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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
385+ 9.75% |
$36.1K - $45.5K
|
4.34K
$446K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
381New |
$35.8K - $45.1K
|
381
$39.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
378+ 19.81% |
$35.5K - $44.7K
|
2.29K
$235K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
358+ 5.91% |
$33.6K - $42.3K
|
6.42K
$660K
|
|
|
Jul 29, 2022
Q2 2022
|
Ti Trust, Inc
|
BUY
|
- |
352+ 5.68% |
$33K - $41.6K
|
6.55K
$674K
|
|
|
Jul 28, 2022
Q2 2022
|
North Star Asset Management Inc
|
BUY
|
- |
351+ 3.42% |
$32.9K - $41.5K
|
10.6K
$1.09M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
350New |
$32.8K - $41.4K
|
350
$36K
|
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
349+ 12.01% |
$32.8K - $41.3K
|
3.26K
$335K
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
334+ 9.61% |
$31.3K - $39.5K
|
3.81K
$392K
|
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
BUY
|
- |
327+ 13.69% |
$30.7K - $38.7K
|
2.72K
$279K
|
|
|
Aug 25, 2022
Q2 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
321+ 0.06% |
$30.1K - $38K
|
564K
$58M
|
|
|
Aug 12, 2022
Q2 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
299+ 3.45% |
$28.1K - $35.4K
|
8.97K
$922K
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
BUY
|
- |
260+ 1.48% |
$24.4K - $30.8K
|
17.8K
$1.83M
|
|
|
Aug 12, 2022
Q2 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
251+ 1.69% |
$23.6K - $29.7K
|
15.1K
$1.55M
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
250New |
$23.5K - $29.6K
|
250
$25.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
250+ 11.24% |
$23.5K - $29.6K
|
2.48K
$254K
|
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
224New |
$21K - $26.5K
|
224
$23K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
216+ 3.53% |
$20.3K - $25.6K
|
6.34K
$652K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
211+ 6.12% |
$19.8K - $25K
|
3.66K
$376K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
200+ 266.67% |
$18.8K - $23.7K
|
275
$28.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
200New |
$18.8K - $23.7K
|
200
$20.6K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
198New |
$18.6K - $23.4K
|
198
$20.4K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
186+ 8.74% |
$17.5K - $22K
|
2.31K
$238K
|
|
|
Aug 10, 2022
Q2 2022
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
185+ 1.07% |
$17.4K - $21.9K
|
17.5K
$1.8M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
181+ 0.57% |
$17K - $21.4K
|
32K
$3.29M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
178New |
$16.7K - $21.1K
|
178
$18.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
158+ 2.46% |
$14.8K - $18.7K
|
6.59K
$678K
|
|
|
Jul 18, 2022
Q2 2022
|
Veriti Management LLC
|
BUY
|
- |
147+ 1.95% |
$13.8K - $17.4K
|
7.67K
$789K
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
135+ 10.03% |
$12.7K - $16K
|
1.48K
$152K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
131+ 6.74% |
$12.3K - $15.5K
|
2.08K
$213K
|
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
128+ 3.23% |
$12K - $15.1K
|
4.09K
$421K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
125+ 4.77% |
$11.7K - $14.8K
|
2.74K
$282K
|
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
BUY
|
- |
102New |
$9.57K - $12.1K
|
102
$10.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
100+ 4.14% |
$9.39K - $11.8K
|
2.51K
$258K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
88+ 1.64% |
$8.26K - $10.4K
|
5.44K
$559K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
87New |
$8.16K - $10.3K
|
87
$8.95K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
86+ 6.62% |
$8.07K - $10.2K
|
1.39K
$143K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
69+ 49.29% |
$6.48K - $8.16K
|
209
$21.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
66New |
$6.19K - $7.81K
|
66
$6.79K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
54+ 2.18% |
$5.07K - $6.39K
|
2.53K
$260K
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
52+ 1.53% |
$4.88K - $6.15K
|
3.45K
$355K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
43+ 17.2% |
$4.04K - $5.09K
|
293
$30.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
42+ 182.61% |
$3.94K - $4.97K
|
65
$6.68K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
40New |
$3.75K - $4.73K
|
40
$4.11K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
39+ 39.0% |
$3.66K - $4.61K
|
139
$14.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
36+ 1.38% |
$3.38K - $4.26K
|
2.64K
$272K
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
34+ 0.89% |
$3.19K - $4.02K
|
3.86K
$396K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
33New |
$3.1K - $3.9K
|
33
$3.39K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
32+ 10.88% |
$3K - $3.79K
|
326
$33.5K
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
30+ 0.81% |
$2.82K - $3.55K
|
3.75K
$385K
|