Purchases and Sales Made in Q4 2023 in Bank Of Montreal (BMO)
This table provides information about the institutional ownership of Bank Of Montreal (BMO) during Q4 2023. 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, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
20.2KNew |
$1.5M - $2.01M
|
20.2K
$1.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
18.4KNew |
$1.36M - $1.83M
|
18.4K
$1.75M
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
18.1K+ 28.36% |
$1.34M - $1.8M
|
81.7K
$7.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
17.8K+ 2.48% |
$1.32M - $1.77M
|
735K
$70.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
17.3KNew |
$1.28M - $1.72M
|
17.3K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
17K+ 105.53% |
$1.27M - $1.7M
|
33.2K
$3.16M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
16.9K+ 12990.77% |
$1.25M - $1.68M
|
17K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
15.6KNew |
$1.16M - $1.56M
|
15.6K
$1.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
14.7K+ 3.28% |
$1.09M - $1.47M
|
464K
$44.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
14.6K+ 31.34% |
$1.08M - $1.45M
|
61K
$5.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
14KNew |
$1.04M - $1.4M
|
14K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
14KNew |
$1.04M - $1.39M
|
14K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.7K+ 72.64% |
$1.02M - $1.37M
|
32.6K
$3.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.3KNew |
$915K - $1.23M
|
12.3K
$1.18M
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
12KNew |
$891K - $1.19M
|
12K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Burgundy Asset Management Ltd.
Toronto, A6 |
BUY
|
- |
10K+ 6.67% |
$742K - $996K
|
160K
$15.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
9.85K+ 318.5% |
$731K - $980K
|
12.9K
$1.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
9.5K+ 9.61% |
$705K - $946K
|
108K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
9.5KNew |
$705K - $946K
|
9.5K
$905K
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
9.2KNew |
$683K - $916K
|
9.2K
$877K
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
9.16K+ 87.4% |
$680K - $912K
|
19.6K
$1.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
8.7K+ 18.99% |
$646K - $866K
|
54.5K
$5.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
8.6K+ 3.21% |
$638K - $856K
|
277K
$26.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
8.53K+ 51.15% |
$633K - $849K
|
25.2K
$2.4M
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
8.01K+ 0.26% |
$595K - $797K
|
3.12M
$298M
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
8.01K+ 0.26% |
$595K - $797K
|
3.12M
$298M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.66KNew |
$568K - $762K
|
7.66K
$730K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
7.23K+ 2.36% |
$537K - $720K
|
313K
$29.8M
|
|
|
Nov 12, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
6.61KNew |
$491K - $658K
|
6.61K
$630K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
6.53KNew |
$484K - $650K
|
6.53K
$622K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.46KNew |
$479K - $643K
|
6.46K
$615K
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
6.16KNew |
$457K - $614K
|
6.16K
$587K
|
|
|
Jan 04, 2024
Q4 2023
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
6.08K+ 2.9% |
$451K - $605K
|
216K
$20.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
5.7K+ 28.64% |
$423K - $567K
|
25.6K
$2.44M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
5.5K+ 36.67% |
$408K - $548K
|
20.5K
$1.95M
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.3KNew |
$394K - $528K
|
5.3K
$505K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
4.84K+ 2.18% |
$359K - $482K
|
227K
$21.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
4.56KNew |
$339K - $454K
|
4.56K
$435K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.56K+ 13.66% |
$339K - $454K
|
37.9K
$3.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
4.5K+ 10.17% |
$334K - $448K
|
48.7K
$4.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.29KNew |
$318K - $427K
|
4.29K
$408K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.19KNew |
$311K - $417K
|
4.19K
$399K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
3.85KNew |
$286K - $383K
|
3.85K
$367K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.7KNew |
$275K - $368K
|
3.7K
$353K
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
3.49K+ 1.9% |
$259K - $347K
|
187K
$17.8M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.34K+ 2.38% |
$248K - $333K
|
144K
$13.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
3.3K+ 4.8% |
$245K - $328K
|
72K
$6.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.27KNew |
$242K - $325K
|
3.27K
$311K
|
|
|
Feb 01, 2024
Q4 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
3.16K+ 4.79% |
$235K - $315K
|
69.2K
$6.6M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.11KNew |
$231K - $309K
|
3.11K
$296K
|