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 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-365- 5.76% |
$32K - $40.4K
|
5.98K
$677K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-370- 12.86% |
$32.4K - $40.9K
|
2.51K
$284K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-371- 8.19% |
$32.5K - $41K
|
4.16K
$471K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-377- 2.08% |
$33K - $41.7K
|
17.8K
$2.01M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-397- 6.0% |
$34.8K - $43.9K
|
6.22K
$705K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-400- 0.77% |
$35K - $44.3K
|
51.9K
$5.87M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-405- 80.2% |
$35.5K - $44.8K
|
100
$11.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-449- 4.25% |
$39.3K - $49.7K
|
10.1K
$1.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-450- 0.87% |
$39.4K - $49.8K
|
51K
$5.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-487- 4.53% |
$42.6K - $53.9K
|
10.3K
$1.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-493- 3.41% |
$43.2K - $54.5K
|
13.9K
$1.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-521- 13.07% |
$45.6K - $57.6K
|
3.47K
$392K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-530- 10.05% |
$46.4K - $58.6K
|
4.74K
$537K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-555- 21.99% |
$48.6K - $61.4K
|
1.97K
$223K
|
|
|
Jul 24, 2025
Q2 2025
|
Baskin Financial Services Inc.
|
SELL
|
- |
-556- 7.49% |
$48.7K - $61.5K
|
6.87K
$778K
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-637- 23.14% |
$55.8K - $70.5K
|
2.12K
$240K
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-667- 5.41% |
$58.4K - $73.8K
|
11.7K
$1.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-699- 18.62% |
$61.2K - $77.3K
|
3.06K
$346K
|
|
|
Aug 11, 2025
Q2 2025
|
Chiron Capital Management, LLC
|
SELL
|
- |
-710- 23.99% |
$62.2K - $78.5K
|
2.25K
$255K
|
|
|
Aug 13, 2025
Q2 2025
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-712- 3.75% |
$62.3K - $78.8K
|
18.3K
$2.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-715- 23.75% |
$62.6K - $79.1K
|
2.3K
$260K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-720- 40.04% |
$63K - $79.7K
|
1.08K
$122K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-729- 3.83% |
$63.8K - $80.6K
|
18.3K
$2.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-745- 28.1% |
$65.2K - $82.4K
|
1.91K
$216K
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-746- 1.34% |
$65.3K - $82.5K
|
54.8K
$6.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Klcm Advisors, Inc.
|
SELL
|
- |
-752- 15.24% |
$65.8K - $83.2K
|
4.18K
$474K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-847- 1.72% |
$74.1K - $93.7K
|
48.5K
$5.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-852- 26.46% |
$74.6K - $94.3K
|
2.37K
$268K
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-899- 99.89% |
$78.7K - $99.5K
|
1
$113
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-942- 87.79% |
$82.5K - $104K
|
131
$14.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-958- 24.91% |
$83.9K - $106K
|
2.89K
$327K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-975- 0.53% |
$85.4K - $108K
|
182K
$20.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-990- 20.5% |
$86.7K - $110K
|
3.84K
$435K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.09K- 0.22% |
$95K - $120K
|
492K
$55.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.1K- 16.58% |
$95.9K - $121K
|
5.52K
$625K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.2K- 20.84% |
$105K - $133K
|
4.56K
$516K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-1.22K- 25.59% |
$107K - $135K
|
3.54K
$401K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.23K- 7.47% |
$107K - $136K
|
15.2K
$1.72M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.26K- 10.42% |
$111K - $140K
|
10.9K
$1.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
SELL
|
- |
-1.27K- 0.25% |
$111K - $141K
|
507K
$57.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.29K- 16.72% |
$113K - $143K
|
6.44K
$729K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.32K- 1.43% |
$115K - $146K
|
90.8K
$10.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Candriam S.C.A.
|
SELL
|
- |
-1.5K- 18.1% |
$132K - $166K
|
6.81K
$771K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.56K- 26.61% |
$137K - $173K
|
4.31K
$488K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.6K- 9.3% |
$140K - $177K
|
15.6K
$1.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-1.6K- 11.43% |
$140K - $177K
|
12.4K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-1.64K- 1.16% |
$144K - $182K
|
140K
$15.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-1.65K- 0.15% |
$144K - $183K
|
1.11M
$125M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.89K- 26.45% |
$165K - $209K
|
5.26K
$595K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-2K- 8.38% |
$175K - $221K
|
21.9K
$2.48M
|