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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
6,170
shares
|
$608,362
0.0% of portfolio
|
Q3 2024
Reduced 18.89%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
6,062
shares
|
$597,713
0.03% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
6,000
shares
|
$591,600
0.02% of portfolio
|
Q4 2023
Reduced 1.64%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
5,980
shares
|
$589,628
0.23% of portfolio
|
Q2 2024
Reduced 5.59%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
5,923
shares
|
$584,007
0.0% of portfolio
|
Q3 2024
Added 70.79%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
5,911
shares
|
$582,824
0.05% of portfolio
|
Q3 2024
Reduced 14.74%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
5,842
shares
|
$576,021
0.0% of portfolio
|
Q3 2024
Reduced 67.15%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
5,834
shares
|
$575,232
0.04% of portfolio
|
Q3 2024
Reduced 61.11%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
5,586
shares
|
$550,779
0.01% of portfolio
|
Q4 2022
Added 3.04%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
5,519
shares
|
$544,173
0.01% of portfolio
|
Q3 2024
Added 249.3%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
5,477
shares
|
$540,032
0.01% of portfolio
|
Q4 2023
Reduced 13.8%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
5,155
shares
|
$508,282
0.0% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Nov 20, 2024 Q3 2024 |
5,142
shares
|
$507,001
0.3% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
5,098
shares
|
$502,662
0.03% of portfolio
|
Q3 2024
Added 53.37%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
5,086
shares
|
$501,479
0.0% of portfolio
|
Q2 2023
Reduced 33.11%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
4,949
shares
|
$487,971
0.04% of portfolio
|
Q2 2024
Added 66.97%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
4,915
shares
|
$484,619
0.01% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
4,863
shares
|
$479,491
0.02% of portfolio
|
Q3 2024
Reduced 8.3%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
4,777
shares
|
$471,012
0.04% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
4,771
shares
|
$470,420
0.0% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
4,770
shares
|
$470,322
0.0% of portfolio
|
Q3 2022
Reduced 1.12%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
4,743
shares
|
$467,659
0.0% of portfolio
|
Q3 2024
Reduced 28.47%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
4,739
shares
|
$467,265
0.0% of portfolio
|
Q3 2024
Added 13.86%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
4,702
shares
|
$463,617
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
4,662
shares
|
$459,673
0.01% of portfolio
|
Q3 2024
Reduced 10.95%
|