BANK OF MONTREAL /CAN/

13D and 13G Filings

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing since 12/18/2024, newest first.

Issuer	Symbol	CUSIP	% of Class	Shares	Form	Filed
Artius II Acquisition Inc. 13G/A Amendment 1 AACBU · G0509J107	AACBU	G0509J107	0%	0	13G/A Amendment 1	5/8/2025 Event 4/30/2025
Bank of Montreal			0%	0
Bank of Montreal Holding Inc.			0%	0
Bmo Nesbitt Burns Inc.			0%	0
Rising Dragon Acquisition Corp. 13G/A Amendment 1 RDAC · G7576K107	RDAC	G7576K107	0.5%	34,070	13G/A Amendment 1	5/8/2025 Event 4/30/2025
Bank of Montreal			0.5%	34,070
Bank of Montreal Holding Inc.			0.5%	34,070
Bmo Nesbitt Burns Inc.			0.5%	34,070
GSR III Acquisition Corp. 13G/A Amendment 1 GSRT · G4R103107	GSRT	G4R103107	0.4%	102,900	13G/A Amendment 1	5/8/2025 Event 4/30/2025
Bank of Montreal			0.4%	102,900
Bank of Montreal Holding Inc.			0.4%	102,900
Bmo Nesbitt Burns Inc.			0.4%	102,900
Rising Dragon Acquisition Corp. 13G RDAC · G7576K107	RDAC	G7576K107	6.6%	500,000	13G	5/8/2025 Event 3/31/2025
Bank of Montreal			6.6%	500,000
Bank of Montreal Holding Inc.			6.6%	500,000
Bmo Nesbitt Burns Inc.			6.6%	500,000
GSR III Acquisition Corp. 13G GSRT · G4R103107	GSRT	G4R103107	8.9%	2,082,900	13G	5/8/2025 Event 3/31/2025
Bank of Montreal			8.9%	2,082,900
Bank of Montreal Holding Inc.			8.9%	2,082,900
Bmo Nesbitt Burns Inc.			8.9%	2,082,900
Tavia Acquisition Corp. 13G/A Amendment 1 TAVI · G86880104	TAVI	G86880104	0%	0	13G/A Amendment 1	5/8/2025 Event 4/30/2025
Bank of Montreal			0%	0
Bank of Montreal Holding Inc.			0%	0
Bmo Nesbitt Burns Inc.			0%	0
Range Capital Acquisition Corp. 13G/A Amendment 1 RANG · G7375C108	RANG	G7375C108	0%	0	13G/A Amendment 1	5/8/2025 Event 4/30/2025
Bank of Montreal			0%	0
Bank of Montreal Holding Inc.			0%	0
Bmo Nesbitt Burns Inc.			0%	0
Mountain Lake Acquisition Corp 13G/A Amendment 1 MLAC · G6301B101	MLAC	G6301B101	1.1%	250,000	13G/A Amendment 1	5/8/2025 Event 4/30/2025
Bank of Montreal			1.1%	250,000
Bank of Montreal Holding Inc.			1.1%	250,000
Bmo Nesbitt Burns Inc.			1.1%	250,000
Jackson Acquisition Company II 13G/A Amendment 1 JACSU · G4992A201	JACSU	G4992A201	1.5%	352,518	13G/A Amendment 1	5/8/2025 Event 4/30/2025
Bank of Montreal			1.5%	352,518
Bank of Montreal Holding Inc.			1.5%	352,518
Bmo Nesbitt Burns Inc.			1.5%	352,518
Hurco Companies, Inc. 13G/A Amendment 1 HURC · 447324104	HURC	447324104	<0.1%	1,491	13G/A Amendment 1	5/8/2025 Event 4/30/2025
Bank of Montreal			<0.1%	1,491
Bank of Montreal Holding Inc.			<0.1%	1,491
Bmo Nesbitt Burns Inc.			<0.1%	1,491
Horizon Space Acquisition II Corp. 13G/A Amendment 1 HSPT · G4627B103	HSPT	G4627B103	0%	0	13G/A Amendment 1	5/8/2025 Event 4/30/2025
Bank of Montreal			0%	0
Bank of Montreal Holding Inc.			0%	0
Bmo Nesbitt Burns Inc.			0%	0
ASPAC III Acquisition Corp. 13G/A Amendment 1 ASPCU · G0544A137	ASPCU	G0544A137	0%	0	13G/A Amendment 1	5/8/2025 Event 4/30/2025
Bank of Montreal			0%	0
Bank of Montreal Holding Inc.			0%	0
Bmo Nesbitt Burns Inc.			0%	0
Aifeex Nexus Acquisition Corporation 13G/A Amendment 1 PGAC · G8089R100	PGAC	G8089R100	0%	0	13G/A Amendment 1	5/8/2025 Event 4/30/2025
Bank of Montreal			0%	0
Bank of Montreal Holding Inc.			0%	0
Bmo Nesbitt Burns Inc.			0%	0
Translational Development Acquisition Corp. 13G TDAC · G9008W105	TDAC	G9008W105	5.8%	1,000,000	13G	5/8/2025 Event 3/31/2025
