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 |
|---|---|---|---|---|---|---|---|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-3- 0.04% |
$253 - $306
|
6.83K
$702K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8- 0.35% |
$675 - $816
|
2.26K
$232K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-10- 0.31% |
$844 - $1.02K
|
3.26K
$335K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-11- 3.47% |
$928 - $1.12K
|
306
$31.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-18- 6.38% |
$1.52K - $1.84K
|
264
$27.1K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-19- 0.41% |
$1.6K - $1.94K
|
4.62K
$475K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-36- 55.38% |
$3.04K - $3.67K
|
29
$2.98K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-50- 50.0% |
$4.22K - $5.1K
|
50
$5.14K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-51- 54.84% |
$4.3K - $5.2K
|
42
$4.32K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-53- 10.77% |
$4.47K - $5.4K
|
439
$45.1K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-61- 1.16% |
$5.15K - $6.22K
|
5.18K
$533K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-69- 1.11% |
$5.82K - $7.04K
|
6.15K
$632K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-69- 69.0% |
$5.82K - $7.04K
|
31
$3.19K
|
|
|
Apr 18, 2023
Q1 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-71- 1.15% |
$5.99K - $7.24K
|
6.13K
$630K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-81- 3.23% |
$6.84K - $8.26K
|
2.42K
$249K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-83- 7.83% |
$7K - $8.46K
|
977
$100K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-86- 0.26% |
$7.26K - $8.77K
|
32.8K
$3.37M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-89- 1.01% |
$7.51K - $9.08K
|
8.73K
$897K
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-94- 1.05% |
$7.93K - $9.59K
|
8.87K
$912K
|
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-94- 2.57% |
$7.93K - $9.59K
|
3.56K
$366K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-99- 99.0% |
$8.35K - $10.1K
|
1
$103
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-100- 3.41% |
$8.44K - $10.2K
|
2.83K
$291K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-101- 34.71% |
$8.52K - $10.3K
|
190
$19.5K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-120- 45.98% |
$10.1K - $12.2K
|
141
$14.5K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-121- 2.03% |
$10.2K - $12.3K
|
5.85K
$602K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-136- 25.86% |
$11.5K - $13.9K
|
390
$40.1K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-142- 7.91% |
$12K - $14.5K
|
1.65K
$170K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-144- 4.96% |
$12.2K - $14.7K
|
2.76K
$284K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-150- 3.66% |
$12.7K - $15.3K
|
3.95K
$406K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-167- 1.87% |
$14.1K - $17K
|
8.78K
$903K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-167- 0.75% |
$14.1K - $17K
|
22K
$2.26M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-172- 2.74% |
$14.5K - $17.5K
|
6.1K
$627K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-183- 5.52% |
$15.4K - $18.7K
|
3.13K
$322K
|
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-188- 0.61% |
$15.9K - $19.2K
|
30.8K
$3.17M
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-200- 1.4% |
$16.9K - $20.4K
|
14.1K
$1.45M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-200- 10.01% |
$16.9K - $20.4K
|
1.8K
$185K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-208- 1.62% |
$17.6K - $21.2K
|
12.6K
$1.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-212- 11.27% |
$17.9K - $21.6K
|
1.67K
$172K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-220- 7.98% |
$18.6K - $22.4K
|
2.54K
$261K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-225- 1.8% |
$19K - $22.9K
|
12.2K
$1.26M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-240- 8.5% |
$20.3K - $24.5K
|
2.58K
$266K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-256- 6.45% |
$21.6K - $26.1K
|
3.72K
$382K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-263- 4.03% |
$22.2K - $26.8K
|
6.26K
$644K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-269- 7.45% |
$22.7K - $27.4K
|
3.34K
$344K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-275- 6.45% |
$23.2K - $28K
|
3.99K
$410K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-291- 8.75% |
$24.6K - $29.7K
|
3.04K
$312K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-300- 7.41% |
$25.3K - $30.6K
|
3.75K
$385K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-320- 2.79% |
$27K - $32.6K
|
11.1K
$1.14M
|