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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
196+ 5.44% |
$18.6K - $20.4K
|
3.8K
$430K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
193New |
$18.3K - $20.1K
|
193
$21.8K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
190+ 228.92% |
$18K - $19.8K
|
273
$30.9K
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
186+ 2.97% |
$17.7K - $19.4K
|
6.45K
$731K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
180New |
$17.1K - $18.7K
|
180
$20.4K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
175+ 7.58% |
$16.6K - $18.2K
|
2.49K
$281K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
160+ 0.11% |
$15.2K - $16.7K
|
145K
$16.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
152New |
$14.4K - $15.8K
|
152
$17.2K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
150New |
$14.2K - $15.6K
|
150
$17K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
150New |
$14.2K - $15.6K
|
150
$17K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
142+ 1.77% |
$13.5K - $14.8K
|
8.15K
$922K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
127+ 0.23% |
$12.1K - $13.2K
|
55.9K
$6.33M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
123+ 1.48% |
$11.7K - $12.8K
|
8.45K
$956K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
120+ 2.61% |
$11.4K - $12.5K
|
4.72K
$534K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
83+ 1.6% |
$7.88K - $8.64K
|
5.26K
$595K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
81+ 7.74% |
$7.69K - $8.44K
|
1.13K
$128K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
77+ 1.28% |
$7.31K - $8.02K
|
6.08K
$688K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
75+ 2.68% |
$7.12K - $7.81K
|
2.88K
$326K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
70+ 2.55% |
$6.64K - $7.29K
|
2.82K
$319K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
70+ 2.45% |
$6.64K - $7.29K
|
2.93K
$331K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
65+ 3.19% |
$6.17K - $6.77K
|
2.1K
$238K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
62+ 15.31% |
$5.89K - $6.46K
|
467
$52.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
58New |
$5.51K - $6.04K
|
58
$6.57K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
52+ 2.33% |
$4.94K - $5.42K
|
2.28K
$258K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
50+ 2.35% |
$4.75K - $5.21K
|
2.18K
$247K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
50New |
$4.75K - $5.21K
|
50
$5.66K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
49New |
$4.65K - $5.1K
|
49
$5.55K
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
49New |
$4.65K - $5.1K
|
49
$5.55K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
48+ 0.69% |
$4.56K - $5K
|
6.99K
$792K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
44+ 0.46% |
$4.18K - $4.58K
|
9.68K
$1.1M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
40New |
$3.8K - $4.17K
|
40
$4.53K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
39+ 1.21% |
$3.7K - $4.06K
|
3.26K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
35+ 0.6% |
$3.32K - $3.64K
|
5.87K
$665K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
35New |
$3.32K - $3.64K
|
35
$3.96K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
33+ 4.85% |
$3.13K - $3.44K
|
713
$80.7K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
32+ 0.36% |
$3.04K - $3.33K
|
9K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
31+ 5.07% |
$2.94K - $3.23K
|
643
$72.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
30+ 1.76% |
$2.85K - $3.12K
|
1.74K
$197K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
29+ 0.58% |
$2.75K - $3.02K
|
4.99K
$565K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
28+ 0.84% |
$2.66K - $2.92K
|
3.35K
$379K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
26+ 0.08% |
$2.47K - $2.71K
|
33.6K
$3.81M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25+ 104.17% |
$2.37K - $2.6K
|
49
$5.55K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
25+ 1.12% |
$2.37K - $2.6K
|
2.26K
$256K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
25+ 0.58% |
$2.37K - $2.6K
|
4.33K
$490K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
24New |
$2.28K - $2.5K
|
24
$2.72K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
12New |
$1.14K - $1.25K
|
12
$1.36K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
12+ 1.14% |
$1.14K - $1.25K
|
1.06K
$120K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
11+ 3.3% |
$1.04K - $1.15K
|
344
$38.9K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
7+ 0.08% |
$664 - $729
|
8.73K
$988K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7+ 0.18% |
$664 - $729
|
3.88K
$440K
|