Purchases and Sales Made in Q2 2024 in Bank Of Montreal (BMO)

BMO Quotes by TradingView

This table provides information about the institutional ownership of Bank Of Montreal (BMO) during Q2 2024. 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 12, 2024 Q2 2024
Tradition Wealth Management, LLC

BUY
 -
1.99K
+ 66.97%
$165K - $195K
4.95K $509K
Aug 22, 2024 Q2 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1.97K
+ 11.47%
$164K - $194K
19.1K $1.97M
Aug 14, 2024 Q2 2024
Alliancebernstein L.P.

New York, NY
BUY
 -
1.75K
+ 3.26%
$145K - $172K
55.2K $5.68M
Aug 14, 2024 Q2 2024
Investment Management Corp Of Ontario

Toronto, Z4
BUY
 -
1.66K
+ 1.32%
$138K - $163K
127K $13.1M
Aug 08, 2024 Q2 2024
Northwest Bancshares, Inc.

Warren, PA
BUY
 -
1.65K
+ 2.32%
$138K - $163K
73K $7.5M
Aug 13, 2024 Q2 2024
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
1.52K
+ 2533.33%
$127K - $150K
1.58K $162K
Aug 06, 2024 Q2 2024
United Services Automobile Association

San Antonio, TX
BUY
 -
1.52K
+ 5.87%
$126K - $149K
27.3K $2.81M
Aug 07, 2024 Q2 2024
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
1.44K
+ 62.59%
$120K - $142K
3.74K $384K
Aug 14, 2024 Q2 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
1.42K
+ 14.15%
$118K - $139K
11.4K $1.18M
Aug 14, 2024 Q2 2024
Cromwell Holdings LLC

Jackson, WY
BUY
 -
1.27K
New
$105K - $125K
1.27K $130K
Jul 23, 2024 Q2 2024
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
1.19K
New
$99.5K - $117K
1.19K $123K
Jul 12, 2024 Q2 2024
Ignite Planners, LLC

BUY
 -
1.13K
+ 14.0%
$94.3K - $111K
9.22K $948K
Aug 09, 2024 Q2 2024
Avantax Advisory Services, Inc.

BUY
 -
1.13K
+ 28.14%
$94K - $111K
5.14K $528K
Jul 05, 2024 Q2 2024
Rempart Asset Management Inc.

Montreal, Z4
BUY
 -
1.1K
+ 0.49%
$91.6K - $108K
224K $23M
Aug 13, 2024 Q2 2024
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
1.09K
+ 3.0%
$90.4K - $107K
37.2K $3.83M
Aug 13, 2024 Q2 2024
Mariner, LLC

Overland Park, KS
BUY
 -
1.03K
+ 2.36%
$85.9K - $101K
44.7K $4.6M
Aug 06, 2024 Q2 2024
Pinnacle Financial Partners Inc

BUY
 -
979
+ 0.56%
$81.6K - $96.3K
177K $18.2M
Jul 05, 2024 Q2 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
971
New
$80.9K - $95.5K
971 $99.8K
Aug 14, 2024 Q2 2024
Probity Advisors, Inc.

Dallas, TX
BUY
 -
952
+ 9.86%
$79.3K - $93.6K
10.6K $1.09M
Aug 08, 2024 Q2 2024
High Point Advisor Group LLC

Downers Grove, IL
BUY
 -
905
+ 37.41%
$75.4K - $89K
3.32K $342K
Jul 16, 2024 Q2 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
888
+ 2.03%
$74K - $87.3K
44.7K $4.6M
Aug 13, 2024 Q2 2024
Ever Source Wealth Advisors, LLC

BUY
 -
858
+ 137.72%
$71.5K - $84.4K
1.48K $152K
Aug 14, 2024 Q2 2024
Jones Financial Companies Lllp

BUY
 -
813
New
$67.7K - $80K
813 $83.6K
Aug 01, 2024 Q2 2024
Vise Technologies, Inc.

New York, NY
BUY
 -
788
+ 14.79%
$65.6K - $77.5K
6.12K $629K
Jul 26, 2024 Q2 2024
Cambridge Investment Research Advisors, Inc.

