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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
11,413
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Added 11.67%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
11,293
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.7%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11,130
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Added 12.69%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
10,939
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 109.0%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,912
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Yousif Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
10,746
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.7%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Nov 05, 2024 Q3 2024 |
10,583
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2024
Reduced 19.59%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
10,463
shares
|
$1.01 Million
0.23% of portfolio
|
Q3 2024
Added 13.53%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
10,374
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 30.64%
|
|
|
Numerai Gp LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
10,041
shares
|
$973,776
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
9,972
shares
|
$967,084
0.08% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Nebula Research & Development LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,774
shares
|
$947,882
0.11% of portfolio
|
Q3 2024
Added 267.17%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
9,766
shares
|
$947,106
0.04% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Capital World Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
9,749
shares
|
$945,458
0.0% of portfolio
|
Q3 2023
Added 1.33%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
9,671
shares
|
$937,893
0.07% of portfolio
|
Q2 2022
Reduced 2.05%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
9,663
shares
|
$937,117
0.0% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2024 Q3 2024 |
9,500
shares
|
$921,310
0.0% of portfolio
|
Q1 2023
Reduced 97.89%
|
|
|
First American Bank
Dundee, IL |
Oct 24, 2024 Q3 2024 |
9,360
shares
|
$907,732
0.06% of portfolio
|
Q4 2023
Reduced 15.8%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
9,122
shares
|
$884,651
0.01% of portfolio
|
Q3 2024
Added 9.64%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
8,921
shares
|
$865,158
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
8,912
shares
|
$864,285
0.0% of portfolio
|
Q4 2022
Reduced 12.18%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
8,894
shares
|
$862,540
0.02% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
8,667
shares
|
$840,525
0.03% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
8,605
shares
|
$834,512
0.1% of portfolio
|
Q3 2024
Added 40.72%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
8,602
shares
|
$834,221
0.01% of portfolio
|
Q3 2024
Added 1.33%
|