Purchases and Sales Made in Q1 2024 in Bank Of Montreal (BMO)
This table provides information about the institutional ownership of Bank Of Montreal (BMO) during Q1 2024. 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 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.2K+ 58.3% |
$2.08M - $2.29M
|
63K
$6M
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
22.9K+ 1001.49% |
$2.05M - $2.26M
|
25.2K
$2.4M
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
22.5K+ 317.27% |
$2.01M - $2.22M
|
29.5K
$2.82M
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
20.6K+ 19.01% |
$1.84M - $2.03M
|
129K
$12.3M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.3K+ 71.98% |
$1.64M - $1.8M
|
43.7K
$4.17M
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
17.9KNew |
$1.6M - $1.76M
|
17.9K
$1.7M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.2KNew |
$1.54M - $1.69M
|
17.2K
$1.64M
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
15.5K+ 84.14% |
$1.39M - $1.53M
|
33.9K
$3.23M
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
13.5K+ 35.42% |
$1.21M - $1.33M
|
51.5K
$4.91M
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
13.5KNew |
$1.21M - $1.33M
|
13.5K
$1.28M
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
12.9K+ 52.65% |
$1.16M - $1.28M
|
37.5K
$3.57M
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
12.9K+ 0.76% |
$1.16M - $1.27M
|
1.71M
$163M
|
|
May 06, 2024
Q1 2024
|
Sciencast Management LP
|
BUY
|
- |
12.5KNew |
$1.11M - $1.23M
|
12.5K
$1.19M
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
11.8K+ 9.73% |
$1.06M - $1.16M
|
133K
$12.7M
|
|
Nov 12, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
11.6KNew |
$1.04M - $1.15M
|
11.6K
$1.11M
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
9.7K+ 47.32% |
$868K - $957K
|
30.2K
$2.88M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.18K+ 12.77% |
$821K - $905K
|
81K
$7.72M
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
8.34K+ 39.57% |
$747K - $823K
|
29.4K
$2.8M
|
|
Apr 30, 2024
Q1 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
6.99K+ 3.24% |
$625K - $689K
|
223K
$21.2M
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
6.78KNew |
$607K - $669K
|
6.78K
$646K
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.47KNew |
$579K - $638K
|
6.47K
$617K
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.19K+ 3.64% |
$554K - $610K
|
176K
$16.8M
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
6.18KNew |
$553K - $609K
|
6.18K
$589K
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
6.12KNew |
$548K - $604K
|
6.12K
$583K
|
|
May 14, 2024
Q1 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
5.68K+ 0.93% |
$508K - $560K
|
616K
$58.7M
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
5.55KNew |
$497K - $547K
|
5.55K
$529K
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.03K+ 1.59% |
$451K - $496K
|
323K
$30.7M
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
5KNew |
$448K - $493K
|
5K
$477K
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
5K+ 96.15% |
$448K - $493K
|
10.2K
$972K
|
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
4.9KNew |
$438K - $483K
|
4.9K
$466K
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.8K+ 128.6% |
$430K - $473K
|
8.53K
$813K
|
|
May 14, 2024
Q1 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
4.78KNew |
$428K - $472K
|
4.78K
$456K
|
|
Apr 18, 2024
Q1 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
4.66K+ 155333.33% |
$417K - $460K
|
4.66K
$444K
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
4.61K+ 2.03% |
$413K - $455K
|
231K
$22M
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
4.4K+ 0.08% |
$393K - $433K
|
5.4M
$514M
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.22KNew |
$378K - $417K
|
4.22K
$402K
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.08K+ 63.14% |
$365K - $402K
|
10.5K
$1M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.95K+ 171.27% |
$354K - $390K
|
6.26K
$597K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.86KNew |
$345K - $380K
|
3.86K
$367K
|
|
May 15, 2024
Q1 2024
|
Quilter PLC
|
BUY
|
- |
3.85KNew |
$345K - $380K
|
3.85K
$367K
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
3.72KNew |
$333K - $367K
|
3.72K
$355K
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.68K+ 43.7% |
$330K - $363K
|
12.1K
$1.15M
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
3.64K+ 28.15% |
$326K - $359K
|
16.6K
$1.58M
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3.6KNew |
$322K - $355K
|
3.6K
$343K
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
3.59K+ 0.77% |
$321K - $354K
|
467K
$44.5M
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.37K+ 8.89% |
$302K - $333K
|
41.3K
$3.94M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.22K+ 5.51% |
$289K - $318K
|
61.7K
$5.88M
|
|
Jul 01, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
3.18K+ 0.06% |
$285K - $314K
|
5.4M
$515M
|
|
May 15, 2024
Q1 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
3.06K+ 15.7% |
$274K - $302K
|
22.5K
$2.15M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.04KNew |
$272K - $299K
|
3.04K
$289K
|