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Get Institutions for : 
Bank of Montreal (USA) (BMO)  
$90.91 1.81 (1.95%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 465    1
Total shares held : 
 338,361,492  
% of shares held : 
 52.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -11  
Amount of shares held : 
 14,509,974  
% of shares held change : 
   2.26%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $81.64  
Last Quarter's Ending Price : 
 $98.94  
Last Quarter's Average Price : 
 $83.48  
Change from last quarter's     
avg. price to the last closing  : 
7.43 (8.9%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
40
 11,487,742
 3.4%
 
Increased Positions :
154
 19,853,488
 5.87%
 
Unchanged Positions :
107
 7,195,129
 2.13%
 
Decreased Positions :
164
-15,979,889
-4.72%
 
Closed Positions :
41
-851,367
-0.25%
 
Guru Positions :
2
20,861
 0.01%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 13 - 2023-12-31 5,588,580 $555,679,000 0
   State of Tennessee Treasury Department 122 - 2023-12-31 409,666 $40,734,000 0
   AMF Pensionsforsakring AB 77 - 2024-03-31 299,289 $29,310,000 0
   AMERICAN ASSETS INVESTMENT MANAGEMENT LLC 23 - 2023-12-31 96,000 $9,498,000 0
   NBT BANK N A /NY 72 - 2024-03-31 45,436 $4,438,000 0
   Private Advisor Group LLC 759 - 2023-12-31 20,332 $2,012,000 0
   NAPLES GLOBAL ADVISORS LLC 172 - 2023-12-31 14,570 $1,442,000 0
   RODGERS BROTHERS INC. 115 - 2023-12-31 10,975 $1,086,000 0
   SMITHFIELD TRUST CO 146 - 2023-12-31 9,766 $966,000 0
   CAPITAL WORLD INVESTORS 489 - 2023-12-31 9,749 $965,000 0
   MAIRS & POWER INC 145 - 2023-12-31 9,000 $890,000 0
   STATE STREET CORP 3301 - 2023-12-31 8,912 $882,000 0
   ICA Group Wealth Management LLC 104 - 2023-12-31 8,450 $836,000 0
   LEUCADIA NATIONAL CORP -- Notable Guru -- 674 - 2023-12-31 7,492 $741,000 0
   UniSuper Management Pty Ltd 295 - 2023-12-31 5,200 $682,000 0
   STRS OHIO 1100 - 2023-12-31 6,624 $658,000 0
   TI-TRUST INC 53 - 2024-03-31 6,692 $654,000 0
   BUSEY TRUST CO 222 - 2024-03-31 6,000 $586,000 0
   FINANCIAL COUNSELORS INC - 2023-12-31 5,275 $522,000 0
   PRUDENTIAL FINANCIAL INC 2155 - 2023-12-31 4,770 $472,000 0
   CREDIT AGRICOLE S A 496 - 2023-12-31 4,490 $444,000 0
   ROWLAND & CO INVESTMENT COUNSEL/ADV 106 - 2024-03-31 4,476 $437,000 0
   DAVID R. RAHN & ASSOCIATES INC. 58 - 2024-03-31 4,350 $425,000 0
   WATERSHED PRIVATE WEALTH LLC 73 - 2023-12-31 4,000 $396,000 0
   BOLTWOOD CAPITAL MANAGEMENT 131 - 2024-03-31 4,000 $391,000 0
   Qtron Investments LLC 385 - 2023-12-31 3,658 $364,000 0
   JAMISON PRIVATE WEALTH MANAGEMENT INC. 147 - 2024-03-31 3,558 $348,000 0
   PUZO MICHAEL J 58 - 2023-12-31 3,500 $346,000 0
   COZAD ASSET MANAGEMENT INC 300 - 2023-12-31 3,369 $333,000 0
   BROWN BROTHERS HARRIMAN & CO 424 - 2023-12-31 3,079 $305,000 0
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 273 - 2023-12-31 3,035 $300,000 0
   DIVERSIFIED TRUST CO 650 - 2024-03-31 2,959 $289,000 0
   PARK NATIONAL CORP /OH/ 242 - 2024-03-31 2,935 $287,000 0
   Enterprise Bank & Trust Co 106 - 2024-03-31 2,920 $285,000 0
   Magnus Financial Group LLC 228 - 2023-12-31 2,857 $283,000 0
   Independent Advisor Alliance 566 - 2023-12-31 2,769 $274,000 0
   SMITH MOORE & CO. 341 - 2023-12-31 2,758 $273,000 0
   Archetype Wealth Partners LLC 92 - 2023-12-31 2,672 $264,000 0
   Fielder Capital Group LLC 125 - 2024-03-31 2,643 $258,000 0
   CVA Family Office LLC 213 - 2024-03-31 2,513 $245,000 0
   Trifecta Capital Advisors LLC 77 - 2024-03-31 2,299 $225,000 0
