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 26, 2024
Q1 2024
|
Caldwell Investment Management Ltd.
|
BUY
|
- |
600+ 1.16% |
$53.7K - $59.2K
|
52.4K
$4.99M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
600+ 15.38% |
$53.7K - $59.2K
|
4.5K
$429K
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
568+ 2.09% |
$50.9K - $56K
|
27.7K
$2.64M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
557+ 1.29% |
$49.9K - $54.9K
|
43.8K
$4.18M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
528+ 1.48% |
$47.3K - $52.1K
|
36.2K
$3.45M
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
517+ 1.13% |
$46.3K - $51K
|
46.2K
$4.4M
|
|
|
May 14, 2024
Q1 2024
|
Credit Agricole S A
|
BUY
|
- |
501+ 11.16% |
$44.9K - $49.4K
|
4.99K
$476K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
483+ 5.06% |
$43.2K - $47.6K
|
10K
$955K
|
|
|
Apr 24, 2024
Q1 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
481+ 2.38% |
$43.1K - $47.4K
|
20.7K
$1.97M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
437+ 17.85% |
$39.1K - $43.1K
|
2.89K
$275K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
428+ 18.28% |
$38.3K - $42.2K
|
2.77K
$264K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
428+ 7.46% |
$38.3K - $42.2K
|
6.17K
$588K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
409+ 1.88% |
$36.6K - $40.3K
|
22.1K
$2.11M
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
400+ 9.74% |
$35.8K - $39.5K
|
4.51K
$429K
|
|
|
May 06, 2024
Q1 2024
|
Mufg Securities (Canada), Ltd.
New York, NY |
BUY
|
- |
377New |
$33.8K - $37.2K
|
377
$35.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
332+ 7.9% |
$29.7K - $32.7K
|
4.54K
$432K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
327+ 10.54% |
$29.3K - $32.3K
|
3.43K
$327K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
305+ 3.98% |
$27.3K - $30.1K
|
7.98K
$760K
|
|
|
Apr 10, 2024
Q1 2024
|
Nexus Investment Management Ulc
|
BUY
|
- |
300+ 1.81% |
$26.9K - $29.6K
|
16.8K
$1.61M
|
|
|
May 02, 2024
Q1 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
298+ 0.43% |
$26.7K - $29.4K
|
69.5K
$6.62M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
292+ 83.43% |
$26.1K - $28.8K
|
642
$61.2K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
289+ 9.14% |
$25.9K - $28.5K
|
3.45K
$329K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
288+ 17.17% |
$25.8K - $28.4K
|
1.97K
$187K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
282+ 12.38% |
$25.2K - $27.8K
|
2.56K
$244K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
272+ 1.79% |
$24.4K - $26.8K
|
15.5K
$1.47M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
250New |
$22.4K - $24.7K
|
250
$23.8K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
225+ 4.18% |
$20.1K - $22.2K
|
5.61K
$534K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
224+ 4.79% |
$20.1K - $22.1K
|
4.9K
$467K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
220+ 10.58% |
$19.7K - $21.7K
|
2.3K
$219K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
206+ 37.18% |
$18.4K - $20.3K
|
760
$72.4K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
200New |
$17.9K - $19.7K
|
200
$19.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
193+ 8.87% |
$17.3K - $19K
|
2.37K
$226K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
174+ 2.41% |
$15.6K - $17.2K
|
7.39K
$705K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
173+ 25.52% |
$15.5K - $17.1K
|
851
$81.1K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
173+ 8.41% |
$15.5K - $17.1K
|
2.23K
$213K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
160+ 34.56% |
$14.3K - $15.8K
|
623
$59.4K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
156+ 1.53% |
$14K - $15.4K
|
10.3K
$985K
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
149+ 0.74% |
$13.3K - $14.7K
|
20.4K
$1.94M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
139+ 28.02% |
$12.4K - $13.7K
|
635
$60.5K
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
126+ 4.57% |
$11.3K - $12.4K
|
2.88K
$275K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
120+ 1.91% |
$10.7K - $11.8K
|
6.39K
$609K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
103+ 0.58% |
$9.22K - $10.2K
|
17.9K
$1.71M
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
100+ 0.73% |
$8.95K - $9.86K
|
13.8K
$1.32M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
100+ 7.52% |
$8.95K - $9.86K
|
1.43K
$136K
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
100+ 1.33% |
$8.95K - $9.86K
|
7.59K
$723K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
100+ 11.22% |
$8.95K - $9.86K
|
991
$94.4K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
99+ 3.3% |
$8.86K - $9.76K
|
3.1K
$296K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
98+ 4.22% |
$8.77K - $9.67K
|
2.42K
$231K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
93+ 3.35% |
$8.33K - $9.17K
|
2.87K
$273K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
91+ 2.54% |
$8.15K - $8.98K
|
3.67K
$350K
|