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 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-50- 0.59% |
$4.48K - $4.93K
|
8.4K
$864K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-50- 1.92% |
$4.48K - $4.93K
|
2.55K
$262K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-50- 5.31% |
$4.48K - $4.93K
|
892
$91.7K
|
|
|
May 15, 2024
Q1 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-56- 0.76% |
$5.01K - $5.52K
|
7.36K
$757K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-84- 3.38% |
$7.52K - $8.28K
|
2.4K
$247K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-91- 0.67% |
$8.15K - $8.98K
|
13.4K
$1.38M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-94- 2.98% |
$8.42K - $9.27K
|
3.06K
$314K
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-100- 1.23% |
$8.95K - $9.86K
|
8.04K
$827K
|
|
|
May 14, 2024
Q1 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-100- 0.4% |
$8.95K - $9.86K
|
25K
$2.57M
|
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-113- 53.05% |
$10.1K - $11.1K
|
100
$10.3K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-136- 1.39% |
$12.2K - $13.4K
|
9.65K
$992K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-140- 0.87% |
$12.5K - $13.8K
|
15.9K
$1.64M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-144- 6.39% |
$12.9K - $14.2K
|
2.11K
$217K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-154- 45.03% |
$13.8K - $15.2K
|
188
$19.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Baskin Financial Services Inc.
|
SELL
|
- |
-157- 3.42% |
$14.1K - $15.5K
|
4.43K
$455K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-160- 4.75% |
$14.3K - $15.8K
|
3.21K
$330K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-172- 3.06% |
$15.4K - $17K
|
5.44K
$559K
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-172- 17.29% |
$15.4K - $17K
|
823
$84.6K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-175- 7.13% |
$15.7K - $17.3K
|
2.28K
$235K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-176- 1.25% |
$15.8K - $17.4K
|
13.9K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-230- 4.73% |
$20.6K - $22.7K
|
4.64K
$477K
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-236- 3.56% |
$21.1K - $23.3K
|
6.39K
$657K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-240- 0.42% |
$21.5K - $23.7K
|
56.4K
$5.8M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-243- 7.82% |
$21.8K - $24K
|
2.86K
$294K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-259- 7.7% |
$23.2K - $25.5K
|
3.1K
$319K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-267- 1.25% |
$23.9K - $26.3K
|
21K
$2.16M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-303- 70.63% |
$27.1K - $29.9K
|
126
$13K
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-305- 4.67% |
$27.3K - $30.1K
|
6.22K
$640K
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-323- 9.7% |
$28.9K - $31.9K
|
3.01K
$309K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-329- 10.49% |
$29.5K - $32.4K
|
2.81K
$289K
|
|
|
Apr 23, 2024
Q1 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-330- 1.07% |
$29.5K - $32.5K
|
30.5K
$3.14M
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-345- 3.85% |
$30.9K - $34K
|
8.61K
$885K
|
|
|
May 06, 2024
Q1 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-353- 4.16% |
$31.6K - $34.8K
|
8.14K
$837K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-404- 5.15% |
$36.2K - $39.8K
|
7.45K
$765K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-415- 4.47% |
$37.2K - $40.9K
|
8.87K
$912K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-420- 94.81% |
$37.6K - $41.4K
|
23
$2.36K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-425- 1.86% |
$38.1K - $41.9K
|
22.4K
$2.31M
|
|
|
May 09, 2024
Q1 2024
|
Scheer, Rowlett & Associates Investment Management Ltd.
|
SELL
|
- |
-429- 0.21% |
$38.4K - $42.3K
|
207K
$21.3M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-432- 3.15% |
$38.7K - $42.6K
|
13.3K
$1.36M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-500- 10.03% |
$44.8K - $49.3K
|
4.48K
$461K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-500- 11.94% |
$44.8K - $49.3K
|
3.69K
$379K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-508- 0.95% |
$45.5K - $50.1K
|
53.1K
$5.45M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-539- 8.75% |
$48.3K - $53.2K
|
5.62K
$578K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-576- 9.04% |
$51.6K - $56.8K
|
5.79K
$596K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-577- 12.6% |
$51.7K - $56.9K
|
4K
$411K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-586- 2.87% |
$52.5K - $57.8K
|
19.8K
$2.04M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-590- 10.51% |
$52.8K - $58.2K
|
5.03K
$517K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-595- 11.85% |
$53.3K - $58.7K
|
4.43K
$455K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-637- 0.89% |
$57K - $62.8K
|
71.3K
$7.33M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-649- 4.71% |
$58.1K - $64K
|
13.1K
$1.35M
|