NYSE:BMO

Bank of Montreal Institutional Ownership

$81.53

-2.30 (-2.74 %)

(As of 02/26/2021 12:00 AM ET)

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Today's Range

$81.53

Now: $81.53▼

$83.69

50-Day Range

$74.31

MA: $77.87▼

$86.25

52-Week Range

$38.31

Now: $81.53▼

$86.77

Volume1.04 million shs

Average Volume661,583 shs

Market Capitalization$52.75 billion

P/E Ratio14.48

Dividend Yield3.97%

Beta1.29

Institutional Ownership Changes (13F Filings) for Bank of Montreal (NYSE:BMO)

Institutional Ownership Percentage: 39.18%

Institutional Buying and Selling by Quarter

Bank of Montreal (NYSE BMO) Institutional Buying and Selling

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
2/25/2021	Dimensional Fund Advisors LP	3,297,318	$250.70M	0.1%	+0.1%	0.510%
2/23/2021	JCIC Asset Management Inc.	5,733	$0.44M	0.2%	-8.9%	0.001%
2/19/2021	JPMorgan Chase & Co.	2,108,232	$160.29M	0.0%	-5.3%	0.326%
2/18/2021	Truist Financial Corp	21,886	$1.66M	0.0%	-9.9%	0.003%
2/17/2021	Voloridge Investment Management LLC	16,907	$1.29M	0.0%	N/A	0.003%
2/17/2021	Canada Pension Plan Investment Board	820,771	$62.35M	0.1%	+88.7%	0.127%
2/17/2021	Advisor Partners LLC	9,485	$0.72M	0.1%	+4.0%	0.001%
2/17/2021	Cetera Investment Advisers	3,314	$0.25M	0.0%	N/A	0.001%
2/17/2021	Tacita Capital Inc	11,307	$0.86M	0.6%	N/A	0.002%
2/16/2021	Squarepoint Ops LLC	6,307	$0.48M	0.0%	N/A	0.001%

