Purchases and Sales Made in Q4 2021 in Bank Of Montreal (BMO)
This table provides information about the institutional ownership of Bank Of Montreal (BMO) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2022
Q4 2021
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.38K+ 6.45% |
$240K - $268K
|
39.3K
$3.75M
|
|
|
Feb 09, 2022
Q4 2021
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
2.3KNew |
$232K - $258K
|
2.3K
$219K
|
|
|
Feb 01, 2022
Q4 2021
|
Bridges Investment Management Inc
|
BUY
|
- |
2KNew |
$202K - $225K
|
2K
$191K
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.97KNew |
$198K - $221K
|
1.97K
$187K
|
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.97KNew |
$198K - $221K
|
1.97K
$187K
|
|
|
Feb 14, 2022
Q4 2021
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
1.95KNew |
$197K - $219K
|
1.95K
$186K
|
|
|
Jan 04, 2022
Q4 2021
|
Ellenbecker Investment Group
|
BUY
|
- |
1.92KNew |
$194K - $216K
|
1.92K
$183K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
1.91KNew |
$193K - $215K
|
1.91K
$182K
|
|
|
Mar 09, 2022
Q4 2021
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
1.91KNew |
$193K - $215K
|
1.91K
$182K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.9KNew |
$191K - $213K
|
1.9K
$181K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.89KNew |
$190K - $212K
|
1.89K
$180K
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.88K+ 70.69% |
$189K - $211K
|
4.53K
$432K
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.79K+ 19.5% |
$180K - $201K
|
11K
$1.04M
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
1.72K+ 84.74% |
$173K - $193K
|
3.75K
$358K
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.66K+ 15.52% |
$167K - $186K
|
12.3K
$1.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.54K+ 41.7% |
$155K - $173K
|
5.22K
$498K
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.48K+ 62.9% |
$149K - $166K
|
3.82K
$364K
|
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.38K+ 18.79% |
$139K - $155K
|
8.7K
$829K
|
|
|
Jan 10, 2022
Q4 2021
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.29K+ 2.95% |
$130K - $145K
|
45.2K
$4.31M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
1.26KNew |
$126K - $141K
|
1.26K
$120K
|
|
|
Feb 14, 2022
Q4 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
1.12K+ 4.34% |
$113K - $126K
|
27K
$2.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
1.08K+ 0.16% |
$109K - $121K
|
670K
$63.9M
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
1K+ 37.04% |
$101K - $112K
|
3.7K
$353K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
988+ 0.07% |
$99.5K - $111K
|
1.39M
$132M
|
|
|
Jan 12, 2022
Q4 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
968New |
$97.5K - $109K
|
968
$92.2K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
960New |
$96.7K - $108K
|
960
$91.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
902+ 5.8% |
$90.9K - $101K
|
16.4K
$1.57M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
901+ 142.79% |
$90.8K - $101K
|
1.53K
$146K
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
889+ 7.51% |
$89.6K - $99.8K
|
12.7K
$1.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
862+ 13.29% |
$86.8K - $96.8K
|
7.35K
$700K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
850+ 3.69% |
$85.6K - $95.5K
|
23.9K
$2.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
826+ 1.51% |
$83.2K - $92.8K
|
55.5K
$5.29M
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
823+ 0.68% |
$82.9K - $92.4K
|
122K
$11.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
807+ 29.12% |
$81.3K - $90.6K
|
3.58K
$341K
|
|
|
Feb 15, 2022
Q4 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
795+ 21.33% |
$80.1K - $89.3K
|
4.52K
$431K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
767+ 14.79% |
$77.3K - $86.1K
|
5.95K
$567K
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
715+ 15.51% |
$72K - $80.3K
|
5.32K
$507K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
707New |
$71.2K - $79.4K
|
707
$67.4K
|
|
|
Jan 17, 2024
Q4 2021
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
679+ 15.44% |
$68.4K - $76.3K
|
5.08K
$484K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
668+ 32.47% |
$67.3K - $75K
|
2.73K
$260K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
646+ 5.95% |
$65.1K - $72.5K
|
11.5K
$1.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
615New |
$62K - $69.1K
|
615
$58.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
591+ 7.08% |
$59.5K - $66.4K
|
8.94K
$852K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
568+ 54.46% |
$57.2K - $63.8K
|
1.61K
$154K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
567+ 29.21% |
$57.1K - $63.7K
|
2.51K
$239K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
545+ 0.93% |
$54.9K - $61.2K
|
59.1K
$5.63M
|
|
|
Feb 11, 2022
Q4 2021
|
Ing Groep Nv
|
BUY
|
- |
488+ 24.15% |
$49.2K - $54.8K
|
2.51K
$239K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
483+ 3.18% |
$48.7K - $54.2K
|
15.7K
$1.49M
|
|
|
Feb 09, 2022
Q4 2021
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
482+ 4.13% |
$48.6K - $54.1K
|
12.1K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
426New |
$42.9K - $47.8K
|
426
$40.6K
|