HolderBook

BANK OF MONTREAL (BMLP)

Institutional ownership reported to the SEC as of Q4 2020, across 9 quarters.

5
Reporting holders
$26.4M
Reported value
96.6%
Held as options
+1
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
CIBC World Markets Inc.$25.5Moptions only0.08%3qOPTIONS
3EDGE Asset Management, LP$739.0K21,7430.07%2q+194.7%+$488.3K
ROYAL BANK OF CANADA$133.0K3,9220.00%9q-15.1%-$23.7K
UBS Group AG$9.0K2630.00%newNEW
Investors Research Corp$9.0K2530.00%7qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q4 20205$26.4M26,18111196.6%
Q3 20204$20.9M12,25210098.4%
Q2 20204$35.0M5,47520199.5%
Q1 20203$106.0K5,1630120.0%
Q4 20195$11.9M42,14114084.5%
Q3 20195$2.1M43,6531210.0%
Q2 20194$1.9M40,7892100.0%
Q1 20193$1.7M34,2010100.0%
Q4 20183$1.2M27,4910000.0%