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

    11/13/24 10:02:31 AM ET
    $BMO
    Commercial Banks
    Finance
    Get the next $BMO alert in real time by email
    SC 13G/A 1 tcna3_111324.htm BANK OF MONTREAL tcna3_111324.htm
    UNITED STATES
    SECURITIES AND EXCHANGE COMMISSION
    Washington, D.C. 20549
    SCHEDULE 13G
    Under the Securities Exchange Act of 1934
    (Amendment No. 3)*
    Tricon Residential Inc
    (Name of Issuer)
    Common
    (Title of Class of Securities)
    89612W102
    (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.: 89612W102
           
    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
    0
    6
    SHARED VOTING POWER
    7
    SOLE DISPOSITIVE POWER
    0
    8
    SHARED DISPOSITIVE POWER
    9
    AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
    0
    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
    HC
    CUSIP No.: 89612W102
           
    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
    0
    6
    SHARED VOTING POWER
    7
    SOLE DISPOSITIVE POWER
    0
    8
    SHARED DISPOSITIVE POWER
    9
    AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
    0
    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
    BK
    CUSIP No.: 89612W102
           
    1
    NAME OF REPORTING PERSON
    BMO NESBITT BURNS INC. WEALTH MANAGEMENT
    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
    0
    6
    SHARED VOTING POWER
    7
    SOLE DISPOSITIVE POWER
    0
    8
    SHARED DISPOSITIVE POWER
    9
    AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
    0
    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
    BD
    CUSIP No.: 89612W102
           
    1
    NAME OF REPORTING PERSON
    BMO NESBITT BURNS SECURITIES LTD.
    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
    0
    6
    SHARED VOTING POWER
    7
    SOLE DISPOSITIVE POWER
    0
    8
    SHARED DISPOSITIVE POWER
    9
    AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
    0
    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
    BD
    CUSIP No.: 89612W102
           
    1
    NAME OF REPORTING PERSON
    BMO PRIVATE INVESTMENT COUNSEL 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
    0
    6
    SHARED VOTING POWER
    7
    SOLE DISPOSITIVE POWER
    0
    8
    SHARED DISPOSITIVE POWER
    9
    AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
    0
    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.: 89612W102
           
    1
    NAME OF REPORTING PERSON
    BMO ASSET MANAGEMENT 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
    0
    6
    SHARED VOTING POWER
    7
    SOLE DISPOSITIVE POWER
    0
    8
    SHARED DISPOSITIVE POWER
    9
    AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
    0
    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.: 89612W102
           
    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
    0
    6
    SHARED VOTING POWER
    7
    SOLE DISPOSITIVE POWER
    0
    8
    SHARED DISPOSITIVE POWER
    9
    AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
    0
    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
    BD
    CUSIP No.: 89612W102
           
