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 |
|---|---|---|---|---|---|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
3,700
shares
|
$364,820
0.04% of portfolio
|
Q4 2021
Added 37.04%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
3,667
shares
|
$361,566
0.0% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,632
shares
|
$358,115
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
3,618
shares
|
$356,734
0.02% of portfolio
|
Q1 2024
Added 0.56%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
3,578
shares
|
$352,790
0.0% of portfolio
|
Q3 2024
Reduced 15.23%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,562
shares
|
$351,213
0.0% of portfolio
|
Q3 2024
Reduced 87.53%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
3,558
shares
|
$350,818
0.05% of portfolio
|
Q4 2023
Reduced 3.18%
|
|
|
Puzo Michael J
|
Nov 12, 2024 Q3 2024 |
3,500
shares
|
$345,100
0.08% of portfolio
|
Q3 2020
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
3,486
shares
|
$343,719
0.1% of portfolio
|
Q2 2024
Reduced 12.87%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
3,442
shares
|
$339,381
0.03% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
3,387
shares
|
$333,958
0.01% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
3,316
shares
|
$326,957
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
3,287
shares
|
$324,098
0.06% of portfolio
|
Q1 2023
Added 0.09%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,264
shares
|
$321,830
0.0% of portfolio
|
Q3 2024
Reduced 8.83%
|
|
|
Baskin Financial Services Inc.
|
Oct 16, 2024 Q3 2024 |
3,172
shares
|
$312,759
0.02% of portfolio
|
Q2 2024
Reduced 28.4%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
3,153
shares
|
$310,885
0.01% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
3,136
shares
|
$309,209
0.01% of portfolio
|
Q3 2024
Reduced 27.66%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
3,094
shares
|
$305,068
0.04% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
3,086
shares
|
$304,279
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
3,079
shares
|
$303,589
0.0% of portfolio
|
Q2 2020
Reduced 2.28%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
3,046
shares
|
$300,335
0.01% of portfolio
|
Q3 2024
Added 8.71%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
3,041
shares
|
$299,842
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
3,019
shares
|
$297,673
0.01% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
3,001
shares
|
$295,898
0.0% of portfolio
|
Q3 2024
Reduced 50.36%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
3,001
shares
|
$295,898
0.0% of portfolio
|
Q3 2024
Reduced 1.22%
|