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 536 institutions that hold shares in the stock, with a total of 329 Million shares, which have been reported (via 13F filing form) to have a value of $31.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
17,359
shares
|
$1.68 Million
0.2% of portfolio
|
Q3 2024
Added 157.06%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
16,633
shares
|
$1.61 Million
0.02% of portfolio
|
Q2 2024
Reduced 13.24%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
16,625
shares
|
$1.61 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
16,516
shares
|
$1.6 Million
0.31% of portfolio
|
Q3 2024
Reduced 20.14%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
16,358
shares
|
$1.59 Million
0.07% of portfolio
|
Q3 2024
Reduced 8.43%
|
|
|
Nexus Investment Management Ulc
|
Oct 15, 2024 Q3 2024 |
16,244
shares
|
$1.58 Million
0.14% of portfolio
|
Q2 2024
Reduced 3.56%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,385
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
15,179
shares
|
$1.47 Million
0.07% of portfolio
|
Q3 2021
Reduced 4.6%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
14,675
shares
|
$1.42 Million
0.08% of portfolio
|
Q3 2024
Reduced 11.53%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2024 Q3 2024 |
14,487
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2024
Added 608.41%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
14,465
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
14,050
shares
|
$1.36 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
13,834
shares
|
$1.34 Million
0.27% of portfolio
|
Q1 2024
Added 0.73%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
13,539
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.79%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
13,495
shares
|
$1.31 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
13,314
shares
|
$1.29 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
13,170
shares
|
$1.28 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 14, 2024 Q3 2024 |
13,025
shares
|
$1.26 Million
0.16% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
12,876
shares
|
$1.25 Million
0.23% of portfolio
|
Q3 2024
Added 21.44%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
12,691
shares
|
$1.23 Million
0.05% of portfolio
|
Q1 2024
Reduced 5.93%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
11,838
shares
|
$1.15 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
11,751
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
11,675
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
11,674
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2023
Added 0.46%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
11,549
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.51%
|