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 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
204+ 4.47% |
$16.1K - $18.5K
|
4.77K
$455K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
194+ 0.79% |
$15.3K - $17.6K
|
24.9K
$2.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
187+ 0.03% |
$14.8K - $17K
|
619K
$59M
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
172+ 2.79% |
$13.6K - $15.6K
|
6.34K
$604K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
130+ 73.03% |
$10.3K - $11.8K
|
308
$29.3K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
125+ 3.13% |
$9.89K - $11.3K
|
4.13K
$393K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
113+ 1.33% |
$8.94K - $10.3K
|
8.6K
$820K
|
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
105+ 2.08% |
$8.31K - $9.53K
|
5.14K
$490K
|
|
|
Nov 14, 2024
Q3 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
100+ 0.19% |
$7.91K - $9.08K
|
51.7K
$4.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
100New |
$7.91K - $9.08K
|
100
$9.53K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
100New |
$7.91K - $9.08K
|
100
$9.53K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
86+ 2.31% |
$6.8K - $7.81K
|
3.81K
$363K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
66+ 4.46% |
$5.22K - $5.99K
|
1.55K
$147K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
61+ 2.41% |
$4.83K - $5.54K
|
2.59K
$247K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
60+ 81.08% |
$4.75K - $5.45K
|
134
$12.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
59+ 2.2% |
$4.67K - $5.36K
|
2.74K
$261K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
59New |
$4.67K - $5.36K
|
59
$5.62K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
59+ 1.94% |
$4.67K - $5.36K
|
3.09K
$295K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
57+ 11.18% |
$4.51K - $5.17K
|
567
$54K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
56+ 28.28% |
$4.43K - $5.08K
|
254
$24.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
54New |
$4.27K - $4.9K
|
54
$5.15K
|
|
|
Nov 14, 2024
Q3 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
50+ 0.39% |
$3.95K - $4.54K
|
13K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
45New |
$3.56K - $4.08K
|
45
$4.29K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
43New |
$3.4K - $3.9K
|
43
$4.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
31+ 1.04% |
$2.45K - $2.81K
|
3.02K
$288K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
27+ 2.06% |
$2.14K - $2.45K
|
1.34K
$128K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
25New |
$1.98K - $2.27K
|
25
$2.38K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
22+ 11.96% |
$1.74K - $2K
|
206
$19.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
20+ 0.67% |
$1.58K - $1.82K
|
2.99K
$285K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18+ 0.35% |
$1.42K - $1.63K
|
5.16K
$491K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
13+ 0.3% |
$1.03K - $1.18K
|
4.36K
$415K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
12+ 0.48% |
$949 - $1.09K
|
2.53K
$241K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11+ 34.38% |
$870 - $998
|
43
$4.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
8+ 1.04% |
$633 - $726
|
774
$73.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
7+ 1.47% |
$554 - $635
|
482
$45.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
6+ 0.14% |
$475 - $545
|
4.44K
$423K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 3.82% |
$475 - $545
|
163
$15.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3+ 5.0% |
$237 - $272
|
63
$6K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3+ 0.11% |
$237 - $272
|
2.61K
$249K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 16.67% |
$158 - $182
|
14
$1.33K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 1.68% |
$158 - $182
|
121
$11.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1+ 0.03% |
$79.1 - $90.8
|
4K
$381K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1+ 0.03% |
$79.1 - $90.8
|
3.15K
$300K
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1- 0.13% |
$79.1 - $90.8
|
772
$73.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-4- 1.94% |
$316 - $363
|
202
$19.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-4- 0.3% |
$316 - $363
|
1.34K
$127K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-5- 2.5% |
$396 - $454
|
195
$18.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-7- 0.81% |
$554 - $635
|
852
$81.2K
|