Beacon Pointe Advisors »

Bank Of Montreal Cadcom shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Bank Of Montreal Cadcom (BMO) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Bank Of Montreal Cadcom

Tip: Access up to 7 years of quarterly data

All positions including Bank Of Montreal Cadcom held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Bank Of Montreal Cadcom by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.3M 54k 98.94
2023-09-30 $4.5M 53k 84.37
2022-06-30 $5.1M 53k 96.17
2022-03-31 $6.3M 53k 117.98

More positions owned by Beacon Pointe Advisors

Apple (AAPL)
Lennox International (LII)
Microsoft Corporation Put Option (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Amazon Call Option (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Beacon Pointe Advisors

Top funds holding Bank Of Montreal Cadcom

Royal Bank of Canada
Vanguard Group
Bank Of Montreal
TD Asset Management
CIBC World Markets
Bank of Nova Scotia
Mackenzie Financial
National Bank Of Canada /fi/
Fil
CIBC Global Asset Management
Beutel, Goodman & Company
Caisse de depot et placement du Quebec
Legal & General Group
Goldman Sachs Group
Connor, Clark & Lunn Investment Management

View all funds holding Bank Of Montreal Cadcom