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    Amendment: SEC Form SC 13G/A filed by Bank Of Montreal

    11/13/24 10:01:05 AM ET
    $BMO
    Commercial Banks
    Finance
    Get the next $BMO alert in real time by email
    SC 13G/A 1 mcsa1_111324.htm BANK OF MONTREAL mcsa1_111324.htm
    UNITED STATES
    SECURITIES AND EXCHANGE COMMISSION
    Washington, D.C. 20549
    SCHEDULE 13G
    Under the Securities Exchange Act of 1934
    (Amendment No. 1)*
    Marcus Corp
    (Name of Issuer)
    Common Stock
    (Title of Class of Securities)
    566330106
    (CUSIP Number)
    September 30, 2024
    (Date of Event which Requires Filing of this Statement)
    Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
    [X] Rule 13d-1(b)
    [   ] Rule 13d-1(c)
    [   ] Rule 13d-1(d)
    * The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page.
    The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see Instructions).
    CUSIP No.: 566330106
           
    1
    NAME OF REPORTING PERSON
    BANK OF MONTREAL
    I.R.S. IDENTIFICATION NO. OF ABOVE PERSON (ENTITIES ONLY)
    2
    CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
    (a) [   ]
    (b) [   ]
    3 SEC USE ONLY
    4
    CITIZENSHIP OR PLACE OF ORGANIZATION
    Canada
    NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5
    SOLE VOTING POWER
    290,491
    6
    SHARED VOTING POWER
    7
    SOLE DISPOSITIVE POWER
    290,930
    8
    SHARED DISPOSITIVE POWER
    9
    AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
    290,930
    10
    CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES
    [   ]
    11
    PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
    1.2%
    12
    TYPE OF REPORTING PERSON
    HC
    CUSIP No.: 566330106
           
    1
    NAME OF REPORTING PERSON
    BANK OF MONTREAL HOLDING INC.
    I.R.S. IDENTIFICATION NO. OF ABOVE PERSON (ENTITIES ONLY)
    2
    CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
    (a) [   ]
    (b) [   ]
    3 SEC USE ONLY
    4
    CITIZENSHIP OR PLACE OF ORGANIZATION
    Canada
    NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5
    SOLE VOTING POWER
    100
    6
    SHARED VOTING POWER
    7
    SOLE DISPOSITIVE POWER
    100
    8
    SHARED DISPOSITIVE POWER
    9
    AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
    100
    10
    CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES
    [   ]
    11
    PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
    0
    12
    TYPE OF REPORTING PERSON
    BK
    CUSIP No.: 566330106
           
    1
    NAME OF REPORTING PERSON
    BMO NESBITT BURNS INC.
    I.R.S. IDENTIFICATION NO. OF ABOVE PERSON (ENTITIES ONLY)
    2
    CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
    (a) [   ]
    (b) [   ]
    3 SEC USE ONLY
    4
    CITIZENSHIP OR PLACE OF ORGANIZATION
    Canada
    NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5
    SOLE VOTING POWER
    100
    6
    SHARED VOTING POWER
    7
    SOLE DISPOSITIVE POWER
    100
    8
    SHARED DISPOSITIVE POWER
    9
    AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
    100
    10
    CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES
    [   ]
    11
    PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
    0
    12
    TYPE OF REPORTING PERSON
    BD
    CUSIP No.: 566330106
           
    1
    NAME OF REPORTING PERSON
    BMO FINANCIAL CORP.
    I.R.S. IDENTIFICATION NO. OF ABOVE PERSON (ENTITIES ONLY)
    2
    CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
    (a) [   ]
    (b) [   ]
    3 SEC USE ONLY
    4
    CITIZENSHIP OR PLACE OF ORGANIZATION
    DELAWARE
    NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5
    SOLE VOTING POWER
    32,700
    6
    SHARED VOTING POWER
    7
    SOLE DISPOSITIVE POWER
    33,139
    8
    SHARED DISPOSITIVE POWER
    9
    AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
    33,139
    10
    CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES
    [   ]
    11
    PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
    0.1%
    12
    TYPE OF REPORTING PERSON
    HC
    CUSIP No.: 566330106
           
