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 630 institutions that hold shares in the stock, with a total of 335 Million shares, which have been reported (via 13F filing form) to have a value of $34.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
2,410
shares
|
$249,507
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
2,389
shares
|
$247,333
0.02% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
2,386
shares
|
$247,022
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
2,336
shares
|
$241,846
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
2,328
shares
|
$241,017
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,328
shares
|
$241,017
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Park National Corp
|
Apr 02, 2025 Q1 2025 |
2,325
shares
|
$240,707
0.01% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,287
shares
|
$236,773
0.01% of portfolio
|
Q1 2025
Reduced 20.17%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,282
shares
|
$236,255
0.01% of portfolio
|
Q1 2025
Added 50.73%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
2,281
shares
|
$236,151
0.02% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
2,277
shares
|
$235,737
0.08% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
2,272
shares
|
$235,220
0.01% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,270
shares
|
$235,013
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
2,262
shares
|
$234,184
0.02% of portfolio
|
Q3 2024
Reduced 33.7%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
2,257
shares
|
$233,667
0.01% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
2,253
shares
|
$233,253
0.0% of portfolio
|
Q1 2025
Reduced 50.11%
|
|
|
Townsend & Associates, Inc
|
Apr 25, 2025 Q1 2025 |
2,225
shares
|
$230,354
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
2,209
shares
|
$228,697
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
2,203
shares
|
$228,076
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
2,202
shares
|
$227,973
0.01% of portfolio
|
Q3 2023
Reduced 0.59%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
2,200
shares
|
$227,766
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
2,190
shares
|
$226,730
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
2,185
shares
|
$226,213
0.07% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
2,178
shares
|
$225,488
0.0% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
2,102
shares
|
$217,620
0.04% of portfolio
|
Q1 2025
Added 3.19%
|