   Bogart Wealth LLC 196 - 2024-03-31 2,202 $215,000 0
   Investors Research Corp 321 - 2023-12-31 2,157 $213,000 0
   Townsend & Associates Inc 102 - 2024-03-31 2,225 $209,000 0
   GAMMA Investing LLC 438 - 2024-03-31 1,740 $170,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 544 - 2023-12-31 1,677 $166,000 0
   WEBSTER BANK 244 - 2024-03-31 1,400 $137,000 0
   TOBAM - 2023-12-31 1,355 $135,000 0
   BARTLETT & CO. LLC 527 - 2023-12-31 1,330 $131,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 527 - 2023-12-31 1,330 $131,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 673 - 2024-03-31 1,030 $101,000 0
   WASHINGTON TRUST CO 350 - 2024-03-31 1,000 $98,000 0
   TOMPKINS FINANCIAL CORP 277 - 2024-03-31 1,000 $98,000 0
   JNBA FINANCIAL ADVISORS 230 - 2024-03-31 1,000 $98,000 0
   AdvisorNet Financial Inc 640 - 2024-03-31 1,000 $98,000 0
   Iron Horse Wealth Management LLC 60 - 2024-03-31 980 $96,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 266 - 2024-03-31 960 $94,000 0
   WHITTIER TRUST CO 786 - 2023-12-31 926 $92,000 0
   JJJ Advisors Inc. 325 - 2024-03-31 861 $84,000 0
   Ariel Capital Advisors LLC 163 - 2023-12-31 800 $79,000 0
   DHJJ Financial Advisors Ltd. 220 - 2024-03-31 803 $78,000 0
   BDO Wealth Advisors LLC 386 - 2023-06-30 752 $68,000 0
   Cowen Prime Advisors LLC 122 - 2023-06-30 753 $68,000 0
   Princeton Global Asset Management LLC - 2023-12-31 600 $59,000 0
   PRIVATE TRUST CO NA 1054 - 2024-03-31 598 $58,000 0
   COCONUT GROVE BANK 357 - 2023-12-31 510 $50,000 0
   FIRST MANHATTAN CO 867 - 2023-12-31 500 $49,000 0
   Winch Advisory Services LLC 169 - 2023-12-31 350 $35,000 0
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 841 - 2023-12-31 342 $34,000 0
   Compagnie Lombard Odier SCA 436 - 2023-12-31 340 $34,000 0
   PROEQUITIES INC. 1421 - 2023-12-31 240 $24,000 0
   WFA of San Diego LLC 235 - 2023-09-30 250 $21,000 0
   Financial Avengers Inc. 90 - 2023-12-31 213 $21,000 0
   ATLAS CAPITAL ADVISORS LLC 625 - 2024-03-31 190 $19,000 0
   Sargent Bickham Lagudis LLC 611 - 2022-12-31 211 $19,000 0
   WFA Asset Management Corp 164 - 2024-03-31 181 $18,000 0
   McIlrath & Eck LLC 449 - 2023-12-31 160 $16,000 0
   GHP INVESTMENT ADVISORS INC 611 - 2024-03-31 161 $16,000 0
   Focused Wealth Management Inc 472 - 2023-12-31 150 $15,000 0
   Tradewinds Capital Management LLC 291 - 2024-03-31 125 $12,000 0
   MCF Advisors LLC 612 - 2024-03-31 110 $11,000 0
   MARK SHEPTOFF FINANCIAL PLANNING LLC 288 - 2023-12-31 100 $10,000 0
   City State Bank 484 - 2024-03-31 100 $10,000 0
   Castleview Partners LLC 515 - 2023-12-31 100 $10,000 0
   BNP PARIBAS ARBITRAGE SA 2889 - 2023-12-31 83 $8,000 0
   Signature Resources Capital Management LLC 220 - 2024-03-31 71 $7,000 0
   Private Ocean LLC 393 - 2024-03-31 73 $7,000 0
   Venturi Wealth Management LLC 1027 - 2024-03-31 60 $6,000 0
   IFP Advisors Inc 2365 - 2023-12-31 50 $5,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1273 - 2023-12-31 55 $5,000 0
   Financial Perspectives Inc 522 - 2024-03-31 45 $4,000 0
   COLONIAL ASSET MANAGEMENT, INC. 634 - 2023-12-31 40 $4,000 0
   MOTCO 440 - 2023-12-31 40 $4,000 0
   Western Pacific Wealth Management LP 213 - 2023-12-31 32 $3,000 0
   SANDY SPRING BANK - 2023-12-31 23 $2,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 1132 - 2023-12-31 11 $1,000 0
   Moisand Fitzgerald Tamayo LLC 565 - 2024-03-31 1 $0 0
   Financial Gravity Wealth Inc. 820 - 2023-12-31 0 $0 0
   NOMURA ASSET MANAGEMENT CO LTD 1610 - 2023-12-31 0 $0 0
  99 Records found
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