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Public ownership evidence

Bank of Montreal (BMO) Ownership Disclosures

Read BMO insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-2965$11,486None
Cornerstone Financial Management LLC2026-03-312026-08-2923$3,113None
Cornerstone Financial Management LLC2025-12-312026-08-2916$2,077None
Advisors Asset Management, Inc.2021-12-312026-08-2812,326$1,327,757None
Advisors Asset Management, Inc.2022-12-312026-08-2814,482$1,312,069None
Advisors Asset Management, Inc.2020-06-302026-08-287,018$372,305None
Advisors Asset Management, Inc.2022-06-302026-08-2813,694$1,317,000None
Advisors Asset Management, Inc.2021-09-302026-08-2810,670$1,064,000None
Corient Private Wealth LP2026-06-302026-08-282,557$451,891None
Corient Private Wealth LP2026-06-302026-08-2817,536$3,098,613None
Advisors Asset Management, Inc.2024-03-312026-08-2715,903$1,553,405None
Advisors Asset Management, Inc.2025-03-312026-08-2711,148$1,064,745None
Advisors Asset Management, Inc.2022-09-302026-08-2713,927$1,221,000None
Advisors Asset Management, Inc.2020-12-312026-08-276,667$507,000None
Advisors Asset Management, Inc.2022-03-312026-08-2713,904$1,640,255None
Advisors Asset Management, Inc.2023-06-302026-08-2716,019$1,446,676None
Advisors Asset Management, Inc.2023-09-302026-08-2717,148$1,446,777None
Advisors Asset Management, Inc.2023-03-312026-08-2715,652$1,394,750None
Advisors Asset Management, Inc.2021-03-312026-08-277,077$630,702None
Advisors Asset Management, Inc.2021-06-302026-08-279,355$959,000None
Advisors Asset Management, Inc.2020-09-302026-08-276,737$393,508None
Advisors Asset Management, Inc.2025-09-302026-08-278,590$1,118,848None
Advisors Asset Management, Inc.2023-12-312026-08-2716,043$1,587,294None
Groupe la Francaise2026-06-302026-08-266,000$1,060,200Put
Advisors Asset Management, Inc.2019-12-312026-08-267,414$574,585None
Advisors Asset Management, Inc.2025-06-302026-08-258,896$984,164None
Advisors Asset Management, Inc.2024-09-302026-08-2211,293$1,018,629None
Advisors Asset Management, Inc.2024-06-302026-08-2212,789$1,072,358None
Advisors Asset Management, Inc.2024-12-312026-08-229,778$948,955None
Advisors Asset Management, Inc.2025-12-312026-08-226,413$832,343None
Advisors Asset Management, Inc.2020-03-312026-08-227,493$376,598None
Assenagon Asset Management S.A.2026-06-302026-08-2221,816$3,854,548None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-212,412$426,200None
Financial Avengers, Inc.2026-06-302026-08-2050$8,835None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-207,238$1,278,937None
Beacon Pointe Advisors, LLC2026-06-302026-08-1952,280$9,237,876None
Advisors Asset Management, Inc.2019-03-312026-08-1911,501$860,505None
Advisors Asset Management, Inc.2019-09-302026-08-198,380$618,025None
Advisors Asset Management, Inc.2019-06-302026-08-1910,165$766,949None
Ensign Peak Advisors, Inc2026-03-312026-08-1926,929$3,635,815None
Ensign Peak Advisors, Inc2025-12-312026-08-1930,829$4,008,951None
Ensign Peak Advisors, Inc2025-09-302026-08-1930,829$4,018,139None
49 WEALTH MANAGEMENT, LLC2026-06-302026-08-192,675$472,729None
NORTH STAR ASSET MANAGEMENT INC2026-06-302026-08-198,099$1,431,093None
Corient Private Wealth LP2026-06-302026-08-1821,844$3,859,460None
Winning Points Advisors, LLC2026-06-302026-08-181,400$247,380None
Pure Financial Advisors, LLC2026-06-302026-08-182,870$507,151None
Transamerica Financial Advisors, LLC2026-06-302026-08-1813$2,297None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-183,325$587,528None
Jefferies Financial Group Inc.2026-06-302026-08-187,492$1,323,836None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.