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Raymond James Financial Services Advisors’s Bank of Montreal BMO Stock Holding History

Raymond James Financial Services Advisors’s Portfolio BMO Stock Details BMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.39M Sell
15,385
-337
-2% -$28.8K ﹤0.01% 1945
2024
Q2 		$1.32M Buy
15,722
+269
+2% +$24.4K ﹤0.01% 1910
2024
Q1 		$1.51M Buy
15,453
+272
+2% +$25.7K ﹤0.01% 1802
2023
Q4 		$1.5M Sell
15,181
-615
-4% -$51.3K ﹤0.01% 1729
2023
Q3 		$1.33M Sell
15,796
-1,242
-7% -$109K ﹤0.01% 1752
2023
Q2 		$1.54M Sell
17,038
-347
-2% -$30.7K ﹤0.01% 1667
2023
Q1 		$1.55M Sell
17,385
-524
-3% -$49.7K ﹤0.01% 1643
2022
Q4 		$1.62M Sell
17,909
-8,221
-31% -$761K ﹤0.01% 1562
2022
Q3 		$2.29M Sell
26,130
-1,878
-7% -$182K 0.01% 1352
2022
Q2 		$2.69M Buy
28,008
+3,172
+13% +$337K 0.01% 1282
2022
Q1 		$2.93M Buy
24,836
+9,150
+58% +$1.06M 0.01% 1285
2021
Q4 		$1.69M Buy
15,686
+483
+3% +$52K ﹤0.01% 1647
2021
Q3 		$1.52M Sell
15,203
-1,741
-10% -$175K ﹤0.01% 1662
2021
Q2 		$1.74M Sell
16,944
-72
-0.4% -$7.11K ﹤0.01% 1563
2021
Q1 		$1.52M Buy
17,016
+484
+3% +$39.5K ﹤0.01% 1566
2020
Q4 		$1.26M Sell
16,532
-42
-0.3% -$2.88K ﹤0.01% 1562
2020
Q3 		$968K Buy
16,574
+768
+5% +$44.5K ﹤0.01% 1571
2020
Q2 		$841K Sell
15,806
-6,239
-28% -$318K ﹤0.01% 1590
2020
Q1 		$1.11M Sell
22,045
-3,830
-15% -$260K ﹤0.01% 1143
2019
Q4 		$2M Buy
25,875
+1,899
+8% +$143K 0.01% 1162
2019
Q3 		$1.77M Sell
23,976
-3,545
-13% -$258K 0.01% 1173
2019
Q2 		$2.07M Buy
27,521
+4,685
+21% +$358K 0.01% 1092
2019
Q1 		$1.71M Sell
22,836
-2,289
-9% -$169K 0.01% 1157
2018
Q4 		$1.64M Sell
25,125
-3,015
-11% -$224K 0.01% 1008
2018
Q3 		$2.32M Buy
28,140
+676
+2% +$54.4K 0.01% 992
2018
Q2 		$2.12M Buy
27,464
+2,955
+12% +$228K 0.01% 989
2018
Q1 		$1.85M Buy
24,509
+68
+0.3% +$5.35K 0.01% 971
2017
Q4 		$1.96M Sell
24,441
-422
-2% -$32.9K 0.01% 926
2017
Q3 		$1.88M Sell
24,863
-2,965
-11% -$221K 0.01% 939
2017
Q2 		$2.04M Buy
27,828
+287
+1% +$20.3K 0.01% 875
2017
Q1 		$2.05M Buy
27,541
+6,358
+30% +$480K 0.02% 813
2016
Q4 		$1.52M Buy
21,183
+2,380
+13% +$159K 0.01% 901
2016
Q3 		$1.23M Sell
18,803
-2,283
-11% -$148K 0.01% 986
2016
Q2 		$1.33M Buy
21,086
+1,345
+7% +$85.3K 0.01% 903
2016
Q1 		$1.2M Sell
19,741
-8,825
-31% -$483K 0.01% 823
2015
Q4 		$1.6M Buy
28,566
+11,459
+67% +$659K 0.02% 727
2015
Q3 		$934K Buy
+17,107
New +$940K 0.02% 796

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Raymond James Financial Services Advisors's BMO Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Bank of Montreal (BMO) stake by 2.1% in Q3 2024, selling an estimated $28.8K and leaving 15,385 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1945.

Raymond James Financial Services Advisors first reported a position in BMO in Q3 2015 and has held it in 37 quarters since. The position peaked at $2.93M in Q1 2022. 470 funds tracked by Wall St. Rank hold BMO as of Q3 2024.

  • Raymond James Financial Services Advisors held 15,385 shares of Bank of Montreal worth $1.39M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 337 Bank of Montreal shares in Q3 2024, an estimated $28.8K.
  • Bank of Montreal made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1945 holding.
  • Raymond James Financial Services Advisors first reported a position in Bank of Montreal in Q3 2015 and has held it in 37 quarters since.
  • Raymond James Financial Services Advisors's Bank of Montreal position peaked at $2.93M in Q1 2022.
  • 470 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.