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 14, 2023
Q4 2022
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-1.35K- 34.23% |
$112K - $135K
|
2.58K
$260K
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.4K- 5.59% |
$117K - $140K
|
23.6K
$2.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.56K- 21.25% |
$130K - $157K
|
5.8K
$584K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.69K- 2.33% |
$140K - $169K
|
70.8K
$7.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.7K- 16.72% |
$141K - $170K
|
8.45K
$851K
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-1.76K- 32.28% |
$146K - $176K
|
3.69K
$371K
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.9K- 1.46% |
$158K - $190K
|
128K
$12.9M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.07K- 15.63% |
$173K - $208K
|
11.2K
$1.13M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-2.13K- 16.79% |
$177K - $213K
|
10.5K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-2.15KClosed |
$179K - $215K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.21K- 10.67% |
$184K - $221K
|
18.5K
$1.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.33KClosed |
$194K - $234K
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.4K- 24.27% |
$200K - $241K
|
7.5K
$755K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.41K- 51.78% |
$200K - $241K
|
2.24K
$226K
|
|
|
Jan 10, 2023
Q4 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-2.58K- 4.57% |
$215K - $258K
|
53.8K
$5.42M
|
|
|
Feb 10, 2023
Q4 2022
|
Scheer, Rowlett & Associates Investment Management Ltd.
|
SELL
|
- |
-2.9K- 1.35% |
$242K - $291K
|
212K
$21.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-2.94K- 51.62% |
$245K - $294K
|
2.76K
$278K
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-3K- 1.35% |
$250K - $301K
|
220K
$22.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-3.13K- 5.86% |
$260K - $313K
|
50.2K
$5.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.39K- 37.13% |
$283K - $340K
|
5.75K
$579K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-3.49K- 73.9% |
$291K - $350K
|
1.23K
$124K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-3.6K- 31.03% |
$300K - $361K
|
8K
$806K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.1K- 94.36% |
$342K - $411K
|
245
$24.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4.14K- 15.22% |
$345K - $415K
|
23.1K
$2.32M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-4.65K- 2.35% |
$387K - $466K
|
193K
$19.4M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.67KClosed |
$389K - $468K
|
0
$0
|
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-4.94K- 64.86% |
$411K - $495K
|
2.68K
$270K
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.49K- 5.66% |
$457K - $550K
|
91.6K
$9.22M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-6.28K- 18.83% |
$523K - $629K
|
27.1K
$2.73M
|
|
|
Feb 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-6.7K- 16.22% |
$558K - $671K
|
34.6K
$3.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-7.7K- 71.24% |
$641K - $771K
|
3.11K
$313K
|
|
|
Feb 14, 2023
Q4 2022
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-7.75K- 42.76% |
$645K - $776K
|
10.4K
$1.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.22K- 31.46% |
$684K - $823K
|
17.9K
$1.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-8.38K- 50.27% |
$698K - $840K
|
8.29K
$835K
|
|
|
Feb 13, 2023
Q4 2022
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
SELL
|
- |
-8.42K- 8.72% |
$701K - $843K
|
88.1K
$8.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-8.91K- 4.29% |
$742K - $892K
|
199K
$20M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-10.3K- 14.14% |
$858K - $1.03M
|
62.5K
$6.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.9K- 76.78% |
$906K - $1.09M
|
3.29K
$331K
|
|
|
Feb 13, 2023
Q4 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-12.2K- 0.56% |
$1.02M - $1.22M
|
2.17M
$218M
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-12.2K- 1.94% |
$1.02M - $1.22M
|
616K
$62M
|
|
|
Feb 08, 2023
Q4 2022
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-12.6K- 3.66% |
$1.05M - $1.27M
|
333K
$33.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-13.8K- 4.58% |
$1.15M - $1.38M
|
288K
$29M
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-15.4K- 0.51% |
$1.28M - $1.55M
|
2.99M
$302M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-17.6KClosed |
$1.46M - $1.76M
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-19K- 18.93% |
$1.58M - $1.91M
|
81.5K
$8.21M
|
|
|
Feb 14, 2023
Q4 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-20K- 35.72% |
$1.67M - $2.01M
|
36.1K
$3.63M
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-21.2K- 0.44% |
$1.77M - $2.13M
|
4.79M
$483M
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-21.2K- 0.44% |
$1.77M - $2.13M
|
4.79M
$483M
|
|
|
Feb 10, 2023
Q4 2022
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-32.3K- 1.58% |
$2.69M - $3.24M
|
2.02M
$203M
|
|
|
Feb 09, 2023
Q4 2022
|
Achmea Investment Management B.V.
|
SELL
|
- |
-32.5K- 40.52% |
$2.71M - $3.26M
|
47.7K
$4.81M
|