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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-800- 5.93% |
$71.6K - $78.9K
|
12.7K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-815- 40.13% |
$73K - $80.4K
|
1.22K
$122K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-901- 11.41% |
$80.7K - $88.9K
|
7K
$705K
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1K- 3.97% |
$89.5K - $98.6K
|
24.2K
$2.44M
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-1.1K- 3.71% |
$98.5K - $108K
|
28.5K
$2.88M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.2K- 5.9% |
$108K - $118K
|
19.2K
$1.93M
|
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-1.3K- 96.87% |
$116K - $128K
|
42
$4.23K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-1.38K- 20.33% |
$123K - $136K
|
5.39K
$543K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.38K- 4.89% |
$123K - $136K
|
26.8K
$2.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.41K- 2.57% |
$127K - $139K
|
53.6K
$5.4M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.57K- 0.51% |
$141K - $155K
|
308K
$31M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-1.68K- 17.23% |
$151K - $166K
|
8.08K
$814K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.84K- 6.5% |
$164K - $181K
|
26.4K
$2.66M
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.85K- 4.02% |
$165K - $182K
|
44.1K
$4.45M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.25K- 22.07% |
$202K - $222K
|
7.95K
$801K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.33K- 17.81% |
$208K - $230K
|
10.7K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.51K- 4.83% |
$225K - $248K
|
49.4K
$4.98M
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-2.53K- 0.07% |
$227K - $250K
|
3.61M
$363M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.54K- 23.02% |
$227K - $250K
|
8.48K
$854K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.56K- 21.06% |
$229K - $252K
|
9.58K
$965K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-2.6K- 0.1% |
$232K - $256K
|
2.63M
$265M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-2.88K- 9.82% |
$257K - $284K
|
26.4K
$2.66M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.94K- 26.34% |
$264K - $290K
|
8.23K
$829K
|
|
|
May 06, 2024
Q1 2024
|
Davis Rea Ltd.
|
SELL
|
- |
-2.95K- 30.92% |
$264K - $291K
|
6.59K
$663K
|
|
|
Apr 30, 2024
Q1 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-3.08K- 1.65% |
$276K - $304K
|
184K
$18.5M
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-3.15K- 59.45% |
$282K - $311K
|
2.15K
$217K
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-3.46K- 56.19% |
$310K - $342K
|
2.7K
$272K
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-4K- 52.32% |
$358K - $395K
|
3.65K
$367K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4.35K- 56.5% |
$390K - $429K
|
3.35K
$338K
|
|
|
May 15, 2024
Q1 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-4.41K- 3.22% |
$394K - $434K
|
132K
$13.3M
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.29K- 6.27% |
$473K - $521K
|
79.1K
$7.96M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-5.86K- 5.11% |
$525K - $578K
|
109K
$11M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6K- 99.01% |
$537K - $592K
|
60
$6.04K
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-6.2K- 1.98% |
$555K - $612K
|
307K
$30.9M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-7.08K- 1.72% |
$634K - $698K
|
404K
$40.7M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.6K- 2.78% |
$680K - $749K
|
266K
$26.8M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-8.08K- 55.25% |
$723K - $797K
|
6.54K
$659K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.24K- 25.28% |
$738K - $813K
|
24.4K
$2.45M
|
|
|
May 13, 2024
Q1 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-8.83K- 14.48% |
$791K - $871K
|
52.1K
$5.25M
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-10K- 42.57% |
$895K - $986K
|
13.5K
$1.36M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.4K- 13.51% |
$1.02M - $1.13M
|
73.1K
$7.36M
|
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-12.2K- 47.79% |
$1.1M - $1.21M
|
13.4K
$1.35M
|
|
|
May 13, 2024
Q1 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-14.9K- 1.53% |
$1.34M - $1.47M
|
960K
$96.7M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-15.4K- 90.2% |
$1.37M - $1.51M
|
1.67K
$168K
|
|
|
May 02, 2024
Q1 2024
|
Value Partners Investments Inc.
|
SELL
|
- |
-15.8K- 2.03% |
$1.41M - $1.55M
|
759K
$76.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-16.1K- 10.02% |
$1.44M - $1.59M
|
145K
$14.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-16.7K- 3.44% |
$1.5M - $1.65M
|
470K
$47.3M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-18.3K- 11.45% |
$1.64M - $1.81M
|
142K
$14.3M
|
|
|
May 15, 2024
Q1 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-18.7K- 11.31% |
$1.67M - $1.84M
|
147K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-20.1K- 45.89% |
$1.8M - $1.98M
|
23.7K
$2.39M
|