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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
59
shares
|
$5,748
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
59
shares
|
$5,748
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
54
shares
|
$5,261
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
53
shares
|
$5,164
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
51
shares
|
$4,969
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 15, 2024 Q3 2024 |
50
shares
|
$4,872
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
46
shares
|
$4,482
0.0% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
46
shares
|
$4,482
0.0% of portfolio
|
Q2 2024
Added 2.22%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
45
shares
|
$4,384
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
43
shares
|
$4,189
0.0% of portfolio
|
Q3 2024
Added 34.38%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
43
shares
|
$4,189
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
40
shares
|
$3,897
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
32
shares
|
$3,118
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
30
shares
|
$2,923
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
25
shares
|
$2,436
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
24
shares
|
$2,338
0.0% of portfolio
|
Q3 2024
Reduced 80.65%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
23
shares
|
$2,241
0.0% of portfolio
|
Q1 2022
Reduced 97.79%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
20
shares
|
$1,948
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
14
shares
|
$1,364
0.0% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
11
shares
|
$1,071
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
5
shares
|
$487
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
5
shares
|
$487
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 14, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|