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 |
|---|---|---|---|---|---|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
1,000
shares
|
$97,440
0.0% of portfolio
|
Q1 2023
Added 99900.0%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
980
shares
|
$95,491
0.03% of portfolio
|
Q4 2022
Added 292.0%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
971
shares
|
$94,614
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
960
shares
|
$93,542
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
903
shares
|
$87,988
0.0% of portfolio
|
Q2 2024
Added 9.72%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
861
shares
|
$83,895
0.02% of portfolio
|
Q4 2023
Reduced 3.26%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
852
shares
|
$83,018
0.04% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
803
shares
|
$78,244
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
800
shares
|
$77,952
0.02% of portfolio
|
Q1 2020
Reduced 30.43%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
774
shares
|
$75,418
0.01% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
772
shares
|
$75,223
0.04% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
753
shares
|
$73,372
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
752
shares
|
$73,274
0.01% of portfolio
|
Q1 2023
Reduced 47.45%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
737
shares
|
$71,813
0.0% of portfolio
|
Q3 2024
Added 1575.0%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
737
shares
|
$71,813
0.05% of portfolio
|
Q2 2024
Reduced 39.39%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
700
shares
|
$68,208
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
668
shares
|
$65,089
0.0% of portfolio
|
Q3 2024
Added 207.83%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
600
shares
|
$58,464
0.01% of portfolio
|
Q3 2021
Added 900.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
595
shares
|
$57,976
0.0% of portfolio
|
Q2 2020
Added 1.43%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
567
shares
|
$55,248
0.01% of portfolio
|
Q3 2024
Added 11.18%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
554
shares
|
$53,981
0.0% of portfolio
|
Q3 2024
Added 244.1%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
550
shares
|
$53,592
0.0% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
500
shares
|
$48,720
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
500
shares
|
$48,720
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
491
shares
|
$47,843
0.0% of portfolio
|
Q2 2024
Reduced 50.45%
|