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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.04KNew |
$272K - $299K
|
3.04K
$312K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.92K+ 2.03% |
$261K - $288K
|
147K
$15.1M
|
|
|
May 08, 2024
Q1 2024
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
BUY
|
- |
2.9K+ 0.14% |
$259K - $286K
|
2.01M
$207M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.89KNew |
$258K - $285K
|
2.89K
$297K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.77KNew |
$248K - $274K
|
2.77K
$285K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.74K+ 10.45% |
$246K - $271K
|
29K
$2.98M
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
2.68KNew |
$240K - $265K
|
2.68K
$276K
|
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
2.67KNew |
$239K - $263K
|
2.67K
$274K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.64KNew |
$236K - $260K
|
2.64K
$271K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
2.56KNew |
$229K - $252K
|
2.56K
$263K
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.48KNew |
$222K - $245K
|
2.48K
$255K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
2.41K+ 114.67% |
$216K - $238K
|
4.51K
$464K
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
2.33KNew |
$209K - $230K
|
2.33K
$240K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.24KNew |
$201K - $221K
|
2.24K
$230K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
2.2K+ 53.37% |
$197K - $217K
|
6.33K
$651K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.08K+ 53.59% |
$186K - $205K
|
5.97K
$614K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.06KNew |
$185K - $203K
|
2.06K
$212K
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
2KNew |
$179K - $197K
|
2K
$206K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.91K+ 45.87% |
$171K - $188K
|
6.06K
$623K
|
|
|
May 13, 2024
Q1 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.9K+ 2.04% |
$170K - $187K
|
95.2K
$9.79M
|
|
|
May 15, 2024
Q1 2024
|
Uss Investment Management LTD
|
BUY
|
- |
1.9K+ 1.81% |
$170K - $187K
|
107K
$11M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.84K+ 22.1% |
$165K - $182K
|
10.2K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.83K+ 52.42% |
$164K - $181K
|
5.33K
$548K
|
|
|
Apr 09, 2024
Q1 2024
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
1.76K+ 0.14% |
$158K - $174K
|
1.23M
$127M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.76K+ 20.97% |
$157K - $173K
|
10.1K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.62KNew |
$145K - $160K
|
1.62K
$167K
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.62K+ 3.12% |
$145K - $159K
|
53.5K
$5.5M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.59K+ 65.8% |
$142K - $157K
|
4.01K
$412K
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1.5K+ 13.67% |
$134K - $148K
|
12.5K
$1.28M
|
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
1.4KNew |
$125K - $138K
|
1.4K
$144K
|
|
|
May 14, 2024
Q1 2024
|
Aviva PLC
|
BUY
|
- |
1.32K+ 0.46% |
$118K - $130K
|
289K
$29.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.21K+ 2.2% |
$108K - $119K
|
56K
$5.76M
|
|
|
May 14, 2024
Q1 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
1.11KNew |
$99.5K - $110K
|
1.11K
$114K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
1.1KNew |
$98.8K - $109K
|
1.1K
$114K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
1.09K+ 1.84% |
$97.8K - $108K
|
60.4K
$6.21M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.08KNew |
$96.2K - $106K
|
1.08K
$111K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.06KNew |
$94.5K - $104K
|
1.06K
$108K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.03K+ 37.23% |
$92.3K - $102K
|
3.8K
$391K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
1.02K+ 5.88% |
$91K - $100K
|
18.3K
$1.88M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.01K+ 7.17% |
$90K - $99.1K
|
15K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1KNew |
$89.8K - $98.9K
|
1K
$103K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
1K+ 4.6% |
$89.8K - $98.9K
|
22.8K
$2.34M
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
962+ 8.46% |
$86.1K - $94.9K
|
12.3K
$1.27M
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
870+ 112.55% |
$77.9K - $85.8K
|
1.64K
$169K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
869+ 41.86% |
$77.8K - $85.7K
|
2.95K
$303K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
814+ 30.6% |
$72.9K - $80.3K
|
3.47K
$357K
|
|
|
May 14, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
773New |
$69.2K - $76.2K
|
773
$79.5K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
715New |
$64K - $70.5K
|
715
$73.5K
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
693+ 0.01% |
$62K - $68.4K
|
9.87M
$1.02B
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
657+ 8.42% |
$58.8K - $64.8K
|
8.46K
$870K
|