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 $33.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
22,782
shares
|
$2.21 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
22,296
shares
|
$2.16 Million
0.0% of portfolio
|
Q4 2024
Added 11.63%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
22,000
shares
|
$2.13 Million
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
21,587
shares
|
$2.09 Million
0.03% of portfolio
|
Q4 2024
Added 13.31%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
21,371
shares
|
$2.07 Million
0.01% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Feb 10, 2025 Q4 2024 |
21,148
shares
|
$2.05 Million
0.87% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
20,140
shares
|
$1.95 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Anson Funds Management LP
Dallas, TX |
Feb 13, 2025 Q4 2024 |
20,000
shares
|
$1.94 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
19,612
shares
|
$1.9 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Credit Agricole S A
|
Feb 14, 2025 Q4 2024 |
18,781
shares
|
$1.82 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
18,521
shares
|
$1.8 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
18,215
shares
|
$1.77 Million
0.17% of portfolio
|
Q4 2024
Added 29.64%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
17,941
shares
|
$1.74 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Algert Global LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
17,509
shares
|
$1.7 Million
0.04% of portfolio
|
Q4 2024
Added 5.32%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
17,300
shares
|
$1.68 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
16,512
shares
|
$1.6 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
16,440
shares
|
$1.6 Million
0.08% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
16,215
shares
|
$1.57 Million
0.02% of portfolio
|
Q4 2024
Added 77.76%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
15,948
shares
|
$1.55 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
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%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
14,497
shares
|
$1.41 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
14,472
shares
|
$1.4 Million
0.04% of portfolio
|
Q4 2024
Added 23.96%
|
|
|
Spartan Fund Management Inc.
|
Feb 14, 2025 Q4 2024 |
14,200
shares
|
$1.38 Million
8.62% of portfolio
|
Q4 2024
New holding
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Feb 11, 2025 Q4 2024 |
14,000
shares
|
$1.36 Million
0.01% of portfolio
|
Q4 2024
Reduced 20.0%
|