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Disclosery

BMO BANK OF MONTREAL

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Stock (common), issuer CIK 927971

526 managers (539 13F filers) reported a position in BMO shares at 2024-12-31, 344,273,400 shares in all. 81 filers opened a position and 33 filers sold out during the quarter.

Managers
526
13F filers
539
New
81
Added
192
Reduced
136
Sold out
33
Shares held by filers
344,273,400

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Ausdal Financial Partners, Inc.2,095$203K0.02%new13F-HRTimeline
Avant Financial Advisors LLC2,080$202K0.19%13F-HRTimeline
Riverpoint Wealth Management Holdings, …2,075$201K0.05%new13F-HRTimeline
Bluespring Wealth Management, LLC2,065$200K0.02%new13F-HRTimeline
Investors Research Corp2,037$198K0.04%-12013F-HRTimeline
OARSMAN CAPITAL, INC.1,998$194K0.03%-12013F-HRTimeline
Geneos Wealth Management Inc.1,970$191K0.01%new13F-HRTimeline
Allworth Financial LP1,707$171K<0.01%+36913F-HRTimeline
Cromwell Holdings LLC1,739$169K0.1%013F-HRTimeline
PINNEY & SCOFIELD, INC.1,700$165K0.12%13F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD1,624$157K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC1,570$152K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,514$147K0.01%-3313F-HRTimelineGroup
Caldwell Trust Co1,500$146K0.02%013F-HRTimeline
Gulf International Bank (UK) Ltd1,499$145K<0.01%-62213F-HRTimeline
SBI Securities Co., Ltd.1,490$145K<0.01%13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC1,488$144K0.03%-18013F-HRTimeline
JTC Employer Solutions Trustee Ltd1,595$137K0.01%+1,31713F-HRTimeline
WEBSTER BANK, N. A.1,400$136K0.01%013F-HRTimeline
Cyrus J. Lawrence, LLC1,400$135K0.03%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,333$129K0.01%-613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,330$129K<0.01%013F-HRTimeline
Compass Wealth Management LLC1,240$120K0.03%013F-HRTimeline
Farther Finance Advisors, LLC1,177$114K<0.01%+7413F-HRTimeline
GeoWealth Management, LLC1,155$112K<0.01%+1,10113F-HRTimeline
Retirement Wealth Solutions LLC1,086$106K0.09%13F-HRTimeline
Winthrop Capital Management, LLC1,058$103K0.03%013F-HRTimeline
MATHER GROUP, LLC.1,055$102K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,051$102K<0.01%+55113F-HRTimeline
RHUMBLINE ADVISERS1,049$102K<0.01%+14613F-HR/ATimeline
Hexagon Capital Partners LLC1,047$102K0.02%+27313F-HRTimeline
Global Retirement Partners, LLC1,045$101K<0.01%+66113F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,000$97K0.01%013F-HRTimelineGroup
WASHINGTON TRUST Co1,000$97K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC980$95.1K0.03%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC960$93.2K0.02%013F-HRTimeline
TRUST CO OF VERMONT901$87.4K<0.01%-2,71713F-HRTimeline
WHITTIER TRUST CO900$87.3K<0.01%-19213F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.879$85.3K0.04%+2713F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…864$83.8K0.02%-10713F-HRTimeline
PRIVATE TRUST CO NA858$83.3K0.01%+61013F-HRTimeline
Bray Capital Advisors800$77.6K0.02%013F-HRTimeline
McGlone Suttner Wealth Management, Inc.788$76.4K0.01%new13F-HRTimeline
Ridgewood Investments LLC772$74.9K0.04%013F-HRTimeline
DHJJ Financial Advisors, Ltd.736$71.4K0.03%-6713F-HRTimeline
Tacita Capital Inc737$71.4K0.05%013F-HRTimeline
Olistico Wealth, LLC700$67.9K0.04%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB680$66K<0.01%+21913F-HRTimeline
MONTAG & CALDWELL, LLC617$59.9K0.01%new13F-HRTimeline
First Horizon Advisors, Inc.612$59.4K<0.01%+35813F-HRTimeline
Princeton Global Asset Management LLC600$58.2K0.01%013F-HRTimeline
CENTRAL TRUST Co550$53.4K<0.01%013F-HRTimeline
Grove Bank & Trust510$49.5K0.01%-5713F-HRTimeline
JNBA Financial Advisors500$48.5K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK491$47.7K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC487$47.3K<0.01%+513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS439$42.6K<0.01%-3,61813F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL400$39.6K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC405$39K<0.01%+313F-HRTimelineGroup
