Purchases and Sales Made in Q1 2023 in Bank Of Montreal (BMO)
This table provides information about the institutional ownership of Bank Of Montreal (BMO) during Q1 2023. 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 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.87K+ 34.09% |
$242K - $293K
|
11.3K
$1.14M
|
|
|
May 08, 2023
Q1 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
2.84K+ 1.43% |
$240K - $290K
|
201K
$20.2M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.81KNew |
$237K - $287K
|
2.81K
$283K
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.74KNew |
$231K - $279K
|
2.74K
$276K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.72KNew |
$230K - $277K
|
2.72K
$274K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.52K+ 4.4% |
$213K - $257K
|
59.8K
$6.02M
|
|
|
May 15, 2023
Q1 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
2.5K+ 50.0% |
$211K - $255K
|
7.5K
$755K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
2.44KNew |
$206K - $249K
|
2.44K
$246K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.4K+ 164.66% |
$203K - $245K
|
3.86K
$389K
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
BUY
|
- |
2.39KNew |
$202K - $244K
|
2.39K
$241K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.35KNew |
$198K - $239K
|
2.35K
$236K
|
|
|
Apr 18, 2023
Q1 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
2.29K+ 6.22% |
$193K - $233K
|
39.1K
$3.94M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.25K+ 39.18% |
$190K - $230K
|
8K
$806K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.25K+ 87.14% |
$190K - $229K
|
4.83K
$487K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.12K+ 80.21% |
$179K - $217K
|
4.77K
$481K
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.06K+ 0.46% |
$174K - $210K
|
447K
$45M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.96K+ 21.02% |
$166K - $200K
|
11.3K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.66K+ 8.98% |
$140K - $169K
|
20.2K
$2.03M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.56K+ 30.28% |
$132K - $159K
|
6.73K
$677K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.55K+ 972.96% |
$131K - $158K
|
1.71K
$172K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
1.5K+ 49.72% |
$126K - $152K
|
4.5K
$453K
|
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
BUY
|
- |
1.25KNew |
$105K - $127K
|
1.25K
$126K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.2KNew |
$102K - $123K
|
1.2K
$121K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
1.19K+ 2.08% |
$100K - $121K
|
58.2K
$5.86M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.17K+ 8.08% |
$98.7K - $119K
|
15.7K
$1.58M
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.16KNew |
$98.2K - $119K
|
1.16K
$117K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.14KNew |
$96.5K - $117K
|
1.14K
$115K
|
|
|
May 08, 2023
Q1 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
1.02K+ 1.89% |
$85.7K - $104K
|
54.8K
$5.52M
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1K+ 2.89% |
$84.4K - $102K
|
35.6K
$3.59M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
999+ 99900.0% |
$84.3K - $102K
|
1K
$101K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
990+ 18.77% |
$83.5K - $101K
|
6.26K
$631K
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
987+ 21.46% |
$83.3K - $101K
|
5.59K
$563K
|
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
985+ 37.35% |
$83.1K - $100K
|
3.62K
$365K
|
|
|
May 15, 2023
Q1 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
951+ 1.11% |
$80.3K - $97K
|
86.4K
$8.71M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
870New |
$73.4K - $88.7K
|
870
$87.6K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
779+ 23.24% |
$65.7K - $79.4K
|
4.13K
$416K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
721+ 20.18% |
$60.8K - $73.5K
|
4.29K
$433K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
714+ 5.4% |
$60.3K - $72.8K
|
13.9K
$1.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
684New |
$57.7K - $69.8K
|
684
$68.9K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
634+ 10.94% |
$53.5K - $64.7K
|
6.43K
$648K
|
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
627New |
$52.9K - $63.9K
|
627
$63.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
582+ 13.36% |
$49.1K - $59.4K
|
4.94K
$498K
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
527+ 14.22% |
$44.5K - $53.7K
|
4.23K
$426K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
511+ 5.51% |
$43.1K - $52.1K
|
9.78K
$985K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
498+ 20.24% |
$42K - $50.8K
|
2.96K
$298K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
445+ 13.76% |
$37.6K - $45.4K
|
3.68K
$371K
|
|
|
May 02, 2023
Q1 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
422+ 8.34% |
$35.6K - $43K
|
5.48K
$552K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
419+ 5.43% |
$35.4K - $42.7K
|
8.13K
$819K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
415+ 2.85% |
$35K - $42.3K
|
15K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
400New |
$33.8K - $40.8K
|
400
$40.3K
|