Purchases and Sales Made in Q2 2024 in Bank Of Montreal (BMO)
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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
257+ 1.24% |
$21.4K - $25.3K
|
21K
$2M
|
|
|
Aug 13, 2024
Q2 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
253+ 5.29% |
$21.1K - $24.9K
|
5.04K
$480K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
213+ 2.88% |
$17.7K - $21K
|
7.61K
$725K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
210+ 4.18% |
$17.5K - $20.7K
|
5.24K
$499K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
200+ 2.95% |
$16.7K - $19.7K
|
6.98K
$665K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
166+ 17.93% |
$13.8K - $16.3K
|
1.09K
$104K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
158New |
$13.2K - $15.5K
|
158
$15.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
151+ 4.4% |
$12.6K - $14.9K
|
3.58K
$341K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
150New |
$12.5K - $14.8K
|
150
$14.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
137+ 3.61% |
$11.4K - $13.5K
|
3.94K
$375K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
131+ 195.52% |
$10.9K - $12.9K
|
198
$18.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
129New |
$10.7K - $12.7K
|
129
$12.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
123+ 1.45% |
$10.2K - $12.1K
|
8.58K
$818K
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
BUY
|
- |
118+ 134.09% |
$9.83K - $11.6K
|
206
$19.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
112+ 2.65% |
$9.33K - $11K
|
4.34K
$413K
|
|
|
Jul 30, 2024
Q2 2024
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
106+ 1.44% |
$8.83K - $10.4K
|
7.49K
$714K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
100+ 3.28% |
$8.33K - $9.84K
|
3.15K
$300K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
91+ 72.22% |
$7.58K - $8.95K
|
217
$20.7K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
89+ 5.11% |
$7.41K - $8.75K
|
1.83K
$174K
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
80+ 9.72% |
$6.66K - $7.87K
|
903
$86K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
79+ 2.05% |
$6.58K - $7.77K
|
3.93K
$374K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
54+ 1.5% |
$4.5K - $5.31K
|
3.66K
$349K
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
51+ 5.06% |
$4.25K - $5.02K
|
1.06K
$101K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
48+ 6.73% |
$4K - $4.72K
|
761
$72.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
44New |
$3.67K - $4.33K
|
44
$4.19K
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
43New |
$3.58K - $4.23K
|
43
$4.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
42+ 1.64% |
$3.5K - $4.13K
|
2.61K
$249K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
40+ 12.9% |
$3.33K - $3.93K
|
350
$33.4K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
37+ 6.94% |
$3.08K - $3.64K
|
570
$54.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
30New |
$2.5K - $2.95K
|
30
$2.86K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
30New |
$2.5K - $2.95K
|
30
$2.86K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
29+ 0.98% |
$2.42K - $2.85K
|
2.99K
$285K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
28+ 0.76% |
$2.33K - $2.75K
|
3.73K
$355K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
28+ 18.67% |
$2.33K - $2.75K
|
178
$17K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
26+ 0.46% |
$2.17K - $2.56K
|
5.65K
$538K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
25+ 2.37% |
$2.08K - $2.46K
|
1.08K
$103K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
20+ 166.67% |
$1.67K - $1.97K
|
32
$3.05K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
18+ 0.23% |
$1.5K - $1.77K
|
7.99K
$762K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
16New |
$1.33K - $1.57K
|
16
$1.52K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16+ 0.7% |
$1.33K - $1.57K
|
2.3K
$219K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
14+ 23.33% |
$1.17K - $1.38K
|
74
$7.05K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
13+ 0.98% |
$1.08K - $1.28K
|
1.34K
$128K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13+ 0.06% |
$1.08K - $1.28K
|
20.4K
$1.95M
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
13+ 0.3% |
$1.08K - $1.28K
|
4.35K
$414K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
12+ 1.12% |
$1K - $1.18K
|
1.09K
$104K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12New |
$1K - $1.18K
|
12
$1.14K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
10+ 0.12% |
$833 - $984
|
8.49K
$809K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 0.36% |
$750 - $885
|
2.53K
$241K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
8+ 23.53% |
$666 - $787
|
42
$4K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
6+ 0.79% |
$500 - $590
|
766
$73K
|