Purchases and Sales Made in Q1 2025 in Bank Of Montreal (BMO)
This table provides information about the institutional ownership of Bank Of Montreal (BMO) during Q1 2025. 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 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
3.37KNew |
$320K - $351K
|
3.37K
$382K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.3K+ 7.18% |
$314K - $344K
|
49.3K
$5.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
3.3K+ 1.41% |
$313K - $343K
|
237K
$26.9M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.27K+ 5.99% |
$310K - $340K
|
57.8K
$6.54M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.17KNew |
$301K - $330K
|
3.17K
$358K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.17KNew |
$301K - $330K
|
3.17K
$358K
|
|
|
May 15, 2025
Q1 2025
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
3.01KNew |
$286K - $313K
|
3.01K
$341K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.99K+ 39.07% |
$283K - $311K
|
10.6K
$1.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
2.95KNew |
$280K - $307K
|
2.95K
$334K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.87KNew |
$273K - $299K
|
2.87K
$325K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.87K+ 5407.55% |
$272K - $298K
|
2.92K
$330K
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
2.77KNew |
$263K - $289K
|
2.77K
$314K
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.75KNew |
$261K - $287K
|
2.75K
$312K
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
2.71K+ 0.54% |
$257K - $282K
|
506K
$57.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
2.68KNew |
$254K - $279K
|
2.68K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.67K+ 87.1% |
$254K - $278K
|
5.74K
$650K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.66KNew |
$253K - $277K
|
2.66K
$302K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.61KNew |
$248K - $272K
|
2.61K
$296K
|
|
|
May 15, 2025
Q1 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.6KNew |
$247K - $271K
|
2.6K
$294K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.5KNew |
$238K - $261K
|
2.5K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.5KNew |
$238K - $261K
|
2.5K
$283K
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
2.5KNew |
$237K - $260K
|
2.5K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.5KNew |
$237K - $260K
|
2.5K
$283K
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
2.49KNew |
$237K - $260K
|
2.49K
$282K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
2.46K+ 2.54% |
$234K - $256K
|
99.5K
$11.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.41KNew |
$229K - $251K
|
2.41K
$273K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.39KNew |
$226K - $248K
|
2.39K
$270K
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
2.24K+ 41.02% |
$212K - $233K
|
7.69K
$871K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.23K+ 1.15% |
$212K - $233K
|
196K
$22.2M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
2.21KNew |
$210K - $230K
|
2.21K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.2KNew |
$209K - $229K
|
2.2K
$249K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.19KNew |
$208K - $228K
|
2.19K
$248K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
2.01K+ 4.33% |
$191K - $209K
|
48.4K
$5.48M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.93K+ 14.63% |
$183K - $200K
|
15.1K
$1.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
1.9K+ 4.49% |
$180K - $198K
|
44.2K
$5.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.9K+ 16.47% |
$180K - $197K
|
13.4K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.7K+ 72.46% |
$161K - $177K
|
4.04K
$457K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.67K+ 141.63% |
$158K - $174K
|
2.84K
$322K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.59K+ 54.26% |
$151K - $166K
|
4.53K
$513K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1.52KNew |
$144K - $158K
|
1.52K
$172K
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
1.5K+ 8.57% |
$142K - $156K
|
19K
$2.15M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.37K+ 14.01% |
$130K - $143K
|
11.1K
$1.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.28K+ 11.74% |
$122K - $133K
|
12.2K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
BUY
|
- |
1.14K+ 22.21% |
$108K - $119K
|
6.27K
$710K
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
1.12K+ 5.95% |
$106K - $116K
|
19.9K
$2.25M
|
|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.08K+ 0.67% |
$102K - $112K
|
162K
$18.4M
|
|
|
May 06, 2025
Q1 2025
|
Davis Rea Ltd.
|
BUY
|
- |
1.08K+ 36.85% |
$102K - $112K
|
4K
$453K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1.07KNew |
$102K - $112K
|
1.07K
$121K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.07K+ 9.37% |
$102K - $111K
|
12.5K
$1.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
1.07K+ 5.05% |
$101K - $111K
|
22.2K
$2.52M
|