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 |
|---|---|---|---|---|---|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
4,581
shares
|
$451,686
0.05% of portfolio
|
Q3 2024
Reduced 94.52%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,572
shares
|
$450,799
0.01% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Oct 22, 2024 Q3 2024 |
4,508
shares
|
$444,488
0.3% of portfolio
|
Q1 2024
Added 114.67%
|
|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
4,505
shares
|
$444,193
0.08% of portfolio
|
Q1 2024
Added 9.74%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 23, 2024 Q3 2024 |
4,476
shares
|
$441,333
0.08% of portfolio
|
Q3 2017
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
4,453
shares
|
$439,065
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
4,453
shares
|
$439,065
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
4,438
shares
|
$437,586
0.15% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
4,360
shares
|
$429,896
0.07% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
4,350
shares
|
$428,910
0.12% of portfolio
|
Q4 2023
Reduced 5.43%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
4,331
shares
|
$427,036
0.0% of portfolio
|
Q3 2024
Added 432.72%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
4,277
shares
|
$421,712
0.03% of portfolio
|
Q2 2024
Added 18.81%
|
|
|
Klcm Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
4,151
shares
|
$409,288
0.05% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Boltwood Capital Management
|
Oct 02, 2024 Q3 2024 |
4,125
shares
|
$406,725
0.11% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
4,114
shares
|
$405,640
0.03% of portfolio
|
Q2 2022
Reduced 6.63%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
4,015
shares
|
$395,879
0.21% of portfolio
|
Q2 2024
Reduced 52.2%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
4,000
shares
|
$394,400
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
3,996
shares
|
$394,005
0.0% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
3,961
shares
|
$390,554
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Aigen Investment Management, LP
|
Nov 05, 2024 Q3 2024 |
3,933
shares
|
$387,793
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
3,929
shares
|
$387,399
0.04% of portfolio
|
Q2 2024
Added 2.05%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
3,908
shares
|
$385,328
0.02% of portfolio
|
Q3 2024
Added 23.36%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
3,814
shares
|
$376,060
0.01% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Quilter PLC
|
Nov 12, 2024 Q3 2024 |
3,770
shares
|
$371,722
0.01% of portfolio
|
Q2 2024
Reduced 2.08%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
3,757
shares
|
$370,440
0.01% of portfolio
|
Q3 2024
Reduced 10.31%
|