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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-805- 9.3% |
$59.7K - $80.1K
|
7.85K
$748K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-858- 8.08% |
$63.7K - $85.4K
|
9.77K
$931K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-877- 13.8% |
$65.1K - $87.3K
|
5.48K
$522K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-996- 16.24% |
$73.9K - $99.2K
|
5.14K
$489K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1K- 31.54% |
$74.4K - $99.7K
|
2.18K
$207K
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.02K- 19.53% |
$75.7K - $102K
|
4.2K
$401K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.03K- 24.93% |
$76.4K - $103K
|
3.1K
$296K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.07K- 30.29% |
$79.2K - $106K
|
2.46K
$234K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.08K- 12.12% |
$79.9K - $107K
|
7.8K
$743K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.09K- 5.31% |
$80.7K - $108K
|
19.4K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.1K- 13.21% |
$81.6K - $109K
|
7.22K
$688K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.12K- 11.73% |
$82.8K - $111K
|
8.39K
$799K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.2K- 27.18% |
$89.1K - $119K
|
3.22K
$306K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.4K- 4.16% |
$104K - $139K
|
32.2K
$3.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.41K- 12.16% |
$105K - $141K
|
10.2K
$972K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.42K- 32.47% |
$105K - $141K
|
2.95K
$281K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.47K- 2.67% |
$109K - $147K
|
53.8K
$5.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.53K- 21.46% |
$114K - $153K
|
5.61K
$535K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.56K- 10.03% |
$116K - $155K
|
14K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.58K- 6.74% |
$117K - $157K
|
21.8K
$2.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-1.58K- 13.07% |
$117K - $157K
|
10.5K
$999K
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.58K- 17.13% |
$117K - $157K
|
7.65K
$728K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.68K- 4.06% |
$125K - $168K
|
39.8K
$3.79M
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.76K- 15.8% |
$130K - $175K
|
9.36K
$892K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.77K- 1.03% |
$131K - $176K
|
170K
$16.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.85K- 0.6% |
$138K - $184K
|
309K
$29.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-1.96K- 6.44% |
$146K - $195K
|
28.5K
$2.71M
|
|
|
Jan 23, 2024
Q4 2023
|
Baskin Financial Services Inc.
|
SELL
|
- |
-1.99K- 30.23% |
$147K - $198K
|
4.59K
$437K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.02K- 4.45% |
$150K - $201K
|
43.3K
$4.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Davis Rea Ltd.
|
SELL
|
- |
-2.15K- 18.39% |
$159K - $214K
|
9.53K
$908K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-2.2K- 9.46% |
$163K - $219K
|
21.1K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.24K- 3.02% |
$166K - $223K
|
71.9K
$6.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.34K- 5.79% |
$174K - $233K
|
38.1K
$3.63M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.7K- 13.51% |
$200K - $269K
|
17.3K
$1.65M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-2.71K- 0.66% |
$201K - $270K
|
411K
$39.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.74K- 35.44% |
$203K - $273K
|
4.99K
$475K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-2.79K- 61.37% |
$207K - $277K
|
1.75K
$167K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.04K- 12.97% |
$225K - $302K
|
20.4K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.14K- 10.69% |
$233K - $313K
|
26.2K
$2.5M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.26K- 10.39% |
$242K - $325K
|
28.2K
$2.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-3.98K- 11.96% |
$295K - $396K
|
29.3K
$2.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Scheer, Rowlett & Associates Investment Management Ltd.
|
SELL
|
- |
-4.08K- 1.93% |
$303K - $406K
|
208K
$19.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.16K- 4.7% |
$309K - $414K
|
84.3K
$8.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.17K- 66.75% |
$309K - $415K
|
2.08K
$198K
|
|
|
Jan 29, 2024
Q4 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-5.03K- 99.94% |
$373K - $500K
|
3
$286
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-5.07K- 20.64% |
$376K - $505K
|
19.5K
$1.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.22K- 15.61% |
$388K - $520K
|
28.2K
$2.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
SELL
|
- |
-5.76K- 5.22% |
$427K - $573K
|
105K
$9.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-6.3K- 21.15% |
$468K - $627K
|
23.5K
$2.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-6.64K- 9.11% |
$493K - $661K
|
66.3K
$6.32M
|