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 603 institutions that hold shares in the stock, with a total of 342 Million shares, which have been reported (via 13F filing form) to have a value of $34.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
95
shares
|
$9,587
0.0% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
83
shares
|
$8,376
0.01% of portfolio
|
Q4 2024
Reduced 97.82%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
79
shares
|
$7,972
0.0% of portfolio
|
Q4 2024
Reduced 85.74%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
78
shares
|
$7,871
0.0% of portfolio
|
Q4 2024
Reduced 89.42%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
75
shares
|
$7,569
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
71
shares
|
$7,165
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
65
shares
|
$6,559
0.0% of portfolio
|
Q3 2024
Reduced 43.48%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
63
shares
|
$6,357
0.0% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
59
shares
|
$5,954
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
58
shares
|
$5,853
0.0% of portfolio
|
Q4 2024
Added 34.88%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
56
shares
|
$5,651
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
55
shares
|
$5,550
0.0% of portfolio
|
Q4 2024
Reduced 65.63%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
53
shares
|
$5,348
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
51
shares
|
$5,146
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
50
shares
|
$5,046
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Feb 14, 2025 Q4 2024 |
50
shares
|
$5,046
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
47
shares
|
$4,743
0.0% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
46
shares
|
$4,642
0.0% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
43
shares
|
$4,339
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
40
shares
|
$4,036
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
39
shares
|
$3,935
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
38
shares
|
$3,834
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
32
shares
|
$3,229
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
30
shares
|
$3,027
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Feb 14, 2025 Q4 2024 |
28
shares
|
$2,825
0.0% of portfolio
|
Q4 2024
New holding
|