Purchases and Sales Made in Q4 2022 in Bank Of Montreal (BMO)
This table provides information about the institutional ownership of Bank Of Montreal (BMO) during Q4 2022. 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 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.19KNew |
$265K - $319K
|
3.19K
$321K
|
|
|
Feb 14, 2023
Q4 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.13KNew |
$261K - $314K
|
3.13K
$315K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.08K+ 49.12% |
$256K - $308K
|
9.34K
$941K
|
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2.93KNew |
$244K - $293K
|
2.93K
$295K
|
|
|
Feb 13, 2023
Q4 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
2.9K+ 9.23% |
$241K - $290K
|
34.3K
$3.46M
|
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
2.8KNew |
$233K - $280K
|
2.8K
$282K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.74K+ 4.04% |
$228K - $275K
|
70.7K
$7.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
2.73KNew |
$227K - $274K
|
2.73K
$275K
|
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.73KNew |
$227K - $273K
|
2.73K
$275K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.7KNew |
$225K - $270K
|
2.7K
$272K
|
|
|
Feb 13, 2023
Q4 2022
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
2.6KNew |
$216K - $260K
|
2.6K
$262K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
2.5KNew |
$208K - $250K
|
2.5K
$252K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.46KNew |
$205K - $246K
|
2.46K
$248K
|
|
|
Feb 13, 2023
Q4 2022
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
2.42K+ 20.94% |
$201K - $242K
|
14K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.39K+ 85.88% |
$199K - $239K
|
5.16K
$520K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.34KNew |
$194K - $234K
|
2.34K
$235K
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
BUY
|
- |
2.22KNew |
$185K - $222K
|
2.22K
$224K
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
2.22KNew |
$185K - $222K
|
2.22K
$223K
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
2.21KNew |
$184K - $222K
|
2.21K
$223K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
2.21K+ 20.32% |
$184K - $222K
|
13.1K
$1.32M
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.12KNew |
$176K - $212K
|
2.12K
$213K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
2.11K+ 236.73% |
$176K - $212K
|
3.01K
$303K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
2.1K+ 26.25% |
$175K - $210K
|
10.1K
$1.02M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.97K+ 56.92% |
$164K - $198K
|
5.44K
$548K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.8K+ 69.69% |
$150K - $180K
|
4.38K
$441K
|
|
|
Feb 14, 2023
Q4 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
1.75KNew |
$146K - $175K
|
1.75K
$176K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.57K+ 2.95% |
$130K - $157K
|
54.6K
$5.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.48K+ 46.5% |
$123K - $148K
|
4.66K
$470K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.37K+ 2.39% |
$114K - $137K
|
58.7K
$5.92M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
1.29K+ 58.05% |
$107K - $129K
|
3.5K
$353K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
1.27K+ 0.38% |
$106K - $128K
|
339K
$34.2M
|
|
|
Jan 25, 2023
Q4 2022
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.19K+ 4.55% |
$98.8K - $119K
|
27.3K
$2.75M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.16K+ 39.44% |
$96.5K - $116K
|
4.1K
$413K
|
|
|
Feb 13, 2023
Q4 2022
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
1.08K+ 5.08% |
$89.7K - $108K
|
22.3K
$2.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.07K+ 12.27% |
$89.3K - $107K
|
9.81K
$988K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
949+ 14.53% |
$79K - $95.1K
|
7.48K
$754K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
918+ 7.46% |
$76.4K - $91.9K
|
13.2K
$1.33M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
912+ 19.85% |
$75.9K - $91.3K
|
5.51K
$555K
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
892+ 22.65% |
$74.3K - $89.3K
|
4.83K
$487K
|
|
|
Jan 23, 2023
Q4 2022
|
Baskin Financial Services Inc.
|
BUY
|
- |
873+ 13.05% |
$72.7K - $87.4K
|
7.56K
$762K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
850+ 3.25% |
$70.8K - $85.1K
|
27K
$2.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
841+ 1.99% |
$70K - $84.2K
|
43.2K
$4.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
795+ 1.43% |
$66.2K - $79.6K
|
56.6K
$5.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
751+ 29.65% |
$62.5K - $75.2K
|
3.28K
$331K
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
750+ 19.49% |
$62.4K - $75.1K
|
4.6K
$463K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
748New |
$62.3K - $74.9K
|
748
$75.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
740+ 4.96% |
$61.6K - $74.1K
|
15.7K
$1.58M
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
730+ 292.0% |
$60.8K - $73.1K
|
980
$98.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
721+ 3.8% |
$60K - $72.2K
|
19.7K
$1.98M
|
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
666+ 26.5% |
$55.5K - $66.7K
|
3.18K
$320K
|