Purchases and Sales Made in Q2 2025 in Bank Of Montreal (BMO)
This table provides information about the institutional ownership of Bank Of Montreal (BMO) during Q2 2025. 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 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.01KNew |
$176K - $222K
|
2.01K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.01K+ 73.9% |
$176K - $222K
|
4.72K
$535K
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
2KNew |
$175K - $221K
|
2K
$227K
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.98KNew |
$173K - $218K
|
1.98K
$224K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.96KNew |
$172K - $217K
|
1.96K
$222K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
1.96KNew |
$172K - $217K
|
1.96K
$222K
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
1.93KNew |
$169K - $214K
|
1.93K
$219K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.93KNew |
$169K - $213K
|
1.93K
$218K
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1.92KNew |
$168K - $212K
|
1.92K
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.91KNew |
$167K - $211K
|
1.91K
$216K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
1.91KNew |
$167K - $211K
|
1.91K
$216K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.88KNew |
$165K - $208K
|
1.88K
$213K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.87KNew |
$164K - $207K
|
1.87K
$212K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.87KNew |
$163K - $207K
|
1.87K
$211K
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
1.85K+ 7.16% |
$162K - $204K
|
27.7K
$3.13M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.83KNew |
$160K - $202K
|
1.83K
$207K
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
1.67K+ 55.96% |
$146K - $185K
|
4.66K
$528K
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.67K+ 2.51% |
$146K - $185K
|
68.1K
$7.71M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.64K+ 10.84% |
$143K - $181K
|
16.7K
$1.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.62K+ 26.92% |
$142K - $179K
|
7.64K
$865K
|
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
1.6K+ 54.2% |
$140K - $177K
|
4.55K
$516K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.59K+ 13.78% |
$139K - $175K
|
13.1K
$1.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.58K+ 18.71% |
$138K - $175K
|
10K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.53K+ 67.33% |
$134K - $170K
|
3.81K
$431K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.5KNew |
$131K - $166K
|
1.5K
$170K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.46K+ 20.81% |
$127K - $161K
|
8.45K
$957K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.44KNew |
$126K - $159K
|
1.44K
$163K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.32K+ 57.96% |
$116K - $146K
|
3.6K
$408K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.26K+ 3.47% |
$110K - $140K
|
37.6K
$4.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
1.26K+ 30.11% |
$110K - $139K
|
5.42K
$614K
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.09KNew |
$95.3K - $120K
|
1.09K
$123K
|
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
BUY
|
- |
1.07K+ 1.23% |
$93.8K - $118K
|
88.5K
$10M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.02K+ 44.74% |
$89.4K - $113K
|
3.3K
$374K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.02K+ 0.33% |
$89.1K - $113K
|
307K
$34.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
1.01K+ 3.3% |
$88.6K - $112K
|
31.7K
$3.59M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
1KNew |
$87.5K - $111K
|
1K
$113K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
992+ 6.52% |
$86.8K - $110K
|
16.2K
$1.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
962+ 1414.71% |
$84.2K - $106K
|
1.03K
$117K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
907+ 2.65% |
$79.4K - $100K
|
35.1K
$3.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
880New |
$77K - $97.4K
|
880
$99.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
875+ 9.34% |
$76.6K - $96.8K
|
10.2K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
850+ 11.72% |
$74.4K - $94K
|
8.1K
$918K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
779+ 2.59% |
$68.2K - $86.2K
|
30.8K
$3.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
710+ 7.4% |
$62.2K - $78.5K
|
10.3K
$1.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
708+ 3.22% |
$62K - $78.3K
|
22.7K
$2.57M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
661+ 3.0% |
$57.9K - $73.1K
|
22.7K
$2.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
649+ 4.07% |
$56.8K - $71.8K
|
16.6K
$1.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
580+ 0.02% |
$50.8K - $64.2K
|
3.87M
$438M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
562+ 24.9% |
$49.2K - $62.2K
|
2.82K
$319K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
553+ 6.14% |
$48.4K - $61.2K
|
9.56K
$1.08M
|