Clearbridge Investments, LLC
Holdings in BMO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $153,811,143 | 1,185,077 | Shares | Defined | 2026-02-11 |
| 2025-09-30 | $168,862,612 | 1,296,450 | Shares | Defined | 2025-11-13 |
| 2025-06-30 | $146,278,304 | 1,322,230 | Shares | Defined | 2025-08-12 |
| 2025-03-31 | $133,034,255 | 1,392,883 | Shares | Defined | 2025-05-13 |
| 2024-12-31 | $142,227,454 | 1,465,507 | Shares | Defined | 2025-02-12 |
| 2024-09-30 | $134,930,089 | 1,495,899 | Shares | Defined | 2024-11-12 |
| 2024-06-30 | $85,584,269 | 1,020,683 | Shares | Defined | 2024-08-27 |
| 2024-03-31 | $93,733,728 | 959,600 | Shares | Defined | 2024-05-13 |
| 2023-12-31 | $96,419,602 | 974,526 | Shares | Defined | 2024-02-09 |
| 2022-03-31 | $117,970 | 1,000 | Shares | Sole | 2022-05-13 |
| 2020-06-30 | $53,050 | 1,000 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $50,260 | 1,000 | Shares | Defined | 2020-05-22 |