Institutional Ownership Bank Of Montreal (BMO)
This table provides information about the institutional ownership of Bank Of Montreal (BMO). We have compiled data on the 603 institutions that hold shares in the stock, with a total of 341 Million shares, which have been reported (via 13F filing form) to have a value of $32.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
4,516
shares
|
$431,323
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
4,508
shares
|
$430,559
0.33% of portfolio
|
Q1 2024
Added 114.67%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
4,505
shares
|
$430,272
0.08% of portfolio
|
Q1 2024
Added 9.74%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
4,480
shares
|
$427,884
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
4,476
shares
|
$427,502
0.09% of portfolio
|
Q3 2017
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
4,476
shares
|
$427,502
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
4,467
shares
|
$426,643
0.05% of portfolio
|
Q4 2024
Added 13.69%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
4,446
shares
|
$424,637
0.07% of portfolio
|
Q2 2023
Added 35.26%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
4,443
shares
|
$424,350
0.17% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
4,406
shares
|
$420,817
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
4,360
shares
|
$416,423
0.07% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
4,350
shares
|
$415,468
0.14% of portfolio
|
Q4 2023
Reduced 5.43%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
4,300
shares
|
$410,693
0.13% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
4,275
shares
|
$408,305
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
4,225
shares
|
$403,529
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Chiron Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,161
shares
|
$397,417
0.39% of portfolio
|
Q4 2024
Reduced 41.05%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
4,114
shares
|
$392,928
0.03% of portfolio
|
Q2 2022
Reduced 6.63%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
4,059
shares
|
$387,675
0.0% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Jain Global LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,058
shares
|
$387,579
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
4,045
shares
|
$386,337
0.0% of portfolio
|
Q4 2024
Added 10.31%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
4,020
shares
|
$383,950
0.01% of portfolio
|
Q4 2024
Added 28.19%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
4,015
shares
|
$383,472
0.21% of portfolio
|
Q2 2024
Reduced 52.2%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
4,000
shares
|
$382,040
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
3,919
shares
|
$374,303
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Feb 13, 2025 Q4 2024 |
3,912
shares
|
$373,635
0.08% of portfolio
|
Q4 2024
Added 71.88%
|