2/16/2021	Glenmede Trust Co. NA	20,249	$1.54M	0.0%	-42.2%	0.003%
2/16/2021	Morgan Stanley	546,884	$41.58M	0.0%	-10.7%	0.085%
2/16/2021	Cozad Asset Management Inc.	3,724	$0.28M	0.1%	-4.4%	0.001%
2/16/2021	Amundi Pioneer Asset Management Inc.	526,806	$40.05M	0.0%	-13.9%	0.081%
2/16/2021	Schroder Investment Management Group	71,328	$6.90M	0.0%	+17.2%	0.011%
2/16/2021	Janus Henderson Group PLC	149,045	$11.33M	0.0%	+2.7%	0.023%
2/16/2021	Benjamin F. Edwards & Company Inc.	1,678	$0.13M	0.0%	+38.3%	0.000%
2/16/2021	Landaas & Co. WI ADV	3,255	$0.25M	0.2%	-5.3%	0.001%
2/13/2021	Reby Advisors LLC	397	$30K	0.0%	N/A	0.000%
2/13/2021	Guardian Capital Advisors LP	335,104	$25.38M	3.4%	+1.6%	0.052%
2/13/2021	Guardian Capital LP	2,434,022	$184.90M	4.3%	+67.3%	0.376%
2/12/2021	Caisse DE Depot ET Placement DU Quebec	7,361,000	$559.18M	1.3%	N/A	1.138%
2/12/2021	Federated Hermes Inc.	128,591	$9.78M	0.0%	-0.2%	0.020%
2/12/2021	Corient Capital Partners LLC	3,318	$0.25M	0.0%	N/A	0.001%
2/12/2021	LPL Financial LLC	53,246	$4.05M	0.0%	+1.2%	0.008%
2/12/2021	The Manufacturers Life Insurance Company	3,102,380	$300.25M	0.3%	+0.7%	0.480%
2/12/2021	Credit Suisse AG	1,414,049	$107.51M	0.1%	+6.3%	0.219%
2/12/2021	Azimuth Capital Management LLC	62,309	$4.74M	0.2%	+5.3%	0.010%
2/12/2021	Healthcare of Ontario Pension Plan Trust Fund	4,560,392	$346.86M	0.4%	-42.9%	0.705%
2/12/2021	M&T Bank Corp	59,425	$4.52M	0.0%	-11.6%	0.009%
2/12/2021	Mercer Global Advisors Inc. ADV	4,234	$0.32M	0.0%	-3.6%	0.001%
2/12/2021	Public Sector Pension Investment Board	661,281	$50.23M	0.4%	-11.1%	0.102%
2/12/2021	DSM Capital Partners LLC	16,660	$1.27M	0.0%	N/A	0.003%
2/11/2021	Associated Banc Corp	30,066	$2.29M	0.1%	-0.7%	0.005%
2/11/2021	Wetherby Asset Management Inc.	16,051	$1.22M	0.1%	+10.0%	0.002%
2/11/2021	Cumberland Partners Ltd	35,136	$2.67M	0.2%	-4.0%	0.005%
2/11/2021	Northern Trust Corp	546,009	$41.51M	0.0%	-1.6%	0.084%
2/11/2021	Baird Financial Group Inc.	34,703	$2.64M	0.0%	+3.9%	0.005%
2/11/2021	Barclays PLC	19,256	$1.46M	0.0%	+112.4%	0.003%
2/11/2021	Steward Partners Investment Advisory LLC	1,534	$0.12M	0.0%	-50.6%	0.000%
2/11/2021	Skandinaviska Enskilda Banken AB publ	107,322	$8.16M	0.1%	+2.2%	0.017%
2/11/2021	Veriti Management LLC	2,765	$0.21M	0.1%	N/A	0.000%
2/11/2021	Signaturefd LLC	4,130	$0.31M	0.0%	+11.7%	0.001%
2/10/2021	HighPoint Advisor Group LLC	83,183	$6.39M	0.8%	+0.6%	0.013%
2/10/2021	Renaissance Technologies LLC	8,095	$0.62M	0.0%	-96.4%	0.001%
2/10/2021	Brighton Jones LLC	3,666	$0.28M	0.0%	-9.1%	0.001%
2/10/2021	Mackenzie Financial Corp	5,885,221	$446.09M	1.0%	-6.2%	0.910%
2/10/2021	Financial Counselors Inc.	9,956	$0.76M	0.0%	+3.9%	0.002%
2/10/2021	Rempart Asset Management Inc.	214,650	$16.28M	4.6%	N/A	0.033%
2/10/2021	Boston Private Wealth LLC	2,928	$0.22M	0.0%	N/A	0.000%
2/10/2021	Aviva PLC	213,840	$16.24M	0.1%	+3.4%	0.033%
2/10/2021	Korea Investment CORP	220,600	$16.76M	0.1%	-2.7%	0.034%
2/10/2021	HighTower Advisors LLC	23,961	$1.82M	0.0%	+1.1%	0.004%
2/10/2021	PCJ Investment Counsel Ltd.	89,460	$6.80M	3.2%	N/A	0.014%
2/10/2021	Bank of Hawaii	4,743	$0.36M	0.0%	-7.3%	0.001%
2/9/2021	Barometer Capital Management Inc.	195,405	$18.71M	3.5%	+35.0%	0.030%
2/9/2021	Wells Fargo & Company MN	111,297	$8.46M	0.0%	-3.2%	0.017%
2/9/2021	Advisory Services Network LLC	990	$75K	0.0%	-13.5%	0.000%
