities, LLC2,325
0.1% of portfolio›$837.0K
JPMorgan Chase & Co2,018
0.0% of portfolio›$726.5K
Townsquare Capital LLC1,685
0.0% of portfolio›$606.6K
Barclays PLC1,600
0.0% of portfolio›$576.0K
Scientech Research LLC1,381
0.1% of portfolio›$497.2K
NewEdge Advisors, LLC1,200
0.0% of portfolio›$432.0K
XTX Topco Ltd1,159
0.0% of portfolio›$417.2K
Tobias Financial Advisors, Inc.1,000
0.1% of portfolio›$360.0K
Schonfeld Strategic Advisors LLC1,000
0.0% of portfolio›$360.0K
Legacy Capital Wealth Partners, LLC1,000
0.1% of portfolio›$360.0K
Independent Financial Group, LLC833
0.0% of portfolio›$299.9K
Wallace Advisory Group, LLC756
0.3% of portfolio›$441.2K
Mercer Global Advisors Inc703
0.0% of portfolio›$253.1K
Westmount Partners, LLC650
0.1% of portfolio›$234.0K
Mesirow Financial Investment Management, Inc.612
0.0% of portfolio›$220.3K
Sassicaia Capital Advisers LLC600
0.8% of portfolio›$216.0K
Commonwealth Equity Services, LLC575
0.0% of portfolio›$207
Reap Financial Group, LLC117
0.0% of portfolio›$42.1K
Whittier Trust Co113
0.0% of portfolio›$40.7K
Northwestern Mutual Wealth Management Co111
0.0% of portfolio›$40.0K
Lindbrook Capital, LLC75
0.0% of portfolio›$27.0K
Toronto Dominion Bank71
0.0% of portfolio›$25.7K
Parkside Financial Bank & Trust51
0.0% of portfolio›$18.4K
Spire Wealth Management50
0.0% of portfolio›$18.0K
American National Bank & Trust30
0.0% of portfolio›$10.8K
Royal Bank of Canada20
0.0% of portfolio›$7.0K
Reyes Financial Architecture, Inc.19
0.0% of portfolio›$6.8K
Creative Financial Designs Inc10
0.0% of portfolio›$3.6K
Runnymede Capital Advisors, Inc.5
0.0% of portfolio›$1.8K
Hollencrest Capital Management4
0.0% of portfolio›$1.4K
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Oriental Harbor Investment Master Fund
226,992$81.7M9.4%MomentumHighHong Kong, South Korea2025-05-19
Jane Street Group, LLC
45,462$16.4M0.0%CoreVery HighNew York, NY2025-05-19
Centric Wealth Management
19,578$7.0M1.9%CoreLowChicago, IL2025-05-15
UBS Group AG
18,818$6.8M0.0%CoreMediumZurich, Switzerland2025-05-13
Susquehanna International Group, LLP
18,752$6.8M0.0%GrowthHighBala Cynwyd, PA2025-05-14
Avestar Capital, LLC
13,018$4.7M0.4%GrowthLowNew York, NY2025-05-14
FNY Investment Advisers, LLC
6,035$2.2K0.0%GrowthVery HighNew York, NY2025-04-17
Goldman Sachs Group Inc
5,258$1.9M0.0%CoreMediumNew York, NY2025-06-27
Altura Wealth Advisors Inc.
4,230$1.5M1.0%GrowthLowSanta Clara, CA2025-05-02
True Private Wealth Advisors
3,799$1.4M0.2%ETFMediumSalem, OR2025-05-15
Creative Planning
3,244$1.2M0.0%IndexVery LowOverland Park, KS2025-05-15
Marex Group Ltd
3,089$1.1M0.0%Agg GrowthHighLondon, United Kingdom2026-04-02
Morgan Stanley
2,579$928.6K0.0%CoreLowNew York, NY2025-05-15
Two Sigma Securities, LLC
2,325$837.0K0.1%ValueVery HighNew York, NY2025-05-15
JPMorgan Chase & Co
2,018$726.5K0.0%GrowthMediumNew York, NY2025-05-12
Townsquare Capital LLC
1,685$606.6K0.0%CoreLowLehi, UT2025-05-12
Barclays PLC
1,600$576.0K0.0%CoreMediumLondon, United Kingdom2026-03-17
Scientech Research LLC
1,381$497.2K0.1%GrowthVery HighJersey City, NJ2025-05-15
NewEdge Advisors, LLC
1,200$432.0K0.0%CoreLowNew Orleans, LA2025-05-15
XTX Topco Ltd
1,159$417.2K0.0%ValueVery HighLondon, United Kingdom2025-05-08
Tobias Financial Advisors, Inc.
1,000$360.0K0.1%ETFLowPlantation, FL2025-05-15
Schonfeld Strategic Advisors LLC
1,000$360.0K0.0%GARPVery HighNew York, NY2025-05-15
Legacy Capital Wealth Partners, LLC
1,000$360.0K0.1%CoreMediumLittle Rock, AR2025-05-02
Independent Financial Group, LLC
833$299.9K0.0%GrowthLowSan Diego, CA2026-05-19
Wallace Advisory Group, LLC
756$441.2K0.3%CoreMediumLafayette, CA2025-04-09
Mercer Global Advisors Inc
703$253.1K0.0%IndexVery LowDenver, CO2025-05-15
Westmount Partners, LLC
650$234.0K0.1%GrowthLowLos Angeles, CA2025-05-01
Mesirow Financial Investment Management, Inc.
612$220.3K0.0%CoreLowChicago, IL2025-05-08
Sassicaia Capital Advisers LLC
600$216.0K0.8%Agg GrowthVery HighJericho, NY2025-05-15
Commonwealth Equity Services, LLC
575$2070.0%ETFLowWaltham, MA2025-05-09
Reap Financial Group, LLC
117$42.1K0.0%ETFLowAustin, TX2025-05-14
Whittier Trust Co
113$40.7K0.0%GrowthLowSouth Pasadena, CA2025-05-02
Northwestern Mutual Wealth Management Co
111$40.0K0.0%IndexVery LowMilwaukee, WI2025-05-14
Lindbrook Capital, LLC
75$27.0K0.0%GrowthVery LowCalabasas, United Kingdom2025-05-05
Toronto Dominion Bank
71$25.7K0.0%CoreMediumToronto, Ontario, Australia2025-05-15
Parkside Financial Bank & Trust
51$18.4K0.0%CoreVery LowSaint Louis, MO2025-05-08
Spire Wealth Management
50$18.0K0.0%GrowthMediumMclean, VA2025-04-23
American National Bank & Trust
30$10.8K0.0%CoreVery LowWichita Falls, TX2025-04-09
Royal Bank of Canada
20$7.0K0.0%CoreLowToronto, Australia2025-11-21
Reyes Financial Architecture, Inc.
19$6.8K0.0%ETFVery HighSan Diego, CA2025-05-01
Creative Financial Designs Inc
10$3.6K0.0%ETFMediumKokomo, IN2025-04-23
Runnymede Capital Advisors, Inc.
5$1.8K0.0%Agg GrowthHighDublin, OH2025-04-22
Hollencrest Capital Management
4$1.4K0.0%ETFLowNewport Beach, CA2025-05-05
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2025-05-14