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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
SELL
|
- |
-385- 5.02% |
$32.5K - $39.3K
|
7.28K
$733K
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-427- 13.77% |
$36K - $43.5K
|
2.68K
$269K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-502- 4.89% |
$42.4K - $51.2K
|
9.77K
$984K
|
|
|
May 12, 2023
Q1 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-504- 0.1% |
$42.5K - $51.4K
|
514K
$51.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-524- 2.93% |
$44.2K - $53.4K
|
17.4K
$1.75M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-524- 8.67% |
$44.2K - $53.4K
|
5.52K
$556K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-538- 6.2% |
$45.4K - $54.9K
|
8.13K
$819K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-565- 75.53% |
$47.7K - $57.6K
|
183
$18.4K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-628Closed |
$53K - $64K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-655- 1.61% |
$55.3K - $66.8K
|
40K
$4.03M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-679- 47.45% |
$57.3K - $69.2K
|
752
$75.7K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-751- 11.99% |
$63.4K - $76.6K
|
5.51K
$555K
|
|
|
May 12, 2023
Q1 2023
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-758- 6.29% |
$64K - $77.3K
|
11.3K
$1.14M
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
SELL
|
- |
-772- 20.74% |
$65.1K - $78.7K
|
2.95K
$297K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-786- 23.77% |
$66.3K - $80.2K
|
2.52K
$254K
|
|
|
Apr 21, 2023
Q1 2023
|
Baskin Financial Services Inc.
|
SELL
|
- |
-887- 11.73% |
$74.9K - $90.5K
|
6.67K
$672K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-999- 99.9% |
$84.3K - $102K
|
1
$101
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.11K- 11.32% |
$94K - $114K
|
8.73K
$879K
|
|
|
Apr 20, 2023
Q1 2023
|
Davis Rea Ltd.
|
SELL
|
- |
-1.13K- 8.72% |
$95.5K - $115K
|
11.9K
$1.19M
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
SELL
|
- |
-1.14K- 19.25% |
$96.2K - $116K
|
4.78K
$482K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.19K- 5.81% |
$101K - $122K
|
19.4K
$1.95M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.22K- 16.28% |
$103K - $124K
|
6.28K
$632K
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.25K- 4.63% |
$106K - $128K
|
25.8K
$2.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-1.36K- 29.09% |
$115K - $139K
|
3.32K
$335K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.37K- 1.93% |
$115K - $139K
|
69.3K
$6.98M
|
|
|
May 09, 2023
Q1 2023
|
Scheer, Rowlett & Associates Investment Management Ltd.
|
SELL
|
- |
-1.58K- 0.74% |
$133K - $161K
|
211K
$21.2M
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.69K- 0.62% |
$143K - $173K
|
270K
$27.2M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.72K- 5.23% |
$145K - $175K
|
31.2K
$3.14M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.73K- 63.63% |
$146K - $177K
|
990
$99.7K
|
|
|
May 15, 2023
Q1 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.8K- 38.6% |
$152K - $184K
|
2.86K
$288K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.87K- 3.71% |
$157K - $190K
|
48.4K
$4.87M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-1.87K- 50.16% |
$158K - $190K
|
1.86K
$187K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.9K- 18.04% |
$161K - $194K
|
8.64K
$871K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.92K- 9.96% |
$162K - $195K
|
17.3K
$1.74M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.05K- 37.73% |
$173K - $209K
|
3.39K
$341K
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-2.57K- 8.79% |
$216K - $262K
|
26.6K
$2.68M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-2.57K- 40.49% |
$217K - $262K
|
3.78K
$380K
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-2.65K- 0.43% |
$224K - $270K
|
613K
$61.7M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.01K- 5.12% |
$254K - $306K
|
55.7K
$5.61M
|
|
|
May 12, 2023
Q1 2023
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-3.24K- 1.5% |
$274K - $331K
|
213K
$21.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-3.26K- 0.43% |
$275K - $333K
|
753K
$75.9M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-3.42K- 1.01% |
$288K - $349K
|
336K
$33.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-3.81K- 2.15% |
$322K - $389K
|
173K
$17.5M
|
|
|
May 12, 2023
Q1 2023
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-4.36K- 44.2% |
$368K - $444K
|
5.5K
$554K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.59K- 93.7% |
$388K - $468K
|
309
$31.1K
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-4.65K- 1.93% |
$392K - $474K
|
236K
$23.8M
|
|
|
May 15, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-4.73K- 13.51% |
$399K - $482K
|
30.3K
$3.05M
|
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-5.45K- 14.77% |
$460K - $556K
|
31.5K
$3.17M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-5.46K- 9.47% |
$460K - $556K
|
52.2K
$5.26M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.61K- 50.13% |
$474K - $572K
|
5.59K
$563K
|