VISION FINANCIAL MARKETS LLC400$38.8K0.04%13F-HRTimeline
Crewe Advisors LLC400$38.8K0.01%013F-HRTimeline
Dunhill Financial, LLC400$38.8K0.02%new13F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…350$34K0.01%+8013F-HRTimeline
Winch Advisory Services, LLC350$34K0.01%013F-HRTimeline
Pathway Financial Advisers, LLC341$33K0.01%-30,11313F-HRTimeline
IAG Wealth Partners, LLC335$32.5K0.01%013F-HRTimeline
Addison Advisors LLC333$32.3K0.01%+24613F-HRTimeline
IFP Advisors, Inc313$30.4K<0.01%+20113F-HRTimeline
Bank & Trust Co263$25.5K0.02%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.259$25.1K0.02%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…240$24K<0.01%013F-HRTimeline
Avior Wealth Management, LLC218$21.2K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC198$19.2K<0.01%+3513F-HRTimeline
Smartleaf Asset Management LLC198$19.2K<0.01%-11013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.190$18.4K<0.01%013F-HRTimeline
WFA Asset Management Corp181$17.6K0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC178$17.3K0.01%013F-HRTimeline
Financial Management Professionals, Inc.173$16.8K<0.01%-3313F-HRTimeline
SIERRA OCEAN, LLC153$14.8K0.01%13F-HRTimeline
Venturi Wealth Management, LLC143$13.9K<0.01%+913F-HRTimeline
Richard W. Paul & Associates, LLC139$13.5K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC136$13.2K<0.01%+7713F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC130$12.6K<0.01%-6513F-HRTimeline
Jackson, Grant Investment Advisers, Inc.129$12.5K<0.01%new13F-HRTimeline
Blue Trust, Inc.126$12.2K<0.01%-54213F-HR/ATimeline
Tradewinds Capital Management, LLC125$12.1K<0.01%013F-HRTimeline
Silicon Valley Capital Partners122$11.8K<0.01%+113F-HRTimeline
MCF Advisors LLC110$10.7K<0.01%013F-HRTimeline
TruNorth Capital Management, LLC100$9.71K<0.01%013F-HRTimeline
Pineridge Advisors LLC96$9.34K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp96$9.32K<0.01%new13F-HRTimelineGroup
Hemington Wealth Management95$9K<0.01%-513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.78$7.81K<0.01%-65913F-HRTimelineGroup
GHP Investment Advisors, Inc.79$7.67K<0.01%-47513F-HRTimeline
MeadowBrook Investment Advisors LLC75$7.28K0.01%013F-HRTimeline
Signature Resources Capital Management,…71$6.89K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC65$6.31K<0.01%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…63$6K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC58$5.85K<0.01%+1513F-HRTimeline
ORG Partners LLC59$5.72K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.56$5.43K<0.01%new13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding56$5.43K+16Timeline
McIlrath & Eck, LLC55$5.34K<0.01%-10513F-HRTimeline
Versant Capital Management, Inc53$5.14K<0.01%new13F-HRTimeline
Financial Avengers, Inc.50$4.85K<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC50$4.85K<0.01%13F-HRTimeline
Financial Perspectives, Inc47$4.53K<0.01%+113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC46$4.46K<0.01%+313F-HRTimeline
Capital A Wealth Management, LLC44$4.27K0.01%13F-HRTimeline
Christopher J. Hasenberg, Inc43$4.17K<0.01%013F-HRTimeline
NewSquare Capital LLC38$3.69K<0.01%new13F-HRTimeline
Western Pacific Wealth Management, LP32$3.11K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.28$2.72K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC24$2.33K<0.01%013F-HRTimeline
Sandy Spring Bank23$2.23K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC30$2K<0.01%013F-HRTimeline
Arax Advisory Partners14$1.36K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC13$1.26K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.12$1.17K<0.01%-40513F-HRTimelineGroup
Bell Investment Advisors, Inc12$1.17K<0.01%+713F-HRTimeline
Quest 10 Wealth Builders, Inc.9$873<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.3$3560.03%-4,77413F-HRTimeline
High Note Wealth, LLC3$291<0.01%new13F-HRTimeline
Van Hulzen Asset Management, LLC2$195<0.01%new13F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.