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 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
375+ 0.41% |
$31.6K - $38.2K
|
92K
$8.76M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
364+ 11.42% |
$30.7K - $37.1K
|
3.55K
$338K
|
|
|
Apr 25, 2023
Q1 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
355+ 1.14% |
$30K - $36.2K
|
31.4K
$2.99M
|
|
|
May 11, 2023
Q1 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
325+ 10.04% |
$27.4K - $33.1K
|
3.56K
$339K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
308+ 2.77% |
$26K - $31.4K
|
11.4K
$1.09M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
279+ 1.57% |
$23.5K - $28.5K
|
18K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
275+ 0.49% |
$23.2K - $28K
|
56.8K
$5.42M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
255+ 4.63% |
$21.5K - $26K
|
5.76K
$549K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
230+ 0.29% |
$19.4K - $23.5K
|
78.7K
$7.5M
|
|
|
Jan 17, 2024
Q1 2023
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
230+ 5.62% |
$19.4K - $23.5K
|
4.32K
$412K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
202+ 0.88% |
$17K - $20.6K
|
23.3K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
200New |
$16.9K - $20.4K
|
200
$19.1K
|
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
195+ 1.24% |
$16.5K - $19.9K
|
15.9K
$1.51M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
188New |
$15.9K - $19.2K
|
188
$17.9K
|
|
|
May 10, 2023
Q1 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
147+ 5.38% |
$12.4K - $15K
|
2.88K
$274K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
145New |
$12.2K - $14.8K
|
145
$13.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
120New |
$10.1K - $12.2K
|
120
$11.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
109+ 5.25% |
$9.2K - $11.1K
|
2.18K
$208K
|
|
|
May 15, 2023
Q1 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
104+ 1.11% |
$8.78K - $10.6K
|
9.5K
$905K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
100New |
$8.44K - $10.2K
|
100
$9.53K
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
97+ 2.01% |
$8.19K - $9.89K
|
4.93K
$469K
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
90+ 0.49% |
$7.6K - $9.18K
|
18.3K
$1.74M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
89New |
$7.51K - $9.08K
|
89
$8.48K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
75+ 1.36% |
$6.33K - $7.65K
|
5.6K
$533K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
74+ 3.3% |
$6.24K - $7.55K
|
2.31K
$221K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
73New |
$6.16K - $7.44K
|
73
$6.96K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
64+ 0.86% |
$5.4K - $6.53K
|
7.55K
$719K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
60New |
$5.06K - $6.12K
|
60
$5.72K
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
58+ 2.1% |
$4.89K - $5.91K
|
2.81K
$268K
|
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
55+ 2.28% |
$4.64K - $5.61K
|
2.47K
$236K
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
37+ 1.38% |
$3.12K - $3.77K
|
2.71K
$259K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
22+ 10.38% |
$1.86K - $2.24K
|
234
$22.3K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21+ 0.07% |
$1.77K - $2.14K
|
28.9K
$2.75M
|
|
|
May 12, 2023
Q1 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
20+ 0.03% |
$1.69K - $2.04K
|
67.6K
$6.44M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
18+ 0.7% |
$1.52K - $1.84K
|
2.6K
$248K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
16+ 1.18% |
$1.35K - $1.63K
|
1.38K
$131K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
16+ 0.09% |
$1.35K - $1.63K
|
16.9K
$1.61M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
15+ 3.6% |
$1.27K - $1.53K
|
432
$41.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11+ 6.47% |
$928 - $1.12K
|
181
$17.2K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
11+ 0.27% |
$928 - $1.12K
|
4.05K
$386K
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
7+ 0.16% |
$591 - $714
|
4.29K
$409K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
7+ 0.23% |
$591 - $714
|
3.09K
$294K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6+ 6.19% |
$506 - $612
|
103
$9.81K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.68% |
$253 - $306
|
447
$42.6K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3+ 0.09% |
$253 - $306
|
3.29K
$313K
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2+ 5.56% |
$169 - $204
|
38
$3.62K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
2+ 0.16% |
$169 - $204
|
1.24K
$118K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.08% |
$169 - $204
|
2.55K
$243K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 2.33% |
$84.4 - $102
|
44
$4.19K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|