    1
    NAME OF REPORTING PERSON
    BANK OF MONTREAL, TORONTO 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
    Canada
    NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5
    SOLE VOTING POWER
    0
    6
    SHARED VOTING POWER
    7
    SOLE DISPOSITIVE POWER
    0
    8
    SHARED DISPOSITIVE POWER
    9
    AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
    0
    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
    HC
    CUSIP No.: 89612W102
    ITEM 1(a). NAME OF ISSUER:
    Tricon Residential Inc
    ITEM 1(b). ADDRESS OF ISSUER'S PRINCIPAL EXECUTIVE OFFICES:
    7 St. Thomas Street, Suite 801, Toronto, ON M5S 2B7
    ITEM 2(a). NAME OF PERSON FILING:
    BANK OF MONTREAL
    BANK OF MONTREAL HOLDING INC.
    BMO NESBITT BURNS INC. WEALTH MANAGEMENT
    BMO NESBITT BURNS SECURITIES LTD.
    BMO PRIVATE INVESTMENT COUNSEL INC.
    BMO ASSET MANAGEMENT INC.
    BMO NESBITT BURNS INC.
    BANK OF MONTREAL, TORONTO BRANCH
    ITEM 2(b). ADDRESS OF PRINCIPAL BUSINESS OFFICE OR, IF NONE, RESIDENCE:
    100 King Street West, 21st Floor, Toronto, M5X 1A1, Ontario, Canada
    ITEM 2(c). CITIZENSHIP:
    Canada
    Canada
    Canada
    Canada
    Canada
    Canada
    Canada
    Canada
    ITEM 2(d). TITLE OF CLASS OF SECURITIES:
    Common
    ITEM 2(e). CUSIP NUMBER:
    89612W102
    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:
    0
    (b) Percent of class:
    0.0
    (c) Number of shares as to which the person has:
    (i) sole power to vote or to direct the vote:
    BANK OF MONTREAL - 0
    BANK OF MONTREAL HOLDING INC. - 0
    BMO NESBITT BURNS INC. WEALTH MANAGEMENT - 0
    BMO NESBITT BURNS SECURITIES LTD. - 0
    BMO PRIVATE INVESTMENT COUNSEL INC. - 0
    BMO ASSET MANAGEMENT INC. - 0
    BMO NESBITT BURNS INC. - 0
    BANK OF MONTREAL, TORONTO BRANCH - 0
    (ii) shared power to vote or to direct the vote:
    (iii) sole power to dispose or direct the disposition of:
    BANK OF MONTREAL - 0
    BANK OF MONTREAL HOLDING INC. - 0
    BMO NESBITT BURNS INC. WEALTH MANAGEMENT - 0
    BMO NESBITT BURNS SECURITIES LTD. - 0
    BMO PRIVATE INVESTMENT COUNSEL INC. - 0
    BMO ASSET MANAGEMENT INC. - 0
    BMO NESBITT BURNS INC. - 0
    BANK OF MONTREAL, TORONTO BRANCH - 0
    (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.: 89612W102
    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.: 89612W102
    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.: 89612W102
    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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    RBC Capital Mkts
    12/6/2024Neutral → Sector Outperform
    CIBC
    12/6/2024Sector Perform → Sector Outperform
    Scotiabank
    8/28/2024Buy → Neutral
    BofA Securities
    8/28/2024Sector Outperform → Sector Perform
    Scotiabank
    8/27/2024Buy → Hold
    TD Securities
    8/27/2024Buy → Hold
    Jefferies
    More analyst ratings

    $BMO
    Press Releases

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    • Media Advisory - BMO Financial Group to Announce its Second Quarter 2025 Results

      TORONTO, May 7, 2025 /CNW/ - BMO Financial Group will announce its second quarter 2025 financial results and hold its investor community conference call on May 28, 2025. Financial results will be issued in a news release at approximately 6:00 a.m. ET.           Investor Community Conference Call Time: 8:00 a.m. ETThe conference call will be available in a listen-only mode:Via telephone at 1-800-806-5484 or 416-340-2217 (Toronto area), Passcode: 9768240#Via the Internet at https://www.bmo.com/home/about/banking/investor-relations/financial-information/quarterly-resultsPresentation material referenced during the conference call will be available at https://www.bmo.com/home/about/banking/inves

      5/7/25 8:00:00 AM ET
      $BMO
      Commercial Banks
      Finance
    • BMO to Redeem $1,250 million Series J Medium-Term Notes (Non-Viability Contingent Capital (NVCC)) (Subordinated Indebtedness) Second Tranche

      TORONTO, May 6, 2025 /CNW/ - Bank of Montreal (TSX:BMO) (NYSE: BMO) today announced that it intends to redeem all of its $1,250 million Series J Medium-Term Notes (Non-Viability Contingent Capital (NVCC)) (Subordinated Indebtedness) Second Tranche due June 17, 2030 (the "Notes"). The redemption will occur on June 17, 2025 (the "Redemption Date"). The Notes are redeemable at a redemption price equal to 100% of the principal amount thereof, plus accrued and unpaid interest to, but excluding, the Redemption Date. Interest on the Notes will cease to accrue from and after the Redemption Date. The redemption has been approved by the Office of the Superintendent of Financial Institutions. Notice w

      5/6/25 5:00:00 PM ET
      $BMO
      Commercial Banks
      Finance
    • BMO Hosts 20th Farm to Market | Chemicals Conference in New York

      Industry leaders gather to discuss global food, agriculture and chemical trends and outlooksNEW YORK, May 6, 2025 /CNW/ - BMO will host the 20th annual BMO Farm to Market | Chemicals Conference on May 14 and 15, 2025 at the InterContinental Barclay Hotel in New York. What: 2025 BMO Farm to Market | Chemicals Conference When: Wednesday, May 14, 2025, Thursday, May 15, 2025 Where: InterContinental Barclay, New York Media: Register here Spanning the global food, agriculture value chain and chemical sector, this distinctive two-day event is designed to provide insights on topics from agribusiness, fertilizers, seeds and chemicals to packaged food, food retailing, beverages and restaurants. Glob

      5/6/25 8:30:00 AM ET
      $BMO
      Commercial Banks
      Finance

    $BMO
    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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    • Bank of Montreal downgraded by CIBC

