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 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-150- 1.84% |
$12.4K - $13.8K
|
7.98K
$804K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-159- 3.72% |
$13.2K - $14.7K
|
4.12K
$415K
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
SELL
|
- |
-180- 6.1% |
$14.9K - $16.6K
|
2.77K
$279K
|
|
|
Jul 27, 2023
Q2 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-204- 1.53% |
$16.9K - $18.8K
|
13.2K
$1.33M
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-244- 0.79% |
$20.2K - $22.5K
|
30.5K
$3.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-249- 2.55% |
$20.6K - $23K
|
9.53K
$960K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-267- 3.01% |
$22.1K - $24.6K
|
8.6K
$866K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-268- 7.21% |
$22.2K - $24.7K
|
3.45K
$347K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-269- 11.1% |
$22.3K - $24.8K
|
2.16K
$217K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-269- 11.1% |
$22.3K - $24.8K
|
2.16K
$217K
|
|
|
Aug 14, 2023
Q2 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-300- 1.14% |
$24.9K - $27.7K
|
26.1K
$2.63M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-309- 25.02% |
$25.6K - $28.5K
|
926
$93.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-347- 2.0% |
$28.8K - $32K
|
17K
$1.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-365- 6.33% |
$30.3K - $33.7K
|
5.4K
$544K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-368- 4.26% |
$30.5K - $33.9K
|
8.28K
$834K
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-406- 3.93% |
$33.7K - $37.4K
|
9.93K
$1M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-425- 3.47% |
$35.2K - $39.2K
|
11.8K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-432- 7.74% |
$35.8K - $39.8K
|
5.15K
$519K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-451- 16.05% |
$37.4K - $41.6K
|
2.36K
$238K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-475- 5.44% |
$39.4K - $43.8K
|
8.25K
$831K
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-476- 11.09% |
$39.5K - $43.9K
|
3.82K
$385K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-504- 2.29% |
$41.8K - $46.5K
|
21.5K
$2.16M
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-561- 0.55% |
$46.5K - $51.7K
|
101K
$10.2M
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-585- 0.29% |
$48.5K - $54K
|
199K
$20M
|
|
|
Aug 08, 2023
Q2 2023
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-650- 5.76% |
$53.9K - $59.9K
|
10.6K
$1.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-691- 2.39% |
$57.3K - $63.7K
|
28.2K
$2.84M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-725- 20.41% |
$60.1K - $66.9K
|
2.83K
$285K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-742- 6.49% |
$61.5K - $68.4K
|
10.7K
$1.08M
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-752- 10.83% |
$62.3K - $69.4K
|
6.19K
$624K
|
|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-785- 4.95% |
$65.1K - $72.4K
|
15.1K
$1.52M
|
|
|
Jul 21, 2023
Q2 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-869- 1.35% |
$72K - $80.1K
|
63.5K
$6.39M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-884- 11.71% |
$73.3K - $81.5K
|
6.66K
$671K
|
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-891- 2.45% |
$73.9K - $82.2K
|
35.5K
$3.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-955- 1.41% |
$79.2K - $88.1K
|
66.6K
$6.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-962- 17.45% |
$79.7K - $88.7K
|
4.55K
$458K
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.02K- 1.1% |
$84.1K - $93.6K
|
90.9K
$9.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.05K- 21.75% |
$87.1K - $96.9K
|
3.78K
$381K
|
|
|
Aug 10, 2023
Q2 2023
|
Aviva PLC
|
SELL
|
- |
-1.13K- 0.29% |
$93.8K - $104K
|
384K
$38.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.15K- 13.2% |
$95.5K - $106K
|
7.57K
$763K
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.18K- 11.34% |
$97.8K - $109K
|
9.23K
$929K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.19K- 30.87% |
$98.9K - $110K
|
2.67K
$269K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.2K- 25.96% |
$99.5K - $111K
|
3.42K
$345K
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.28K- 6.61% |
$106K - $118K
|
18.1K
$1.82M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.31K- 2.19% |
$108K - $121K
|
58.5K
$5.89M
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.6K- 24.78% |
$132K - $147K
|
4.84K
$488K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.68K- 33.11% |
$140K - $155K
|
3.4K
$343K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-1.94K- 14.29% |
$161K - $179K
|
11.6K
$1.17M
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-1.98K- 14.11% |
$164K - $183K
|
12.1K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-2.14K- 6.29% |
$177K - $197K
|
31.8K
$3.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.17K- 1.09% |
$180K - $200K
|
197K
$19.8M
|