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 |
---|---|---|---|---|---|---|---|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
7+ 0.33% |
$705 - $786
|
2.13K
$203K
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
4New |
$403 - $449
|
4
$381
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.33% |
$302 - $337
|
905
$86.2K
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.46% |
$202 - $225
|
435
$41.5K
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2+ 0.65% |
$202 - $225
|
312
$29.7K
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1+ 2.17% |
$101 - $112
|
47
$4.48K
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$101 - $112
|
2.11K
$201K
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 5.0% |
$101 - $112
|
21
$2K
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Klcm Advisors, Inc.
|
SELL
|
- |
-1- 0.03% |
$101 - $112
|
3.26K
$311K
|
|
Feb 14, 2022
Q4 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-2- 0.01% |
$202 - $225
|
23.5K
$2.24M
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2- 0.08% |
$202 - $225
|
2.6K
$248K
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-5- 0.37% |
$504 - $562
|
1.34K
$127K
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-7- 0.22% |
$705 - $786
|
3.11K
$296K
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-7- 0.17% |
$705 - $786
|
4.03K
$384K
|
|
Feb 10, 2022
Q4 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-14- 0.6% |
$1.41K - $1.57K
|
2.32K
$221K
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-26- 3.27% |
$2.62K - $2.92K
|
770
$73.4K
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-28- 54.9% |
$2.82K - $3.14K
|
23
$2.19K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-59Closed |
$5.94K - $6.63K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-63Closed |
$6.35K - $7.07K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-64- 14.25% |
$6.45K - $7.19K
|
385
$36.7K
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-65- 0.79% |
$6.55K - $7.3K
|
8.17K
$779K
|
|
Feb 07, 2022
Q4 2021
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-78- 2.33% |
$7.86K - $8.76K
|
3.27K
$312K
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-80- 0.54% |
$8.06K - $8.98K
|
14.8K
$1.41M
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-82- 3.03% |
$8.26K - $9.21K
|
2.62K
$250K
|
|
May 09, 2023
Q4 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-86Closed |
$8.66K - $9.66K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-90- 1.99% |
$9.07K - $10.1K
|
4.43K
$422K
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-94- 3.63% |
$9.47K - $10.6K
|
2.49K
$238K
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-98- 1.52% |
$9.87K - $11K
|
6.34K
$604K
|
|
Jan 14, 2022
Q4 2021
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-104- 1.93% |
$10.5K - $11.7K
|
5.3K
$505K
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-110Closed |
$11.1K - $12.4K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-115- 1.63% |
$11.6K - $12.9K
|
6.94K
$662K
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-118- 3.43% |
$11.9K - $13.3K
|
3.32K
$317K
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-122- 1.22% |
$12.3K - $13.7K
|
9.87K
$941K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-123Closed |
$12.4K - $13.8K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-124- 1.28% |
$12.5K - $13.9K
|
9.53K
$908K
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-126- 50.0% |
$12.7K - $14.1K
|
126
$12K
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-139Closed |
$14K - $15.6K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
SELL
|
- |
-150Closed |
$15.1K - $16.8K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Quilter PLC
|
SELL
|
- |
-156- 2.71% |
$15.7K - $17.5K
|
5.59K
$533K
|
|
Feb 11, 2022
Q4 2021
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-157- 8.09% |
$15.8K - $17.6K
|
1.78K
$170K
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-171- 4.51% |
$17.2K - $19.2K
|
3.62K
$345K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-174- 4.98% |
$17.5K - $19.5K
|
3.32K
$316K
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
SELL
|
- |
-176- 1.2% |
$17.7K - $19.8K
|
14.5K
$1.38M
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-179- 3.78% |
$18K - $20.1K
|
4.56K
$434K
|
|
Feb 08, 2022
Q4 2021
|
Buckhead Capital Management LLC
|
SELL
|
- |
-184- 8.8% |
$18.5K - $20.7K
|
1.91K
$182K
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-188- 5.07% |
$18.9K - $21.1K
|
3.52K
$335K
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
SELL
|
- |
-195- 5.22% |
$19.6K - $21.9K
|
3.54K
$337K
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
SELL
|
- |
-200- 1.89% |
$20.2K - $22.5K
|
10.4K
$989K
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-205- 1.74% |
$20.7K - $23K
|
11.6K
$1.1M
|