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BANK MONTREAL QUEBEC
BANK MONTREAL QUEBEC. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 6 Institutional holders with a total value of $2,733,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Janney Montgomery Scott LLC 19,357 1,161,000 42.48%
2 Nair Vinay 10,738 644,000 23.56% SH
3 HL FINANCIAL SERVICES LLC 8,420 505,000 18.48%
4 LifePlan Financial Group, Inc 4,024 241,000 8.82%
5 SEVEN EIGHT CAPITAL, LP 2,089 125,000 4.57%
6 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 960 57,000 2.09%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.