      CIBC downgraded Bank of Montreal from Sector Outperform to Neutral

      4/4/25 8:35:37 AM ET
      $BMO
      Commercial Banks
      Finance
    • 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
      $BMO
      Commercial Banks
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    • Bank of Montreal upgraded by CIBC

      CIBC upgraded Bank of Montreal from Neutral to Sector Outperform

      12/6/24 8:22:38 AM ET
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      Commercial Banks
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    $BMO
    Financials

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    • Media Advisory - BMO Financial Group to Announce its Second Quarter 2025 Results

      TORONTO, May 7, 2025 /CNW/ - BMO Financial Group will announce its second quarter 2025 financial results and hold its investor community conference call on May 28, 2025. Financial results will be issued in a news release at approximately 6:00 a.m. ET.           Investor Community Conference Call Time: 8:00 a.m. ETThe conference call will be available in a listen-only mode:Via telephone at 1-800-806-5484 or 416-340-2217 (Toronto area), Passcode: 9768240#Via the Internet at https://www.bmo.com/home/about/banking/investor-relations/financial-information/quarterly-resultsPresentation material referenced during the conference call will be available at https://www.bmo.com/home/about/banking/inves

      5/7/25 8:00:00 AM ET
      $BMO
      Commercial Banks
      Finance
    • BMO Announces Exercise of its Call Right and Start of Call Measurement Period With Respect to the MicroSectors™ FANG+™ Index 3× Leveraged ETNs (Ticker: FNGA) and Provides a Reminder of the Availability of MicroSectors™ FANG+™ 3× Leveraged ETNs (Ticker: FNGB)

      Filed Pursuant to Rule 433Registration Statement No. 333-285508May 1, 2025 NEW YORK, May 1, 2025 /PRNewswire/ - Bank of Montreal ("BMO") (i) announced today that it exercised its call right to redeem all of the outstanding securities of its MicroSectorsTM FANG+TM Index 3× Leveraged ETNs due January 8, 2038, CUSIP: 063679534 (the "FNGA ETNs") and that the Call Measurement Period for the FNGA ETNs is expected to begin tomorrow, May 2, 2025; and (ii) provided a reminder today of the availability of a new Exchange Traded Note ("ETN"), the MicroSectorsTM FANG+TM 3× Leveraged ETNs due February 17, 2045, CUSIP: 063679385 (the "FNGB ETNs"). Capitalized terms used but not defined herein shall have t

      5/1/25 4:15:00 PM ET
      $BMO
      $FNGA
      Commercial Banks
      Finance
    • BMO Provides a Reminder of the Upcoming Redemption of MicroSectors™ FANG+™ Index 3× Leveraged ETNs (Ticker: FNGA) and the Availability of MicroSectors™ FANG+™ 3× Leveraged ETNs (Ticker: FNGB)

      Filed Pursuant to Rule 433Registration Statement No. 333-285508April 24, 2025 NEW YORK, April 24, 2025 /PRNewswire/ - Bank of Montreal ("BMO") provided a reminder today of (i) its intention to exercise its call right and redeem all of the outstanding securities of its MicroSectorsTM FANG+TM Index 3× Leveraged ETNs due January 8, 2038, CUSIP: 063679534 (the "FNGA ETNs"); and (ii) the availability of a new Exchange Traded Note ("ETN"), the MicroSectorsTM FANG+TM 3× Leveraged ETNs due February 17, 2045, CUSIP: 063679385 (the "FNGB ETNs"). BMO previously announced these events on February 19, 2025. Capitalized terms used but not defined herein shall have the meanings ascribed to such terms in t

      4/24/25 4:15:00 PM ET
      $BMO
      $FNGA
      Commercial Banks
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    $BMO
    Large Ownership Changes

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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
      $BMO
      Commercial Banks
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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
      $BMO
      Commercial Banks
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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
      $BMO
      Commercial Banks
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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
      $BMO
      Commercial Banks
      Finance
    • 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
      $BMO
      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
      $BMO
      Commercial Banks
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    $BMO
    SEC Filings

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    • SEC Form FWP filed by Bank Of Montreal

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

      3/28/25 5:14:52 PM ET
      $BMO
      Commercial Banks
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    • SEC Form FWP filed by Bank Of Montreal

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

      3/28/25 5:13:50 PM ET
      $BMO
      Commercial Banks
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    • SEC Form FWP filed by Bank Of Montreal

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

      3/28/25 4:37:31 PM ET
      $BMO
      Commercial Banks
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