Purchases and Sales Made in Q2 2022 in Bank Of Montreal (BMO)
This table provides information about the institutional ownership of Bank Of Montreal (BMO) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2022
Q2 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.93K+ 301.03% |
$275K - $347K
|
3.91K
$372K
|
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.79K+ 156.84% |
$262K - $330K
|
4.56K
$435K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.66K+ 3.76% |
$249K - $314K
|
73.3K
$6.99M
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.52KNew |
$236K - $297K
|
2.52K
$240K
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.46KNew |
$231K - $291K
|
2.46K
$234K
|
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.44K+ 5.06% |
$229K - $289K
|
50.7K
$4.83M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.39K+ 32.73% |
$224K - $282K
|
9.68K
$922K
|
|
|
Aug 05, 2022
Q2 2022
|
Thornburg Investment Management Inc
|
BUY
|
- |
2.33K+ 3.03% |
$219K - $276K
|
79.4K
$7.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.33KNew |
$219K - $276K
|
2.33K
$222K
|
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.27KNew |
$213K - $269K
|
2.27K
$216K
|
|
|
Aug 15, 2022
Q2 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.21KNew |
$207K - $261K
|
2.21K
$210K
|
|
|
Aug 15, 2022
Q2 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
2.09KNew |
$196K - $247K
|
2.09K
$199K
|
|
|
Aug 15, 2022
Q2 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.84K+ 7.78% |
$172K - $217K
|
25.4K
$2.42M
|
|
|
Jul 27, 2022
Q2 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.68K+ 7.8% |
$157K - $198K
|
23.2K
$2.21M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.46K+ 65.46% |
$137K - $173K
|
3.69K
$352K
|
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.43K+ 24.46% |
$134K - $169K
|
7.25K
$691K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.3K+ 2.65% |
$122K - $154K
|
50.3K
$4.79M
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1.26KNew |
$118K - $148K
|
1.26K
$120K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.25K+ 16.82% |
$117K - $148K
|
8.68K
$827K
|
|
|
Aug 09, 2022
Q2 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1.2K+ 1.81% |
$112K - $142K
|
67.2K
$6.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.19K+ 15.91% |
$112K - $141K
|
8.66K
$825K
|
|
|
Jul 27, 2022
Q2 2022
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
1.16K+ 0.8% |
$109K - $137K
|
146K
$13.9M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.13K+ 66.94% |
$106K - $134K
|
2.82K
$269K
|
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
1.13K+ 1.91% |
$106K - $134K
|
60.2K
$5.73M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.13K+ 12.61% |
$106K - $133K
|
10K
$957K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.12K+ 9.69% |
$105K - $133K
|
12.7K
$1.21M
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
868+ 45.93% |
$81.5K - $103K
|
2.76K
$263K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
856+ 3.54% |
$80.3K - $101K
|
25K
$2.39M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
844+ 3.46% |
$79.2K - $99.8K
|
25.2K
$2.4M
|
|
|
Aug 03, 2022
Q2 2022
|
Van Eck Associates Corp
|
BUY
|
- |
817+ 4.79% |
$76.7K - $96.6K
|
17.9K
$1.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
800+ 24.24% |
$75.1K - $94.6K
|
4.1K
$391K
|
|
|
Aug 12, 2022
Q2 2022
|
Portland Investment Counsel Inc.
Burlington, A6 |
BUY
|
- |
800+ 0.8% |
$75.1K - $94.6K
|
101K
$9.61M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
760+ 3.43% |
$71.3K - $89.9K
|
22.9K
$2.18M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
692New |
$64.9K - $81.9K
|
692
$65.9K
|
|
|
Jul 05, 2022
Q2 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
691+ 36.06% |
$64.9K - $81.7K
|
2.61K
$248K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
637+ 26.83% |
$59.8K - $75.4K
|
3.01K
$287K
|
|
|
Aug 02, 2022
Q2 2022
|
Tobam
|
BUY
|
- |
635+ 58.53% |
$59.6K - $75.1K
|
1.72K
$164K
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
633+ 10.99% |
$59.4K - $74.9K
|
6.39K
$609K
|
|
|
Jul 19, 2022
Q2 2022
|
Value Partners Investments Inc.
|
BUY
|
- |
624+ 0.11% |
$58.6K - $73.8K
|
550K
$52.4M
|
|
|
Aug 03, 2022
Q2 2022
|
Candriam S.C.A.
|
BUY
|
- |
621+ 0.48% |
$58.3K - $73.5K
|
129K
$12.3M
|
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
608+ 6.64% |
$57.1K - $71.9K
|
9.76K
$930K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
605New |
$56.8K - $71.6K
|
605
$57.7K
|
|
|
Aug 08, 2022
Q2 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
594+ 2.51% |
$55.7K - $70.3K
|
24.3K
$2.31M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
523+ 23.64% |
$49.1K - $61.9K
|
2.74K
$261K
|
|
|
Jul 26, 2022
Q2 2022
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
508+ 6.35% |
$47.7K - $60.1K
|
8.51K
$811K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
486+ 7.37% |
$45.6K - $57.5K
|
7.08K
$674K
|
|
|
Aug 15, 2022
Q2 2022
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
478+ 0.57% |
$44.9K - $56.5K
|
83.8K
$7.98M
|
|
|
Aug 15, 2022
Q2 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
465+ 3.92% |
$43.6K - $55K
|
12.3K
$1.18M
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
439+ 17.12% |
$41.2K - $51.9K
|
3K
$286K
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
403New |
$37.8K - $47.7K
|
403
$38.4K
|