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 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-12Closed |
$1.31K - $1.47K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-13- 0.21% |
$1.42K - $1.59K
|
6.06K
$623K
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-16- 0.03% |
$1.74K - $1.96K
|
59.1K
$6.07M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-18- 0.72% |
$1.96K - $2.2K
|
2.48K
$255K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-21- 12.8% |
$2.29K - $2.57K
|
143
$14.7K
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-21- 0.94% |
$2.29K - $2.57K
|
2.21K
$228K
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-23- 0.23% |
$2.5K - $2.81K
|
10.1K
$1.04M
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-25- 1.54% |
$2.72K - $3.06K
|
1.6K
$164K
|
|
|
Apr 20, 2022
Q1 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-25- 1.15% |
$2.72K - $3.06K
|
2.15K
$221K
|
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-40- 0.16% |
$4.36K - $4.89K
|
25.1K
$2.58M
|
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-42- 0.47% |
$4.57K - $5.14K
|
8.9K
$915K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-51- 0.69% |
$5.55K - $6.24K
|
7.38K
$759K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-65- 0.73% |
$7.08K - $7.95K
|
8.83K
$908K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-66- 94.29% |
$7.19K - $8.07K
|
4
$411
|
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-69- 1.71% |
$7.51K - $8.44K
|
3.97K
$408K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-74- 2.39% |
$8.06K - $9.05K
|
3.02K
$311K
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-74- 0.79% |
$8.06K - $9.05K
|
9.33K
$959K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-75- 42.86% |
$8.17K - $9.18K
|
100
$10.3K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-75Closed |
$8.17K - $9.18K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-78- 1.34% |
$8.49K - $9.54K
|
5.76K
$592K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-95Closed |
$10.3K - $11.6K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-100- 2.26% |
$10.9K - $12.2K
|
4.33K
$445K
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-100- 2.36% |
$10.9K - $12.2K
|
4.13K
$425K
|
|
|
May 12, 2022
Q1 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-102- 18.41% |
$11.1K - $12.5K
|
452
$46.5K
|
|
|
May 09, 2022
Q1 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-112- 4.23% |
$12.2K - $13.7K
|
2.54K
$261K
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-112- 1.75% |
$12.2K - $13.7K
|
6.27K
$645K
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-125Closed |
$13.6K - $15.3K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-151- 3.31% |
$16.4K - $18.5K
|
4.41K
$453K
|
|
|
May 13, 2022
Q1 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-165- 4.97% |
$18K - $20.2K
|
3.15K
$324K
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-167- 2.88% |
$18.2K - $20.4K
|
5.64K
$579K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-169Closed |
$18.4K - $20.7K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-172Closed |
$18.7K - $21K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-200- 28.57% |
$21.8K - $24.5K
|
500
$51.4K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-200Closed |
$21.8K - $24.5K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-200- 7.94% |
$21.8K - $24.5K
|
2.32K
$239K
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-232- 4.69% |
$25.3K - $28.4K
|
4.71K
$484K
|
|
|
May 10, 2022
Q1 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-249- 2.79% |
$27.1K - $30.5K
|
8.67K
$892K
|
|
|
May 09, 2022
Q1 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-273- 4.32% |
$29.7K - $33.4K
|
6.04K
$621K
|
|
|
Apr 29, 2022
Q1 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-282- 2.67% |
$30.7K - $34.5K
|
10.3K
$1.06M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-338- 12.4% |
$36.8K - $41.4K
|
2.39K
$245K
|
|
|
May 13, 2022
Q1 2022
|
Ing Groep Nv
|
SELL
|
- |
-346- 13.79% |
$37.7K - $42.3K
|
2.16K
$222K
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-360- 9.67% |
$39.2K - $44K
|
3.36K
$346K
|
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
SELL
|
- |
-396- 5.94% |
$43.1K - $48.4K
|
6.27K
$645K
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-403- 3.92% |
$43.9K - $49.3K
|
9.87K
$1.02M
|
|
|
May 02, 2022
Q1 2022
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-410- 1.3% |
$44.6K - $50.2K
|
31.1K
$3.19M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-420- 11.12% |
$45.7K - $51.4K
|
3.36K
$345K
|
|
|
Apr 29, 2022
Q1 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-427- 3.36% |
$46.5K - $52.2K
|
12.3K
$1.26M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-499- 2.2% |
$54.3K - $61K
|
22.1K
$2.28M
|
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-525- 11.39% |
$57.2K - $64.2K
|
4.08K
$420K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-541- 1.65% |
$58.9K - $66.2K
|
32.2K
$3.31M
|