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 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-4- 1.94% |
$316 - $363
|
202
$20.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-5- 2.5% |
$396 - $454
|
195
$20K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-7- 1.99% |
$554 - $635
|
345
$35.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-7- 0.81% |
$554 - $635
|
852
$87.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-25- 2.31% |
$1.98K - $2.27K
|
1.06K
$108K
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-35- 0.17% |
$2.77K - $3.18K
|
20.4K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-37- 1.22% |
$2.93K - $3.36K
|
3K
$309K
|
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-45- 0.6% |
$3.56K - $4.08K
|
7.45K
$766K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-48- 11.11% |
$3.8K - $4.36K
|
384
$39.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-50- 8.33% |
$3.95K - $4.54K
|
550
$56.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-50- 43.48% |
$3.95K - $4.54K
|
65
$6.68K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-61- 13.17% |
$4.83K - $5.54K
|
402
$41.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-71- 44.94% |
$5.62K - $6.44K
|
87
$8.95K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-72- 0.54% |
$5.7K - $6.54K
|
13.2K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-80- 2.84% |
$6.33K - $7.26K
|
2.74K
$282K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-81- 31.27% |
$6.41K - $7.35K
|
178
$18.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-83- 2.35% |
$6.57K - $7.53K
|
3.44K
$354K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-89- 3.52% |
$7.04K - $8.08K
|
2.44K
$251K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-100- 0.84% |
$7.91K - $9.08K
|
11.8K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-100- 80.65% |
$7.91K - $9.08K
|
24
$2.47K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-105- 1.7% |
$8.31K - $9.53K
|
6.06K
$623K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-105- 1.04% |
$8.31K - $9.53K
|
9.97K
$1.03M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-109- 19.12% |
$8.62K - $9.89K
|
461
$47.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-110- 1.73% |
$8.7K - $9.98K
|
6.25K
$643K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-112- 1.28% |
$8.86K - $10.2K
|
8.67K
$891K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-120- 0.85% |
$9.49K - $10.9K
|
14.1K
$1.44M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-126- 5.01% |
$9.97K - $11.4K
|
2.39K
$246K
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-147- 5.27% |
$11.6K - $13.3K
|
2.64K
$272K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-157- 5.1% |
$12.4K - $14.3K
|
2.92K
$301K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-173- 49.43% |
$13.7K - $15.7K
|
177
$18.2K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-177- 2.08% |
$14K - $16.1K
|
8.32K
$856K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-207- 1.53% |
$16.4K - $18.8K
|
13.3K
$1.37M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-207- 2.38% |
$16.4K - $18.8K
|
8.49K
$873K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-216- 0.23% |
$17.1K - $19.6K
|
95.4K
$9.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-250- 4.84% |
$19.8K - $22.7K
|
4.92K
$505K
|
|
|
Oct 24, 2024
Q3 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-253- 0.36% |
$20K - $23K
|
69.2K
$7.12M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-259- 14.16% |
$20.5K - $23.5K
|
1.57K
$161K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-266- 0.87% |
$21K - $24.1K
|
30.2K
$3.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-273- 7.46% |
$21.6K - $24.8K
|
3.39K
$348K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-274- 1.99% |
$21.7K - $24.9K
|
13.5K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-277- 0.53% |
$21.9K - $25.1K
|
51.7K
$5.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-293- 5.78% |
$23.2K - $26.6K
|
4.78K
$491K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-305- 9.5% |
$24.1K - $27.7K
|
2.9K
$299K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-316- 8.83% |
$25K - $28.7K
|
3.26K
$336K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-325- 11.99% |
$25.7K - $29.5K
|
2.39K
$245K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-337- 2.14% |
$26.7K - $30.6K
|
15.4K
$1.58M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-347- 4.34% |
$27.4K - $31.5K
|
7.65K
$786K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-350- 58.53% |
$27.7K - $31.8K
|
248
$25.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-367- 3.05% |
$29K - $33.3K
|
11.7K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-378- 4.77% |
$29.9K - $34.3K
|
7.54K
$775K
|