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 $37.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
250
shares
|
$28,257
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
250
shares
|
$28,257
0.0% of portfolio
|
Q1 2025
Reduced 58.33%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
211
shares
|
$23,849
0.0% of portfolio
|
Q3 2017
Reduced 70.32%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
200
shares
|
$22,606
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
198
shares
|
$22,379
0.0% of portfolio
|
Q4 2024
Added 21.47%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
193
shares
|
$21,814
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
188
shares
|
$21,249
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
181
shares
|
$20,458
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
178
shares
|
$20,119
0.01% of portfolio
|
Q3 2024
Reduced 31.27%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
173
shares
|
$19,554
0.0% of portfolio
|
Q4 2024
Reduced 16.02%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
170
shares
|
$19,215
0.0% of portfolio
|
Q1 2025
Reduced 14.14%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
152
shares
|
$17,180
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
152
shares
|
$17,180
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
150
shares
|
$16,954
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
150
shares
|
$16,954
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
143
shares
|
$16,163
0.01% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
129
shares
|
$14,580
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
126
shares
|
$14,241
0.0% of portfolio
|
Q4 2024
Reduced 87.85%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
125
shares
|
$14,128
0.0% of portfolio
|
Q3 2020
Reduced 11.97%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
120
shares
|
$13,563
0.01% of portfolio
|
Q1 2025
Reduced 21.57%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
110
shares
|
$12,433
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
95
shares
|
$10,737
0.0% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
79
shares
|
$8,929
0.0% of portfolio
|
Q4 2024
Reduced 85.74%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
75
shares
|
$8,477
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
71
shares
|
$8,025
0.01% of portfolio
|
Q4 2023
New holding
|