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 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.07K+ 5.0% |
$101K - $111K
|
22.4K
$2.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.04K+ 3.6% |
$98.9K - $109K
|
30K
$3.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.04K+ 4.54% |
$98.2K - $108K
|
23.8K
$2.7M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.02K+ 15.17% |
$96.6K - $106K
|
7.73K
$875K
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1K+ 3.24% |
$94.9K - $104K
|
31.9K
$3.61M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
928+ 10.99% |
$88.1K - $96.6K
|
9.37K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
906+ 3.52% |
$86K - $94.4K
|
26.6K
$3.02M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
900New |
$85.4K - $93.7K
|
900
$102K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
879+ 21.87% |
$83.4K - $91.5K
|
4.9K
$555K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
857+ 36.27% |
$81.3K - $89.2K
|
3.22K
$365K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
834+ 42.34% |
$79.2K - $86.9K
|
2.8K
$317K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
826+ 27.2% |
$78.4K - $86K
|
3.86K
$437K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
810+ 2.43% |
$76.9K - $84.4K
|
34.2K
$3.87M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
774+ 24.3% |
$73.5K - $80.6K
|
3.96K
$448K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
768+ 50.73% |
$72.9K - $80K
|
2.28K
$258K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
682New |
$64.7K - $71K
|
682
$77.2K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
654+ 14.16% |
$62.1K - $68.1K
|
5.27K
$597K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
643+ 55.67% |
$61K - $67K
|
1.8K
$204K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
613+ 1.18% |
$58.2K - $63.8K
|
52.5K
$5.95M
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
600New |
$57K - $62.5K
|
600
$67.9K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
557New |
$52.9K - $58K
|
557
$63.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
514+ 20.43% |
$48.8K - $53.5K
|
3.03K
$343K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
507+ 4.66% |
$48.1K - $52.8K
|
11.4K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
507+ 7.52% |
$48.1K - $52.8K
|
7.25K
$821K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
493+ 7.83% |
$46.8K - $51.3K
|
6.79K
$769K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
469New |
$44.5K - $48.8K
|
469
$53.1K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
452+ 19.96% |
$42.9K - $47.1K
|
2.72K
$307K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
441New |
$41.9K - $45.9K
|
441
$49.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
440New |
$41.8K - $45.8K
|
440
$49.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
426+ 0.46% |
$40.4K - $44.4K
|
92.1K
$10.4M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
411+ 0.1% |
$39K - $42.8K
|
419K
$47.4M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
408New |
$38.7K - $42.5K
|
408
$46.2K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
407+ 15.64% |
$38.6K - $42.4K
|
3.01K
$341K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
405+ 405.0% |
$38.4K - $42.2K
|
505
$57.2K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
400+ 6.44% |
$38K - $41.7K
|
6.61K
$748K
|
|
|
May 13, 2025
Q1 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
397+ 8.75% |
$37.7K - $41.3K
|
4.94K
$559K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
373New |
$35.4K - $38.8K
|
373
$42.2K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
359New |
$34.1K - $37.4K
|
359
$40.6K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
359+ 5.54% |
$34.1K - $37.4K
|
6.84K
$774K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
355+ 1.49% |
$33.7K - $37K
|
24.2K
$2.73M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
355+ 23.83% |
$33.7K - $37K
|
1.85K
$209K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
352+ 5.3% |
$33.4K - $36.7K
|
7K
$792K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
350+ 7.94% |
$33.2K - $36.4K
|
4.76K
$538K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
309+ 8.25% |
$29.3K - $32.2K
|
4.06K
$459K
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
300+ 0.43% |
$28.5K - $31.2K
|
70.3K
$7.96M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
255+ 4.74% |
$24.2K - $26.6K
|
5.63K
$637K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
243+ 28.32% |
$23.1K - $25.3K
|
1.1K
$125K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
212+ 1.18% |
$20.1K - $22.1K
|
18.2K
$2.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
200+ 39.22% |
$19K - $20.8K
|
710
$80.4K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
197+ 0.81% |
$18.7K - $20.5K
|
24.5K
$2.78M
|