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 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3KNew |
$223K - $299K
|
3K
$286K
|
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
3KNew |
$223K - $299K
|
3K
$286K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
3KNew |
$223K - $299K
|
3K
$286K
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.96KNew |
$219K - $294K
|
2.96K
$282K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
2.9KNew |
$215K - $289K
|
2.9K
$276K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.82K+ 160.26% |
$209K - $281K
|
4.58K
$436K
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
2.76KNew |
$205K - $275K
|
2.76K
$263K
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
2.64KNew |
$196K - $263K
|
2.64K
$252K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.61KNew |
$194K - $260K
|
2.61K
$249K
|
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
2.6KNew |
$193K - $259K
|
2.6K
$248K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.52KNew |
$187K - $250K
|
2.52K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.49KNew |
$185K - $248K
|
2.49K
$237K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.42KNew |
$180K - $241K
|
2.42K
$231K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.42KNew |
$179K - $241K
|
2.42K
$230K
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.34KNew |
$173K - $233K
|
2.34K
$223K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.33KNew |
$173K - $232K
|
2.33K
$222K
|
|
|
Feb 12, 2024
Q4 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
2.33KNew |
$173K - $232K
|
2.33K
$222K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.33KNew |
$173K - $231K
|
2.33K
$222K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.31KNew |
$171K - $230K
|
2.31K
$220K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.28KNew |
$169K - $227K
|
2.28K
$217K
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
2.25K+ 1.11% |
$167K - $224K
|
206K
$19.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.25KNew |
$167K - $224K
|
2.25K
$215K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.23K+ 4.23% |
$165K - $222K
|
54.8K
$5.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
2.23KNew |
$165K - $221K
|
2.23K
$212K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
2.22KNew |
$165K - $221K
|
2.22K
$212K
|
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
2.1KNew |
$156K - $209K
|
2.1K
$200K
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
2.1KNew |
$156K - $209K
|
2.1K
$200K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.09KNew |
$155K - $208K
|
2.09K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.08KNew |
$154K - $207K
|
2.08K
$198K
|
|
|
Feb 05, 2024
Q4 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
2.08KNew |
$154K - $207K
|
2.08K
$198K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
2.06KNew |
$153K - $205K
|
2.06K
$196K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.04K+ 4.64% |
$151K - $203K
|
46K
$4.38M
|
|
|
Jan 26, 2024
Q4 2023
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
1.99K+ 32.62% |
$148K - $198K
|
8.08K
$770K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.98K+ 0.12% |
$147K - $197K
|
1.7M
$162M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.88K+ 53.6% |
$139K - $187K
|
5.38K
$513K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.77K+ 7.5% |
$132K - $177K
|
25.4K
$2.42M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.74KNew |
$129K - $173K
|
1.74K
$166K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.7K+ 2.03% |
$126K - $169K
|
85.3K
$8.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.68K+ 31.01% |
$124K - $167K
|
7.08K
$675K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.49KNew |
$111K - $149K
|
1.49K
$142K
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
1.47K+ 6.19% |
$109K - $146K
|
25.1K
$2.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.41K+ 1.7% |
$105K - $140K
|
84.5K
$8.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.4K+ 1.52% |
$104K - $139K
|
93.3K
$8.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
1.37K+ 23.77% |
$101K - $136K
|
7.11K
$677K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.3K+ 0.82% |
$96.2K - $129K
|
160K
$15.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
1.21K+ 1.36% |
$89.8K - $120K
|
90.2K
$8.6M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
1.13K+ 6.78% |
$83.9K - $113K
|
17.8K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.09KNew |
$80.8K - $108K
|
1.09K
$104K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.05K+ 20.57% |
$78K - $105K
|
6.16K
$587K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.01KNew |
$75.2K - $101K
|
1.01K
$96.5K
|