Purchases and Sales Made in Q3 2024 in Bank Of Montreal (BMO)
This table provides information about the institutional ownership of Bank Of Montreal (BMO) during Q3 2024. 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 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
15.3K+ 9.32% |
$1.21M - $1.39M
|
180K
$18.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
14.5KNew |
$1.14M - $1.31M
|
14.5K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
14.4K+ 3.07% |
$1.14M - $1.31M
|
483K
$48.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
13.4K+ 220.03% |
$1.06M - $1.22M
|
19.5K
$1.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.7K+ 17.39% |
$1.01M - $1.16M
|
86.1K
$8.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
12.4K+ 608.41% |
$984K - $1.13M
|
14.5K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
10.8K+ 6.99% |
$854K - $980K
|
165K
$16.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
10.6K+ 157.06% |
$839K - $963K
|
17.4K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$794K - $911K
|
10K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
9.49K+ 2.6% |
$750K - $861K
|
375K
$37.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
8.92KNew |
$706K - $810K
|
8.92K
$899K
|
|
|
Nov 08, 2024
Q3 2024
|
Scheer, Rowlett & Associates Investment Management Ltd.
|
BUY
|
- |
8.49K+ 4.13% |
$672K - $771K
|
214K
$21.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
7.78K+ 2.32% |
$615K - $706K
|
343K
$34.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
7.76K+ 2.93% |
$614K - $704K
|
272K
$27.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
7.6KNew |
$601K - $690K
|
7.6K
$766K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
7.6K+ 10.63% |
$601K - $690K
|
79.1K
$7.96M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.41K+ 58.32% |
$586K - $673K
|
20.1K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
7.11K+ 267.17% |
$563K - $646K
|
9.77K
$985K
|
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
6.34K+ 3.6% |
$502K - $576K
|
183K
$18.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.82K+ 13.03% |
$461K - $529K
|
50.5K
$5.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.82K+ 1.82% |
$460K - $528K
|
327K
$32.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
5.74K+ 5.21% |
$454K - $521K
|
116K
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.71K+ 109.0% |
$451K - $518K
|
10.9K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
5.44K+ 1.73% |
$430K - $494K
|
320K
$32.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.92K+ 16.78% |
$389K - $446K
|
34.2K
$3.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.45KNew |
$352K - $404K
|
4.45K
$449K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.45KNew |
$352K - $404K
|
4.45K
$449K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.38K+ 111.35% |
$347K - $398K
|
8.32K
$838K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.08K+ 27.23% |
$322K - $370K
|
19.1K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.96KNew |
$313K - $360K
|
3.96K
$399K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.94K+ 249.3% |
$312K - $358K
|
5.52K
$556K
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
3.93KNew |
$311K - $357K
|
3.93K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
3.84K+ 0.93% |
$304K - $349K
|
417K
$42.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
3.82K+ 3.69% |
$302K - $346K
|
107K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
3.63KNew |
$287K - $330K
|
3.63K
$366K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.52K+ 432.72% |
$278K - $319K
|
4.33K
$436K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.5K+ 2.45% |
$277K - $317K
|
146K
$14.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.32KNew |
$262K - $301K
|
3.32K
$334K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.09KNew |
$244K - $280K
|
3.09K
$311K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.04KNew |
$241K - $276K
|
3.04K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Murchinson Ltd.
Toronto, A6 |
BUY
|
- |
2.71KNew |
$214K - $246K
|
2.71K
$273K
|
|
|
Nov 08, 2024
Q3 2024
|
Alta Advisers LTD
|
BUY
|
- |
2.54KNew |
$201K - $231K
|
2.54K
$256K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.5KNew |
$198K - $227K
|
2.5K
$252K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.49K+ 40.72% |
$197K - $226K
|
8.61K
$867K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
2.46K+ 70.79% |
$194K - $223K
|
5.92K
$597K
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
2.37KNew |
$188K - $215K
|
2.37K
$239K
|
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
2.37K+ 0.31% |
$187K - $215K
|
761K
$76.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.34KNew |
$185K - $212K
|
2.34K
$235K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
2.33KNew |
$184K - $211K
|
2.33K
$234K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.28KNew |
$180K - $207K
|
2.28K
$229K
|