Bank of Montreal (NYSE:BMO)

74.30
Data as of Aug 20
 +0.02 / +0.03%
Today’s Change
60.34
Today|||52-Week Range
76.72
+11.46%
Year-to-Date
Institutional investors hold a majority ownership of BMO through the 50.70% of the outstanding shares that they control. This interest is also higher than at almost any other company in the Regional Banks industry.
Mutual fund holders25.45%
Other institutional25.25%
Individual stakeholders--

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2014FIDELITY MANAGEMENT & RESEARCH C...  Bought 965.0 Thousand shares of Bank of Montreal
6/30/2014CREDIT SUISSE SECURITIES (USA) L...  Bought 882.0 Thousand shares of Bank of Montreal
6/30/2014FRANKLIN TEMPLETON INVESTMENTS C...  Bought 734.6 Thousand shares of Bank of Montreal

Top 10 Owners of Bank of Montreal

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
TD Asset Management, Inc.7.79%50,196,5333,743,155,466+681,955+1.38%
RBC Global Asset Management, Inc.7.48%48,190,9703,593,600,633+557,487+1.17%
CIBC World Markets, Inc.4.42%28,464,5162,122,598,958+136,290+0.48%
1832 Asset Management LP4.26%27,450,3132,046,969,840-1,064,271-3.73%
I. G. Investment Management Ltd.2.49%16,067,2201,198,132,595-5,669-0.04%
BMO Capital Markets (Canada)1.71%11,020,285821,782,652+609,507+5.85%
CIBC Global Asset Management, Inc...1.55%9,976,035743,912,930-506,820-4.83%
Franklin Templeton Investments Co...1.04%6,684,744498,481,360+734,570+12.35%
Acadian Asset Management LLC0.92%5,916,021441,157,686-139,219-2.30%
Norges Bank Investment Management0.87%5,606,245418,057,690+214,525+3.98%

Top 10 Mutual Funds Holding Bank of Montreal

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Investors Dividend Fund2.16%13,898,8721,036,438,885-400,000-2.80%
RBC Canadian Dividend Fund1.20%7,753,539578,181,403-677,033-8.03%
Canada Pension Plan1.06%6,831,000509,387,670+1,071,000+18.59%
iShares S&P/TSX 60 Index ETF0.98%6,327,928471,873,591-210,482-3.22%
British Columbia Inv Management C...0.91%5,855,949436,678,117+274,006+4.91%
M&G Global Dividend Fund0.90%5,809,765433,234,17600.00%
TD Dividend Growth Fund0.90%5,786,300431,484,39100.00%
Government Pension Fund - Global ...0.82%5,251,309391,590,112+241,417+4.82%
TD Monthly Income Fund0.73%4,674,500348,577,465-127,500-2.66%
TD Dividend Income Fund0.70%4,505,400335,967,678-367,500-7.54%

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