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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-233- 6.39% |
$19.4K - $22.9K
|
3.41K
$344K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-277- 9.86% |
$23.1K - $27.2K
|
2.53K
$255K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-292- 45.48% |
$24.3K - $28.7K
|
350
$35.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-300- 47.24% |
$25K - $29.5K
|
335
$33.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-304- 5.42% |
$25.3K - $29.9K
|
5.3K
$534K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-315- 44.06% |
$26.2K - $31K
|
400
$40.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-318- 9.22% |
$26.5K - $31.3K
|
3.13K
$315K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-330- 27.75% |
$27.5K - $32.5K
|
859
$86.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-335- 6.83% |
$27.9K - $33K
|
4.57K
$460K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-353- 21.2% |
$29.4K - $34.7K
|
1.31K
$132K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-354- 5.59% |
$29.5K - $34.8K
|
5.98K
$602K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-361- 1.72% |
$30.1K - $35.5K
|
20.7K
$2.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-368- 5.26% |
$30.7K - $36.2K
|
6.63K
$668K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-371- 6.82% |
$30.9K - $36.5K
|
5.07K
$511K
|
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-371- 0.8% |
$30.9K - $36.5K
|
45.8K
$4.61M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-394- 11.34% |
$32.8K - $38.8K
|
3.08K
$310K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-400- 3.24% |
$33.3K - $39.3K
|
11.9K
$1.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-400- 2.75% |
$33.3K - $39.3K
|
14.2K
$1.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-407- 13.12% |
$33.9K - $40K
|
2.7K
$272K
|
|
|
Aug 05, 2024
Q2 2024
|
Candriam S.C.A.
|
SELL
|
- |
-411- 6.0% |
$34.2K - $40.4K
|
6.44K
$648K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-415- 8.95% |
$34.6K - $40.8K
|
4.22K
$425K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-430- 41.75% |
$35.8K - $42.3K
|
600
$60.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-451- 6.89% |
$37.6K - $44.4K
|
6.09K
$614K
|
|
|
Aug 14, 2024
Q2 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-464- 18.49% |
$38.7K - $45.6K
|
2.05K
$206K
|
|
|
Aug 08, 2024
Q2 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-479- 39.39% |
$39.9K - $47.1K
|
737
$74.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-494- 1.96% |
$41.2K - $48.6K
|
24.7K
$2.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-500- 1.01% |
$41.7K - $49.2K
|
48.9K
$4.93M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-500- 50.0% |
$41.7K - $49.2K
|
500
$50.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-500- 50.45% |
$41.7K - $49.2K
|
491
$49.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-515- 12.87% |
$42.9K - $50.7K
|
3.49K
$351K
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-528- 13.48% |
$44K - $51.9K
|
3.39K
$341K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-563- 6.84% |
$46.9K - $55.4K
|
7.67K
$772K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-594- 21.45% |
$49.5K - $58.4K
|
2.18K
$219K
|
|
|
Jul 23, 2024
Q2 2024
|
Nexus Investment Management Ulc
|
SELL
|
- |
-600- 3.56% |
$50K - $59K
|
16.2K
$1.64M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-611- 3.34% |
$50.9K - $60.1K
|
17.7K
$1.78M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-626- 1.04% |
$52.1K - $61.6K
|
59.7K
$6.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-650- 1.21% |
$54.1K - $63.9K
|
53K
$5.34M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-760- 8.57% |
$63.3K - $74.8K
|
8.11K
$817K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-826- 1.14% |
$68.8K - $81.2K
|
71.5K
$7.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-935- 7.43% |
$77.9K - $92K
|
11.6K
$1.17M
|
|
|
Jul 09, 2024
Q2 2024
|
Value Partners Investments Inc.
|
SELL
|
- |
-996- 0.13% |
$83K - $98K
|
758K
$76.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.03K- 1.95% |
$86K - $102K
|
52K
$5.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.1K- 4.52% |
$91.6K - $108K
|
23.3K
$2.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-1.18K- 2.26% |
$98.3K - $116K
|
51K
$5.13M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.2K- 4.96% |
$100K - $118K
|
23K
$2.32M
|
|
|
Jul 24, 2024
Q2 2024
|
Baskin Financial Services Inc.
|
SELL
|
- |
-1.26K- 28.4% |
$105K - $124K
|
3.17K
$320K
|
|
|
Jul 11, 2024
Q2 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-1.29K- 23.91% |
$107K - $127K
|
4.1K
$413K
|
|
|
Jul 25, 2024
Q2 2024
|
Davis Rea Ltd.
|
SELL
|
- |
-1.43K- 21.65% |
$119K - $140K
|
5.16K
$520K
|
|
|
Jul 10, 2024
Q2 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-1.45K- 17.75% |
$120K - $142K
|
6.7K
$675K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.49K- 7.7% |
$124K - $147K
|
17.9K
$1.8M
|