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 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
360+ 4.22% |
$36.3K - $40.4K
|
8.9K
$848K
|
|
|
Feb 08, 2022
Q4 2021
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
350+ 1.71% |
$35.3K - $39.3K
|
20.8K
$1.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
337+ 2.04% |
$34K - $37.8K
|
16.9K
$1.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
328+ 12.87% |
$33K - $36.8K
|
2.88K
$274K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
326+ 11.96% |
$32.8K - $36.6K
|
3.05K
$291K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
288+ 10.19% |
$29K - $32.3K
|
3.12K
$297K
|
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
286New |
$28.8K - $32.1K
|
286
$27.3K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
263+ 11.13% |
$26.5K - $29.5K
|
2.63K
$250K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
261+ 9.21% |
$26.3K - $29.3K
|
3.09K
$295K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Securities (Canada), Ltd.
New York, NY |
BUY
|
- |
213+ 0.06% |
$21.5K - $23.9K
|
346K
$33M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
211+ 8.16% |
$21.3K - $23.7K
|
2.8K
$266K
|
|
|
Jan 18, 2022
Q4 2021
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
201+ 49.26% |
$20.3K - $22.6K
|
609
$58K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
200New |
$20.2K - $22.5K
|
200
$19.1K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
191+ 2.07% |
$19.2K - $21.4K
|
9.4K
$896K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
172+ 1.7% |
$17.3K - $19.3K
|
10.3K
$979K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
169New |
$17K - $19K
|
169
$16.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
150New |
$15.1K - $16.8K
|
150
$14.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
145+ 0.16% |
$14.6K - $16.3K
|
91.7K
$8.73M
|
|
|
Jan 12, 2022
Q4 2021
|
Value Partners Investments Inc.
|
BUY
|
- |
140+ 0.02% |
$14.1K - $15.7K
|
633K
$60.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
138+ 54.12% |
$13.9K - $15.5K
|
393
$37.4K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
126+ 3.8% |
$12.7K - $14.1K
|
3.44K
$328K
|
|
|
Jan 21, 2022
Q4 2021
|
Boston Trust Walden Corp
|
BUY
|
- |
125+ 6.1% |
$12.6K - $14K
|
2.18K
$207K
|
|
|
Feb 04, 2022
Q4 2021
|
Outfitter Financial LLC
|
BUY
|
- |
125New |
$12.6K - $14K
|
125
$11.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
114+ 3.11% |
$11.5K - $12.8K
|
3.78K
$360K
|
|
|
Feb 08, 2022
Q4 2021
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
113+ 113.0% |
$11.4K - $12.7K
|
213
$20.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
109New |
$11K - $12.2K
|
109
$10.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
108New |
$10.9K - $12.1K
|
108
$10.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
107+ 2.39% |
$10.8K - $12K
|
4.58K
$436K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
103+ 56.28% |
$10.4K - $11.6K
|
286
$27.3K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$10.1K - $11.2K
|
100
$9.53K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
96+ 4.61% |
$9.67K - $10.8K
|
2.18K
$208K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
95New |
$9.57K - $10.7K
|
95
$9.05K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
95+ 1.59% |
$9.57K - $10.7K
|
6.07K
$579K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
95+ 14.66% |
$9.57K - $10.7K
|
743
$70.8K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
81+ 337.5% |
$8.16K - $9.1K
|
105
$10K
|
|
|
Feb 09, 2022
Q4 2021
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
75+ 1.04% |
$7.56K - $8.42K
|
7.26K
$691K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
75New |
$7.56K - $8.42K
|
75
$7.15K
|
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
70+ 0.79% |
$7.05K - $7.86K
|
8.92K
$850K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
63New |
$6.35K - $7.07K
|
63
$6K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
56New |
$5.64K - $6.29K
|
56
$5.34K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
48New |
$4.84K - $5.39K
|
48
$4.57K
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
BUY
|
- |
48+ 0.73% |
$4.84K - $5.39K
|
6.67K
$635K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
45+ 81.82% |
$4.53K - $5.05K
|
100
$9.53K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
42New |
$4.23K - $4.72K
|
42
$4K
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
BUY
|
- |
38+ 0.54% |
$3.83K - $4.27K
|
7.07K
$674K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
35New |
$3.53K - $3.93K
|
35
$3.34K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
32New |
$3.22K - $3.59K
|
32
$3.05K
|
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
22+ 0.27% |
$2.22K - $2.47K
|
8.27K
$788K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
16+ 6.67% |
$1.61K - $1.8K
|
256
$24.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12New |
$1.21K - $1.35K
|
12
$1.14K
|