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 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-389- 4.8% |
$30.8K - $35.3K
|
7.72K
$794K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-432- 10.31% |
$34.2K - $39.2K
|
3.76K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-440- 8.3% |
$34.8K - $39.9K
|
4.86K
$500K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-483- 0.9% |
$38.2K - $43.8K
|
53.3K
$5.48M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-490- 19.81% |
$38.8K - $44.5K
|
1.98K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-527- 4.61% |
$41.7K - $47.8K
|
10.9K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-556- 19.63% |
$44K - $50.5K
|
2.28K
$234K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-573- 10.95% |
$45.3K - $52K
|
4.66K
$479K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-592- 5.77% |
$46.8K - $53.7K
|
9.66K
$994K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-643- 15.23% |
$50.9K - $58.4K
|
3.58K
$368K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-674- 5.51% |
$53.3K - $61.2K
|
11.5K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-677- 1.82% |
$53.6K - $61.5K
|
36.6K
$3.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-679- 1.23% |
$53.7K - $61.6K
|
54.6K
$5.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-810- 1.66% |
$64.1K - $73.5K
|
48.1K
$4.95M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-896- 7.7% |
$70.9K - $81.3K
|
10.7K
$1.1M
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-903- 26.65% |
$71.4K - $82K
|
2.49K
$256K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-935- 78.31% |
$74K - $84.9K
|
259
$26.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-960- 4.97% |
$75.9K - $87.1K
|
18.3K
$1.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-988- 1.37% |
$78.2K - $89.7K
|
71.3K
$7.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-990- 13.3% |
$78.3K - $89.9K
|
6.46K
$664K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-1.02K- 14.74% |
$80.8K - $92.8K
|
5.91K
$608K
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1.06K- 28.44% |
$84.1K - $96.5K
|
2.68K
$275K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.09K- 0.75% |
$85.9K - $98.6K
|
144K
$14.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.15K- 33.7% |
$91K - $104K
|
2.26K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-1.15K- 12.82% |
$91.3K - $105K
|
7.85K
$807K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.2K- 27.66% |
$94.8K - $109K
|
3.14K
$322K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-1.2K- 3.32% |
$94.9K - $109K
|
34.9K
$3.59M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.26K- 4.65% |
$99.5K - $114K
|
25.8K
$2.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.44K- 18.89% |
$114K - $130K
|
6.17K
$634K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.45K- 2.74% |
$115K - $132K
|
51.5K
$5.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.5K- 11.7% |
$118K - $136K
|
11.3K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.51K- 8.43% |
$119K - $137K
|
16.4K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.53K- 7.12% |
$121K - $139K
|
20K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-1.6K- 1.26% |
$126K - $145K
|
126K
$12.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-1.62K- 5.54% |
$128K - $147K
|
27.6K
$2.84M
|
|
|
Oct 17, 2024
Q3 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-1.68K- 41.06% |
$133K - $153K
|
2.42K
$248K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.89K- 28.47% |
$149K - $171K
|
4.74K
$488K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1.91K- 11.53% |
$151K - $174K
|
14.7K
$1.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.09K- 3.69% |
$166K - $190K
|
54.7K
$5.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.15K- 9.22% |
$170K - $195K
|
21.1K
$2.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Davis Rea Ltd.
|
SELL
|
- |
-2.24K- 43.31% |
$177K - $203K
|
2.93K
$301K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.36K- 87.46% |
$187K - $214K
|
338
$34.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.38K- 0.76% |
$188K - $216K
|
309K
$31.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-2.58K- 19.59% |
$204K - $234K
|
10.6K
$1.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.73K- 56.24% |
$216K - $247K
|
2.12K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.04K- 50.36% |
$241K - $276K
|
3K
$309K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.29K- 5.19% |
$260K - $299K
|
60.2K
$6.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-3.34K- 19.79% |
$264K - $303K
|
13.5K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.39K- 4.11% |
$268K - $308K
|
79.1K
$8.13M
|
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-3.53K- 12.91% |
$279K - $320K
|
23.8K
$2.45M
|