Bank of Montreal Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| EVERSOURCE WEALTH ADVISORS, LLC | 02/06/2026 | 7.11 K | $1.73 M | 75.10% | 0.16% |
| LODESTONE WEALTH MANAGEMENT LLC | 01/15/2026 | 200 | $48.73 K | 100.00% | 0.00% |
Bank of Montreal institutional Ownership - FAQ's
During the previous two years, 1 institutional investors and hedge funds held shares of Bank of Montreal. The most heavily invested institutionals were:
EverSource Wealth Advisors, LLC: 7,109
0.16% of Bank of Montreal stock is owned by institutional investors.
Institutional investors have bought a total of 7.11 K shares in the last 24 months. This purchase volume represents approximately $2.25 M in transactions.