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 537 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 $32.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
8,602
shares
|
$848,157
0.01% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
8,487
shares
|
$836,818
0.0% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
8,322
shares
|
$820,549
0.04% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
8,321
shares
|
$820,450
0.03% of portfolio
|
Q3 2024
Added 111.35%
|
|
|
Candriam S.C.A.
|
Nov 13, 2024 Q3 2024 |
8,238
shares
|
$812,266
0.0% of portfolio
|
Q3 2024
Added 27.96%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
8,086
shares
|
$797,279
0.0% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Ipswich Investment Management Co., Inc.
|
Nov 06, 2024 Q3 2024 |
8,039
shares
|
$792,645
0.17% of portfolio
|
Q1 2024
Reduced 1.23%
|
|
|
Portland Investment Counsel Inc.
Burlington, A6 |
Nov 14, 2024 Q3 2024 |
8,000
shares
|
$788,800
0.29% of portfolio
|
Q1 2024
Reduced 94.16%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2024 Q3 2024 |
7,846
shares
|
$773,615
0.01% of portfolio
|
Q3 2024
Reduced 12.82%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
7,723
shares
|
$761,487
0.04% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
7,646
shares
|
$753,895
0.04% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
7,602
shares
|
$749,557
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
7,540
shares
|
$743,444
0.06% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
7,492
shares
|
$738,711
0.0% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 31, 2024 Q3 2024 |
7,447
shares
|
$734,274
0.4% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
7,058
shares
|
$695,918
0.57% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
6,897
shares
|
$680,044
0.02% of portfolio
|
Q3 2024
Added 10.25%
|
|
|
Ti Trust, Inc
|
Nov 04, 2024 Q3 2024 |
6,692
shares
|
$659,831
0.43% of portfolio
|
Q3 2022
Added 2.14%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
6,455
shares
|
$636,463
0.06% of portfolio
|
Q3 2024
Reduced 13.3%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
6,400
shares
|
$631,040
0.14% of portfolio
|
Q2 2023
Added 4.07%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
6,340
shares
|
$625,124
0.07% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Nov 12, 2024 Q3 2024 |
6,251
shares
|
$616,348
0.0% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,230
shares
|
$614,278
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
6,210
shares
|
$612,306
0.01% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
6,200
shares
|
$611,320
0.03% of portfolio
|
Q2 2024
Reduced 55.69%
|