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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
2.27K+ 21.44% |
$180K - $206K
|
12.9K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
2.27KNew |
$180K - $206K
|
2.27K
$216K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.26KNew |
$179K - $206K
|
2.26K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
2.25K+ 0.14% |
$178K - $204K
|
1.63M
$155M
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
2.23KNew |
$176K - $202K
|
2.23K
$212K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
2.22KNew |
$176K - $202K
|
2.22K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.22K+ 3.79% |
$175K - $201K
|
60.7K
$5.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.18K+ 7.56% |
$172K - $198K
|
31K
$2.95M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.12KNew |
$168K - $192K
|
2.12K
$202K
|
|
|
Nov 13, 2024
Q3 2024
|
Candriam S.C.A.
|
BUY
|
- |
1.8K+ 27.96% |
$142K - $163K
|
8.24K
$785K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.77K+ 53.37% |
$140K - $161K
|
5.1K
$486K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.72K+ 3.85% |
$136K - $156K
|
46.5K
$4.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.31K+ 5.71% |
$103K - $119K
|
24.2K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1.25K+ 12.69% |
$99.1K - $114K
|
11.1K
$1.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.25K+ 13.53% |
$98.6K - $113K
|
10.5K
$997K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.19K+ 11.67% |
$94.4K - $108K
|
11.4K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
802+ 9.64% |
$63.4K - $72.8K
|
9.12K
$869K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
774+ 0.44% |
$61.2K - $70.3K
|
178K
$17M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
766+ 4.33% |
$60.6K - $69.5K
|
18.4K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
757+ 12.01% |
$59.9K - $68.7K
|
7.06K
$673K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
740+ 23.36% |
$58.5K - $67.2K
|
3.91K
$372K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
693+ 1575.0% |
$54.8K - $62.9K
|
737
$70.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
662+ 3.24% |
$52.4K - $60.1K
|
21.1K
$2.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
641+ 10.25% |
$50.7K - $58.2K
|
6.9K
$657K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
618+ 26.9% |
$48.9K - $56.1K
|
2.92K
$278K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
577+ 13.86% |
$45.6K - $52.4K
|
4.74K
$452K
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
555+ 1.31% |
$43.9K - $50.4K
|
42.9K
$4.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
554+ 1.77% |
$43.8K - $50.3K
|
31.8K
$3.03M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
500New |
$39.6K - $45.4K
|
500
$47.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
473+ 37.36% |
$37.4K - $42.9K
|
1.74K
$166K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
462+ 53.97% |
$36.5K - $41.9K
|
1.32K
$126K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
451+ 207.83% |
$35.7K - $40.9K
|
668
$63.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
450+ 0.2% |
$35.6K - $40.8K
|
224K
$21.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
419+ 19.26% |
$33.1K - $38K
|
2.59K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
418+ 5.45% |
$33.1K - $37.9K
|
8.09K
$771K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
410+ 2.14% |
$32.4K - $37.2K
|
19.6K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
400+ 0.88% |
$31.6K - $36.3K
|
45.8K
$4.37M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
393+ 244.1% |
$31.1K - $35.7K
|
554
$52.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
387+ 15.97% |
$30.6K - $35.1K
|
2.81K
$268K
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
350+ 0.76% |
$27.7K - $31.8K
|
46.2K
$4.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
342+ 44.94% |
$27.1K - $31K
|
1.1K
$105K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
315New |
$24.9K - $28.6K
|
315
$30K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
313+ 3.65% |
$24.8K - $28.4K
|
8.89K
$848K
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
BUY
|
- |
311+ 1.67% |
$24.6K - $28.2K
|
18.9K
$1.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
268+ 1.3% |
$21.2K - $24.3K
|
20.9K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
252+ 4.23% |
$19.9K - $22.9K
|
6.21K
$592K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
244+ 8.71% |
$19.3K - $22.1K
|
3.05K
$290K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
229+ 1.99% |
$18.1K - $20.8K
|
11.8K
$1.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
209+ 6.04% |
$16.5K - $19K
|
3.67K
$349K
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
208+ 5.28% |
$16.5K - $18.9K
|
4.15K
$396K
|