Purchases and Sales Made in Q3 2021 in Bank Of Montreal (BMO)
This table provides information about the institutional ownership of Bank Of Montreal (BMO) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q3 2021
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
165+ 3.9% |
$15.8K - $17.1K
|
4.4K
$419K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
163+ 13.84% |
$15.6K - $16.9K
|
1.34K
$128K
|
|
|
Oct 15, 2021
Q3 2021
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
162+ 3.22% |
$15.5K - $16.8K
|
5.19K
$494K
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
160+ 2.57% |
$15.4K - $16.6K
|
6.38K
$608K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
158+ 12.76% |
$15.2K - $16.4K
|
1.4K
$133K
|
|
|
Oct 08, 2021
Q3 2021
|
Addenda Capital Inc.
|
BUY
|
- |
156+ 0.63% |
$15K - $16.2K
|
25K
$2.38M
|
|
|
Nov 15, 2021
Q3 2021
|
Credit Agricole S A
|
BUY
|
- |
156+ 7.07% |
$15K - $16.2K
|
2.36K
$225K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
155+ 0.95% |
$14.9K - $16.1K
|
16.5K
$1.57M
|
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
BUY
|
- |
150New |
$14.4K - $15.6K
|
150
$14.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
149+ 5.68% |
$14.3K - $15.5K
|
2.77K
$264K
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
142+ 4.3% |
$13.6K - $14.7K
|
3.44K
$328K
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
139New |
$13.3K - $14.4K
|
139
$13.2K
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
129+ 0.22% |
$12.4K - $13.4K
|
58.5K
$5.58M
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
122+ 4.69% |
$11.7K - $12.7K
|
2.73K
$260K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
122New |
$11.7K - $12.7K
|
122
$11.6K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
101+ 5.0% |
$9.69K - $10.5K
|
2.12K
$202K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100+ 5.96% |
$9.6K - $10.4K
|
1.78K
$169K
|
|
|
Nov 15, 2021
Q3 2021
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
95+ 0.11% |
$9.12K - $9.86K
|
83.3K
$7.94M
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
94+ 0.1% |
$9.02K - $9.76K
|
91.5K
$8.72M
|
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
79+ 1.59% |
$7.58K - $8.2K
|
5.05K
$481K
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
76+ 2.89% |
$7.29K - $7.89K
|
2.71K
$258K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
63+ 1.74% |
$6.05K - $6.54K
|
3.67K
$350K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
59+ 536.36% |
$5.66K - $6.13K
|
70
$6.67K
|
|
|
Oct 13, 2021
Q3 2021
|
Thompson Investment Management, Inc.
|
BUY
|
- |
55+ 1.67% |
$5.28K - $5.71K
|
3.35K
$319K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
54New |
$5.18K - $5.61K
|
54
$5.15K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
52+ 2.04% |
$4.99K - $5.4K
|
2.6K
$248K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
52New |
$4.99K - $5.4K
|
52
$4.96K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
51New |
$4.89K - $5.3K
|
51
$4.86K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
50New |
$4.8K - $5.19K
|
50
$4.76K
|
|
|
Nov 15, 2021
Q3 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
49+ 0.21% |
$4.7K - $5.09K
|
23.5K
$2.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
49+ 0.32% |
$4.7K - $5.09K
|
15.5K
$1.48M
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
35+ 23.65% |
$3.36K - $3.63K
|
183
$17.4K
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
34New |
$3.26K - $3.53K
|
34
$3.24K
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
32+ 1.56% |
$3.07K - $3.32K
|
2.08K
$198K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
29+ 1.24% |
$2.78K - $3.01K
|
2.36K
$225K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
29+ 4.68% |
$2.78K - $3.01K
|
648
$61.7K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
25+ 5.9% |
$2.4K - $2.6K
|
449
$42.8K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
24+ 0.37% |
$2.3K - $2.49K
|
6.43K
$613K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
24+ 0.42% |
$2.3K - $2.49K
|
5.76K
$549K
|
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
BUY
|
- |
21+ 0.12% |
$2.02K - $2.18K
|
17.4K
$1.66M
|
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
BUY
|
- |
20+ 0.93% |
$1.92K - $2.08K
|
2.17K
$207K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3+ 0.08% |
$288 - $311
|
3.79K
$361K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.33% |
$288 - $311
|
902
$86K
|
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
BUY
|
- |
2+ 0.07% |
$192 - $208
|
2.71K
$258K
|
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2+ 0.1% |
$192 - $208
|
2.11K
$201K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.46% |
$192 - $208
|
433
$41.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1- 0.09% |
$96 - $104
|
1.09K
$104K
|