SC 13G/A: BANK OF MONTREAL /CAN/
Ticker: OILU · Form: SC 13G/A · Filed: Nov 13, 2024 · CIK: 927971
| Field | Detail |
|---|---|
| Company | Bank Of Montreal /Can/ (OILU) |
| Form Type | SC 13G/A |
| Filed Date | Nov 13, 2024 |
| Risk Level | low |
| Pages | 14 |
| Reading Time | 16 min |
| Sentiment | neutral |
Sentiment: neutral
Topics: sc-13g-a
AI Summary
SC 13G/A filing by BANK OF MONTREAL /CAN/.
Risk Assessment
Risk Level: low
FAQ
What type of filing is this?
This is a SC 13G/A filing submitted by Bank Of Montreal /Can/ (ticker: OILU) to the SEC on Nov 13, 2024.
What is the risk level of this SC 13G/A filing?
This filing has been assessed as low risk.
How long is this filing?
Bank Of Montreal /Can/'s SC 13G/A filing is 14 pages with approximately 4,101 words. Estimated reading time is 16 minutes.
Where can I view the full SC 13G/A filing?
The complete filing is available on SEC EDGAR. You can also read the AI-decoded analysis with risk assessment and key highlights on ReadTheFiling.
Filing Stats: 4,101 words · 16 min read · ~14 pages · Grade level 10.9 · Accepted 2024-11-13 10:00:50
Filing Documents
- bnsa1_111324.htm (SC 13G/A) — 115KB
- 0001085146-24-005573.txt ( ) — 116KB
(a)
ITEM 1(a). NAME OF ISSUER: Bank of Nova Scotia
(b)
ITEM 1(b). ADDRESS OF ISSUER'S PRINCIPAL EXECUTIVE OFFICES: 1709 Hollis Street, 6th Floor, Halifax, CA-NS, B3J 3B7, Canada
(a)
ITEM 2(a). NAME OF PERSON FILING: BANK OF MONTREAL BANK OF MONTREAL HOLDING INC. BMO NESBITT BURNS INC. WEALTH MANAGEMENT BMO NESBITT BURNS SECURITIES LTD. BMO PRIVATE INVESTMENT COUNSEL INC. BMO ASSET MANAGEMENT INC. BMO NESBITT BURNS INC. BMO FINANCIAL CORP. BMO CAPITAL MARKETS CORP. BMO BANK N.A. BMO FAMILY OFFICE, LLC BANK OF MONTREAL EUROPE PUBLIC LIMITED COMPANY BANK OF MONTREAL, TORONTO BRANCH
(b)
ITEM 2(b). ADDRESS OF PRINCIPAL BUSINESS OFFICE OR, IF NONE, RESIDENCE: 100 King Street West, 21st Floor, Toronto, M5X 1A1, Ontario, Canada
(c)
ITEM 2(c). CITIZENSHIP: Canada Canada Canada Canada Canada Canada Canada DELAWARE DELAWARE ILLINOIS DELAWARE Ireland Canada
(d)
ITEM 2(d). TITLE OF CLASS OF SECURITIES: Common Shares
(e)
ITEM 2(e). CUSIP NUMBER: 064149107 ITEM 3. IF THIS STATEMENT IS FILED PURSUANT TO SECTION 240.13d-1(b), or 13d-2(b) or (c) CHECK WHETHER THE PERSON FILING IS A: (a) [X] Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78c); (b) [X] Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c); (c) [ ] Insurance company as defined in Section 3(a)(19) of the Act (15 U.S.C. 78c); (d) [ ] Investment company registered under Section 8 of the Investment Company Act of 1940 (15 U.S.C 80a-8); (e) [X] An investment adviser in accordance with 240.13d-1(b)(1)(ii)(E); (f) [ ] An employee benefit plan or endowment fund in accordance with 240.13d-1(b)(1)(ii)(F); (g) [X] A parent holding company or control person in accordance with 240.13d-1(b)(1)(ii)(G); (h) [ ] A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); (i) [ ] A church plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3); (j) [ ] A non-U.S. institution in accordance with 240.13d-1(b)(1)(ii)(J); (k) [ ] Group, in accordance with 240.13d-1(b)(1)(ii)(K). If filing as a non-U.S. institution in accordance with 240.13d1(b)(1)(ii)(J), please specify the type of institution: ITEM 4. (a) Amount beneficially owned: 61,723,830 (b) Percent of class: 4.9% (c) Number of shares as to which the person has: (i) sole power to vote or to direct the vote: BANK OF MONTREAL - 61,622,263 BANK OF MONTREAL HOLDING INC. - 40,074,694 BMO NESBITT BURNS INC. WEALTH MANAGEMENT - 34,823,000 BMO NESBITT BURNS SECURITIES LTD. - 0 BMO PRIVATE INVESTMENT COUNSEL INC. - 26,426,630 BMO ASSET MANAGEMENT INC. - 23,370,718 BMO NESBITT BURNS INC. - 5,251,694 BMO FINANCIAL CORP. - 26,906 BMO CAPITAL MARKETS CORP. - 24,900 BMO BANK N.A. - 2,006 BMO FAMILY OFFICE, LLC - 1,331 BANK OF MONTREAL EUROPE PUBLIC LIMITED COMPANY -