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 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
98+ 4.22% |
$8.77K - $9.67K
|
2.42K
$274K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
93+ 3.35% |
$8.33K - $9.17K
|
2.87K
$324K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
91+ 2.54% |
$8.15K - $8.98K
|
3.67K
$416K
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
BUY
|
- |
88New |
$7.88K - $8.68K
|
88
$9.96K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
87+ 0.43% |
$7.79K - $8.58K
|
20.4K
$2.31M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
82+ 18.18% |
$7.34K - $8.09K
|
533
$60.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
77+ 42.31% |
$6.89K - $7.59K
|
259
$29.3K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
72+ 34.62% |
$6.45K - $7.1K
|
280
$31.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
60+ 0.48% |
$5.37K - $5.92K
|
12.6K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
57+ 0.19% |
$5.1K - $5.62K
|
30.6K
$3.46M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
46+ 1.86% |
$4.12K - $4.54K
|
2.52K
$285K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
39+ 139.29% |
$3.49K - $3.85K
|
67
$7.59K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
35+ 3.03% |
$3.13K - $3.45K
|
1.19K
$135K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
35+ 0.77% |
$3.13K - $3.45K
|
4.58K
$519K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
34+ 3.49% |
$3.04K - $3.35K
|
1.01K
$114K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
30+ 4.39% |
$2.69K - $2.96K
|
713
$80.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
28+ 14.51% |
$2.51K - $2.76K
|
221
$25K
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
24+ 0.13% |
$2.15K - $2.37K
|
19.1K
$2.17M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
22+ 0.92% |
$1.97K - $2.17K
|
2.42K
$274K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
20+ 0.56% |
$1.79K - $1.97K
|
3.62K
$410K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
20+ 0.75% |
$1.79K - $1.97K
|
2.68K
$304K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
19+ 0.19% |
$1.7K - $1.87K
|
9.79K
$1.11M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
14+ 28.0% |
$1.25K - $1.38K
|
64
$7.25K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14+ 4.14% |
$1.25K - $1.38K
|
352
$39.8K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12New |
$1.07K - $1.18K
|
12
$1.36K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12New |
$1.07K - $1.18K
|
12
$1.36K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
11+ 0.37% |
$985 - $1.08K
|
2.96K
$336K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8New |
$716 - $789
|
8
$906
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
8+ 0.61% |
$716 - $789
|
1.33K
$150K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
7+ 0.34% |
$627 - $690
|
2.06K
$234K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4+ 0.04% |
$358 - $395
|
10.3K
$1.17M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
4+ 0.11% |
$358 - $395
|
3.61K
$408K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3+ 0.06% |
$269 - $296
|
5.14K
$582K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
3+ 0.11% |
$269 - $296
|
2.77K
$314K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.66% |
$269 - $296
|
460
$52.1K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.08% |
$179 - $197
|
2.52K
$285K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.38% |
$179 - $197
|
529
$59.9K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 1.82% |
$89.5 - $98.6
|
56
$6.34K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.85% |
$89.5 - $98.6
|
118
$13.4K
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-4- 0.08% |
$358 - $395
|
5.27K
$597K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-8- 5.06% |
$716 - $789
|
150
$17K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-8- 3.05% |
$716 - $789
|
254
$28.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-11- 0.37% |
$985 - $1.08K
|
2.97K
$336K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-11- 0.28% |
$985 - $1.08K
|
3.92K
$443K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-23- 0.52% |
$2.06K - $2.27K
|
4.42K
$501K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-24- 1.42% |
$2.15K - $2.37K
|
1.67K
$188K
|