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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
BUY
|
- |
1.25K+ 12.05% |
$136K - $153K
|
11.6K
$1.2M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.1K+ 4.75% |
$119K - $134K
|
24.2K
$2.49M
|
|
|
Apr 25, 2022
Q1 2022
|
Tobam
|
BUY
|
- |
1.09KNew |
$118K - $133K
|
1.09K
$112K
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
BUY
|
- |
1.07K+ 6.47% |
$116K - $131K
|
17.6K
$1.81M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.02K+ 2.87% |
$111K - $124K
|
36.5K
$3.75M
|
|
|
May 13, 2022
Q1 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1KNew |
$109K - $122K
|
1K
$103K
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
1KNew |
$109K - $122K
|
1K
$103K
|
|
|
Apr 29, 2022
Q1 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
974New |
$106K - $119K
|
974
$100K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
904+ 17.31% |
$98.4K - $111K
|
6.13K
$630K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
738+ 4.49% |
$80.4K - $90.3K
|
17.2K
$1.77M
|
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
702+ 1.26% |
$76.4K - $85.9K
|
56.2K
$5.78M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
678+ 2.94% |
$73.8K - $82.9K
|
23.8K
$2.44M
|
|
|
May 16, 2022
Q1 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
661+ 37.07% |
$72K - $80.9K
|
2.44K
$251K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
643New |
$70K - $78.7K
|
643
$66.1K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
639+ 10.73% |
$69.6K - $78.2K
|
6.59K
$678K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
596+ 33.52% |
$64.9K - $72.9K
|
2.37K
$244K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
536+ 2.25% |
$58.4K - $65.6K
|
24.4K
$2.51M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
534+ 33.15% |
$58.1K - $65.3K
|
2.15K
$221K
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
527+ 5.68% |
$57.4K - $64.5K
|
9.8K
$1.01M
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
486+ 16.39% |
$52.9K - $59.5K
|
3.45K
$355K
|
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
480+ 74.77% |
$52.3K - $58.7K
|
1.12K
$115K
|
|
|
Apr 11, 2022
Q1 2022
|
Veriti Management LLC
|
BUY
|
- |
454+ 6.42% |
$49.4K - $55.5K
|
7.53K
$774K
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
415+ 11.77% |
$45.2K - $50.8K
|
3.94K
$405K
|
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
413+ 4.99% |
$45K - $50.5K
|
8.69K
$893K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
400New |
$43.6K - $48.9K
|
400
$41.1K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
394+ 12.91% |
$42.9K - $48.2K
|
3.45K
$354K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
375+ 1.85% |
$40.8K - $45.9K
|
20.6K
$2.12M
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
375+ 97.4% |
$40.8K - $45.9K
|
760
$78.1K
|
|
|
May 16, 2022
Q1 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
372+ 10.4% |
$40.5K - $45.5K
|
3.95K
$406K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
313New |
$34.1K - $38.3K
|
313
$32.2K
|
|
|
May 13, 2022
Q1 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
299+ 0.05% |
$32.6K - $36.6K
|
563K
$57.9M
|
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
282+ 10.75% |
$30.7K - $34.5K
|
2.91K
$299K
|
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
273New |
$29.7K - $33.4K
|
273
$28.1K
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
232+ 7.45% |
$25.3K - $28.4K
|
3.35K
$344K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
220+ 9.22% |
$24K - $26.9K
|
2.61K
$268K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
219+ 3.04% |
$23.8K - $26.8K
|
7.43K
$764K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
212+ 8.87% |
$23.1K - $25.9K
|
2.6K
$268K
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
206+ 8.73% |
$22.4K - $25.2K
|
2.57K
$264K
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
200+ 3.29% |
$21.8K - $24.5K
|
6.28K
$646K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
194+ 346.43% |
$21.1K - $23.7K
|
250
$25.7K
|
|
|
Oct 13, 2023
Q1 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
181New |
$19.7K - $22.1K
|
181
$18.6K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
172+ 163.81% |
$18.7K - $21K
|
277
$28.5K
|
|
|
May 16, 2022
Q1 2022
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
166+ 8.68% |
$18.1K - $20.3K
|
2.08K
$214K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
161New |
$17.5K - $19.7K
|
161
$16.6K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
154New |
$16.8K - $18.8K
|
154
$15.8K
|
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
152+ 4.57% |
$16.6K - $18.6K
|
3.48K
$357K
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
150New |
$16.3K - $18.4K
|
150
$15.4K
|
|
|
May 16, 2022
Q1 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
131+ 0.56% |
$14.3K - $16K
|
23.6K
$2.43M
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
128+ 118.52% |
$13.9K - $15.7K
|
236
$24.3K
|
|
|
May 16, 2022
Q1 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
122+ 1.66% |
$13.3K - $14.9K
|
7.47K
$768K
|