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 |
|---|---|---|---|---|---|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
190
shares
|
$18,734
0.0% of portfolio
|
Q4 2023
Reduced 43.95%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
181
shares
|
$17,846
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
178
shares
|
$17,550
0.01% of portfolio
|
Q3 2024
Reduced 31.27%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
177
shares
|
$17,452
0.0% of portfolio
|
Q3 2024
Reduced 49.43%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
163
shares
|
$16,071
0.0% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
160
shares
|
$15,776
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
152
shares
|
$14,987
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
134
shares
|
$13,212
0.0% of portfolio
|
Q3 2024
Added 81.08%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
129
shares
|
$12,719
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
125
shares
|
$12,325
0.0% of portfolio
|
Q3 2020
Reduced 11.97%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
121
shares
|
$11,930
0.0% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
120
shares
|
$11,832
0.0% of portfolio
|
Q4 2023
Reduced 52.0%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
115
shares
|
$11,339
0.0% of portfolio
|
Q4 2023
Reduced 9.45%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
110
shares
|
$10,846
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
100
shares
|
$9,860
0.0% of portfolio
|
Q4 2020
Reduced 50.0%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
100
shares
|
$9,860
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
100
shares
|
$9,860
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
96
shares
|
$9,465
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
87
shares
|
$8,578
0.0% of portfolio
|
Q3 2024
Reduced 44.94%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
75
shares
|
$7,395
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
71
shares
|
$7,000
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
68
shares
|
$6,704
0.0% of portfolio
|
Q2 2024
Added 6.25%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
65
shares
|
$6,409
0.0% of portfolio
|
Q3 2024
Reduced 43.48%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
63
shares
|
$6,211
0.0% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
59
shares
|
$5,817
0.0% of portfolio
|
Q3 2024
New holding
|