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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-1- 4.76% |
$96 - $104
|
20
$1.91K
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-13Closed |
$1.25K - $1.35K
|
0
$0
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-13- 0.19% |
$1.25K - $1.35K
|
6.8K
$648K
|
|
|
Nov 15, 2021
Q3 2021
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-27- -0.0% |
$2.59K - $2.8K
|
669K
$63.8M
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-33Closed |
$3.17K - $3.43K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
SELL
|
- |
-39- 0.84% |
$3.74K - $4.05K
|
4.61K
$439K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-40- 1.56% |
$3.84K - $4.15K
|
2.52K
$240K
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-42Closed |
$4.03K - $4.36K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-42- 0.01% |
$4.03K - $4.36K
|
393K
$37.5M
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-43- 2.03% |
$4.13K - $4.46K
|
2.07K
$197K
|
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-45- 0.54% |
$4.32K - $4.67K
|
8.35K
$795K
|
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-55- 2.03% |
$5.28K - $5.71K
|
2.65K
$253K
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-59- 84.29% |
$5.66K - $6.13K
|
11
$1.05K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-60- 0.64% |
$5.76K - $6.23K
|
9.27K
$884K
|
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-60Closed |
$5.76K - $6.23K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Center Star Asset Management, LLC
|
SELL
|
- |
-63- 17.03% |
$6.05K - $6.54K
|
307
$29.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-75- 30.0% |
$7.2K - $7.79K
|
175
$16.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-95- 0.97% |
$9.12K - $9.86K
|
9.66K
$920K
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-100- 0.67% |
$9.6K - $10.4K
|
14.9K
$1.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-112Closed |
$10.7K - $11.6K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-117- 5.16% |
$11.2K - $12.1K
|
2.15K
$205K
|
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-146- 1.57% |
$14K - $15.2K
|
9.16K
$873K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-147- 1.57% |
$14.1K - $15.3K
|
9.21K
$878K
|
|
|
Nov 15, 2021
Q3 2021
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-150- 2.05% |
$14.4K - $15.6K
|
7.18K
$684K
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-152- 1.48% |
$14.6K - $15.8K
|
10.1K
$963K
|
|
|
Oct 06, 2021
Q3 2021
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-200- 16.95% |
$19.2K - $20.8K
|
980
$93.4K
|
|
|
Oct 27, 2021
Q3 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-211- 8.6% |
$20.2K - $21.9K
|
2.24K
$214K
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
SELL
|
- |
-235- 4.02% |
$22.6K - $24.4K
|
5.61K
$534K
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-244- 7.27% |
$23.4K - $25.3K
|
3.11K
$297K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-250- 51.02% |
$24K - $26K
|
240
$22.9K
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-297- 10.25% |
$28.5K - $30.8K
|
2.6K
$248K
|
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-300- 1.18% |
$28.8K - $31.1K
|
25.1K
$2.39M
|
|
|
Nov 10, 2021
Q3 2021
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-311- 13.82% |
$29.8K - $32.3K
|
1.94K
$185K
|
|
|
Nov 10, 2021
Q3 2021
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-330- 4.8% |
$31.7K - $34.3K
|
6.54K
$623K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-342- 4.26% |
$32.8K - $35.5K
|
7.69K
$732K
|
|
|
Oct 25, 2021
Q3 2021
|
Davis Rea Ltd.
|
SELL
|
- |
-352- 2.35% |
$33.8K - $36.5K
|
14.6K
$1.39M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-370- 4.3% |
$35.5K - $38.4K
|
8.24K
$785K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-426- 4.75% |
$40.9K - $44.2K
|
8.54K
$813K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-470- 1.35% |
$45.1K - $48.8K
|
34.3K
$3.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-500- 17.69% |
$48K - $51.9K
|
2.33K
$222K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-536- 12.77% |
$51.4K - $55.7K
|
3.66K
$349K
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-540- 90.0% |
$51.8K - $56.1K
|
60
$5.72K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-544- 2.31% |
$52.2K - $56.5K
|
23K
$2.19M
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-545- 20.77% |
$52.3K - $56.6K
|
2.08K
$198K
|
|
|
Oct 26, 2021
Q3 2021
|
Baskin Financial Services Inc.
|
SELL
|
- |
-555- 6.01% |
$53.3K - $57.6K
|
8.67K
$826K
|
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-584- 1.06% |
$56K - $60.6K
|
54.7K
$5.21M
|
|
|
Feb 11, 2022
Q3 2021
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-602Closed |
$57.8K - $62.5K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-711- 6.64% |
$68.2K - $73.8K
|
9.99K
$952K
|
|
|
Nov 15, 2021
Q3 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-733- 15.82% |
$70.3K - $76.1K
|
3.9K
$372K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-776- 3.44% |
$74.5K - $80.6K
|
21.8K
$2.08M
|