Purchases and Sales Made in Q2 2023 in Bank Of Montreal (BMO)
This table provides information about the institutional ownership of Bank Of Montreal (BMO) during Q2 2023. 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 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
484+ 0.83% |
$40.1K - $44.6K
|
58.7K
$5.91M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
466+ 68.13% |
$38.6K - $43K
|
1.15K
$116K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
453+ 17.54% |
$37.5K - $41.8K
|
3.04K
$306K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
369+ 1.25% |
$30.6K - $34K
|
29.8K
$3M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
367+ 2.34% |
$30.4K - $33.8K
|
16K
$1.61M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
337+ 13.82% |
$27.9K - $31.1K
|
2.78K
$280K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
325+ 74.03% |
$26.9K - $30K
|
764
$77K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
315New |
$26.1K - $29.1K
|
315
$31.7K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
286New |
$23.7K - $26.4K
|
286
$28.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
278+ 0.53% |
$23K - $25.6K
|
52.7K
$5.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
266+ 4.24% |
$22K - $24.5K
|
6.54K
$659K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
258+ 6.01% |
$21.4K - $23.8K
|
4.55K
$459K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
251New |
$20.8K - $23.1K
|
251
$25.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
250+ 4.07% |
$20.7K - $23.1K
|
6.4K
$645K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
250New |
$20.7K - $23.1K
|
250
$25.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
248+ 70.86% |
$20.6K - $22.9K
|
598
$60.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
236+ 1.91% |
$19.6K - $21.8K
|
12.6K
$1.27M
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
205+ 4.84% |
$17K - $18.9K
|
4.44K
$447K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
200+ 1.77% |
$16.6K - $18.4K
|
11.5K
$1.16M
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
177+ 4.89% |
$14.7K - $16.3K
|
3.8K
$383K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
165+ 3.67% |
$13.7K - $15.2K
|
4.67K
$470K
|
|
|
Jul 13, 2023
Q2 2023
|
Davis Rea Ltd.
|
BUY
|
- |
165+ 1.39% |
$13.7K - $15.2K
|
12K
$1.21M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
153New |
$12.7K - $14.1K
|
153
$15.4K
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
BUY
|
- |
150+ 5.8% |
$12.4K - $13.8K
|
2.74K
$275K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
148New |
$12.3K - $13.7K
|
148
$14.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
134+ 2.43% |
$11.1K - $12.4K
|
5.66K
$570K
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
130+ 0.23% |
$10.8K - $12K
|
57K
$5.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
120+ 4.73% |
$9.95K - $11.1K
|
2.66K
$268K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
119+ 1.25% |
$9.86K - $11K
|
9.62K
$969K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
115New |
$9.53K - $10.6K
|
115
$11.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
115+ 6.39% |
$9.53K - $10.6K
|
1.91K
$193K
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
100+ 0.87% |
$8.29K - $9.22K
|
11.6K
$1.17M
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
100+ 3.53% |
$8.29K - $9.22K
|
2.93K
$295K
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
100+ 3.74% |
$8.29K - $9.22K
|
2.77K
$279K
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
98+ 3.96% |
$8.12K - $9.04K
|
2.57K
$259K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
96+ 2.41% |
$7.96K - $8.85K
|
4.09K
$411K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
96+ 22.22% |
$7.96K - $8.85K
|
528
$53.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
88+ 1.79% |
$7.29K - $8.12K
|
5.02K
$505K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
87+ 1.82% |
$7.21K - $8.02K
|
4.86K
$489K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
83+ 267.74% |
$6.88K - $7.66K
|
114
$11.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
80+ 27.97% |
$6.63K - $7.38K
|
366
$36.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
80+ 30.3% |
$6.63K - $7.38K
|
344
$34.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
73New |
$6.05K - $6.73K
|
73
$7.35K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
72+ 4.36% |
$5.97K - $6.64K
|
1.73K
$174K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
61+ 1.18% |
$5.06K - $5.63K
|
5.24K
$528K
|
|
|
Aug 08, 2023
Q2 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
57+ 1.6% |
$4.72K - $5.26K
|
3.62K
$364K
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
56+ 0.77% |
$4.64K - $5.16K
|
7.34K
$739K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
43+ 1.29% |
$3.56K - $3.97K
|
3.39K
$341K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
41+ 29.08% |
$3.4K - $3.78K
|
182
$18.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34+ 0.82% |
$2.82K - $3.14K
|
4.17K
$420K
|