Bank of Montreal			5.8%	1,000,000
Bank of Montreal Holding Inc.			5.8%	1,000,000
Bmo Nesbitt Burns Inc.			5.8%	1,000,000
Tavia Acquisition Corp. 13G TAVI · G86880104	TAVI	G86880104	6.0%	960,000	13G	5/8/2025 Event 3/31/2025
Bank of Montreal			6.0%	960,000
Bank of Montreal Holding Inc.			6.0%	960,000
Bmo Nesbitt Burns Inc.			6.0%	960,000
Range Capital Acquisition Corp. 13G RANG · G7375C108	RANG	G7375C108	5.8%	925,000	13G	5/8/2025 Event 3/31/2025
Bank of Montreal			5.8%	925,000
Bank of Montreal Holding Inc.			5.8%	925,000
Bmo Nesbitt Burns Inc.			5.8%	925,000
Mountain Lake Acquisition Corp 13G MLAC · G6301B101	MLAC	G6301B101	7.8%	1,880,000	13G	5/8/2025 Event 3/31/2025
Bank of Montreal			7.8%	1,880,000
Bank of Montreal Holding Inc.			7.8%	1,880,000
Bmo Nesbitt Burns Inc.			7.8%	1,880,000
Maywood Acquisition Corp. 13G IPEX · G6001J107	IPEX	G6001J107	5.1%	400,000	13G	5/8/2025 Event 3/31/2025
Bank of Montreal			5.1%	400,000
Bank of Montreal Holding Inc.			5.1%	400,000
Bmo Nesbitt Burns Inc.			5.1%	400,000
dMY Squared Technology Group, Inc. 13G DMYY · 233276104	DMYY	233276104	5.4%	132,500	13G	5/8/2025 Event 3/31/2025
Bank of Montreal			5.4%	132,500
Bank of Montreal Holding Inc.			5.4%	132,500
Bmo Nesbitt Burns Inc.			5.4%	132,500
Jackson Acquisition Company II 13G JACSU · G4992A201	JACSU	G4992A201	7.6%	1,825,000	13G	5/8/2025 Event 3/31/2025
Bank of Montreal			7.6%	1,825,000
Bank of Montreal Holding Inc.			7.6%	1,825,000
Bmo Nesbitt Burns Inc.			7.6%	1,825,000
Hurco Companies, Inc. 13G HURC · 447324104	HURC	447324104	6.8%	440,636	13G	5/8/2025 Event 3/31/2025
Bank of Montreal			6.8%	440,636
Bank of Montreal Holding Inc.			6.8%	440,636
Bmo Nesbitt Burns Inc.			6.8%	440,636
Horizon Space Acquisition II Corp. 13G HSPT · G4627B103	HSPT	G4627B103	5.8%	525,000	13G	5/8/2025 Event 3/31/2025
Bank of Montreal			5.8%	525,000
Bank of Montreal Holding Inc.			5.8%	525,000
Bmo Nesbitt Burns Inc.			5.8%	525,000
Bold Eagle Acquisition Corp. 13G BEAG · G2003N105	BEAG	G2003N105	6.2%	1,631,016	13G	5/8/2025 Event 3/31/2025
Bank of Montreal			6.2%	1,631,016
Bank of Montreal Holding Inc.			6.2%	1,631,016
Bmo Nesbitt Burns Inc.			6.2%	1,631,016
Artius II Acquisition Inc. 13G AACBU · G0509J107	AACBU	G0509J107	7.3%	1,612,006	13G	5/8/2025 Event 3/31/2025
Bank of Montreal			7.3%	1,612,006
Bank of Montreal Holding Inc.			7.3%	1,612,006
Bmo Nesbitt Burns Inc.			7.3%	1,612,006
ASPAC III Acquisition Corp. 13G ASPCU · G0544A137	ASPCU	G0544A137	5.2%	340,000	13G	5/8/2025 Event 3/31/2025
Bank of Montreal			5.2%	340,000
Bank of Montreal Holding Inc.			5.2%	340,000
Bmo Nesbitt Burns Inc.			5.2%	340,000
Aifeex Nexus Acquisition Corporation 13G PGAC · G8089R100	PGAC	G8089R100	7.8%	700,000	13G	5/8/2025 Event 3/31/2025
Bank of Montreal			7.8%	700,000
Bank of Montreal Holding Inc.			7.8%	700,000
Bmo Nesbitt Burns Inc.			7.8%	700,000
North American Construction Group Ltd 13G NOA · 656811106	NOA	656811106	7.2%	2,051,342	13G	2/14/2025 Event 12/31/2024
Bank of Montreal			7.2%	2,051,342
Bank of Montreal Holding Inc.			7.2%	2,051,342
Bmo Nesbitt Burns Inc. Wealth Management			7.2%	2,046,293
Bmo Private Investment Counsel Inc.			6.2%	1,769,499
Bmo Asset Management Inc.			6.2%	1,769,499
Bmo Nesbitt Burns Inc.			0%	5,048
Fortis Inc 13G FTS · 349553107	FTS	349553107	4.9%	24,379,328	13G	2/14/2025 Event 12/31/2024
