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 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.33K- 38.39% |
$124K - $157K
|
2.13K
$203K
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.34K- 34.11% |
$126K - $159K
|
2.6K
$247K
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.37K- 4.26% |
$129K - $162K
|
30.8K
$2.94M
|
|
Aug 11, 2022
Q2 2022
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-1.6K- 0.97% |
$150K - $189K
|
164K
$15.6M
|
|
Aug 12, 2022
Q2 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.68K- 38.28% |
$158K - $199K
|
2.71K
$259K
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.7KClosed |
$159K - $201K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
SELL
|
- |
-1.7KClosed |
$160K - $201K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
SELL
|
- |
-1.7KClosed |
$160K - $201K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.72KClosed |
$161K - $203K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-1.74KClosed |
$163K - $206K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.75KClosed |
$165K - $207K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.79KClosed |
$168K - $211K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.79KClosed |
$168K - $212K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-1.84KClosed |
$172K - $217K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-1.85KClosed |
$174K - $219K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Buckhead Capital Management LLC
|
SELL
|
- |
-1.91KClosed |
$179K - $226K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-1.92K- 50.21% |
$180K - $227K
|
1.9K
$181K
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.93K- 34.19% |
$181K - $228K
|
3.71K
$353K
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.97KClosed |
$184K - $232K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.97KClosed |
$185K - $234K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2KClosed |
$188K - $236K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-2KClosed |
$188K - $237K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-2.01KClosed |
$188K - $237K
|
0
$0
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.02KClosed |
$189K - $238K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.03KClosed |
$190K - $240K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.07KClosed |
$194K - $245K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.09K- 3.71% |
$196K - $247K
|
54.2K
$5.16M
|
|
Jul 22, 2022
Q2 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-2.15KClosed |
$202K - $254K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Ing Groep Nv
|
SELL
|
- |
-2.16KClosed |
$203K - $256K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-2.3KClosed |
$216K - $272K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.34KClosed |
$219K - $276K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.39KClosed |
$224K - $282K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.41K- 12.53% |
$226K - $285K
|
16.8K
$1.6M
|
|
Aug 12, 2022
Q2 2022
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-2.42KClosed |
$227K - $286K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.59K- 12.59% |
$243K - $307K
|
18K
$1.72M
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.75K- 21.83% |
$258K - $325K
|
9.85K
$939K
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.84K- 40.86% |
$267K - $336K
|
4.12K
$392K
|
|
Aug 10, 2022
Q2 2022
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-3.02KClosed |
$284K - $358K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.18KClosed |
$299K - $376K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-3.26K- 0.27% |
$306K - $386K
|
1.19M
$113M
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.33K- 31.82% |
$312K - $394K
|
7.13K
$680K
|
|
Aug 08, 2022
Q2 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-3.38KClosed |
$317K - $399K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.39K- 5.51% |
$318K - $401K
|
58.1K
$5.54M
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.55K- 8.49% |
$333K - $420K
|
38.2K
$3.64M
|
|
Aug 12, 2022
Q2 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-3.77K- 62.92% |
$354K - $446K
|
2.22K
$212K
|
|
Aug 05, 2022
Q2 2022
|
Scheer, Rowlett & Associates Investment Management Ltd.
|
SELL
|
- |
-3.86K- 1.71% |
$363K - $457K
|
223K
$21.2M
|
|
Aug 05, 2022
Q2 2022
|
Mqs Management LLC
|
SELL
|
- |
-3.89KClosed |
$365K - $460K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.9K- 44.7% |
$366K - $461K
|
4.82K
$460K
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.94K- 1.31% |
$370K - $466K
|
296K
$28.2M
|
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-4.01KClosed |
$376K - $474K
|
0
$0
|