    1
    NAME OF REPORTING PERSON
    BMO CAPITAL MARKETS CORP.
    I.R.S. IDENTIFICATION NO. OF ABOVE PERSON (ENTITIES ONLY)
    2
    CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
    (a) [   ]
    (b) [   ]
    3 SEC USE ONLY
    4
    CITIZENSHIP OR PLACE OF ORGANIZATION
    DELAWARE
    NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5
    SOLE VOTING POWER
    32,700
    6
    SHARED VOTING POWER
    7
    SOLE DISPOSITIVE POWER
    32,700
    8
    SHARED DISPOSITIVE POWER
    9
    AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
    32,700
    10
    CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES
    [   ]
    11
    PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
    0.1%
    12
    TYPE OF REPORTING PERSON
    BD
    CUSIP No.: 566330106
           
    1
    NAME OF REPORTING PERSON
    BMO FAMILY OFFICE, LLC
    I.R.S. IDENTIFICATION NO. OF ABOVE PERSON (ENTITIES ONLY)
    2
    CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
    (a) [   ]
    (b) [   ]
    3 SEC USE ONLY
    4
    CITIZENSHIP OR PLACE OF ORGANIZATION
    DELAWARE
    NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5
    SOLE VOTING POWER
    439
    6
    SHARED VOTING POWER
    7
    SOLE DISPOSITIVE POWER
    439
    8
    SHARED DISPOSITIVE POWER
    9
    AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
    439
    10
    CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES
    [   ]
    11
    PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
    0.0%
    12
    TYPE OF REPORTING PERSON
    IA
    CUSIP No.: 566330106
           
