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 |
|---|---|---|---|---|---|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
2,065
shares
|
$201,275
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
2,037
shares
|
$198,546
0.04% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
2,013
shares
|
$196,207
0.01% of portfolio
|
Q3 2022
Added 2.55%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
1,998
shares
|
$194,745
0.03% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,970
shares
|
$192,015
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,832
shares
|
$178,565
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,754
shares
|
$170,962
0.02% of portfolio
|
Q4 2023
Reduced 61.37%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
1,739
shares
|
$169,500
0.1% of portfolio
|
Q3 2024
Added 37.36%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,707
shares
|
$166,381
0.0% of portfolio
|
Q4 2024
Added 27.58%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
1,700
shares
|
$165,699
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
1,624
shares
|
$158,291
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
1,595
shares
|
$155,464
0.01% of portfolio
|
Q4 2024
Added 473.74%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,570
shares
|
$153,027
0.01% of portfolio
|
Q3 2024
Reduced 14.16%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,514
shares
|
$147,569
0.01% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Gulf International Bank (Uk) LTD
|
Feb 05, 2025 Q4 2024 |
1,499
shares
|
$146,107
0.0% of portfolio
|
Q4 2024
Reduced 29.33%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
1,490
shares
|
$145,230
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,488
shares
|
$145,035
0.03% of portfolio
|
Q4 2024
Reduced 10.79%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
1,400
shares
|
$136,458
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Cyrus J. Lawrence, LLC
|
Feb 11, 2025 Q4 2024 |
1,400
shares
|
$136,458
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
1,333
shares
|
$129,927
0.01% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,330
shares
|
$129,635
0.0% of portfolio
|
Q2 2024
Reduced 6.99%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,330
shares
|
$129,635
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
1,240
shares
|
$120,862
0.03% of portfolio
|
Q1 2024
Added 106.67%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
1,177
shares
|
$114,722
0.0% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,155
shares
|
$112,577
0.0% of portfolio
|
Q4 2024
Added 2038.89%
|