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 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.45% |
$167 - $200
|
444
$42.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2+ 0.06% |
$167 - $200
|
3.33K
$317K
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
1New |
$83.3 - $100
|
1
$95.3
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 1.92% |
$83.3 - $100
|
53
$5.05K
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
SELL
|
- |
-1- 0.03% |
$83.3 - $100
|
3.72K
$355K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2- 0.24% |
$167 - $200
|
818
$77.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-3- 0.31% |
$250 - $300
|
953
$90.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-4- 0.14% |
$333 - $401
|
2.87K
$273K
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
SELL
|
- |
-10- 0.19% |
$833 - $1K
|
5.19K
$494K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-11- 1.03% |
$916 - $1.1K
|
1.06K
$101K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-12- 4.4% |
$999 - $1.2K
|
261
$24.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-12- 0.13% |
$999 - $1.2K
|
9.27K
$883K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-13- 4.28% |
$1.08K - $1.3K
|
291
$27.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-14- 13.08% |
$1.17K - $1.4K
|
93
$8.86K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-23- 0.58% |
$1.91K - $2.3K
|
3.96K
$377K
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-25- 0.5% |
$2.08K - $2.5K
|
4.99K
$475K
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-28- 0.84% |
$2.33K - $2.8K
|
3.32K
$316K
|
|
|
Jan 24, 2023
Q4 2022
|
Davis Rea Ltd.
|
SELL
|
- |
-34- 0.26% |
$2.83K - $3.41K
|
13K
$1.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-35- 2.79% |
$2.91K - $3.51K
|
1.22K
$116K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-36- 0.96% |
$3K - $3.61K
|
3.72K
$355K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-38- 0.68% |
$3.16K - $3.81K
|
5.53K
$527K
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-43- 30.71% |
$3.58K - $4.31K
|
97
$9.24K
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-48- 0.53% |
$4K - $4.81K
|
8.96K
$854K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-55- 2.11% |
$4.58K - $5.51K
|
2.55K
$243K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-79- 44.13% |
$6.58K - $7.91K
|
100
$9.53K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-82- 1.48% |
$6.83K - $8.21K
|
5.44K
$519K
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-90- 26.47% |
$7.49K - $9.01K
|
250
$23.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-95- 8.44% |
$7.91K - $9.52K
|
1.03K
$98.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-100- 2.42% |
$8.33K - $10K
|
4.04K
$385K
|
|
|
Feb 13, 2023
Q4 2022
|
Unigestion Holding Sa
|
SELL
|
- |
-104- 0.77% |
$8.66K - $10.4K
|
13.4K
$1.27M
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-109- 0.43% |
$9.08K - $10.9K
|
25.5K
$2.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-119- 3.43% |
$9.91K - $11.9K
|
3.35K
$319K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-121- 30.02% |
$10.1K - $12.1K
|
282
$26.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-123- 1.41% |
$10.2K - $12.3K
|
8.61K
$821K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-123- 0.39% |
$10.2K - $12.3K
|
31.6K
$3.01M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-129- 1.54% |
$10.7K - $12.9K
|
8.27K
$788K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-138- 2.44% |
$11.5K - $13.8K
|
5.52K
$526K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-144- 3.2% |
$12K - $14.4K
|
4.36K
$415K
|
|
|
Jan 20, 2023
Q4 2022
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-145- 4.49% |
$12.1K - $14.5K
|
3.08K
$294K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-150- 2.34% |
$12.5K - $15K
|
6.26K
$597K
|
|
|
Feb 02, 2023
Q4 2022
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-171- 2.68% |
$14.2K - $17.1K
|
6.2K
$591K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-175- 5.68% |
$14.6K - $17.5K
|
2.91K
$277K
|
|
|
Jan 31, 2023
Q4 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-189- 7.25% |
$15.7K - $18.9K
|
2.42K
$230K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-190- 4.88% |
$15.8K - $19K
|
3.7K
$353K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-196- 11.84% |
$16.3K - $19.6K
|
1.46K
$139K
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-197- 1.87% |
$16.4K - $19.7K
|
10.3K
$985K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-215- 8.8% |
$17.9K - $21.5K
|
2.23K
$212K
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-219- 4.51% |
$18.2K - $21.9K
|
4.64K
$442K
|