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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ROYAL BANK OF CANADA 7 - 2023-12-31 66,193,708 $6,549,204,000 -1,162,908
   BANK OF MONTREAL /CAN/ 12 - 2023-12-31 25,242,430 $2,524,453,000 -1,466,606
   BANK OF NOVA SCOTIA / 6 - 2023-12-31 13,927,691 $1,378,687,000 -856,277
   CIBC WORLD MARKETS INC. 5 - 2023-12-31 13,628,085 $1,348,363,000 -372,417
   NATIONAL BANK OF CANADA /FI/ 7 - 2023-12-31 10,195,214 $998,029,000 -1,289,362
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 24 - 2023-12-31 5,720,115 $565,948,000 -3,467,618
   J P MORGAN CHASE & CO 484 - 2023-12-31 2,793,835 $276,422,000 -117,722
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 22 - 2023-12-31 2,273,490 $225,083,000 -860,448
   LETKO BROSSEAU & ASSOCIATES INC 5 - 2023-12-31 2,007,450 $199,603,000 -12,180
   BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP 10 - 2023-12-31 1,752,904 $173,453,000 -634,086
   CANADA PENSION PLAN INVESTMENT BOARD 121 - 2023-12-31 1,716,509 $170,675,000 -455
   Newport Trust Co 28 - 2023-12-31 1,443,113 $142,782,000 -20,260
   MORGAN STANLEY 1007 - 2023-12-31 1,273,818 $126,032,000 -481,143
   CREDIT SUISSE/ 156 - 2023-12-31 1,260,081 $124,672,000 -87,604
   INVESCO LTD 797 - 2023-12-31 893,546 $88,407,000 -39,637
   TORON CAPITAL MARKETS INC. 7 - 2023-12-31 739,637 $73,543,000 -14,177
   BANK OF NEW YORK MELLON CORP 861 - 2024-03-31 700,294 $68,405,000 -171,135
   FIRST TRUST ADVISORS LP 358 - 2023-12-31 679,439 $67,224,000 -126,198
   CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 314 - 2023-12-31 610,274 $60,385,000 -7,668
   BLACKROCK INC. 2328 - 2023-12-31 596,362 $59,004,000 -12,035
   Value Partner Investments Inc. - 2023-12-31 616,276 $57,154,000 -156,018
   Triasima Portfolio Management inc. 4 - 2024-03-31 469,700 $45,859,000 -16,721
   GUARDIAN CAPITAL ADVISORS LP 3 - 2023-12-31 411,276 $41,052,000 -2,712
   GREAT WEST LIFE ASSURANCE CO /CAN/ 224 - 2023-12-31 412,356 $40,740,000 -72,290
   FRANKLIN RESOURCES INC 600 - 2023-12-31 317,521 $31,419,000 -815,325
   JARISLOWSKY FRASER LTD 69 - 2023-12-31 314,414 $31,262,000 -8,855
   NORTHERN TRUST CORP 1333 - 2023-12-31 309,488 $30,621,000 -1,853
   AVIVA PLC 237 - 2023-12-31 287,268 $28,523,000 -72,959
   Vontobel Holding Ltd. 159 - 2023-12-31 250,142 $24,752,000 -124,792
   FORSTA AP-FONDEN 78 - 2023-12-31 246,700 $24,530,000 -35,900
   Russell Investments Group Ltd. 463 - 2023-12-31 227,694 $22,627,000 -14,563
   OMERS ADMINISTRATION CORP 48 - 2023-12-31 219,955 $21,870,000 -2,394,385
   WARATAH CAPITAL ADVISORS LTD. 28 - 2023-12-31 213,231 $21,097,000 -82,691
   SCHEER ROWLETT & ASSOCIATES INVESTMENT MANAGEMENT 23 - 2023-12-31 207,606 $20,543,000 -4,083
   CITIGROUP INC 645 - 2023-12-31 172,103 $17,112,000 -14,222
   PINNACLE FINANCIAL PARTNERS INC - 2023-12-31 169,949 $16,815,000 -1,768
   GLUSKIN SHEFF & ASSOC INC 15 - 2023-12-31 165,281 $16,353,000 -112,833
   PUBLIC SECTOR PENSION INVESTMENT BOARD 102 - 2023-12-31 161,136 $16,022,000 -26,871
   DEKABANK DEUTSCHE GIROZENTRALE 385 - 2024-03-31 144,907 $13,908,000 -16,128
   AIC LTD 8 - 2023-12-31 136,997 $13,555,000 -86,215
   CAPITAL INTERNATIONAL INC /CA/ 144 - 2023-12-31 121,062 $11,979,000 -581
   WELLS FARGO & CO/MN 1447 - 2023-12-31 108,599 $10,871,000 -20,551
   ST GERMAIN D J CO INC 62 - 2024-03-31 108,807 $10,628,000 -5,861
   WELLINGTON MANAGEMENT CO LLP 1060 - 2023-12-31 106,621 $10,601,000 -19,306
   USS Investment Management Ltd 175 - 2023-12-31 104,609 $10,353,000 -5,757
   FEDERATED INVESTORS INC /PA/ 596 - 2023-12-31 84,337 $8,344,000 -4,162
   AMERIPRISE FINANCIAL INC 1911 - 2023-12-31 71,869 $8,062,000 -2,236
   RAYMOND JAMES & ASSOCIATES 1343 - 2024-03-31 73,075 $7,138,000 -11,417