    1
    NAME OF REPORTING PERSON
    BANK OF MONTREAL, NEWYORK BRANCH
    I.R.S. IDENTIFICATION NO. OF ABOVE PERSON (ENTITIES ONLY)
    2
    CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
    (a) [   ]
    (b) [   ]
    3 SEC USE ONLY
    4
    CITIZENSHIP OR PLACE OF ORGANIZATION
    Ontario
    NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5
    SOLE VOTING POWER
    257,691
    6
    SHARED VOTING POWER
    7
    SOLE DISPOSITIVE POWER
    257,691
    8
    SHARED DISPOSITIVE POWER
    9
    AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
    257,691
    10
    CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES
    [   ]
    11
    PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
    1%
    12
    TYPE OF REPORTING PERSON
    BD
    CUSIP No.: 566330106
    ITEM 1(a). NAME OF ISSUER:
    Marcus Corp
    ITEM 1(b). ADDRESS OF ISSUER'S PRINCIPAL EXECUTIVE OFFICES:
    C/O David Metz, 100 E Wisconsin Avenue Suite 1900, Milwaukee, US-WI, 53202-4132, USA
    ITEM 2(a). NAME OF PERSON FILING:
    BANK OF MONTREAL
    BANK OF MONTREAL HOLDING INC.
    BMO NESBITT BURNS INC.
    BMO FINANCIAL CORP.
    BMO CAPITAL MARKETS CORP.
    BMO FAMILY OFFICE, LLC
    BANK OF MONTREAL, NEWYORK BRANCH
    ITEM 2(b). ADDRESS OF PRINCIPAL BUSINESS OFFICE OR, IF NONE, RESIDENCE:
    100 King Street West, 21st Floor, Toronto, Ontario, M5X 1A1, Canada
    ITEM 2(c). CITIZENSHIP:
    Canada
    Canada
    Canada
    DELAWARE
    DELAWARE
    DELAWARE
    Ontario
    ITEM 2(d). TITLE OF CLASS OF SECURITIES:
    Common Stock
    ITEM 2(e). CUSIP NUMBER:
    566330106
    ITEM 3. IF THIS STATEMENT IS FILED PURSUANT TO SECTION 240.13d-1(b), or 13d-2(b) or (c) CHECK WHETHER THE PERSON FILING IS A:
    (a)
    [X]
    Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78c);
    (b)
    [X]
    Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c);
    (c)
    [ ]
    Insurance company as defined in Section 3(a)(19) of the Act (15 U.S.C. 78c);
    (d)
    [ ]
    Investment company registered under Section 8 of the Investment Company Act of 1940 (15 U.S.C 80a-8);
    (e)
    [X]
    An investment adviser in accordance with 240.13d-1(b)(1)(ii)(E);
    (f)
    [ ]
    An employee benefit plan or endowment fund in accordance with 240.13d-1(b)(1)(ii)(F);
    (g)
    [X]
    A parent holding company or control person in accordance with 240.13d-1(b)(1)(ii)(G);
    (h)
    [ ]
    A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
    (i)
    [ ]
    A church plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
    (j)
    [ ]
    A non-U.S. institution in accordance with 240.13d-1(b)(1)(ii)(J);
    (k)
    [ ]
    Group, in accordance with 240.13d-1(b)(1)(ii)(K). If filing as a non-U.S. institution in accordance with 240.13d1(b)(1)(ii)(J), please specify the type of institution:
    ITEM 4. OWNERSHIP
    (a) Amount beneficially owned:
    290,930
    (b) Percent of class:
    1.2%
    (c) Number of shares as to which the person has:
    (i) sole power to vote or to direct the vote:
    BANK OF MONTREAL - 290,491
    BANK OF MONTREAL HOLDING INC. - 100
    BMO NESBITT BURNS INC. - 100
    BMO FINANCIAL CORP. - 32,700
    BMO CAPITAL MARKETS CORP. - 32,700
    BMO FAMILY OFFICE, LLC - 439
    BANK OF MONTREAL, NEWYORK BRANCH - 257,691
    (ii) shared power to vote or to direct the vote:
    (iii) sole power to dispose or direct the disposition of:
    BANK OF MONTREAL - 290,930
    BANK OF MONTREAL HOLDING INC. - 100
    BMO NESBITT BURNS INC. - 100
    BMO FINANCIAL CORP. - 33,139
    BMO CAPITAL MARKETS CORP. - 32,700
    BMO FAMILY OFFICE, LLC - 439
    BANK OF MONTREAL, NEWYORK BRANCH - 257,691
    (iv) shared power to dispose or to direct the disposition of:
    ITEM 5. OWNERSHIP OF FIVE PERCENT OR LESS OF A CLASS:
    If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following [X].
    ITEM 6. OWNERSHIP OF MORE THAN FIVE PERCENT ON BEHALF OF ANOTHER PERSON:
    Not Applicable
    ITEM 7. IDENTIFICATION AND CLASSIFICATION OF THE SUBSIDIARY WHICH ACQUIRED THE SECURITY BEING REPORTED ON BY THE PARENT HOLDING COMPANY:
    Not Applicable
    ITEM 8. IDENTIFICATION AND CLASSIFICATION OF MEMBERS OF THE GROUP:
    Each reporting person may be deemed to be a member of a group with respect to the issuer or securities of the issuer for the purposes of Section 13(d) or 13(g) of the Act. Each reporting person declares that neither the filing of this statement nor anything herein shall be construed as an admission that such person is, for the purposes of Section 13(d) or 13(g) of the Act or any other purpose, (i) acting (or has agreed or is agreeing to act) with any other person as a partnership, limited partnership, syndicate, or other group for the purpose of acquiring, holding, or disposing of securities of the issuer or otherwise with respect to the issuer or any securities of the issuer or (ii) a member of any syndicate or group with respect to the issuer or any securities of the issuer.
    ITEM 9. NOTICE OF DISSOLUTION OF GROUP:
    Each reporting person may be deemed to be a member of a group with respect to the issuer or securities of the issuer for the purposes of Section 13(d) or 13(g) of the Act. Each reporting person declares that neither the filing of this statement nor anything herein shall be construed as an admission that such person is, for the purposes of Section 13(d) or 13(g) of the Act or any other purpose, (i) acting (or has agreed or is agreeing to act) with any other person as a partnership, limited partnership, syndicate, or other group for the purpose of acquiring, holding, or disposing of securities of the issuer or otherwise with respect to the issuer or any securities of the issuer or (ii) a member of any syndicate or group with respect to the issuer or any securities of the issuer.
    ITEM 10. CERTIFICATION:
    By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect.
    CUSIP No.: 566330106
    SIGNATURE
    After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
    November 13 2024
    BANK OF MONTREAL
    By:
    /s/ Kathryn Cenac
    Name:
    Kathryn Cenac
    Title:
    Managing Director - Regulatory Solutions Group
    Attention — Intentional misstatements or omissions of fact constitute Federal criminal violations (See 18 U.S.C. 1001).
    CUSIP No.: 566330106
    Joint Filing Agreement


    In accordance with Rule 13d-1(k) under the Securities Exchange Act of 1934, as amended, each of the undersigned entities, as applicable, pursuant to a duly executed power of attorney, hereby agrees to this and any future joint filing of Schedule 13G (including any and all amendments thereto) to be made on their behalf and further agrees to the filing of this Agreement as an Exhibit to such filing(s). In addition, each party to this Agreement consents to the filing of this and any future Schedule 13G (including any and all amendments to such filings) by Bank of Montreal.

