Purchases and Sales Made in Q3 2022 in Bank Of Montreal (BMO)
This table provides information about the institutional ownership of Bank Of Montreal (BMO) during Q3 2022. 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 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.53KNew |
$42.6K - $255K
|
2.53K
$255K
|
|
|
Nov 15, 2022
Q3 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
2.51K+ 20.21% |
$42.2K - $253K
|
14.9K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.44KNew |
$41.1K - $246K
|
2.44K
$246K
|
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
2.23KNew |
$37.4K - $224K
|
2.23K
$224K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Agricole S A
|
BUY
|
- |
2.12K+ 89.75% |
$35.6K - $213K
|
4.48K
$451K
|
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.03K+ 89.48% |
$34.2K - $205K
|
4.31K
$434K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.01K+ 27.57% |
$33.7K - $202K
|
9.28K
$935K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.83KNew |
$30.8K - $185K
|
1.83K
$185K
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.76K+ 32.66% |
$29.5K - $177K
|
7.13K
$718K
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.73K+ 10.27% |
$29K - $174K
|
18.5K
$1.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.72K+ 78.02% |
$29K - $173K
|
3.93K
$396K
|
|
|
Nov 14, 2022
Q3 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
1.61K+ 0.1% |
$27.1K - $162K
|
1.65M
$166M
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
1.54K+ 15.35% |
$25.9K - $155K
|
11.6K
$1.16M
|
|
|
Nov 04, 2022
Q3 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.53K+ 15.37% |
$25.7K - $154K
|
11.5K
$1.16M
|
|
|
Nov 10, 2022
Q3 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.49KNew |
$25K - $150K
|
1.49K
$150K
|
|
|
Nov 14, 2022
Q3 2022
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
1.47K+ 18.96% |
$24.6K - $148K
|
9.19K
$926K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.42K+ 5.61% |
$23.8K - $143K
|
26.7K
$2.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
1.42K+ 17.22% |
$23.8K - $143K
|
9.64K
$971K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.33K+ 4.75% |
$22.4K - $134K
|
29.3K
$2.95M
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.2KNew |
$20.1K - $120K
|
1.2K
$120K
|
|
|
Nov 07, 2022
Q3 2022
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
1.12K+ 0.77% |
$18.8K - $113K
|
147K
$14.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.1K+ 3.44% |
$18.5K - $111K
|
33.1K
$3.33M
|
|
|
Oct 27, 2022
Q3 2022
|
Van Eck Associates Corp
|
BUY
|
- |
1.09K+ 6.09% |
$18.3K - $110K
|
19K
$1.91M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.07K+ 10.66% |
$18K - $108K
|
11.1K
$1.12M
|
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
BUY
|
- |
1.01K+ 37.11% |
$17K - $102K
|
3.72K
$375K
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
1K+ 3.29% |
$16.8K - $101K
|
31.4K
$3.17M
|
|
|
Nov 02, 2022
Q3 2022
|
Quilter PLC
|
BUY
|
- |
982+ 17.57% |
$16.5K - $98.9K
|
6.57K
$662K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
727+ 28.74% |
$12.2K - $73.2K
|
3.26K
$328K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
707+ 11.02% |
$11.9K - $71.2K
|
7.13K
$718K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
687+ 27.94% |
$11.6K - $69.2K
|
3.15K
$317K
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
620+ 14.25% |
$10.4K - $62.4K
|
4.97K
$501K
|
|
|
Oct 21, 2022
Q3 2022
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
614+ 10.67% |
$10.3K - $61.8K
|
6.37K
$642K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
595New |
$10K - $59.9K
|
595
$59.9K
|
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
571+ 22.0% |
$9.6K - $57.5K
|
3.17K
$319K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
518+ 24.96% |
$8.71K - $52.2K
|
2.59K
$261K
|
|
|
Nov 14, 2022
Q3 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
514+ 4.16% |
$8.65K - $51.8K
|
12.9K
$1.29M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
511+ 5.89% |
$8.6K - $51.5K
|
9.19K
$926K
|
|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
481+ 5.55% |
$8.09K - $48.4K
|
9.14K
$921K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
440+ 64.23% |
$7.4K - $44.3K
|
1.13K
$113K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
417+ 13.65% |
$7.01K - $42K
|
3.47K
$350K
|
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
400+ 3.43% |
$6.73K - $40.3K
|
12K
$1.21M
|
|
|
Oct 26, 2022
Q3 2022
|
Veriti Management LLC
|
BUY
|
- |
395+ 5.15% |
$6.64K - $39.8K
|
8.07K
$813K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
352+ 12.49% |
$5.92K - $35.5K
|
3.17K
$319K
|
|
|
Nov 22, 2022
Q3 2022
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
340+ 0.18% |
$5.72K - $34.2K
|
188K
$19M
|
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
340New |
$5.72K - $34.2K
|
340
$34.2K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
340+ 18.11% |
$5.72K - $34.2K
|
2.22K
$223K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
333New |
$5.6K - $33.5K
|
333
$33.5K
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
330+ 2.22% |
$5.55K - $33.2K
|
15.2K
$1.53M
|
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
323+ 3.62% |
$5.43K - $32.5K
|
9.25K
$931K
|
|
|
Nov 14, 2022
Q3 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
297+ 6.51% |
$5K - $29.9K
|
4.86K
$490K
|