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 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-126- 45.49% |
$11.8K - $14.9K
|
151
$15.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-140- 59.32% |
$13.1K - $16.6K
|
96
$9.67K
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-143- 3.03% |
$13.4K - $16.9K
|
4.57K
$460K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-147- 9.2% |
$13.8K - $17.4K
|
1.45K
$146K
|
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-158- 4.26% |
$14.8K - $18.7K
|
3.55K
$357K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-178Closed |
$16.7K - $21.1K
|
0
$0
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-184- 1.78% |
$17.3K - $21.8K
|
10.1K
$1.02M
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-195- 5.47% |
$18.3K - $23.1K
|
3.37K
$340K
|
|
|
Aug 04, 2022
Q2 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-200- 1.38% |
$18.8K - $23.7K
|
14.3K
$1.44M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-200- 4.71% |
$18.8K - $23.7K
|
4.05K
$408K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-202- 2.05% |
$19K - $23.9K
|
9.67K
$974K
|
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-210- 1.51% |
$19.7K - $24.8K
|
13.7K
$1.38M
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-222- 76.82% |
$20.8K - $26.3K
|
67
$6.75K
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-239- 6.71% |
$22.4K - $28.3K
|
3.32K
$335K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-260Closed |
$24.4K - $30.8K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-273Closed |
$25.6K - $32.3K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-292- 6.63% |
$27.4K - $34.5K
|
4.11K
$414K
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-294- 8.78% |
$27.6K - $34.8K
|
3.05K
$308K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-302- 9.0% |
$28.3K - $35.7K
|
3.05K
$308K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-302- 3.24% |
$28.3K - $35.7K
|
9.03K
$909K
|
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-331- 2.13% |
$31.1K - $39.2K
|
15.2K
$1.53M
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-335- 5.33% |
$31.4K - $39.6K
|
5.95K
$599K
|
|
|
Aug 12, 2022
Q2 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-359- 5.94% |
$33.7K - $42.5K
|
5.68K
$572K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-400Closed |
$37.5K - $47.3K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-403- 18.79% |
$37.8K - $47.7K
|
1.74K
$175K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-414- 4.22% |
$38.9K - $49K
|
9.39K
$945K
|
|
|
Aug 15, 2022
Q2 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-414- 16.31% |
$38.9K - $49K
|
2.12K
$214K
|
|
|
Jul 29, 2022
Q2 2022
|
Todd Asset Management LLC
|
SELL
|
- |
-446- 0.12% |
$41.9K - $52.8K
|
361K
$36.4M
|
|
|
Aug 04, 2022
Q2 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-450- 11.02% |
$42.2K - $53.2K
|
3.63K
$366K
|
|
|
Aug 15, 2022
Q2 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-453- 0.81% |
$42.5K - $53.6K
|
55.8K
$5.62M
|
|
|
Jul 01, 2022
Q2 2022
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-455- 0.22% |
$42.7K - $53.8K
|
203K
$20.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-500Closed |
$46.9K - $59.1K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-538Closed |
$50.5K - $63.6K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-584- 18.52% |
$54.8K - $69.1K
|
2.57K
$259K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-615Closed |
$57.7K - $72.7K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
SELL
|
- |
-637- 5.48% |
$59.8K - $75.4K
|
11K
$1.11M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-643Closed |
$60.3K - $76.1K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-678- 24.52% |
$63.6K - $80.2K
|
2.09K
$210K
|
|
|
Aug 12, 2022
Q2 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-795- 0.24% |
$74.6K - $94K
|
331K
$33.4M
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-800- 2.8% |
$75.1K - $94.6K
|
27.8K
$2.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-806- 14.92% |
$75.6K - $95.3K
|
4.6K
$463K
|
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-870- 3.79% |
$81.6K - $103K
|
22.1K
$2.22M
|
|
|
Jan 17, 2024
Q2 2022
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-993- 19.47% |
$93.2K - $117K
|
4.11K
$414K
|
|
|
Aug 11, 2022
Q2 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1KClosed |
$93.9K - $118K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.03K- 4.02% |
$96.9K - $122K
|
24.7K
$2.48M
|
|
|
Jul 18, 2022
Q2 2022
|
Baskin Financial Services Inc.
|
SELL
|
- |
-1.04K- 13.16% |
$97.6K - $123K
|
6.86K
$691K
|
|
|
Aug 15, 2022
Q2 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.09K- 0.83% |
$102K - $129K
|
130K
$13.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.21K- 8.18% |
$113K - $143K
|
13.6K
$1.37M
|
|
|
Aug 12, 2022
Q2 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.24K- 3.62% |
$117K - $147K
|
33.1K
$3.33M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.32K- 56.9% |
$124K - $156K
|
1K
$101K
|