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 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
55+ 1.69% |
$4.81K - $6.08K
|
3.31K
$375K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
50+ 121.95% |
$4.38K - $5.53K
|
91
$10.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
50+ 1.16% |
$4.38K - $5.53K
|
4.38K
$495K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
48+ 0.19% |
$4.2K - $5.31K
|
24.7K
$2.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
45+ 187.5% |
$3.94K - $4.98K
|
69
$7.81K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
42+ 1.29% |
$3.68K - $4.65K
|
3.31K
$375K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
40+ 0.41% |
$3.5K - $4.43K
|
9.72K
$1.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
39+ 7.94% |
$3.41K - $4.31K
|
530
$60K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
35New |
$3.06K - $3.87K
|
35
$3.96K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
35+ 60.34% |
$3.06K - $3.87K
|
93
$10.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
34+ 2.17% |
$2.98K - $3.76K
|
1.6K
$182K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
31+ 1.07% |
$2.71K - $3.43K
|
2.93K
$331K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30+ 0.43% |
$2.63K - $3.32K
|
7.02K
$795K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
27+ 0.33% |
$2.36K - $2.99K
|
8.17K
$926K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
26+ 15.29% |
$2.28K - $2.88K
|
196
$22.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
25New |
$2.19K - $2.77K
|
25
$2.83K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
23New |
$2.01K - $2.54K
|
23
$2.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
23New |
$2.01K - $2.54K
|
23
$2.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
20+ 5.0% |
$1.75K - $2.21K
|
420
$47.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
19+ 0.15% |
$1.66K - $2.1K
|
12.7K
$1.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
18+ 360.0% |
$1.58K - $1.99K
|
23
$2.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
17+ 0.45% |
$1.49K - $1.88K
|
3.81K
$431K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
16+ 114.29% |
$1.4K - $1.77K
|
30
$3.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
14+ 9.33% |
$1.23K - $1.55K
|
164
$18.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
13+ 1.18% |
$1.14K - $1.44K
|
1.11K
$126K
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
11New |
$963 - $1.22K
|
11
$1.25K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
11+ 0.13% |
$963 - $1.22K
|
8.74K
$990K
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
9+ 0.2% |
$788 - $996
|
4.48K
$507K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8+ 0.13% |
$700 - $885
|
6.08K
$688K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6+ 2.2% |
$525 - $664
|
279
$31.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
5+ 0.17% |
$438 - $553
|
2.88K
$326K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5+ 0.24% |
$438 - $553
|
2.1K
$238K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
5+ 0.15% |
$438 - $553
|
3.33K
$377K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 1.01% |
$438 - $553
|
498
$56.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
4+ 0.55% |
$350 - $443
|
735
$83.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3+ 6.98% |
$263 - $332
|
46
$5.21K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
2+ 0.06% |
$175 - $221
|
3.37K
$382K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.78% |
$87.5 - $111
|
130
$14.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1- 6.25% |
$87.5 - $111
|
15
$1.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-6- 0.22% |
$525 - $664
|
2.75K
$311K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-8- 0.26% |
$700 - $885
|
3.02K
$342K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-13- 0.51% |
$1.14K - $1.44K
|
2.51K
$284K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-20- 0.4% |
$1.75K - $2.21K
|
4.97K
$563K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-24- 0.69% |
$2.1K - $2.66K
|
3.47K
$393K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-26- 0.08% |
$2.28K - $2.88K
|
33.6K
$3.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-26- 0.38% |
$2.28K - $2.88K
|
6.77K
$766K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-28- 9.52% |
$2.45K - $3.1K
|
266
$30.1K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-29- 4.51% |
$2.54K - $3.21K
|
614
$69.5K
|