2/9/2021	Bessemer Group Inc.	4,882	$0.37M	0.0%	-24.5%	0.001%
2/9/2021	Sawtooth Solutions LLC	2,816	$0.21M	0.0%	N/A	0.000%
2/9/2021	Fiera Capital Corp	3,205,696	$242.99M	0.7%	+3.8%	0.496%
2/9/2021	Lincluden Management Ltd.	20,510	$1.56M	0.2%	-60.5%	0.003%
2/9/2021	Van ECK Associates Corp	14,225	$1.08M	0.0%	-5.1%	0.002%
2/9/2021	David Loasby	4,781	$0.36M	0.1%	-4.3%	0.001%
2/9/2021	Bank of New York Mellon Corp	906,990	$68.96M	0.0%	-1.6%	0.140%
2/9/2021	AFT Forsyth & Company Inc.	2,936	$0.22M	0.1%	N/A	0.000%
2/9/2021	Blair William & Co. IL	19,072	$1.45M	0.0%	+385.9%	0.003%
2/8/2021	Vident Investment Advisory LLC	3,231	$0.25M	0.0%	N/A	0.000%
2/8/2021	Alliancebernstein L.P.	102,123	$7.76M	0.0%	-1.1%	0.016%
2/8/2021	Newport Trust Co	1,461,527	$111.12M	0.3%	-5.3%	0.226%
2/8/2021	FDx Advisors Inc.	2,891	$0.22M	0.0%	N/A	0.000%
2/8/2021	NorthRock Partners LLC	17,392	$1.32M	0.1%	-5.2%	0.003%
2/8/2021	Toronto Dominion Bank	12,489,307	$947.06M	1.7%	-1.0%	1.931%
2/8/2021	K.J. Harrison & Partners Inc	104,459	$7.92M	1.3%	+310.0%	0.016%
2/8/2021	AGF Investments Inc.	737,868	$56.10M	0.5%	-30.8%	0.114%
2/8/2021	FIL Ltd	758,912	$57.70M	0.1%	+0.5%	0.117%
2/8/2021	Russell Investments Group Ltd.	15,063	$1.14M	0.0%	+24.7%	0.002%
2/8/2021	Avalon Investment & Advisory	14,223	$1.08M	0.0%	N/A	0.002%
2/6/2021	Magnus Financial Group LLC	2,765	$0.21M	0.0%	N/A	0.000%
2/5/2021	JNB Advisors LLC	3,741	$0.28M	0.0%	-34.6%	0.001%
2/5/2021	Banque Cantonale Vaudoise	6,282	$0.48M	0.0%	+318.8%	0.001%
2/5/2021	Todd Asset Management LLC	312,770	$23.78M	0.6%	+3.6%	0.048%
2/5/2021	Letko Brosseau & Associates Inc.	3,581,728	$272.09M	3.7%	-8.5%	0.554%
2/5/2021	Aperio Group LLC	348,653	$26.51M	0.1%	+0.1%	0.054%
2/5/2021	Hudock Inc.	892	$67K	0.0%	-18.8%	0.000%
2/5/2021	Beutel Goodman & Co Ltd.	5,831,035	$443.33M	3.0%	-3.1%	0.901%
2/5/2021	Y Intercept Hong Kong Ltd	3,465	$0.26M	0.1%	N/A	0.001%
2/5/2021	Sumitomo Mitsui Trust Holdings Inc.	1,913,297	$145.03M	0.1%	-13.5%	0.296%
2/5/2021	SG Americas Securities LLC	3,673	$0.28M	0.0%	-38.5%	0.001%
2/5/2021	ST Germain D J Co. Inc.	173,190	$13.17M	0.9%	-2.0%	0.027%
2/5/2021	US Bancorp DE	34,383	$2.61M	0.0%	-1.8%	0.005%
2/5/2021	Graves Light Private Wealth Management Inc.	1,000	$76K	0.0%	N/A	0.000%
2/5/2021	Intact Investment Management Inc.	977,463	$94.47M	3.1%	+27.6%	0.151%
2/4/2021	AdvisorNet Financial Inc	4,560	$0.35M	0.0%	-6.3%	0.001%
2/4/2021	Silver Lake Advisory LLC	33,098	$2.52M	1.4%	-4.9%	0.005%
2/4/2021	Cambridge Investment Research Advisors Inc.	8,591	$0.65M	0.0%	-2.3%	0.001%
2/4/2021	Silver Lake Advisory LLC	76	$2.52M	1.4%	-99.8%	0.000%
2/4/2021	State of Wisconsin Investment Board	194,235	$14.76M	0.0%	-13.7%	0.030%
2/3/2021	CIBC Asset Management Inc	6,017,006	$456.43M	2.1%	+18.1%	0.930%
2/2/2021	CLARET ASSET MANAGEMENT Corp	70,590	$5.37M	1.1%	-6.3%	0.011%

(Data available from 1/1/2016 forward)

This page was last updated on 2/28/2021 by MarketBeat.com Staff

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Bank of Montreal Institutional Ownership

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Institutional Ownership

Institutional Ownership Changes (13F Filings) for Bank of Montreal (NYSE:BMO)

Institutional Buying and Selling by Quarter

Bank of Montreal (NYSE BMO) Institutional Buying and Selling

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