   Northwest Bancshares Inc. 26 - 2024-03-31 71,320 $6,967,000 -637
   GRANTHAM MAYO VAN OTTERLOO & CO LLC 275 - 2023-12-31 66,272 $6,566,000 -6,641
   Lombard Odier Asset Management (Europe) Ltd 49 - 2023-12-31 63,415 $6,345,000 -15,196
   M&T BANK CORP 386 - 2023-12-31 59,268 $5,873,000 -408
   DANA INVESTMENT ADVISORS INC 91 - 2023-12-31 56,641 $5,604,000 -352
   STIFEL FINANCIAL CORP 1068 - 2023-12-31 53,779 $5,321,000 -1,473
   ROMANO BROTHERS AND COMPANY 40 - 2024-03-31 53,633 $5,239,000 -1,413
   ALLIANZ ASSET MANAGEMENT AG 784 - 2023-12-31 45,662 $4,589,000 -101,076
   Ilmarinen Mutual Pension Insurance Co 178 - 2023-12-31 43,804 $4,381,000 -180,500
   ENVESTNET ASSET MANAGEMENT INC 2045 - 2023-12-31 39,773 $3,935,000 -1,684
   Azimuth Capital Investment Management LLC 156 - 2023-12-31 38,055 $3,765,000 -2,340
   Baird Financial Group Inc. 757 - 2023-12-31 35,630 $3,525,000 -401
   MARATHON CAPITAL MANAGEMENT 34 - 2023-12-31 34,529 $3,416,000 -30,345
   Canoe Financial LP 71 - 2023-12-31 32,605 $3,226,000 -2,500
   AE Wealth Management LLC 747 - 2023-12-31 32,175 $3,116,000 -1,395
   Harvest Portfolios Group Inc. 104 - 2023-12-31 30,505 $3,018,000 -401
   Ronna Sue Cohen 31 - 2024-03-31 30,536 $2,983,000 -330
   HILLSDALE INVESTMENT MANAGEMENT INC. 161 - 2023-12-31 29,647 $2,935,000 -14,200
   Metis Global Partners LLC 153 - 2023-12-31 29,273 $2,896,000 -3,976
   OSTRUM ASSET MANAGEMENT 129 - 2023-12-31 28,475 $2,831,000 -1,961
   Advisor Group Holdings Inc. 1600 - 2023-12-31 28,232 $2,795,000 -5,221
   HIGHTOWER ADVISORS, LLC 1231 - 2023-12-31 28,154 $2,790,000 -3,264
   MITSUBISHI UFJ TRUST & BANKING CORP 751 - 2023-12-31 27,785 $2,749,000 -134,720
   CREATIVE PLANNING 799 - 2023-12-31 26,245 $2,597,000 -3,140
   BT Investment Management Ltd 202 - 2022-12-31 26,184 $2,372,000 -43,795
   SHELL ASSET MANAGEMENT CO 196 - 2023-12-31 23,491 $2,361,000 -6,300
   RESOURCES MANAGEMENT CORP /CT/ /ADV 70 - 2023-12-31 22,864 $2,262,000 -10
   US BANCORP 794 - 2023-12-31 21,794 $2,156,000 -1,576
   GRIES FINANCIAL LLC 54 - 2023-12-31 21,309 $2,108,000 -137
   Capital Group Private Client Services Inc. 193 - 2023-12-31 21,077 $2,086,000 -2,202
   MML INVESTORS SERVICES LLC 987 - 2023-12-31 20,386 $2,017,000 -3,038
   WETHERBY ASSET MANAGEMENT INC 218 - 2023-12-31 19,398 $1,919,000 -1,087
   UMB BANK N A/MO 252 - 2024-03-31 19,172 $1,873,000 -1,201
   BB&T CORP 1313 - 2023-12-31 17,267 $1,708,000 -2,698
   FIXED INCOME SECURITIES INC 596 - 2023-12-31 16,043 $1,587,000 -1,105
   WOLVERINE TRADING LLC 319 - 2023-12-31 14,619 $1,446,000 -10,116
   JANNEY MONTGOMERY SCOTT LLC 1263 - 2023-12-31 14,017 $1,387,000 -1,562
   IFG Advisory LLC 216 - 2023-12-31 13,771 $1,363,000 -7
   ASSOCIATED BANC-CORP 186 - 2023-12-31 13,699 $1,355,000 -170
   CIGNA INVESTMENTS INC /NEW 83 - 2024-03-31 13,396 $1,309,000 -91
   BLAIR WILLIAM & CO/IL 819 - 2023-12-31 11,175 $1,106,000 -77
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1690 - 2024-03-31 10,741 $1,049,000 -2,327
   VICTORY CAPITAL MANAGEMENT INC 1666 - 2023-12-31 10,483 $1,037,000 -1,576
   ATIVO CAPITAL MANAGEMENT LLC - 2023-12-31 10,441 $1,033,000 -97
   FINANCIAL NETWORK 1357 - 2023-12-31 10,304 $1,019,000 -425
   PNC FINANCIAL SERVICES GROUP INC 1123 - 2023-12-31 10,181 $1,007,000 -593
   NICOLET ADVISORY SERVICES LLC 95 - 2023-12-31 10,204 $996,000 -1,412
   Probity Advisors Inc. 85 - 2023-12-31 9,787 $968,000 -161
   DAVISREA LTD. - 2023-12-31 9,534 $946,000 -2,148
   NORTH STAR ASSET MANAGEMENT INC 167 - 2023-12-31 8,954 $886,000 -25
   MERCER GLOBAL ADVISORS INC /ADV 1044 - 2023-12-31 8,614 $852,000 -395
   JustInvest LLC 736 - 2023-12-31 8,389 $830,000 -1,115
  100 Records found
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