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 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-220- 0.66% |
$18.3K - $22K
|
32.9K
$3.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-267- 16.02% |
$22.2K - $26.7K
|
1.4K
$141K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-282- 11.96% |
$23.5K - $28.2K
|
2.08K
$209K
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-285- 5.73% |
$23.7K - $28.5K
|
4.69K
$472K
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-300- 3.24% |
$25K - $30K
|
8.95K
$901K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-328- 15.72% |
$27.3K - $32.9K
|
1.76K
$177K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-330- 12.73% |
$27.5K - $33.1K
|
2.26K
$228K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-333- 7.74% |
$27.7K - $33.4K
|
3.97K
$400K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-378- 6.37% |
$31.5K - $37.9K
|
5.56K
$560K
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
SELL
|
- |
-404- 5.01% |
$33.6K - $40.5K
|
7.66K
$772K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-405- 16.85% |
$33.7K - $40.6K
|
2K
$201K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-430- 3.62% |
$35.8K - $43.1K
|
11.5K
$1.15M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-450- 15.23% |
$37.5K - $45.1K
|
2.51K
$252K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-460- 1.57% |
$38.3K - $46.1K
|
28.9K
$2.91M
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-466- 42.6% |
$38.8K - $46.7K
|
628
$63.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-477- 5.19% |
$39.7K - $47.8K
|
8.72K
$878K
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-500- 2.38% |
$41.6K - $50.1K
|
20.5K
$2.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-523- 3.13% |
$43.5K - $52.4K
|
16.2K
$1.63M
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-534- 9.2% |
$44.5K - $53.5K
|
5.27K
$531K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-538- 16.01% |
$44.8K - $53.9K
|
2.82K
$284K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-584- 18.44% |
$48.6K - $58.5K
|
2.58K
$260K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-588- 18.55% |
$49K - $58.9K
|
2.58K
$260K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-590- 3.89% |
$49.1K - $59.1K
|
14.6K
$1.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-600- 98.04% |
$50K - $60.1K
|
12
$1.21K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-609- 18.7% |
$50.7K - $61K
|
2.65K
$267K
|
|
|
Feb 09, 2023
Q4 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-620- 6.5% |
$51.6K - $62.1K
|
8.92K
$898K
|
|
|
Feb 08, 2023
Q4 2022
|
Quilter PLC
|
SELL
|
- |
-650- 9.89% |
$54.1K - $65.1K
|
5.92K
$597K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-679- 32.18% |
$56.5K - $68K
|
1.43K
$144K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-689- 7.25% |
$57.4K - $69K
|
8.82K
$888K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-691- 14.78% |
$57.5K - $69.2K
|
3.98K
$401K
|
|
|
Feb 14, 2023
Q4 2022
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-699- 5.48% |
$58.2K - $70K
|
12K
$1.21M
|
|
|
Jan 12, 2023
Q4 2022
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-708- 1.89% |
$58.9K - $70.9K
|
36.8K
$3.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-710- 20.69% |
$59.1K - $71.1K
|
2.72K
$274K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-720- 18.84% |
$59.9K - $72.1K
|
3.1K
$312K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-722- 27.74% |
$60.1K - $72.3K
|
1.88K
$189K
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-769- 4.36% |
$64K - $77K
|
16.9K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-775- 7.3% |
$64.5K - $77.6K
|
9.84K
$991K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-799- 4.31% |
$66.5K - $80K
|
17.7K
$1.79M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-874- 27.78% |
$72.8K - $87.5K
|
2.27K
$229K
|
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-880- 2.76% |
$73.3K - $88.1K
|
31K
$3.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-912- 2.19% |
$75.9K - $91.3K
|
40.7K
$4.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-985- 14.01% |
$82K - $98.7K
|
6.05K
$609K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.02K- 94.42% |
$84.5K - $102K
|
60
$6.04K
|
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.02K- 8.91% |
$84.8K - $102K
|
10.4K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-1.22K- 1.53% |
$102K - $122K
|
78.5K
$7.91M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.24K- 12.18% |
$103K - $124K
|
8.91K
$898K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.26K- 0.86% |
$105K - $126K
|
144K
$14.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.26K- 84.95% |
$105K - $127K
|
224
$22.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.29K- 5.49% |
$107K - $129K
|
22.2K
$2.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.34K- 6.16% |
$111K - $134K
|
20.4K
$2.05M
|