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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
12+ 14.29% |
$986 - $1.13K
|
96
$9.15K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
10+ 0.77% |
$822 - $939
|
1.31K
$125K
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
10+ 0.22% |
$822 - $939
|
4.49K
$428K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
10+ 0.37% |
$822 - $939
|
2.72K
$259K
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
7+ 0.25% |
$575 - $657
|
2.78K
$265K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6New |
$493 - $563
|
6
$572
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5+ 0.11% |
$411 - $469
|
4.44K
$423K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.67% |
$247 - $282
|
453
$43.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 1.06% |
$164 - $188
|
190
$18.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 1.1% |
$164 - $188
|
184
$17.5K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.08% |
$164 - $188
|
2.55K
$243K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.27% |
$82.2 - $93.9
|
367
$35K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 1.85% |
$82.2 - $93.9
|
55
$5.24K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.55% |
$82.2 - $93.9
|
184
$17.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.87% |
$82.2 - $93.9
|
116
$11.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-6- 0.03% |
$493 - $563
|
22.9K
$2.18M
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-7- 0.61% |
$575 - $657
|
1.14K
$109K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-7- 0.25% |
$575 - $657
|
2.77K
$264K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-13- 0.59% |
$1.07K - $1.22K
|
2.2K
$210K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
SELL
|
- |
-13- 0.44% |
$1.07K - $1.22K
|
2.91K
$278K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-18- 0.44% |
$1.48K - $1.69K
|
4.04K
$385K
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-20- 0.65% |
$1.64K - $1.88K
|
3.08K
$293K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-21- 6.1% |
$1.73K - $1.97K
|
323
$30.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-29- 0.6% |
$2.38K - $2.72K
|
4.83K
$460K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-29- 0.55% |
$2.38K - $2.72K
|
5.21K
$497K
|
|
|
Oct 19, 2023
Q3 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-33- 0.54% |
$2.71K - $3.1K
|
6.09K
$581K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-34- 4.85% |
$2.79K - $3.19K
|
667
$63.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-42- 7.05% |
$3.45K - $3.94K
|
554
$52.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-49- 5.22% |
$4.03K - $4.6K
|
890
$84.8K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-50- 1.71% |
$4.11K - $4.69K
|
2.88K
$274K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-62- 31.16% |
$5.1K - $5.82K
|
137
$13.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-75- 0.9% |
$6.16K - $7.04K
|
8.23K
$784K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-99- 0.19% |
$8.14K - $9.29K
|
52.6K
$5.01M
|
|
|
Oct 13, 2023
Q3 2023
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-99- 0.93% |
$8.14K - $9.29K
|
10.5K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-100- 3.61% |
$8.22K - $9.39K
|
2.67K
$255K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-112- 3.99% |
$9.2K - $10.5K
|
2.69K
$257K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-114- 1.83% |
$9.37K - $10.7K
|
6.13K
$584K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-127- 1.23% |
$10.4K - $11.9K
|
10.2K
$975K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-135- 1.42% |
$11.1K - $12.7K
|
9.36K
$892K
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-140- 0.65% |
$11.5K - $13.1K
|
21.4K
$2.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-143- 4.43% |
$11.8K - $13.4K
|
3.09K
$294K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-146- 0.87% |
$12K - $13.7K
|
16.7K
$1.59M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-170- 1.95% |
$14K - $16K
|
8.53K
$813K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-177- 3.89% |
$14.5K - $16.6K
|
4.37K
$417K
|
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-186- 5.25% |
$15.3K - $17.5K
|
3.36K
$320K
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-196- 5.09% |
$16.1K - $18.4K
|
3.66K
$349K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-204- 1.46% |
$16.8K - $19.1K
|
13.8K
$1.31M
|