    This Agreement may be executed in any number of counterparts all of which taken together shall constitute one and the same instrument.

    IN WITNESS WHEREOF, the undersigned hereby execute this Agreement this 13th day of November, 2024.


    BANK OF MONTREAL


    _______________________________
    Kathryn Cenac
    Managing Director Regulatory Solutions Group



    BANK OF MONTREAL EUROPE PUBLIC LIMITED COMPANY

    *____________________________________


    BMO CAPITAL MARKETS CORP.

    *____________________________________


    BMO ASSET MANAGEMENT INC.

    *____________________________________


    BMO DELAWARE TRUST COMPANY

    *____________________________________


    BMO CAPITAL MARKETS LIMITED

    *____________________________________


    BMO FAMILY OFFICE, LLC

    *____________________________________


    BMO FINANCIAL CORP.

    *____________________________________


    BMO BANK NATIONAL ASSOCIATION

    *____________________________________


    BMO NESBITT BURNS INC.

    *___________________________________


    BMO NESBITT BURNS SECURITIES LTD.

    *____________________________________


    BMO PRIVATE INVESTMENT COUNSEL INC.

    *____________________________________


    BMO TRUST COMPANY

    *____________________________________


    STOKER OSTLER WEALTH ADVISORS, INC.

    *____________________________________


    BMO INVESTORLINE INC.

    *____________________________________


    BANK OF MONTREAL HOLDING INC.

    *____________________________________

    *Pursuant to Power of Attorney filed herewith.
    CUSIP No.: 566330106
    POWER OF ATTORNEY

    For executing Schedules 13G and 13D, 13G/D Joint Filing Agreement and Forms 13F and N-PX

    Each of the undersigned entities represents that the individuals signing on behalf of the entity is duly authorized to do so, and hereby constitutes and appoints Kathryn Cenac, Managing Director Regulatory Solutions Group, Bank of Montreal and Michelle Lipowsky, Head, Business Risk and Solution, Bank of Montreal, as his or her true and lawful attorney-in-fact and agent with full power of substitution and resubstitution, for him or her and in his or her name, place, and stead, in any and all capacities, to:

    (1) complete and execute for and on behalf of the undersigned filings on Schedules 13G and 13D in accordance with Section 13(d) of the Securities Exchange Act of 1934, as amended (the Act) and the rules and regulations promulgated thereunder, or any successor laws and regulations;

    (2) complete and execute for and on behalf of the undersigned a joint filing agreement to provide for the joint filing on Schedules 13G or 13D in accordance with Section 13(d) of the Act and the rules and regulations promulgated thereunder, or any successor laws and regulations;

    (3) complete and execute for and on behalf of the undersigned filings on Form 13F as required by Section 13(f) of the Act and the rules and regulations promulgated thereunder, or any successor laws and regulations;

    (4) complete and execute for and on behalf of the undersigned filings on Form N-PX as required by Section 14A of the Act and the rules and regulations promulgated thereunder, or any successor laws and regulations;

    (5) do and perform any and all acts for and on behalf of the undersigned that may be necessary or desirable to complete the execution of any such Schedules 13G and 13D, joint filing agreement and Forms 13F and N-PX and the timely filing of such forms and agreements with the United States Securities and Exchange Commission and any other authority; and

    (6) take any other action of any type whatsoever in connection with the foregoing which, in the opinion of such attorney-in-fact, may be of benefit to, in the best interest of, or legally required by, the undersigned, it being understood that the documents executed by such attorney-in-fact on behalf of the undersigned pursuant to the Power of Attorney shall be in such form and shall contain such terms and conditions as such attorney-in-fact may approve in his or her discretion.

