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 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
10+ 0.12% |
$833 - $984
|
8.49K
$968K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 0.36% |
$750 - $885
|
2.53K
$289K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
8+ 23.53% |
$666 - $787
|
42
$4.79K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
6+ 0.79% |
$500 - $590
|
766
$87.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
5+ 0.59% |
$417 - $492
|
856
$97.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5New |
$417 - $492
|
5
$570
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5+ 0.11% |
$417 - $492
|
4.43K
$506K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 6.25% |
$333 - $393
|
68
$7.76K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.65% |
$250 - $295
|
463
$52.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 2.22% |
$83.3 - $98.4
|
46
$5.25K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$83.3 - $98.4
|
2.52K
$287K
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.85% |
$83.3 - $98.4
|
119
$13.6K
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-8- 0.2% |
$666 - $787
|
4K
$456K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-10- 0.22% |
$833 - $984
|
4.57K
$522K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-14- 0.38% |
$1.17K - $1.38K
|
3.71K
$423K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-19- 0.19% |
$1.58K - $1.87K
|
9.77K
$1.11M
|
|
|
Jul 18, 2024
Q2 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-20- 0.03% |
$1.67K - $1.97K
|
69.5K
$7.93M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-22- 0.77% |
$1.83K - $2.16K
|
2.84K
$324K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-25- 0.19% |
$2.08K - $2.46K
|
13.2K
$1.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-25- 0.9% |
$2.08K - $2.46K
|
2.75K
$313K
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-25- 0.39% |
$2.08K - $2.46K
|
6.36K
$726K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-34- 0.43% |
$2.83K - $3.34K
|
7.92K
$903K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-34- 79.07% |
$2.83K - $3.34K
|
9
$1.03K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-37- 19.07% |
$3.08K - $3.64K
|
157
$17.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-37- 16.74% |
$3.08K - $3.64K
|
184
$21K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-46- 1.61% |
$3.83K - $4.52K
|
2.82K
$321K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-50- 50.0% |
$4.17K - $4.92K
|
50
$5.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-53- 1.84% |
$4.41K - $5.21K
|
2.83K
$323K
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-53- 0.85% |
$4.41K - $5.21K
|
6.17K
$704K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-66- 0.44% |
$5.5K - $6.49K
|
15K
$1.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-66- 2.13% |
$5.5K - $6.49K
|
3.04K
$347K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-72- 0.59% |
$6K - $7.08K
|
12K
$1.37M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-75- 2.94% |
$6.25K - $7.38K
|
2.47K
$282K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-79- 31.1% |
$6.58K - $7.77K
|
175
$20K
|
|
|
Aug 09, 2024
Q2 2024
|
Quilter PLC
|
SELL
|
- |
-80- 2.08% |
$6.66K - $7.87K
|
3.77K
$430K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-82- 0.79% |
$6.83K - $8.07K
|
10.3K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-95- 0.93% |
$7.91K - $9.34K
|
10.1K
$1.15M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-97- 18.34% |
$8.08K - $9.54K
|
432
$49.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-100- 1.32% |
$8.33K - $9.84K
|
7.49K
$855K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-100- 6.99% |
$8.33K - $9.84K
|
1.33K
$152K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-100- 1.65% |
$8.33K - $9.84K
|
5.96K
$680K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-106- 2.01% |
$8.83K - $10.4K
|
5.17K
$589K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-110- 1.28% |
$9.16K - $10.8K
|
8.5K
$970K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
SELL
|
- |
-149- 4.06% |
$12.4K - $14.7K
|
3.53K
$402K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-156- 55.71% |
$13K - $15.3K
|
124
$14.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-200- 7.4% |
$16.7K - $19.7K
|
2.5K
$285K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-202- 0.69% |
$16.8K - $19.9K
|
29.2K
$3.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-206- 1.54% |
$17.2K - $20.3K
|
13.2K
$1.5M
|