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 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
275+ 12.08% |
$22.6K - $25.8K
|
2.55K
$243K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
262+ 8.43% |
$21.5K - $24.6K
|
3.37K
$321K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
239+ 6.93% |
$19.6K - $22.4K
|
3.69K
$351K
|
|
|
Oct 31, 2023
Q3 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
223+ 0.35% |
$18.3K - $20.9K
|
63.7K
$6.07M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
219+ 192.11% |
$18K - $20.6K
|
333
$31.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
219+ 0.32% |
$18K - $20.6K
|
68.7K
$6.54M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
205+ 82.66% |
$16.8K - $19.2K
|
453
$43.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
200+ 4.0% |
$16.4K - $18.8K
|
5.2K
$496K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
200+ 63.49% |
$16.4K - $18.8K
|
515
$49.1K
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
BUY
|
- |
200+ 7.31% |
$16.4K - $18.8K
|
2.94K
$280K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
181+ 3.67% |
$14.9K - $17K
|
5.11K
$487K
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
180+ 8.49% |
$14.8K - $16.9K
|
2.3K
$219K
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
180+ 1.55% |
$14.8K - $16.9K
|
11.8K
$1.12M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
179+ 6.81% |
$14.7K - $16.8K
|
2.81K
$267K
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
172+ 1.29% |
$14.1K - $16.1K
|
13.5K
$1.28M
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
161+ 240.3% |
$13.2K - $15.1K
|
228
$21.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
154+ 81.91% |
$12.7K - $14.5K
|
342
$32.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
145+ 15.26% |
$11.9K - $13.6K
|
1.1K
$104K
|
|
|
Nov 01, 2023
Q3 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
143+ 5.56% |
$11.8K - $13.4K
|
2.71K
$259K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
141+ 4.64% |
$11.6K - $13.2K
|
3.18K
$303K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
140+ 4.13% |
$11.5K - $13.1K
|
3.53K
$336K
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
130New |
$10.7K - $12.2K
|
130
$12.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
128+ 1.33% |
$10.5K - $12K
|
9.75K
$929K
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
127+ 0.38% |
$10.4K - $11.9K
|
33.2K
$3.17M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
119+ 5.52% |
$9.78K - $11.2K
|
2.27K
$217K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
119+ 5.52% |
$9.78K - $11.2K
|
2.27K
$217K
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
115+ 1.0% |
$9.45K - $10.8K
|
11.6K
$1.11M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
110+ 74.32% |
$9.04K - $10.3K
|
258
$24.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
100+ 136.99% |
$8.22K - $9.39K
|
173
$16.5K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
100New |
$8.22K - $9.39K
|
100
$9.53K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
100+ 3.76% |
$8.22K - $9.39K
|
2.76K
$263K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
88+ 1.59% |
$7.23K - $8.26K
|
5.62K
$536K
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
85+ 1.37% |
$6.99K - $7.98K
|
6.3K
$601K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
79+ 2.66% |
$6.49K - $7.41K
|
3.05K
$291K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
70+ 1.62% |
$5.75K - $6.57K
|
4.38K
$417K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
67+ 1.64% |
$5.51K - $6.29K
|
4.15K
$396K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
55+ 0.51% |
$4.52K - $5.16K
|
10.8K
$1.03M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
54+ 0.46% |
$4.44K - $5.07K
|
11.7K
$1.11M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
52+ 0.6% |
$4.27K - $4.88K
|
8.65K
$825K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
41+ 1.44% |
$3.37K - $3.85K
|
2.88K
$275K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
35+ 1.23% |
$2.88K - $3.29K
|
2.87K
$274K
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
35+ 0.06% |
$2.88K - $3.29K
|
57K
$5.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
33+ 0.31% |
$2.71K - $3.1K
|
10.7K
$1.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
26+ 200.0% |
$2.14K - $2.44K
|
39
$3.72K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
23+ 0.31% |
$1.89K - $2.16K
|
7.36K
$701K
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
23+ 0.92% |
$1.89K - $2.16K
|
2.52K
$240K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
21+ 3.98% |
$1.73K - $1.97K
|
549
$52.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
21+ 0.97% |
$1.73K - $1.97K
|
2.19K
$208K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
20+ 0.45% |
$1.64K - $1.88K
|
4.47K
$426K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
19+ 50.0% |
$1.56K - $1.78K
|
57
$5.43K
|