    Each of the undersigned entities grants to said attorney-in-fact and agent full power and authority to do and perform each and every act necessary to be done in order to effectuate the same as fully, to all intents and purposes, as it might or could do in person, hereby ratifying and confirming all that said attorney-in-fact and agent, or his substitute or substitutes, may lawfully do or cause to be done by virtue hereof. The undersigned entities acknowledge that the foregoing attorneys-in-fact, in serving in such capacity at the request of the undersigned, are not assuming any of the undersigneds responsibilities to comply with Sections 13(d), 13(f) or 14A of the Act and the rules and regulations promulgated thereunder.

    This Power of Attorney shall remain in effect until the undersigned entity is no longer required to file Schedules 13G, 13D or Forms 13F or N-PX, unless earlier revoked by a duly authorized officer of the undersigned entity in writing and delivered to the foregoing attorney-in-fact.

    This Power of Attorney Signature Page may be executed in any number of counterparts, each of which shall be an original, but all of which together shall constitute one instrument. A facsimile or portable document format (.pdf) copy, or an electronic copy by way of reliable electronic signature technology, of the signature of a party to this Power of Attorney on any such counterpart shall be fully effective as in an original signature.

    IN WITNESS WHEREOF, the undersigned duly authorized individuals have caused this Power of Attorney to be executed as of November 13, 2024, on behalf of the respective entities.
    Signatures on following pages.


    BANK OF MONTREAL EUROPE PUBLIC LIMITED COMPANY

    By: /s/ Jane Anne Negi___________
    Name: Jane Anne Negi
    Title: Chief Executive Officer

    By: /s/ Noel Reynolds___________
    Name: Noel Reynolds
    Title: Chief Finance Officer


    BMO ASSET MANAGEMENT INC.

    By: /s/ Bill Bamber___________
    Name: Bill Bamber
    Title: Head

    By: /s/ Sara Petrich___________
    Name: Sara Petrich
    Title: Head of Exchange Traded Funds and
    Structured Products


    BMO CAPITAL MARKETS CORP.

    By: /s/ Michael Forlenza___________
    Name: Michael Forlenza
    Title: Chief Operating Officer


    BMO DELAWARE TRUST COMPANY

    By: /s/ Anne Booth Brockett___________
    Name: Anne Booth Brockett
    Title: Chief Executive Officer and President


    BMO CAPITAL MARKETS LIMITED

    By: /s/ William Smith___________
    Name: William Smith
    Title: Chief Executive Officer

    By: /s/ Paula Young___________
    Name: Paula Young
    Title: Company Secretary


    BMO FAMILY OFFICE, LLC

    By: /s/ Amy Griman___________
    Name: Amy Griman
    Title: Chief Executive Officer and President


    BMO FINANCIAL CORP.

    By: /s/ Michele Havens___________
    Name: Michele Havens
    Title: Executive Vice President, and
    Head, U.S. Wealth Management

    By: /s/ Michelle Magnaye___________
    Name: Michelle Magnaye
    Title: Assistant Corporate Secretary


    BMO BANK NATIONAL ASSOCIATION

    By: /s/ Darrel Hackett___________
    Name: Darrel Hackett
    Title: Executive Vice President, and Head,
    U.S. Wealth Management


    BMO NESBITT BURNS INC.

    By: /s/ Deland Kamanga___________
    Name: Deland Kamanga
    Title: Director

    By: /s/ Juron Grant-Kinnear___________
    Name: Juron Grant-Kinnear
    Title: Assistant Corporate Secretary


    BMO NESBITT BURNS SECURITIES LTD.

    By: /s/ Dave Persaud___________
    Name: Devanand (Dave) Persaud
    Title: Director

    By: /s/ John Cook___________
    Name: John Cook
    Title: Corporate Secretary


    BMO PRIVATE INVESTMENT COUNSEL INC.

    By: /s/ Gilles Ouellette___________
    Name: Gilles Ouellette
    Title: Director

    By: /s/ Juron Grant-Kinnear__________
    Name: Juron Grant-Kinnear
    Title: Corporate Secretary


    STOKER OSTLER WEALTH ADVISORS, INC.

    By: /s/ Michelle L. Decker___________
    Name: Michelle L. Decker
    Title: Chief Operating Officer


    BMO TRUST COMPANY

    By: /s/ Elizabeth Dorsch___________
    Name: Elizabeth Dorsch
    Title: Chief Executive Officer

    By: /s/ Bruce Ferman___________
    Name: Bruce Ferman
    Title: Director


    BMO INVESTORLINE INC.

