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 10, 2022
Q4 2021
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-219- 28.33% |
$22.1K - $24.6K
|
554
$52.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-223- 4.3% |
$22.5K - $25K
|
4.97K
$473K
|
|
|
Jan 13, 2022
Q4 2021
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-227- 0.72% |
$22.9K - $25.5K
|
31.5K
$3M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-234- 4.06% |
$23.6K - $26.3K
|
5.52K
$526K
|
|
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-245- 0.19% |
$24.7K - $27.5K
|
131K
$12.5M
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
SELL
|
- |
-257- 9.48% |
$25.9K - $28.9K
|
2.46K
$234K
|
|
|
Feb 07, 2022
Q4 2021
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-301- 11.36% |
$30.3K - $33.8K
|
2.35K
$224K
|
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-304- 4.59% |
$30.6K - $34.1K
|
6.32K
$602K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Asset Management Inc
|
SELL
|
- |
-304- 2.8% |
$30.6K - $34.1K
|
10.5K
$1.01M
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
SELL
|
- |
-349- 7.57% |
$35.2K - $39.2K
|
4.26K
$406K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-370- 5.96% |
$37.3K - $41.6K
|
5.84K
$556K
|
|
|
Feb 01, 2022
Q4 2021
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-403- 1.72% |
$40.6K - $45.3K
|
23K
$2.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-415- 2.35% |
$41.8K - $46.6K
|
17.3K
$1.64M
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-417- 2.79% |
$42K - $46.8K
|
14.5K
$1.38M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-440- 16.92% |
$44.3K - $49.4K
|
2.16K
$206K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-450- 9.61% |
$45.3K - $50.5K
|
4.23K
$403K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-473- 6.15% |
$47.7K - $53.1K
|
7.21K
$687K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-499- 0.63% |
$50.3K - $56K
|
78.5K
$7.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-500- 16.67% |
$50.4K - $56.2K
|
2.5K
$238K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-507- 7.69% |
$51.1K - $56.9K
|
6.08K
$580K
|
|
|
Feb 07, 2022
Q4 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-507- 16.06% |
$51.1K - $56.9K
|
2.65K
$253K
|
|
|
Feb 14, 2022
Q4 2021
|
Unigestion Holding Sa
|
SELL
|
- |
-544- 2.87% |
$54.8K - $61.1K
|
18.4K
$1.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-600- 66.67% |
$60.5K - $67.4K
|
300
$28.6K
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
SELL
|
- |
-673- 6.24% |
$67.8K - $75.6K
|
10.1K
$964K
|
|
|
Feb 03, 2022
Q4 2021
|
Todd Asset Management LLC
|
SELL
|
- |
-684- 0.2% |
$68.9K - $76.8K
|
348K
$33.2M
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-702- 52.23% |
$70.7K - $78.8K
|
642
$61.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-755- 4.65% |
$76.1K - $84.8K
|
15.5K
$1.48M
|
|
|
Jan 24, 2022
Q4 2021
|
Baskin Financial Services Inc.
|
SELL
|
- |
-769- 8.87% |
$77.5K - $86.4K
|
7.9K
$753K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-782- 9.52% |
$78.8K - $87.8K
|
7.43K
$708K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-852- 14.7% |
$85.8K - $95.7K
|
4.94K
$471K
|
|
|
Feb 08, 2022
Q4 2021
|
Dorchester Wealth Management CO
|
SELL
|
- |
-867- 0.48% |
$87.4K - $97.4K
|
180K
$17.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-869Closed |
$87.6K - $97.6K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-889- 5.11% |
$89.6K - $99.8K
|
16.5K
$1.57M
|
|
|
Feb 10, 2022
Q4 2021
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-995- 0.3% |
$100K - $112K
|
334K
$31.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-1KClosed |
$101K - $112K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1.06K- 27.12% |
$107K - $119K
|
2.84K
$271K
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.08K- 36.52% |
$109K - $121K
|
1.87K
$179K
|
|
|
Jan 25, 2022
Q4 2021
|
Davis Rea Ltd.
|
SELL
|
- |
-1.18K- 8.05% |
$119K - $132K
|
13.4K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.18K- 2.23% |
$119K - $133K
|
52K
$4.95M
|
|
|
Feb 10, 2022
Q4 2021
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-1.22K- 0.83% |
$123K - $137K
|
146K
$13.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1.27K- 0.17% |
$128K - $143K
|
770K
$73.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-1.31K- 0.65% |
$132K - $147K
|
200K
$19M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.33KClosed |
$134K - $149K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.39K- 3.68% |
$140K - $156K
|
36.4K
$3.47M
|
|
|
Jan 27, 2022
Q4 2021
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-1.53K- 21.02% |
$154K - $172K
|
5.76K
$548K
|
|
|
Feb 10, 2022
Q4 2021
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.54K- 20.27% |
$155K - $173K
|
6.05K
$576K
|
|
|
Jan 24, 2022
Q4 2021
|
Wendell David Associates Inc
|
SELL
|
- |
-1.61K- 40.13% |
$162K - $181K
|
2.4K
$229K
|
|
|
Feb 11, 2022
Q4 2021
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.62KClosed |
$164K - $182K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.63K- 4.74% |
$164K - $183K
|
32.7K
$3.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-1.72K- 41.48% |
$173K - $193K
|
2.42K
$231K
|