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 |
|---|---|---|---|---|---|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
2,542
shares
|
$247,692
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
2,525
shares
|
$246,036
0.04% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
2,500
shares
|
$243,600
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
2,500
shares
|
$243,600
0.01% of portfolio
|
Q4 2021
Reduced 16.67%
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
2,486
shares
|
$242,235
0.13% of portfolio
|
Q3 2024
Reduced 26.65%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
2,460
shares
|
$239,702
0.17% of portfolio
|
Q2 2022
Added 0.12%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
2,442
shares
|
$237,948
0.03% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2024 Q3 2024 |
2,436
shares
|
$237,363
0.0% of portfolio
|
Q2 2024
Reduced 8.66%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Oct 17, 2024 Q3 2024 |
2,416
shares
|
$235,415
0.01% of portfolio
|
Q3 2024
Reduced 41.06%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
2,391
shares
|
$232,979
0.02% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
2,374
shares
|
$231,322
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,336
shares
|
$227,619
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,328
shares
|
$226,840
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
2,328
shares
|
$226,840
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
2,325
shares
|
$226,548
0.01% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
2,277
shares
|
$221,870
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
2,276
shares
|
$221,773
0.04% of portfolio
|
Q3 2024
Reduced 19.63%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,270
shares
|
$221,188
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
2,264
shares
|
$220,604
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
2,262
shares
|
$220,409
0.02% of portfolio
|
Q3 2024
Reduced 33.7%
|
|
|
Townsend & Associates, Inc
|
Nov 01, 2024 Q3 2024 |
2,225
shares
|
$216,804
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
2,220
shares
|
$216,316
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
2,202
shares
|
$214,562
0.01% of portfolio
|
Q3 2023
Reduced 0.59%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
2,157
shares
|
$210,178
0.04% of portfolio
|
Q1 2019
New holding
|
|
|
Gulf International Bank (Uk) LTD
|
Oct 30, 2024 Q3 2024 |
2,121
shares
|
$206,670
0.0% of portfolio
|
Q3 2024
Reduced 56.24%
|