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 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
30+ 0.81% |
$2.82K - $3.55K
|
3.75K
$427K
|
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
29+ 0.33% |
$2.72K - $3.43K
|
8.92K
$1.02M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
24+ 600.0% |
$2.25K - $2.84K
|
28
$3.19K
|
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
23+ 2.05% |
$2.16K - $2.72K
|
1.15K
$131K
|
|
|
Aug 15, 2022
Q2 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
15+ 0.56% |
$1.41K - $1.77K
|
2.67K
$305K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14+ 9.66% |
$1.31K - $1.66K
|
159
$18.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12New |
$1.13K - $1.42K
|
12
$1.37K
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
12New |
$1.13K - $1.42K
|
12
$1.37K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 1.92% |
$563 - $710
|
319
$36.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4+ 0.09% |
$375 - $473
|
4.33K
$494K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
4+ 0.44% |
$375 - $473
|
912
$104K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
3+ 0.12% |
$282 - $355
|
2.46K
$281K
|
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
BUY
|
- |
3+ 0.14% |
$282 - $355
|
2.18K
$249K
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3+ 0.05% |
$282 - $355
|
6.28K
$716K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.46% |
$188 - $237
|
439
$50.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
2+ 0.04% |
$188 - $237
|
4.72K
$539K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.08% |
$188 - $237
|
2.6K
$297K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1New |
$93.9 - $118
|
1
$114
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 1.96% |
$93.9 - $118
|
52
$5.93K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1+ 0.02% |
$93.9 - $118
|
5.53K
$630K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.84% |
$93.9 - $118
|
120
$13.7K
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1+ 0.31% |
$93.9 - $118
|
326
$37.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
1+ 0.0% |
$93.9 - $118
|
224K
$25.6M
|
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 2.38% |
$93.9 - $118
|
43
$4.91K
|
|
|
Aug 12, 2022
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
SELL
|
- |
-9- 0.42% |
$845 - $1.06K
|
2.16K
$246K
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-11- 0.27% |
$1.03K - $1.3K
|
4.12K
$470K
|
|
|
Jul 13, 2022
Q2 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-12- 1.24% |
$1.13K - $1.42K
|
956
$109K
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-12- 0.22% |
$1.13K - $1.42K
|
5.52K
$630K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-18- 0.86% |
$1.69K - $2.13K
|
2.08K
$237K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-25Closed |
$2.35K - $2.96K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
SELL
|
- |
-27- 0.62% |
$2.53K - $3.19K
|
4.35K
$496K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-28- 0.12% |
$2.63K - $3.31K
|
23.7K
$2.71M
|
|
|
Jul 31, 2024
Q2 2022
|
First American Bank
Dundee, IL |
SELL
|
- |
-38- 0.33% |
$3.57K - $4.5K
|
11.5K
$1.31M
|
|
|
Aug 15, 2022
Q2 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-39- 0.04% |
$3.66K - $4.61K
|
98K
$11.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-42- 1.28% |
$3.94K - $4.97K
|
3.23K
$368K
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-50- 0.34% |
$4.69K - $5.91K
|
14.8K
$1.69M
|
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-50- 0.2% |
$4.69K - $5.91K
|
25K
$2.86M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-62- 2.05% |
$5.82K - $7.33K
|
2.96K
$337K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-65Closed |
$6.1K - $7.69K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-70- 0.7% |
$6.57K - $8.28K
|
9.96K
$1.14M
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-75- 9.87% |
$7.04K - $8.87K
|
685
$78.1K
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-81- 0.8% |
$7.6K - $9.58K
|
10K
$1.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-88- 1.01% |
$8.26K - $10.4K
|
8.6K
$981K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-104- 1.41% |
$9.76K - $12.3K
|
7.28K
$830K
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-106Closed |
$9.95K - $12.5K
|
0
$0
|
|
|
Nov 08, 2022
Q2 2022
|
Wealthsimple Inc.
Toronto, A6 |
SELL
|
- |
-115- 5.53% |
$10.8K - $13.6K
|
1.96K
$224K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-115- 1.3% |
$10.8K - $13.6K
|
8.72K
$994K
|
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-118- 37.46% |
$11.1K - $14K
|
197
$22.5K
|