Purchases and Sales Made in Q1 2022 in Bank Of Montreal (BMO)
This table provides information about the institutional ownership of Bank Of Montreal (BMO) during Q1 2022. The information is specifically focused on institutions that hold shares of BANK OF MONTREAL .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.78K+ 22.86% |
$520K - $585K
|
25.7K
$2.45M
|
|
May 16, 2022
Q1 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.71KNew |
$513K - $576K
|
4.71K
$449K
|
|
May 10, 2022
Q1 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
4.6KNew |
$501K - $563K
|
4.6K
$438K
|
|
May 09, 2022
Q1 2022
|
Ninepoint Partners LP
|
BUY
|
- |
4.35KNew |
$474K - $533K
|
4.35K
$415K
|
|
May 17, 2022
Q1 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4.01KNew |
$437K - $491K
|
4.01K
$382K
|
|
May 09, 2022
Q1 2022
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
3.3KNew |
$359K - $404K
|
3.3K
$314K
|
|
Apr 12, 2022
Q1 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
3.21K+ 527.26% |
$350K - $393K
|
3.82K
$364K
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
3.19K+ 208.22% |
$347K - $390K
|
4.72K
$450K
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.18KNew |
$346K - $389K
|
3.18K
$303K
|
|
May 13, 2022
Q1 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.15K+ 7.66% |
$343K - $386K
|
44.3K
$4.22M
|
|
May 13, 2022
Q1 2022
|
Uss Investment Management LTD
|
BUY
|
- |
3.07K+ 2.15% |
$334K - $376K
|
146K
$13.9M
|
|
May 11, 2022
Q1 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.05K+ 6.74% |
$332K - $373K
|
48.2K
$4.6M
|
|
May 05, 2022
Q1 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
3.02KNew |
$329K - $370K
|
3.02K
$288K
|
|
May 16, 2022
Q1 2022
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
3KNew |
$327K - $367K
|
3K
$286K
|
|
May 16, 2022
Q1 2022
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
2.85K+ 14.71% |
$310K - $349K
|
22.2K
$2.12M
|
|
Apr 19, 2022
Q1 2022
|
Five Oceans Advisors
|
BUY
|
- |
2.39KNew |
$260K - $292K
|
2.39K
$228K
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.38K+ 114.24% |
$259K - $291K
|
4.47K
$426K
|
|
May 13, 2022
Q1 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
2.35K+ 24.6% |
$255K - $287K
|
11.9K
$1.13M
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.34K+ 549.06% |
$255K - $286K
|
2.77K
$263K
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.33K+ 13.79% |
$253K - $285K
|
19.2K
$1.83M
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.23KNew |
$243K - $273K
|
2.23K
$213K
|
|
Jul 31, 2024
Q1 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
2.2K+ 23.48% |
$239K - $269K
|
11.6K
$1.1M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.09KNew |
$228K - $256K
|
2.09K
$200K
|
|
Apr 26, 2022
Q1 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
2.07KNew |
$225K - $253K
|
2.07K
$197K
|
|
May 12, 2022
Q1 2022
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
2.01K+ 2.52% |
$219K - $246K
|
81.8K
$7.8M
|
|
May 04, 2022
Q1 2022
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
2.01KNew |
$219K - $246K
|
2.01K
$191K
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2KNew |
$218K - $245K
|
2K
$190K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.98K+ 28.46% |
$215K - $242K
|
8.92K
$850K
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.97KNew |
$215K - $241K
|
1.97K
$188K
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.92KNew |
$209K - $235K
|
1.92K
$183K
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.91KNew |
$208K - $233K
|
1.91K
$182K
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.9K+ 3.19% |
$207K - $233K
|
61.5K
$5.86M
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
BUY
|
- |
1.85KNew |
$202K - $226K
|
1.85K
$176K
|
|
Apr 18, 2022
Q1 2022
|
Heathbridge Capital Management Ltd.
|
BUY
|
- |
1.84KNew |
$200K - $224K
|
1.84K
$175K
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.79KNew |
$195K - $219K
|
1.79K
$171K
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.79KNew |
$195K - $219K
|
1.79K
$170K
|
|
Jun 08, 2022
Q1 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.78KNew |
$193K - $217K
|
1.78K
$169K
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1.75KNew |
$191K - $215K
|
1.75K
$167K
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.74KNew |
$190K - $213K
|
1.74K
$166K
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.72KNew |
$187K - $210K
|
1.72K
$164K
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
BUY
|
- |
1.7KNew |
$185K - $208K
|
1.7K
$162K
|
|
May 10, 2022
Q1 2022
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
BUY
|
- |
1.7KNew |
$185K - $208K
|
1.7K
$162K
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.7KNew |
$185K - $208K
|
1.7K
$162K
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.68K+ 0.57% |
$183K - $206K
|
295K
$28.1M
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.65K+ 15.09% |
$180K - $202K
|
12.6K
$1.2M
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.58K+ 12.8% |
$172K - $193K
|
13.9K
$1.32M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.55K+ 7.64% |
$169K - $190K
|
21.9K
$2.09M
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
1.4KNew |
$152K - $171K
|
1.4K
$133K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.33KNew |
$145K - $163K
|
1.33K
$127K
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.3K+ 28.59% |
$141K - $158K
|
5.83K
$555K
|