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 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-204- 1.46% |
$16.8K - $19.1K
|
13.8K
$1.39M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-239- 4.77% |
$19.6K - $22.4K
|
4.78K
$481K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-325- 1.08% |
$26.7K - $30.5K
|
29.8K
$3M
|
|
|
Oct 19, 2023
Q3 2023
|
Davis Rea Ltd.
|
SELL
|
- |
-335- 2.79% |
$27.5K - $31.4K
|
11.7K
$1.18M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-339- 77.22% |
$27.9K - $31.8K
|
100
$10.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-365- 10.66% |
$30K - $34.3K
|
3.06K
$308K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-367- 2.46% |
$30.2K - $34.4K
|
14.6K
$1.47M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-393- 6.35% |
$32.3K - $36.9K
|
5.8K
$584K
|
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-400- 2.85% |
$32.9K - $37.5K
|
13.6K
$1.37M
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-403- 3.5% |
$33.1K - $37.8K
|
11.1K
$1.12M
|
|
|
Nov 07, 2023
Q3 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-430- 2.11% |
$35.3K - $40.4K
|
19.9K
$2M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-438- 2.15% |
$36K - $41.1K
|
20K
$2.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-471- 24.61% |
$38.7K - $44.2K
|
1.44K
$145K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-476- 12.59% |
$39.1K - $44.7K
|
3.31K
$333K
|
|
|
Oct 25, 2023
Q3 2023
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-550- 1.75% |
$45.2K - $51.6K
|
30.9K
$3.11M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-584- 33.86% |
$48K - $54.8K
|
1.14K
$115K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-602- 12.9% |
$49.5K - $56.5K
|
4.07K
$409K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-645- 0.77% |
$53K - $60.5K
|
83.1K
$8.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-655- 0.37% |
$53.8K - $61.5K
|
178K
$17.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-686- 6.0% |
$56.4K - $64.4K
|
10.7K
$1.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-752- 4.6% |
$61.8K - $70.6K
|
15.6K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-805- 19.33% |
$66.2K - $75.6K
|
3.36K
$338K
|
|
|
Oct 10, 2023
Q3 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-950- 15.39% |
$78.1K - $89.2K
|
5.22K
$526K
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-950- 9.57% |
$78.1K - $89.2K
|
8.98K
$904K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-974- 13.29% |
$80K - $91.4K
|
6.35K
$640K
|
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.01K- 3.59% |
$83K - $94.8K
|
27.1K
$2.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.02K- 0.11% |
$84K - $95.9K
|
933K
$94M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.05K- 23.02% |
$86.1K - $98.4K
|
3.5K
$353K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.18K- 9.94% |
$96.6K - $110K
|
10.6K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.19K- 2.1% |
$97.4K - $111K
|
55.3K
$5.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.2K- 4.86% |
$98.3K - $112K
|
23.4K
$2.36M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.24K- 7.29% |
$102K - $117K
|
15.8K
$1.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-1.39K- 4.38% |
$114K - $131K
|
30.4K
$3.07M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.4K- 7.75% |
$115K - $131K
|
16.7K
$1.68M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.53K- 1.22% |
$125K - $143K
|
124K
$12.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.6K- 16.79% |
$132K - $150K
|
7.95K
$800K
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.63K- 34.53% |
$134K - $153K
|
3.09K
$311K
|
|
|
Nov 14, 2023
Q3 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-1.73K- 2.59% |
$142K - $162K
|
64.9K
$6.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.73K- 13.28% |
$142K - $162K
|
11.3K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.02K- 81.03% |
$166K - $189K
|
472
$47.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.07K- 38.43% |
$170K - $195K
|
3.32K
$335K
|
|
|
Oct 12, 2023
Q3 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-2.14K- 0.29% |
$176K - $201K
|
744K
$75M
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-2.23K- 37.44% |
$183K - $209K
|
3.73K
$376K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-2.3K- 30.35% |
$189K - $216K
|
5.28K
$531K
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-2.3K- 17.99% |
$189K - $216K
|
10.5K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.3K- 87.16% |
$189K - $216K
|
339
$34.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-2.4K- 9.2% |
$197K - $225K
|
23.7K
$2.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.44K- 2.69% |
$201K - $229K
|
88.5K
$8.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.48K- 1.89% |
$204K - $233K
|
129K
$13M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-2.59K- 11.46% |
$213K - $243K
|
20K
$2.02M
|