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 25, 2024
Q2 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-1.51K- 6.81% |
$126K - $148K
|
20.6K
$1.97M
|
|
Aug 08, 2024
Q2 2024
|
Scheer, Rowlett & Associates Investment Management Ltd.
|
SELL
|
- |
-1.6K- 0.77% |
$133K - $157K
|
206K
$19.6M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.65K- 11.89% |
$137K - $162K
|
12.2K
$1.16M
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.75K- 88.91% |
$146K - $172K
|
218
$20.8K
|
|
Aug 14, 2024
Q2 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-1.82K- 1.87% |
$151K - $179K
|
95.6K
$9.11M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.82K- 2.5% |
$152K - $179K
|
71.3K
$6.79M
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.87K- 0.58% |
$155K - $183K
|
321K
$30.6M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.95K- 1.33% |
$163K - $192K
|
145K
$13.8M
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-1.97K- 88.09% |
$164K - $194K
|
267
$25.4K
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.98K- 8.82% |
$165K - $195K
|
20.5K
$1.95M
|
|
Jul 30, 2024
Q2 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-2.2K- 19.02% |
$183K - $216K
|
9.36K
$892K
|
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-2.23K- 45.62% |
$186K - $220K
|
2.66K
$254K
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.47K- 5.6% |
$206K - $243K
|
41.7K
$3.97M
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.54K- 13.24% |
$211K - $250K
|
16.6K
$1.58M
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.58K- 4.57% |
$214K - $253K
|
53.8K
$5.13M
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.6K- 2.39% |
$216K - $255K
|
106K
$10.1M
|
|
Nov 12, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-2.62K- 22.55% |
$218K - $258K
|
9.01K
$858K
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.11K- 19.58% |
$259K - $306K
|
12.8K
$1.22M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.49K- 13.22% |
$291K - $343K
|
22.9K
$2.18M
|
|
Jul 25, 2024
Q2 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-3.7K- 2.17% |
$308K - $364K
|
167K
$15.9M
|
|
Aug 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-3.78K- 21.16% |
$315K - $372K
|
14.1K
$1.34M
|
|
Aug 13, 2024
Q2 2024
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-3.96K- 2.39% |
$330K - $390K
|
162K
$15.4M
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-4.1K- 4.81% |
$342K - $403K
|
81.2K
$7.73M
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.39K- 52.2% |
$365K - $431K
|
4.02K
$383K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-4.48K- 2.48% |
$373K - $440K
|
176K
$16.7M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.27K- 19.69% |
$439K - $519K
|
21.5K
$2.05M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.3K- 50.33% |
$442K - $522K
|
5.23K
$499K
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-5.79K- 7.52% |
$482K - $570K
|
71.2K
$6.78M
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.77K- 8.56% |
$564K - $666K
|
72.3K
$6.89M
|
|
Jul 23, 2024
Q2 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-7.34K- 4.0% |
$611K - $722K
|
176K
$16.8M
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-7.79K- 55.69% |
$649K - $766K
|
6.2K
$591K
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-8.17K- 5.77% |
$680K - $803K
|
133K
$12.7M
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-8.17K- 5.77% |
$680K - $803K
|
133K
$12.7M
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-8.61K- 3.29% |
$717K - $847K
|
253K
$24.1M
|
|
Aug 08, 2024
Q2 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-9.2K- 5.73% |
$766K - $905K
|
151K
$14.4M
|
|
Aug 13, 2024
Q2 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-9.24K- 32.37% |
$770K - $909K
|
19.3K
$1.84M
|
|
Aug 13, 2024
Q2 2024
|
Anson Funds Management LP
Dallas, TX |
SELL
|
- |
-9.78K- 39.13% |
$815K - $962K
|
15.2K
$1.45M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.1K- 56.09% |
$925K - $1.09M
|
8.69K
$828K
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-11.5K- 35.87% |
$955K - $1.13M
|
20.5K
$1.95M
|
|
Aug 08, 2024
Q2 2024
|
Pcj Investment Counsel Ltd.
|
SELL
|
- |
-11.6K- 35.11% |
$969K - $1.14M
|
21.5K
$2.05M
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-12.5K- 30.26% |
$1.04M - $1.23M
|
28.8K
$2.75M
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-13.1K- 79.09% |
$1.09M - $1.29M
|
3.47K
$330K
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-17K- 50.15% |
$1.41M - $1.67M
|
16.9K
$1.61M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-22.5K- 27.82% |
$1.88M - $2.22M
|
58.5K
$5.57M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-23.7K- 3.8% |
$1.97M - $2.33M
|
599K
$57M
|
|
Aug 14, 2024
Q2 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-25.2K- 4.01% |
$2.1M - $2.48M
|
603K
$57.4M
|
|
Jul 16, 2024
Q2 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-36K- 4.01% |
$2.99M - $3.54M
|
861K
$82.1M
|
|
Jul 26, 2024
Q2 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-36.1K- 23.21% |
$3.01M - $3.55M
|
119K
$11.4M
|
|
Aug 13, 2024
Q2 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-37.2K- 34.79% |
$3.1M - $3.66M
|
69.7K
$6.65M
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-39.1K- 9.67% |
$3.26M - $3.84M
|
365K
$34.8M
|