Bank of Montreal (NYSE:BMO)
| 76.67 Delayed Data As of Jan 22 |  -1.05 / -1.35%Today’s Change | 38.31 Today|||52-Week Range 80.40 | +0.84% Year-to-Date |
Institutional investors control 42.66% of the outstanding shares in BMO. This represents a greater percentage of ownership than at almost any other company in the Major Banks industry. Additionally, during the quarter ended April 2019, these large investors purchased a net $11.8 million shares.
| Mutual fund holders | 23.45% |
| Other institutional | 19.21% |
| Individual stakeholders | 0.00% |
Largest Quarterly Institutional
Transactions
Latest Institutional Activity
| 12/31/2020 | J.O. HAMBRO CAPITAL MANAGEMENT L... Bought 247.3 Thousand shares of Bank of Montreal |
| 12/31/2020 | CREDIT SUISSE ASSET MANAGEMENT (... Bought 21.9 Thousand shares of Bank of Montreal |
| 1/07/2021 | DESJARDINS GLOBAL ASSET MANAGEME... Bought 21.2 Thousand shares of Bank of Montreal |
Top 10 Owners of Bank of Montreal
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| RBC Global Asset Management, Inc. | 5.18% | 33,480,093 | 2,545,491,471 | -3,204,217 | -8.73% |
| TD Asset Management, Inc. | 3.95% | 25,522,139 | 1,940,448,228 | -396,389 | -1.53% |
| BMO Asset Management, Inc. | 2.99% | 19,282,008 | 1,466,011,068 | +108,657 | +0.57% |
| 1832 Asset Management LP | 2.70% | 17,430,844 | 1,325,267,069 | +15,821,852 | +983.34% |
| The Vanguard Group, Inc. | 2.68% | 17,318,911 | 1,316,756,803 | -662,099 | -3.68% |
| RBC Dominion Securities, Inc. (In... | 2.24% | 14,478,985 | 1,100,837,230 | +993,302 | +7.37% |
| CIBC World Markets, Inc. | 1.99% | 12,824,450 | 975,042,934 | +373,269 | +3.00% |
| Healthcare of Ontario Pension Pla... | 1.24% | 7,980,592 | 606,764,410 | +5,098,915 | +176.94% |
| Norges Bank Investment Management | 0.99% | 6,365,098 | 483,938,401 | +165,434 | +2.67% |
| Mackenzie Financial Corp. | 0.97% | 6,273,782 | 476,995,645 | -6,239 | -0.10% |
Top 10 Mutual Funds Holding Bank of Montreal
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Vanguard Total International Stoc... | 1.41% | 9,131,913 | 694,299,345 | -325,094 | -3.44% |
| RBC Canadian Dividend Fund | 1.00% | 6,433,770 | 489,159,533 | +265,755 | +4.31% |
| Government Pension Fund - Global ... | 0.95% | 6,147,109 | 467,364,697 | +162,065 | +2.71% |
| TD Dividend Growth Fund | 0.71% | 4,605,400 | 350,148,562 | -463,100 | -9.14% |
| Vanguard Developed Markets Index ... | 0.63% | 4,095,234 | 311,360,641 | -40,854 | -0.99% |
| TD Monthly Income Fund | 0.49% | 3,165,600 | 240,680,568 | -345,700 | -9.85% |
| iShares S&P/TSX 60 Index ETF | 0.47% | 3,005,190 | 228,484,596 | +4,335 | +0.14% |
| Fidelity Inv. Trust - Series Cana... | 0.44% | 2,837,700 | 215,750,331 | 0 | 0.00% |
| BMO Equal Weight Banks Index ETF | 0.38% | 2,473,517 | 188,061,498 | -64,284 | -2.53% |
| BMO Covered Call Canadian Banks E... | 0.38% | 2,459,996 | 187,033,496 | 0 | 0.00% |