    By: /s/ Deland Kamanga___________
    Name: Deland Kamanga
    Title: Director

    By: /s/ Juron Grant-Kinnear___________
    Name: Juron Grant-Kinnear
    Title: Corporate Secretary


    BANK OF MONTREAL HOLDING INC.

    By: /s/ Olaf Sheikh___________
    Name: Olaf Sheikh
    Title: Director
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      Survey shows concerns about inflation and their own financial situations increased by 16 points.TORONTO, June 4, 2025  /CNW/ - A special report from the BMO Real Financial Progress Index reveals Canadians' concerns about their personal finances have surged amid increased economic uncertainty and market volatility. The survey explored changes in Canadians' concerns about their finances and current economic conditions between March and April 2025, and found: Cost of Living Considerations: 78% reported growing concerns about the cost of living in April – a 17-point increase from 61% in March. Inflation Concerns Intensify Over three quarters (76%) say their concerns about inflation have increas

      6/4/25 6:00:00 AM ET
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      Commercial Banks
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    • BMO Announces Upcoming Ticker Symbol Change for MicroSectors™ FANG+™ 3× Leveraged ETNs

      NEW YORK, June 2, 2025 /PRNewswire/ - Bank of Montreal ("BMO") today announced its plan to change the ticker symbol for the MicroSectors™ FANG+™ 3× Leveraged ETNs due February 17, 2045, CUSIP: 063679385 (the "ETNs"). The ETNs are currently listed on the NYSE Arca, Inc. under the ticker symbol "FNGB." The current and expected ticker symbols for the ETNs are listed in the table below. These changes are expected to be effective at the open of trading on June 24, 2025. ETN Title   CUSIP Current ETNTicker Symbol New ETNTicker Symbol MicroSectors™ FANG+™ 3×Leveraged ETNs 063679385 FNGB FNGU* *BMO is reusing the "FNGU" ticker symbol for its new FNGB ETNs after the required "cooling off" period set

      6/2/25 4:00:00 PM ET
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    Leadership Updates

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    • Diane Cooper and Brian McManus Appointed to Bank of Montreal Board of Directors

      TORONTO, Oct. 29, 2024 /PRNewswire/ -Bank of Montreal today announced the appointment of Diane Cooper and Brian McManus to its Board of Directors. "We are pleased to welcome Diane and Brian to the Board of Directors," said George Cope, Chair of the Board. "They each bring significant skills and experience and will be a valuable addition to our board." Ms. Cooper was formerly President and CEO of GE Capital's Commercial Distribution business and an officer of GE Company. She also led the GE Capital Equipment Finance and Franchise Finance businesses and previously held senior ro

      10/29/24 8:00:00 AM ET
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    • BMO Appoints Chief Artificial Intelligence and Data Officer

      TORONTO and CHICAGO, Oct. 2, 2024 /PRNewswire/ - BMO today announced the appointment of Kristin Milchanowski as its new Chief Artificial Intelligence and Data Officer, effective October 15, 2024. Kristin will drive BMO's Artificial Intelligence (AI), data, analytics, and robotics strategies and supporting technologies, championing a transformative AI roadmap that optimizes and enhances business value. Additionally, she will focus on data management and data governance across the organization, deepening the bank's robust and established culture of innovation and accountability. "Kristin brings extensive knowledge and expertise in transforming businesses by leveraging the full potential of th

      10/2/24 12:00:00 PM ET
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      Commercial Banks
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    • LAFC Announces BMO as Official Jersey Sponsor

      LAFC Unveils New 2024 Primary JerseyLOS ANGELES, TORONTO, and CHICAGO, Feb. 15, 2024 /PRNewswire/ - Los Angeles Football Club (LAFC) and BMO today announced an expansion of their multi-year partnership, unveiling BMO as the Club's "Official Jersey Sponsor" on the 2024 primary and secondary jersey. BMO will continue to support fans of LAFC and the community as the Official Bank of LAFC, and BMO Stadium will continue to be the home of LAFC in the heart of Los Angeles. VIEW THE NEW JERSEY HERE: LAFC KIT LAUNCH PHOTOS (Credit: LAFC) Authentic and replica 2024 primary jerseys will

      2/15/24 11:00:00 AM ET
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    SEC Filings

