BANK MONTREAL MEDIUM (FNGDXXXX)
Institutional ownership reported to the SEC as of Q1 2024, across 10 quarters.
1
Reporting holders
$371.2K
Reported value
0.0%
Held as options
-9
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| B. Riley Wealth Advisors, Inc. | $371.2K | 37,500 | 0.01% | new | NEW |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2024 | 1 | $371.2K | 37,500 | 1 | 0 | 0 | 0.0% |
| Q4 2023 | 10 | $6.8M | 1,160,789 | 2 | 4 | 4 | 0.0% |
| Q3 2023 | 16 | $10.0M | 1,011,227 | 9 | 3 | 3 | 0.0% |
| Q2 2023 | 8 | $3.0M | 331,889 | 5 | 2 | 0 | 0.0% |
| Q1 2023 | 4 | $187.5K | 82,244 | 2 | 0 | 2 | 0.0% |
| Q4 2022 | 5 | $4.7M | 80,131 | 1 | 3 | 1 | 0.0% |
| Q3 2022 | 10 | $22.7M | 352,323 | 4 | 3 | 1 | 0.0% |
| Q2 2022 | 11 | $6.9M | 106,445 | 6 | 2 | 3 | 0.0% |
| Q1 2022 | 8 | $4.2M | 105,573 | 4 | 2 | 2 | 0.0% |
| Q4 2021 | 8 | $19.3M | 496,781 | 8 | 0 | 0 | 0.0% |