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 |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
54,558
shares
|
$5.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
53,343
shares
|
$5.26 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
51,744
shares
|
$5.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
51,729
shares
|
$5.1 Million
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
51,533
shares
|
$5.08 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Assenagon Asset Management S.A.
|
Oct 23, 2024 Q3 2024 |
50,682
shares
|
$5 Million
0.01% of portfolio
|
Q3 2024
Added 141.75%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
50,532
shares
|
$4.98 Million
0.01% of portfolio
|
Q3 2024
Added 13.03%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 12, 2024 Q3 2024 |
50,095
shares
|
$4.94 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Gen Asset Management LTD
|
Nov 04, 2024 Q3 2024 |
50,000
shares
|
$4.93 Million
2.83% of portfolio
|
Q3 2024
New holding
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
48,103
shares
|
$4.74 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
46,469
shares
|
$4.58 Million
0.01% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 12, 2024 Q3 2024 |
46,158
shares
|
$4.55 Million
0.01% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
45,836
shares
|
$4.52 Million
0.28% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
44,928
shares
|
$4.43 Million
0.97% of portfolio
|
Q3 2024
New holding
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
42,883
shares
|
$4.23 Million
0.08% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
K.J. Harrison & Partners Inc
|
Oct 24, 2024 Q3 2024 |
40,091
shares
|
$3.95 Million
0.59% of portfolio
|
Q3 2024
Reduced 66.43%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
36,566
shares
|
$3.61 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
34,917
shares
|
$3.44 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
34,682
shares
|
$3.42 Million
0.01% of portfolio
|
Q3 2024
Reduced 24.8%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
34,231
shares
|
$3.38 Million
0.0% of portfolio
|
Q3 2024
Added 16.78%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Oct 30, 2024 Q3 2024 |
31,812
shares
|
$3.14 Million
0.1% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
30,990
shares
|
$3.06 Million
0.01% of portfolio
|
Q3 2024
Added 7.56%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
30,454
shares
|
$3 Million
0.0% of portfolio
|
Q3 2024
Added 2701.66%
|
|
|
Silver Lake Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
30,227
shares
|
$2.98 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Entropy Technologies, LP
New York, NY |
Nov 04, 2024 Q3 2024 |
29,774
shares
|
$2.94 Million
0.28% of portfolio
|
Q3 2024
New holding
|