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
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
118+ 3.43% |
$12.8K - $14.4K
|
3.56K
$366K
|
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
BUY
|
- |
115+ 2.7% |
$12.5K - $14.1K
|
4.38K
$450K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
110New |
$12K - $13.5K
|
110
$11.3K
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
106New |
$11.5K - $13K
|
106
$10.9K
|
|
|
Apr 22, 2022
Q1 2022
|
Wendell David Associates Inc
|
BUY
|
- |
100+ 4.17% |
$10.9K - $12.2K
|
2.5K
$257K
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
98+ 1.55% |
$10.7K - $12K
|
6.43K
$662K
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
97+ 2.68% |
$10.6K - $11.9K
|
3.72K
$382K
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
92+ 4.26% |
$10K - $11.3K
|
2.25K
$232K
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
BUY
|
- |
90+ 1.6% |
$9.8K - $11K
|
5.7K
$586K
|
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
90+ 3.87% |
$9.8K - $11K
|
2.41K
$248K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
89+ 4.19% |
$9.69K - $10.9K
|
2.21K
$227K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
75New |
$8.17K - $9.18K
|
75
$7.71K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
72+ 0.63% |
$7.84K - $8.81K
|
11.6K
$1.19M
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
71+ 9.56% |
$7.73K - $8.69K
|
814
$83.7K
|
|
|
May 13, 2022
Q1 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
71+ 3.02% |
$7.73K - $8.69K
|
2.42K
$249K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
52New |
$5.66K - $6.36K
|
52
$5.35K
|
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
51New |
$5.55K - $6.24K
|
51
$5.24K
|
|
|
May 11, 2022
Q1 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
51New |
$5.55K - $6.24K
|
51
$5.24K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
51New |
$5.55K - $6.24K
|
51
$5.24K
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
50+ 0.34% |
$5.44K - $6.12K
|
14.9K
$1.53M
|
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
50+ 2.54% |
$5.44K - $6.12K
|
2.02K
$207K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
46+ 2.42% |
$5.01K - $5.63K
|
1.94K
$200K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
45+ 3.22% |
$4.9K - $5.51K
|
1.44K
$148K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
35New |
$3.81K - $4.28K
|
35
$3.6K
|
|
|
May 10, 2022
Q1 2022
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
30+ 0.17% |
$3.27K - $3.67K
|
17.3K
$1.78M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
29+ 0.54% |
$3.16K - $3.55K
|
5.35K
$550K
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
28+ 0.8% |
$3.05K - $3.43K
|
3.55K
$364K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
27+ 0.76% |
$2.94K - $3.3K
|
3.57K
$367K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
24+ 15.58% |
$2.61K - $2.94K
|
178
$18.3K
|
|
|
Jan 17, 2024
Q1 2022
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
23+ 0.45% |
$2.5K - $2.81K
|
5.1K
$524K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
19+ 15.08% |
$2.07K - $2.32K
|
145
$14.9K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
18+ 14.75% |
$1.96K - $2.2K
|
140
$14.4K
|
|
|
May 06, 2022
Q1 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
16+ 0.52% |
$1.74K - $1.96K
|
3.1K
$319K
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
12+ 0.22% |
$1.31K - $1.47K
|
5.53K
$569K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
10+ 0.75% |
$1.09K - $1.22K
|
1.35K
$138K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
8+ 2.8% |
$871 - $979
|
294
$30.2K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
8+ 2.52% |
$871 - $979
|
325
$33.4K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.33% |
$327 - $367
|
908
$93.4K
|
|
|
Apr 26, 2022
Q1 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3+ 0.96% |
$327 - $367
|
315
$32.4K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.08% |
$218 - $245
|
2.6K
$267K
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
2+ 0.08% |
$218 - $245
|
2.46K
$253K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.46% |
$218 - $245
|
437
$44.9K
|
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
1+ 0.03% |
$109 - $122
|
3.82K
$393K
|
|
|
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 22, 2024
Q1 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-1- -0.0% |
$109 - $122
|
224K
$23.1M
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-4Closed |
$436 - $489
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ellenbecker Investment Group
|
SELL
|
- |
-6- 0.31% |
$653 - $734
|
1.92K
$197K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-9- 0.34% |
$980 - $1.1K
|
2.62K
$269K
|