Purchases and Sales Made in Q3 2023 in Bank Of Montreal (BMO)
This table provides information about the institutional ownership of Bank Of Montreal (BMO) during Q3 2023. 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 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
22.2K+ 889.8% |
$1.83M - $2.09M
|
24.7K
$2.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
21.2K+ 69.4% |
$1.74M - $1.99M
|
51.7K
$4.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
20.6K+ 35.62% |
$1.7M - $1.94M
|
78.6K
$7.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
17.4K+ 15.17% |
$1.43M - $1.63M
|
132K
$12.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
16.1K+ 6.04% |
$1.32M - $1.51M
|
283K
$26.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
15.6K+ 86.94% |
$1.28M - $1.47M
|
33.6K
$3.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
15.4K+ 36666.67% |
$1.27M - $1.45M
|
15.4K
$1.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
15.4K+ 7.81% |
$1.26M - $1.44M
|
212K
$20.2M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
15.4K+ 7.15% |
$1.26M - $1.44M
|
230K
$21.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
15.1K+ 3.15% |
$1.24M - $1.41M
|
493K
$47M
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
14.7KNew |
$1.21M - $1.38M
|
14.7K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Uss Investment Management LTD
|
BUY
|
- |
14K+ 14.56% |
$1.15M - $1.32M
|
110K
$10.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
13.9K+ 1.12% |
$1.14M - $1.31M
|
1.26M
$120M
|
|
|
Nov 09, 2023
Q3 2023
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
BUY
|
- |
11.9K+ 0.59% |
$975K - $1.11M
|
2.02M
$192M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
11.5K+ 238.3% |
$948K - $1.08M
|
16.4K
$1.56M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
11.5K+ 13.14% |
$944K - $1.08M
|
98.9K
$9.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
10.6KNew |
$873K - $997K
|
10.6K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
10.5KNew |
$863K - $986K
|
10.5K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
10.5K+ 29.05% |
$859K - $981K
|
46.4K
$4.42M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.64KNew |
$792K - $905K
|
9.64K
$919K
|
|
|
Nov 13, 2023
Q3 2023
|
Portland Investment Counsel Inc.
Burlington, A6 |
BUY
|
- |
9.25K+ 4.33% |
$760K - $869K
|
223K
$21.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
9.14K+ 591.84% |
$751K - $858K
|
10.7K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
9K+ 8.88% |
$740K - $845K
|
110K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
8.69K+ 7.41% |
$714K - $815K
|
126K
$12M
|
|
|
Nov 13, 2023
Q3 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
8.49KNew |
$698K - $797K
|
8.49K
$809K
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
7.98K+ 3.73% |
$656K - $749K
|
222K
$21.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
7.86K+ 13.5% |
$646K - $737K
|
66.1K
$6.29M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.7K+ 68.8% |
$633K - $722K
|
18.9K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
7.49KNew |
$616K - $703K
|
7.49K
$714K
|
|
|
Nov 09, 2023
Q3 2023
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
7.15K+ 18.49% |
$588K - $671K
|
45.8K
$4.37M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.15KNew |
$587K - $671K
|
7.15K
$681K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.9K+ 4.19% |
$567K - $648K
|
172K
$16.4M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.28K+ 27.17% |
$516K - $589K
|
29.4K
$2.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.17K+ 2.02% |
$507K - $579K
|
311K
$29.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.07K+ 17.16% |
$499K - $570K
|
41.5K
$3.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.82K+ 8.53% |
$479K - $547K
|
74.1K
$7.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Mqs Management LLC
|
BUY
|
- |
5.74KNew |
$472K - $539K
|
5.74K
$547K
|
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
5.4KNew |
$444K - $507K
|
5.4K
$515K
|
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
5.38KNew |
$442K - $505K
|
5.38K
$512K
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
5.29KNew |
$435K - $496K
|
5.29K
$504K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.26K+ 18.66% |
$432K - $494K
|
33.5K
$3.19M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
4.9K+ 48.51% |
$403K - $460K
|
15K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
4.89K+ 2.46% |
$402K - $459K
|
204K
$19.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
4.54KNew |
$373K - $426K
|
4.54K
$433K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.42KNew |
$363K - $414K
|
4.42K
$421K
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4.34KNew |
$357K - $408K
|
4.34K
$414K
|
|
|
Nov 06, 2023
Q3 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
3.98K+ 1.25% |
$327K - $373K
|
323K
$30.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.93K+ 169.79% |
$323K - $369K
|
6.24K
$595K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.69K+ 78.27% |
$303K - $346K
|
8.4K
$800K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
3.68KNew |
$302K - $345K
|
3.68K
$350K
|