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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-39- 2.11% |
$3.41K - $4.31K
|
1.81K
$205K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-40- 62.5% |
$3.5K - $4.43K
|
24
$2.72K
|
|
|
Jul 22, 2025
Q2 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-45- 0.62% |
$3.94K - $4.98K
|
7.18K
$813K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-50- 1.8% |
$4.38K - $5.53K
|
2.72K
$308K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-51- 0.84% |
$4.46K - $5.64K
|
6.03K
$682K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-67- 0.28% |
$5.87K - $7.41K
|
24.2K
$2.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-70- 2.39% |
$6.13K - $7.74K
|
2.86K
$324K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-77- 38.89% |
$6.74K - $8.52K
|
121
$13.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-80- 0.83% |
$7K - $8.85K
|
9.53K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-84- 17.99% |
$7.35K - $9.29K
|
383
$43.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-91- 2.6% |
$7.97K - $10.1K
|
3.41K
$386K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-92- 2.92% |
$8.05K - $10.2K
|
3.06K
$347K
|
|
|
Aug 14, 2025
Q2 2025
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-100- 1.46% |
$8.75K - $11.1K
|
6.75K
$764K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-100- 1.77% |
$8.75K - $11.1K
|
5.56K
$630K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-104- 4.15% |
$9.1K - $11.5K
|
2.4K
$272K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-109- 2.81% |
$9.54K - $12.1K
|
3.77K
$427K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-110- 3.76% |
$9.63K - $12.2K
|
2.82K
$319K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-114- 3.73% |
$9.98K - $12.6K
|
2.94K
$333K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-117- 3.7% |
$10.2K - $12.9K
|
3.05K
$345K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-119- 0.51% |
$10.4K - $13.2K
|
23K
$2.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-120- 0.67% |
$10.5K - $13.3K
|
17.8K
$2.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-125- 5.47% |
$10.9K - $13.8K
|
2.16K
$245K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-127- 17.81% |
$11.1K - $14.1K
|
586
$66.4K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-130- 4.91% |
$11.4K - $14.4K
|
2.52K
$285K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-137- 4.6% |
$12K - $15.2K
|
2.84K
$322K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-143- 2.92% |
$12.5K - $15.8K
|
4.76K
$539K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-145- 3.07% |
$12.7K - $16K
|
4.57K
$518K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-151- 78.24% |
$13.2K - $16.7K
|
42
$4.76K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-158- 5.66% |
$13.8K - $17.5K
|
2.63K
$298K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-160- 0.11% |
$14K - $17.7K
|
145K
$16.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-179- 6.29% |
$15.7K - $19.8K
|
2.67K
$302K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-181- 3.1% |
$15.8K - $20K
|
5.66K
$640K
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-185- 3.05% |
$16.2K - $20.5K
|
5.88K
$666K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-198- 0.04% |
$17.3K - $21.9K
|
465K
$52.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-212- 61.63% |
$18.6K - $23.5K
|
132
$14.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-216- 9.78% |
$18.9K - $23.9K
|
1.99K
$226K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-218- 2.13% |
$19.1K - $24.1K
|
10K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-219- 2.59% |
$19.2K - $24.2K
|
8.23K
$932K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-238- 10.87% |
$20.8K - $26.3K
|
1.95K
$221K
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-240- 0.57% |
$21K - $26.6K
|
42.1K
$4.77M
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-241- 6.22% |
$21.1K - $26.7K
|
3.64K
$412K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-257- 1.03% |
$22.5K - $28.4K
|
24.7K
$2.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-258- 9.5% |
$22.6K - $28.5K
|
2.46K
$278K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-269- 3.42% |
$23.5K - $29.8K
|
7.6K
$861K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-293- 12.28% |
$25.6K - $32.4K
|
2.09K
$237K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-293- 27.88% |
$25.6K - $32.4K
|
758
$85.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-305- 2.43% |
$26.7K - $33.7K
|
12.2K
$1.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-318- 32.82% |
$27.8K - $35.2K
|
651
$73.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-333- 2.48% |
$29.2K - $36.8K
|
13.1K
$1.48M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-333- 0.57% |
$29.2K - $36.8K
|
58.1K
$6.58M
|