Bank of Montreal (NYSE:BMO)
| 100.32 Delayed Data As of 3:59pm ET |  -0.36 / -0.36%Today’s Change | 81.57 Today|||52-Week Range 122.77 | +10.73% Year-to-Date |
Institutional investors control 47.97% 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 $19.1 million shares.
| Mutual fund holders | 27.21% |
| Other institutional | 20.76% |
| Individual stakeholders | 0.00% |
Largest Quarterly Institutional
Transactions
Latest Institutional Activity
| 12/31/2022 | NATIONAL BANK FINANCIAL, INC. Bought 8.5 Million shares of Bank of Montreal |
| 10/31/2022 | MANULIFE INVESTMENT MANAGEMENT L... Bought 456.3 Thousand shares of Bank of Montreal |
| 1/06/2023 | HIGHSTREET ASSET MANAGEMENT, INC... Bought 359.3 Thousand shares of Bank of Montreal |
Top 10 Owners of Bank of Montreal
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| RBC Global Asset Management, Inc. | 6.66% | 44,911,215 | 4,068,956,079 | +1,531,046 | +3.53% |
| 1832 Asset Management LP | 3.52% | 23,734,023 | 2,150,302,484 | +2,024,310 | +9.32% |
| TD Asset Management, Inc. | 3.44% | 23,178,943 | 2,100,012,236 | +1,170,000 | +5.32% |
| RBC Dominion Securities, Inc. (In... | 2.83% | 19,112,736 | 1,731,613,882 | +4,456,173 | +30.40% |
| The Vanguard Group, Inc. | 2.39% | 16,100,752 | 1,458,728,131 | +1,011,539 | +6.70% |
| BMO Asset Management, Inc. | 2.23% | 15,024,845 | 1,361,250,957 | +1,293,294 | +9.42% |
| CIBC World Markets, Inc. | 1.84% | 12,383,284 | 1,121,925,530 | +995,099 | +8.74% |
| Mackenzie Financial Corp. | 1.82% | 12,281,455 | 1,112,699,823 | +992,014 | +8.79% |
| National Bank Financial, Inc. | 1.55% | 10,444,645 | 946,284,837 | +8,474,684 | +430.20% |
| CIBC Asset Management, Inc. | 1.20% | 8,062,681 | 730,478,899 | -715,521 | -8.15% |
Top 10 Mutual Funds Holding Bank of Montreal
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Vanguard Total International Stoc... | 1.35% | 9,121,607 | 826,417,594 | +112,093 | +1.24% |
| RBC Canadian Dividend Fund | 0.94% | 6,355,200 | 575,781,120 | 0 | 0.00% |
| Government Pension Fund - Global ... | 0.90% | 6,045,406 | 547,713,784 | -1,117,414 | -15.60% |
| Vanguard Developed Markets Index ... | 0.78% | 5,233,042 | 474,113,605 | +106,648 | +2.08% |
| TD Dividend Growth Fund | 0.70% | 4,720,300 | 427,659,180 | +176,900 | +3.89% |
| BMO Equal Weight Banks Index ETF | 0.62% | 4,149,056 | 375,904,474 | -27,564 | -0.66% |
| Imperial Canadian Dividend Income... | 0.52% | 3,518,499 | 318,776,009 | +1,309,113 | +59.25% |
| iShares S&P/TSX 60 Index ETF | 0.49% | 3,293,261 | 298,369,447 | -11,973 | -0.36% |
| BMO Covered Call Canadian Banks E... | 0.42% | 2,855,272 | 258,687,643 | +3,792 | +0.13% |
| Fidelity Inv. Trust - Series Cana... | 0.42% | 2,838,000 | 257,122,800 | -57,100 | -1.97% |