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 540 institutions that hold shares in the stock, with a total of 330 Million shares, which have been reported (via 13F filing form) to have a value of $32.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
3,001
shares
|
$292,417
0.0% of portfolio
|
Q3 2024
Reduced 50.36%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
2,988
shares
|
$291,150
0.04% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Davis Rea Ltd.
|
Oct 28, 2024 Q3 2024 |
2,925
shares
|
$285,012
0.11% of portfolio
|
Q3 2024
Reduced 43.31%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
2,923
shares
|
$284,817
0.0% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Enterprise Bank & Trust CO
|
Oct 08, 2024 Q3 2024 |
2,920
shares
|
$284,524
0.09% of portfolio
|
Q2 2021
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
2,915
shares
|
$284,037
0.0% of portfolio
|
Q3 2024
Added 26.9%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
2,904
shares
|
$282,965
0.03% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
2,881
shares
|
$280,724
0.09% of portfolio
|
Q3 2023
Added 1.44%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
2,857
shares
|
$278,386
0.03% of portfolio
|
Q2 2023
Reduced 0.28%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
2,810
shares
|
$273,806
0.01% of portfolio
|
Q3 2024
Added 15.97%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
2,758
shares
|
$268,739
0.02% of portfolio
|
Q3 2023
Added 3.76%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
2,740
shares
|
$266,985
0.01% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
2,738
shares
|
$266,790
0.0% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
2,714
shares
|
$264,452
0.04% of portfolio
|
Q3 2024
Reduced 90.21%
|
|
|
Murchinson Ltd.
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
2,706
shares
|
$263,672
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
2,682
shares
|
$261,334
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
2,675
shares
|
$260,652
0.05% of portfolio
|
Q3 2024
Reduced 28.44%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
2,672
shares
|
$260,359
0.03% of portfolio
|
Q3 2023
Reduced 3.61%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
2,643
shares
|
$257,533
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2,635
shares
|
$256,754
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
2,613
shares
|
$254,610
0.01% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
2,597
shares
|
$253,051
0.07% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,594
shares
|
$252,759
0.01% of portfolio
|
Q3 2024
Added 19.26%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
2,590
shares
|
$252,369
0.02% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
2,558
shares
|
$249,251
0.01% of portfolio
|
Q1 2024
New holding
|