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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
635+ 23.77% |
$52.9K - $63.6K
|
3.31K
$333K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
600New |
$50K - $60.1K
|
600
$60.4K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
600New |
$50K - $60.1K
|
600
$60.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
600+ 3.93% |
$50K - $60.1K
|
15.9K
$1.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
587+ 8.24% |
$48.9K - $58.8K
|
7.71K
$777K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
555+ 3.99% |
$46.2K - $55.6K
|
14.5K
$1.46M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
538+ 14.44% |
$44.8K - $53.9K
|
4.26K
$430K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
510New |
$42.5K - $51.1K
|
510
$51.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Value Partners Investments Inc.
|
BUY
|
- |
434+ 0.07% |
$36.1K - $43.5K
|
616K
$62.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
425+ 3.53% |
$35.4K - $42.6K
|
12.5K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
406+ 12.82% |
$33.8K - $40.7K
|
3.57K
$360K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
339+ 339.0% |
$28.2K - $34K
|
439
$44.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
320+ 10.84% |
$26.6K - $32.1K
|
3.27K
$330K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
315New |
$26.2K - $31.6K
|
315
$31.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Todd Asset Management LLC
|
BUY
|
- |
302+ 0.08% |
$25.1K - $30.2K
|
357K
$36M
|
|
|
Jan 04, 2023
Q4 2022
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
300+ 0.15% |
$25K - $30K
|
203K
$20.4M
|
|
|
Jan 27, 2023
Q4 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
290+ 0.12% |
$24.1K - $29K
|
241K
$24.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
275+ 18.09% |
$22.9K - $27.5K
|
1.8K
$181K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
250New |
$20.8K - $25K
|
250
$25.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
243+ 7.21% |
$20.2K - $24.3K
|
3.61K
$364K
|
|
|
Feb 14, 2023
Q4 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
228+ 1.07% |
$19K - $22.8K
|
21.5K
$2.17M
|
|
|
Feb 08, 2023
Q4 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
217+ 2.25% |
$18.1K - $21.7K
|
9.86K
$993K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
209+ 6.91% |
$17.4K - $20.9K
|
3.23K
$326K
|
|
|
Feb 14, 2023
Q4 2022
|
Unio Capital LLC
|
BUY
|
- |
190+ 4.09% |
$15.8K - $19K
|
4.83K
$487K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
165+ 3.04% |
$13.7K - $16.5K
|
5.59K
$563K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
160+ 0.28% |
$13.3K - $16K
|
57.3K
$5.77M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
155New |
$12.9K - $15.5K
|
155
$15.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
142+ 0.53% |
$11.8K - $14.2K
|
27.1K
$2.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
127+ 0.22% |
$10.6K - $12.7K
|
57.6K
$5.81M
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
117New |
$9.74K - $11.7K
|
117
$11.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
100New |
$8.33K - $10K
|
100
$10.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
100+ 1.65% |
$8.33K - $10K
|
6.17K
$622K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
99+ 1.06% |
$8.24K - $9.92K
|
9.4K
$947K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
84+ 25.23% |
$6.99K - $8.41K
|
417
$42K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
61+ 4.69% |
$5.08K - $6.11K
|
1.36K
$137K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
49+ 11.06% |
$4.08K - $4.91K
|
492
$49.6K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
45+ 26.95% |
$3.75K - $4.51K
|
212
$21.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
40New |
$3.33K - $4.01K
|
40
$4.03K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
37+ 58.73% |
$3.08K - $3.71K
|
100
$10.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
36New |
$3K - $3.61K
|
36
$3.63K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
36+ 0.58% |
$3K - $3.61K
|
6.22K
$626K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
32+ 23.19% |
$2.66K - $3.21K
|
170
$17.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
29+ 0.45% |
$2.41K - $2.9K
|
6.52K
$657K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
26New |
$2.16K - $2.6K
|
26
$2.62K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15+ 0.13% |
$1.25K - $1.5K
|
11.1K
$1.12M
|
|
|
Jan 11, 2023
Q4 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
14+ 0.53% |
$1.17K - $1.4K
|
2.64K
$266K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12New |
$999 - $1.2K
|
12
$1.21K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
12New |
$999 - $1.2K
|
12
$1.21K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10+ 1.94% |
$833 - $1K
|
526
$53K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3+ 0.04% |
$250 - $300
|
6.83K
$688K
|