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
|
Lantz Financial LLC
|
SELL
|
- |
-125- 4.14% |
$11.9K - $13K
|
2.9K
$328K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-127- 4.09% |
$12.1K - $13.2K
|
2.98K
$337K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-127- 3.24% |
$12.1K - $13.2K
|
3.79K
$429K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-133- 2.83% |
$12.6K - $13.9K
|
4.57K
$517K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-140- 4.25% |
$13.3K - $14.6K
|
3.16K
$357K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-148- 16.84% |
$14K - $15.4K
|
731
$82.8K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-155- 0.77% |
$14.7K - $16.1K
|
20K
$2.26M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-160- 1.28% |
$15.2K - $16.7K
|
12.3K
$1.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-168- 2.27% |
$15.9K - $17.5K
|
7.22K
$818K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-187- 1.45% |
$17.8K - $19.5K
|
12.7K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-189- 0.44% |
$17.9K - $19.7K
|
42.4K
$4.79M
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
SELL
|
- |
-200- 50.0% |
$19K - $20.8K
|
200
$22.6K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-210- 1.95% |
$19.9K - $21.9K
|
10.6K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-216- 2.2% |
$20.5K - $22.5K
|
9.61K
$1.09M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-221- 4.46% |
$21K - $23K
|
4.73K
$535K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-234- 8.48% |
$22.2K - $24.4K
|
2.52K
$286K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-240Closed |
$22.8K - $25K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-241- 2.05% |
$22.9K - $25.1K
|
11.5K
$1.3M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-248- 2.94% |
$23.5K - $25.8K
|
8.17K
$925K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-250- 1.37% |
$23.7K - $26K
|
18K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-269- 8.85% |
$25.5K - $28K
|
2.77K
$314K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-302- 2.35% |
$28.7K - $31.5K
|
12.5K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-309- 1.22% |
$29.3K - $32.2K
|
24.9K
$2.82M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-310- 9.21% |
$29.4K - $32.3K
|
3.06K
$346K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-345- 8.98% |
$32.7K - $35.9K
|
3.5K
$396K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-350- 58.33% |
$33.2K - $36.4K
|
250
$28.3K
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-352- 2.53% |
$33.4K - $36.7K
|
13.6K
$1.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-360- 1.25% |
$34.2K - $37.5K
|
28.4K
$3.21M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-409- 5.41% |
$38.8K - $42.6K
|
7.15K
$809K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-500- 0.96% |
$47.5K - $52.1K
|
51.4K
$5.82M
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-500- 3.65% |
$47.5K - $52.1K
|
13.2K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-510- 1.02% |
$48.4K - $53.1K
|
49.7K
$5.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-511- 4.71% |
$48.5K - $53.2K
|
10.3K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-516- 1.4% |
$49K - $53.7K
|
36.3K
$4.11M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-524- 0.94% |
$49.7K - $54.6K
|
55.2K
$6.24M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-562- 8.54% |
$53.3K - $58.5K
|
6.02K
$681K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-578- 20.17% |
$54.9K - $60.2K
|
2.29K
$259K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-600- 26.09% |
$57K - $62.5K
|
1.7K
$192K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-635- 18.95% |
$60.3K - $66.1K
|
2.72K
$307K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-673- 2.7% |
$63.9K - $70.1K
|
24.3K
$2.75M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-771- 8.92% |
$73.2K - $80.3K
|
7.87K
$891K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-789- 21.01% |
$74.9K - $82.2K
|
2.97K
$336K
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-925- 21.26% |
$87.8K - $96.3K
|
3.43K
$388K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-950- 1.79% |
$90.2K - $98.9K
|
52.3K
$5.92M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.05K- 1.76% |
$99.2K - $109K
|
58.4K
$6.61M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.05K- 6.37% |
$99.8K - $109K
|
15.5K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-1.07K- 27.44% |
$102K - $112K
|
2.84K
$321K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.09K- 47.67% |
$104K - $114K
|
1.2K
$136K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-1.1K- 9.69% |
$104K - $114K
|
10.2K
$1.16M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.11K- 39.59% |
$105K - $116K
|
1.69K
$192K
|