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 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-2.82K- 0.58% |
$232K - $264K
|
485K
$48.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.86K- 32.0% |
$235K - $268K
|
6.07K
$612K
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-2.97K- 49.56% |
$244K - $279K
|
3.02K
$305K
|
|
|
Oct 17, 2023
Q3 2023
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-3.17K- 1.49% |
$261K - $298K
|
210K
$21.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Scheer, Rowlett & Associates Investment Management Ltd.
|
SELL
|
- |
-3.52K- 1.64% |
$289K - $330K
|
212K
$21.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.53K- 28.26% |
$290K - $331K
|
8.96K
$902K
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.56K- 19.65% |
$293K - $334K
|
14.6K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-3.92K- 66.27% |
$322K - $368K
|
2K
$201K
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-4.4K- 24.07% |
$361K - $413K
|
13.9K
$1.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-4.6K- 2.45% |
$378K - $432K
|
183K
$18.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-5.07K- 97.56% |
$417K - $476K
|
127
$12.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-5.3K- 14.95% |
$436K - $498K
|
30.2K
$3.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-5.81K- 19.13% |
$477K - $545K
|
24.6K
$2.47M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-5.84K- 70.62% |
$480K - $549K
|
2.43K
$245K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-9.13K- 0.67% |
$750K - $857K
|
1.35M
$136M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-9.85K- 1.21% |
$809K - $924K
|
806K
$81.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-10.4K- 30.87% |
$854K - $976K
|
23.3K
$2.34M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-18.2K- 11.49% |
$1.5M - $1.71M
|
140K
$14.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-18.7K- 58.25% |
$1.53M - $1.75M
|
13.4K
$1.35M
|
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-21K- 11.44% |
$1.73M - $1.97M
|
163K
$16.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-22.6K- 12.47% |
$1.86M - $2.12M
|
159K
$16M
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-23.4K- 13.76% |
$1.92M - $2.2M
|
147K
$14.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Aviva PLC
|
SELL
|
- |
-23.7K- 6.17% |
$1.95M - $2.22M
|
360K
$36.3M
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-24.3K- 10.78% |
$2M - $2.28M
|
201K
$20.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-25.6K- 21.8% |
$2.11M - $2.4M
|
91.9K
$9.26M
|
|
|
Oct 11, 2023
Q3 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-25.7K- 75.65% |
$2.11M - $2.41M
|
8.27K
$833K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-27.2K- 4.22% |
$2.24M - $2.56M
|
618K
$62.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-29K- 3.71% |
$2.39M - $2.73M
|
754K
$75.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
- |
-34.5K- 18.02% |
$2.83M - $3.23M
|
157K
$15.8M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-40.2K- 56.11% |
$3.3M - $3.77M
|
31.4K
$3.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-45.6K- 36.4% |
$3.75M - $4.28M
|
79.7K
$8.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-46.2K- 16.02% |
$3.8M - $4.34M
|
242K
$24.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-48.6K- 11.48% |
$4M - $4.56M
|
375K
$37.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-64.7K- 18.88% |
$5.32M - $6.08M
|
278K
$28M
|
|
|
Nov 13, 2023
Q3 2023
|
Candriam S.C.A.
|
SELL
|
- |
-66.8K- 41.57% |
$5.49M - $6.27M
|
93.9K
$9.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-92K- 28.11% |
$7.56M - $8.63M
|
235K
$23.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-109K- 13.16% |
$8.93M - $10.2M
|
717K
$72.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-117K- 30.38% |
$9.61M - $11M
|
268K
$27M
|
|
|
Nov 09, 2023
Q3 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-127K- 3.43% |
$10.5M - $12M
|
3.58M
$361M
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-138K- 5.04% |
$11.3M - $12.9M
|
2.59M
$261M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-146K- 1.03% |
$12M - $13.7M
|
14M
$1.41B
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-172K- 27.67% |
$14.1M - $16.1M
|
449K
$45.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-187K- 60.65% |
$15.4M - $17.6M
|
122K
$12.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
SELL
|
- |
-204K- 1.26% |
$16.8M - $19.2M
|
16M
$1.62B
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-287K- 8.42% |
$23.6M - $26.9M
|
3.12M
$314M
|
|
|
Nov 13, 2023
Q3 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-313K- 32.7% |
$25.7M - $29.3M
|
643K
$64.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-346K- 16.75% |
$28.4M - $32.4M
|
1.72M
$173M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-450K- 0.66% |
$37M - $42.2M
|
67.4M
$6.78B
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-683K- 24.73% |
$56.1M - $64.1M
|
2.08M
$209M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-810K- 6.59% |
$66.6M - $76M
|
11.5M
$1.16B
|