Bank of Montreal			4.9%	24,379,328
Bank of Montreal Holding Inc.			4.2%	20,937,976
Bmo Nesbitt Burns Inc. Wealth Management			4.0%	19,711,078
Bmo Nesbitt Burns Securities Ltd.			0%	78,510
Bmo Private Investment Counsel Inc.			2.5%	12,604,222
Bmo Asset Management Inc.			2.2%	10,917,309
Bmo Nesbitt Burns Inc.			0.2%	1,226,898
Bmo Financial Corp.			0%	153
Bmo Family Office, LLC			0%	153
Bank of Montreal Europe Public Limited Company			0%	4,100
Bank of Montreal, Toronto Branch			0.7%	3,437,099
Bank of Nova Scotia 13G BNS · 064149107	BNS	064149107	5.6%	69,212,553	13G	2/14/2025 Event 12/31/2024
Bank of Montreal			5.6%	69,212,553
Bank of Montreal Holding Inc.			3.5%	44,079,569
Bmo Nesbitt Burns Inc. Wealth Management			3.1%	38,249,737
Bmo Nesbitt Burns Securities Ltd.			0%	100,790
Bmo Private Investment Counsel Inc.			2.4%	29,393,948
Bmo Asset Management Inc.			2.1%	26,269,893
Bmo Nesbitt Burns Inc.			0.5%	5,829,832
Bmo Financial Corp.			0%	3,383
Bmo Bank N.A.			0%	2,052
Bmo Family Office, LLC			0%	1,331
Bank of Montreal Europe Public Limited Company			0%	569,698
Bank of Montreal, Toronto Branch			2.0%	24,559,903
Toronto-Dominion Bank 13G TD · 891160509	TD	891160509	5.1%	89,409,613	13G	2/14/2025 Event 12/31/2024
Bank of Montreal			5.1%	89,409,613
Bank of Montreal Holding Inc.			3.9%	67,492,545
Bmo Nesbitt Burns Inc. Wealth Management			3.1%	54,921,249
Bmo Nesbitt Burns Securities Ltd.			0%	198,117
Bmo Private Investment Counsel Inc.			2.2%	38,155,690
Bmo Asset Management Inc.			1.9%	33,434,753
Bmo Nesbitt Burns Inc.			0.7%	12,571,296
Bmo Financial Corp.			0%	3,994
Bmo Bank N.A.			0%	1,449
Bmo Family Office, LLC			0%	2,545
Bank of Montreal Europe Public Limited Company			0%	226,786
Bank of Montreal, Toronto Branch			1.2%	21,686,288
TC Energy Corp 13G TRP · 87807B107	TRP	87807B107	4.7%	48,752,910	13G	2/14/2025 Event 12/31/2024
Bank of Montreal			4.7%	48,752,910
Bank of Montreal Holding Inc.			3.1%	31,791,843
Bmo Nesbitt Burns Inc. Wealth Management			2.6%	26,892,942
Bmo Nesbitt Burns Securities Ltd.			0%	162,685
Bmo Private Investment Counsel Inc.			1.3%	13,781,019
Bmo Asset Management Inc.			1.1%	11,444,139
Bmo Nesbitt Burns Inc.			0.5%	4,898,901
Bmo Financial Corp.			0%	7,781
Bmo Bank N.A.			0%	6,565
Bmo Family Office, LLC			0%	681
Stoker Ostler Wealth Advisors, Inc.			0%	535
Bank of Montreal Europe Public Limited Company			0%	5,087
Bank of Montreal, Toronto Branch			1.6%	16,948,199
Royal Bank of Canada 13G RY · 780087102	RY	780087102	4.9%	69,756,592	13G	2/14/2025 Event 12/31/2024
Bank of Montreal			4.9%	69,756,592
Bank of Montreal Holding Inc.			3.6%	51,276,127
Bmo Nesbitt Burns Inc. Wealth Management			2.8%	39,121,423
Bmo Nesbitt Burns Securities Ltd.			0%	126,871
Bmo Private Investment Counsel Inc.			1.8%	25,991,715
Bmo Asset Management Inc.			1.6%	22,201,426
Bmo Nesbitt Burns Inc.			0.9%	12,154,702
Bmo Investorline Inc.			0%	2
Bmo Financial Corp.			0%	12,554
Bmo Bank N.A.			0%	9,419
Bmo Family Office, LLC			0%	2,390
Stoker Ostler Wealth Advisors, Inc.			0%	745
Bank of Montreal Europe Public Limited Company			0%	77,103
Bank of Montreal, Toronto Branch			1.3%	18,390,808
Luminar Technologies, Inc. 13G LAZRQ · 550424303	LAZRQ	550424303	6.1%	1,641,903	13G	2/14/2025 Event 12/31/2024
Bank of Montreal			6.1%	1,641,903
Bmo Financial Corp.			6.0%	1,635,700
Bmo Bank N.A.			6.0%	1,600,000