BUY
 -
781
+ 7.27%
$65.1K - $76.8K
11.5K $1.18M
Jul 29, 2024 Q2 2024
Ridgewood Investments LLC

BUY
 -
773
New
$64.4K - $76K
773 $79.5K
Jul 31, 2024 Q2 2024
Commonwealth Equity Services, LLC

BUY
 -
744
+ 1.33%
$62K - $73.2K
56.8K $5.84M
Jul 09, 2024 Q2 2024
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
700
New
$58.3K - $68.9K
700 $72K
Aug 13, 2024 Q2 2024
Harvest Portfolios Group Inc.

Oakville, A6
BUY
 -
696
+ 2.28%
$58K - $68.5K
31.3K $3.21M
Jul 25, 2024 Q2 2024
Slate Stone Wealth, LLC

BUY
 -
677
+ 18.81%
$56.4K - $66.6K
4.28K $440K
Aug 06, 2024 Q2 2024
Metis Global Partners, LLC

BUY
 -
643
+ 2.44%
$53.6K - $63.2K
27K $2.78M
Aug 15, 2024 Q2 2024
Northwestern Mutual Wealth Management CO

BUY
 -
641
+ 6.69%
$53.4K - $63K
10.2K $1.05M
Aug 14, 2024 Q2 2024
Bank Of Nova Scotia Trust CO

BUY
 -
550
+ 0.12%
$45.8K - $54.1K
468K $48.1M
Aug 13, 2024 Q2 2024
Syon Capital LLC

San Francisco, CA
BUY
 -
544
+ 8.51%
$45.3K - $53.5K
6.93K $713K
Aug 14, 2024 Q2 2024
Rodgers Brothers Inc.

Harmony, PA
BUY
 -
500
+ 4.01%
$41.7K - $49.2K
13K $1.33M
Aug 14, 2024 Q2 2024
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
500
+ 13.55%
$41.7K - $49.2K
4.19K $431K
Aug 08, 2024 Q2 2024
Envestnet Asset Management Inc

BUY
 -
495
+ 0.79%
$41.2K - $48.7K
63.5K $6.52M
Jul 30, 2024 Q2 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
475
New
$39.6K - $46.7K
475 $48.8K
Jul 30, 2024 Q2 2024
Ifg Advisory, LLC

BUY
 -
399
+ 3.04%
$33.2K - $39.2K
13.5K $1.39M
Jul 17, 2024 Q2 2024
Cigna Investments Inc

Bloomfield, CT
BUY
 -
373
+ 2.78%
$31.1K - $36.7K
13.8K $1.42M
Aug 15, 2024 Q2 2024
Creative Planning

Overland Park, KS
BUY
 -
325
+ 1.12%
$27.1K - $32K
29.3K $3.01M
Aug 05, 2024 Q2 2024
Stonehage Fleming Financial Services Holdings LTD

BUY
 -
320
+ 39.07%
$26.7K - $31.5K
1.14K $117K
Jul 10, 2024 Q2 2024
Gulf International Bank (Uk) LTD

BUY
 -
312
+ 6.88%
$26K - $30.7K
4.85K $498K
Jul 26, 2024 Q2 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
289
+ 4.84%
$24.1K - $28.4K
6.26K $643K
Jul 26, 2024 Q2 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
283
+ 9.81%
$23.6K - $27.8K
3.17K $326K
Aug 13, 2024 Q2 2024
Klcm Advisors, Inc.

BUY
 -
280
+ 7.64%
$23.3K - $27.5K
3.94K $405K
Jul 16, 2024 Q2 2024
Jtc Employer Solutions Trustee LTD

BUY
 -
278
New
$23.2K - $27.3K
278 $28.6K
Jul 19, 2024 Q2 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
269
+ 1.74%
$22.4K - $26.5K
15.7K $1.62M
Jul 08, 2024 Q2 2024
Bank & Trust CO

Litchfield, IL
BUY
 -
263
New
$21.9K - $25.9K
263 $27K

Track Institutional and Insider Activities on BMO

Follow BANK OF MONTREAL and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells BMO shares.

Notify only if

Insider Trading

Get notified when an Bank Of Montreal insider buys or sells BMO shares.

Notify only if

News

Receive news related to BANK OF MONTREAL

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on BMO