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 602 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 $33.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
2,758
shares
|
$268,822
0.04% of portfolio
|
Q4 2024
Reduced 7.7%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
2,745
shares
|
$267,555
0.02% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
2,716
shares
|
$264,728
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
2,715
shares
|
$264,631
0.0% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
2,682
shares
|
$261,414
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
2,672
shares
|
$260,439
0.04% of portfolio
|
Q3 2023
Reduced 3.61%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
2,651
shares
|
$258,392
0.01% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
2,643
shares
|
$257,613
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2,635
shares
|
$256,833
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
2,603
shares
|
$253,714
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
2,597
shares
|
$253,129
0.07% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
2,558
shares
|
$249,328
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
2,525
shares
|
$246,111
0.04% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
2,516
shares
|
$245,234
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
2,500
shares
|
$243,675
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
2,500
shares
|
$243,675
0.01% of portfolio
|
Q4 2021
Reduced 16.67%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
2,460
shares
|
$239,776
0.17% of portfolio
|
Q2 2022
Added 0.12%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Jan 14, 2025 Q4 2024 |
2,444
shares
|
$238,216
0.01% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
2,389
shares
|
$232,855
0.02% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
2,363
shares
|
$230,321
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
2,342
shares
|
$228,274
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Feb 14, 2025 Q4 2024 |
2,336
shares
|
$227,689
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,328
shares
|
$226,910
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
2,328
shares
|
$226,910
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
2,325
shares
|
$226,617
0.01% of portfolio
|
Q4 2024
Reduced 2.52%
|