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Bank of Montreal

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
EverSource Wealth Advisors, LLC
INCREASED
Shares8,111 from 3,618
Change+4,493 (+124%)
Value$862.0K (+$553.4K)
Filed 2026-11-04
Lodestone Wealth Management LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$21.3K (+$4.2K)
Filed 2026-10-14
Harbour Investments, Inc.
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$2.3K)
Filed 2026-11-09
Status
EverSource Wealth Advisors, LLC
INCREASED8,1113,618+4,493+124%$308.5K$862.0K+$553.4K2026-11-04
Lodestone Wealth Management LLC
UNCHANGED20020000%$17.1K$21.3K+$4.2K2026-10-14
Harbour Investments, Inc.
CLOSED027-27-100%$2.3K$0-$2.3K2026-11-09
Showing 3 of 3 institutions