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
|
Prospera Financial Services Inc
|
SELL
|
- |
-87- 2.77% |
$6.46K - $8.66K
|
3.05K
$291K
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-90- 1.09% |
$6.68K - $8.96K
|
8.14K
$776K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-91- 1.57% |
$6.75K - $9.06K
|
5.71K
$544K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-93- 3.05% |
$6.9K - $9.26K
|
2.96K
$282K
|
|
|
Jan 23, 2024
Q4 2023
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-97- 0.92% |
$7.2K - $9.66K
|
10.4K
$995K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-98- 3.18% |
$7.27K - $9.76K
|
2.98K
$284K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-100- 1.64% |
$7.42K - $9.96K
|
6K
$572K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-100- 9.13% |
$7.42K - $9.96K
|
995
$94.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-117- 3.18% |
$8.68K - $11.6K
|
3.56K
$339K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-130- 52.0% |
$9.65K - $12.9K
|
120
$11.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-137- 0.64% |
$10.2K - $13.6K
|
21.3K
$2.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-147- 5.24% |
$10.9K - $14.6K
|
2.66K
$253K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-149- 43.95% |
$11.1K - $14.8K
|
190
$18.1K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-159- 3.89% |
$11.8K - $15.8K
|
3.93K
$374K
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-161- 1.62% |
$11.9K - $16K
|
9.79K
$933K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-170- 1.23% |
$12.6K - $16.9K
|
13.7K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-179- 32.6% |
$13.3K - $17.8K
|
370
$35.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-188- 3.63% |
$14K - $18.7K
|
4.98K
$475K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-200- 2.34% |
$14.8K - $19.9K
|
8.33K
$794K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-210- 7.31% |
$15.6K - $20.9K
|
2.66K
$254K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-238- 1.79% |
$17.7K - $23.7K
|
13.1K
$1.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-250- 21.91% |
$18.6K - $24.9K
|
891
$84.9K
|
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-250- 5.43% |
$18.6K - $24.9K
|
4.35K
$415K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-265- 7.89% |
$19.7K - $26.4K
|
3.1K
$295K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-275- 57.89% |
$20.4K - $27.4K
|
200
$19.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-352- 0.62% |
$26.1K - $35K
|
56.6K
$5.4M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-353- 3.66% |
$26.2K - $35.1K
|
9.29K
$885K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-356- 5.96% |
$26.4K - $35.4K
|
5.62K
$535K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-395- 4.38% |
$29.3K - $39.3K
|
8.61K
$821K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-401- 1.11% |
$29.8K - $39.9K
|
35.6K
$3.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-401- 1.3% |
$29.8K - $39.9K
|
30.5K
$2.91M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-408- 0.68% |
$30.3K - $40.6K
|
59.3K
$5.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-408- 15.14% |
$30.3K - $40.6K
|
2.29K
$218K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-421- 38.31% |
$31.2K - $41.9K
|
678
$64.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-425- 3.96% |
$31.5K - $42.3K
|
10.3K
$982K
|
|
|
Feb 14, 2024
Q4 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-455- 0.03% |
$33.8K - $45.3K
|
1.72M
$164M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-455- 16.35% |
$33.8K - $45.3K
|
2.33K
$222K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-493- 19.33% |
$36.6K - $49.1K
|
2.06K
$196K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-500- 5.95% |
$37.1K - $49.8K
|
7.9K
$753K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-520- 12.63% |
$38.6K - $51.8K
|
3.6K
$343K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-526- 5.87% |
$39K - $52.4K
|
8.43K
$803K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-536- 10.28% |
$39.8K - $53.4K
|
4.68K
$446K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-550- 36.86% |
$40.8K - $54.8K
|
942
$89.8K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-550- 14.92% |
$40.8K - $54.8K
|
3.14K
$299K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-575- 19.02% |
$42.7K - $57.2K
|
2.45K
$233K
|
|
|
Feb 13, 2024
Q4 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-578- 18.72% |
$42.9K - $57.5K
|
2.51K
$239K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-581- 0.48% |
$43.1K - $57.8K
|
121K
$11.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-593- 5.5% |
$44K - $59K
|
10.2K
$970K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-615- 3.89% |
$45.6K - $61.2K
|
15.2K
$1.45M
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
SELL
|
- |
-660- 13.8% |
$49K - $65.7K
|
4.12K
$393K
|