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 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6+ 1.23% |
$570 - $625
|
493
$55.8K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5+ 0.08% |
$475 - $521
|
6.07K
$687K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
4+ 0.12% |
$380 - $417
|
3.33K
$376K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4+ 0.09% |
$380 - $417
|
4.45K
$503K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
4+ 2.88% |
$380 - $417
|
143
$16.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3+ 0.13% |
$285 - $312
|
2.27K
$257K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
3+ 7.89% |
$285 - $312
|
41
$4.64K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
2+ 0.04% |
$190 - $208
|
4.47K
$506K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-3- 6.52% |
$285 - $312
|
43
$4.87K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-4- 13.33% |
$380 - $417
|
26
$2.94K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-6- 0.18% |
$570 - $625
|
3.27K
$370K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7- 58.33% |
$664 - $729
|
5
$566
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-9- 0.15% |
$854 - $937
|
6.07K
$687K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-10- 12.82% |
$949 - $1.04K
|
68
$7.7K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15- 0.09% |
$1.42K - $1.56K
|
15.9K
$1.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-16- 0.63% |
$1.52K - $1.67K
|
2.54K
$288K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-16- 0.36% |
$1.52K - $1.67K
|
4.46K
$505K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-19- 6.07% |
$1.8K - $1.98K
|
294
$33.3K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-24- 0.05% |
$2.28K - $2.5K
|
52.1K
$5.9M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-28- 14.14% |
$2.66K - $2.92K
|
170
$19.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-29- 0.96% |
$2.75K - $3.02K
|
3K
$339K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-30- 3.47% |
$2.85K - $3.12K
|
834
$94.4K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-32- 1.07% |
$3.04K - $3.33K
|
2.96K
$335K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-33- 21.57% |
$3.13K - $3.44K
|
120
$13.6K
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-35- 0.09% |
$3.32K - $3.64K
|
39.7K
$4.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-35- 0.89% |
$3.32K - $3.64K
|
3.88K
$439K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-37- 0.76% |
$3.51K - $3.85K
|
4.85K
$549K
|
|
|
May 14, 2025
Q1 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-44- 0.14% |
$4.18K - $4.58K
|
30.6K
$3.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-55- 0.38% |
$5.22K - $5.73K
|
14.4K
$1.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-58- 0.31% |
$5.51K - $6.04K
|
18.5K
$2.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-61- 0.1% |
$5.79K - $6.35K
|
59.3K
$6.72M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-67- 2.47% |
$6.36K - $6.98K
|
2.65K
$300K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-68- 0.3% |
$6.45K - $7.08K
|
22.2K
$2.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-68- 2.41% |
$6.45K - $7.08K
|
2.76K
$312K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-70- 2.02% |
$6.64K - $7.29K
|
3.39K
$384K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-72- 52.94% |
$6.83K - $7.5K
|
64
$7.25K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-80- 0.59% |
$7.59K - $8.33K
|
13.4K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-81- 84.38% |
$7.69K - $8.44K
|
15
$1.7K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-88- 0.81% |
$8.35K - $9.16K
|
10.7K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-90- 93.75% |
$8.54K - $9.37K
|
6
$679
|
|
|
May 14, 2025
Q1 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-100- 0.03% |
$9.49K - $10.4K
|
397K
$45M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-100- 0.58% |
$9.49K - $10.4K
|
17.2K
$1.95M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-103- 6.92% |
$9.78K - $10.7K
|
1.39K
$157K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-117- 3.44% |
$11.1K - $12.2K
|
3.28K
$372K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-120- 2.42% |
$11.4K - $12.5K
|
4.83K
$547K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-122- 4.42% |
$11.6K - $12.7K
|
2.64K
$298K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-125- 1.97% |
$11.9K - $13K
|
6.23K
$705K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-125- 3.86% |
$11.9K - $13K
|
3.12K
$353K
|