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    • SEC Form FWP filed by Bank Of Montreal

      FWP - BANK OF MONTREAL /CAN/ (0000927971) (Subject)

      6/6/25 5:21:25 PM ET
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    • SEC Form FWP filed by Bank Of Montreal

      FWP - BANK OF MONTREAL /CAN/ (0000927971) (Subject)

      6/6/25 5:20:47 PM ET
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    • SEC Form FWP filed by Bank Of Montreal

      FWP - BANK OF MONTREAL /CAN/ (0000927971) (Subject)

      6/6/25 4:49:25 PM ET
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    Financials

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    • BMO Financial Group Reports Second Quarter 2025 Results

      BMO's Second Quarter 2025 Report to Shareholders, including the unaudited interim consolidated financial statements for the period ended April 30, 2025, is available online at www.bmo.com/investorrelations, on the Canadian Securities Administrators' website at www.sedarplus.ca, and on the EDGAR section of the U.S. Securities and Exchange Commission's website at www.sec.gov. Financial Results Highlights Second Quarter 2025 compared with Second Quarter 2024: Reported net income1 of $1,962 million, compared with $1,866 million; adjusted net income1 of $2,046 million, compared with $2,033 millionReported earnings per share (EPS)2 of $2.50, compared with $2.36; adjusted EPS1, 2 of $2.62, compared

      5/28/25 6:00:00 AM ET
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    • BMO Launches Five New ETFs Leveraging Market Insights from BMO Capital Markets' Chief Investment Strategist Brian Belski

      BMO's new Active ETFs offer a range of equity-based strategies for Investors TORONTO, May 27, 2025 /CNW/ - BMO Asset Management Inc., the manager of the BMO ETFs, today announced the launch of five new ETFs based on market insights from Brian Belski, Chief Investment Strategist and leader of the Investment Strategy Group at BMO Capital Markets. With more than 35 years of investment strategy and portfolio management experience on both Wall Street and Bay Street, Brian Belski is a well known and regular contributor to many financial news networks in North America. The new actively managed ETFs are designed to capture the Investment Strategy Group's views on fundamental themes, sectors, and in

      5/27/25 7:03:00 AM ET
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    • BMO Announces Cash Distributions for Certain BMO ETFs and ETF Series of BMO Mutual Funds for May 2025

      TORONTO, May 21, 2025 /CNW/ - BMO Asset Management Inc., as manager of the BMO ETFs, and BMO Investments Inc., as manager of the BMO Mutual Funds, today announced the May 2025 cash distributions for unitholders of BMO ETFs and unitholders of exchange-traded series of units of the BMO Mutual Funds (collectively, the "ETF Series") that distribute monthly, as set out in the table below. Unitholders of record of the BMO ETFs and the ETF Series of the BMO Mutual Funds at the close of business on May 29, 2025 will receive cash distributions payable on June 3, 2025. The ex-dividend date and record date for all BMO ETFs and ETF Series of BMO Mutual Funds is May 29, 2025. Details of the per unit cas

      5/21/25 7:30:00 AM ET
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    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

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    • Scotiabank resumed coverage on Bank of Montreal

      Scotiabank resumed coverage of Bank of Montreal with a rating of Sector Perform

      5/15/25 8:10:24 AM ET
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    • Bank of Montreal downgraded by CIBC

      CIBC downgraded Bank of Montreal from Sector Outperform to Neutral

      4/4/25 8:35:37 AM ET
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    • Bank of Montreal upgraded by RBC Capital Mkts

      RBC Capital Mkts upgraded Bank of Montreal from Sector Perform to Outperform

      1/8/25 8:52:46 AM ET
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    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

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    • Amendment: SEC Form SC 13G/A filed by Bank Of Montreal

      SC 13G/A - BANK OF MONTREAL /CAN/ (0000927971) (Filed by)

      11/13/24 10:02:31 AM ET
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    • SEC Form SC 13G filed by Bank Of Montreal

      SC 13G - BANK OF MONTREAL /CAN/ (0000927971) (Filed by)

      11/13/24 10:02:12 AM ET
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    • Amendment: SEC Form SC 13G/A filed by Bank Of Montreal

      SC 13G/A - BANK OF MONTREAL /CAN/ (0000927971) (Filed by)

      11/13/24 10:01:05 AM ET
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