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 13, 2024
Q4 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-6.64K- 9.11% |
$493K - $661K
|
66.3K
$6.68M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-6.86K- 47.1% |
$509K - $683K
|
7.7K
$776K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-7.67K- 1.24% |
$569K - $763K
|
610K
$61.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-8.86K- 2.74% |
$657K - $882K
|
314K
$31.7M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-8.96K- 7.24% |
$665K - $891K
|
115K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-9.06K- 61.61% |
$673K - $902K
|
5.65K
$569K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-10.1K- 40.9% |
$751K - $1.01M
|
14.6K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-12K- 1.98% |
$893K - $1.2M
|
596K
$60.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-12.2K- 0.6% |
$904K - $1.21M
|
2.01M
$202M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-12.6K- 77.22% |
$939K - $1.26M
|
3.73K
$376K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-14.1K- 91.31% |
$1.05M - $1.4M
|
1.34K
$135K
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-14.2K- 1.88% |
$1.05M - $1.41M
|
740K
$74.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-14.2K- 32.39% |
$1.05M - $1.41M
|
29.6K
$2.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-14.2K- 7.63% |
$1.06M - $1.42M
|
172K
$17.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-14.6K- 6.01% |
$1.08M - $1.45M
|
228K
$22.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-15.2K- 19.33% |
$1.13M - $1.51M
|
63.4K
$6.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-17K- 9.53% |
$1.26M - $1.69M
|
161K
$16.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Newport Trust CO
Washington, DC |
SELL
|
- |
-20.3K- 1.38% |
$1.5M - $2.02M
|
1.44M
$145M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-20.6K- 15.91% |
$1.53M - $2.05M
|
109K
$10.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-22.6K- 52.72% |
$1.67M - $2.25M
|
20.2K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-22.7K- 99.43% |
$1.69M - $2.26M
|
131
$13.2K
|
|
|
Feb 23, 2024
Q4 2023
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-25.5K- 2.03% |
$1.89M - $2.54M
|
1.23M
$124M
|
|
|
Feb 14, 2024
Q4 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-26.9K- 14.29% |
$1.99M - $2.68M
|
161K
$16.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-30.3K- 46.78% |
$2.25M - $3.02M
|
34.5K
$3.48M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-33.7K- 89.62% |
$2.5M - $3.35M
|
3.9K
$393K
|
|
|
Feb 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-35.9K- 12.7% |
$2.66M - $3.57M
|
247K
$24.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-39.6K- 4.25% |
$2.94M - $3.95M
|
894K
$90M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-62.4K- 30.99% |
$4.63M - $6.21M
|
139K
$14M
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-72.3K- 14.92% |
$5.37M - $7.2M
|
412K
$41.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Aviva PLC
|
SELL
|
- |
-73K- 20.25% |
$5.42M - $7.26M
|
287K
$28.9M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-81.4K- 97.14% |
$6.04M - $8.1M
|
2.4K
$241K
|
|
|
Feb 12, 2024
Q4 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-82.7K- 27.94% |
$6.14M - $8.23M
|
213K
$21.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-86.2K- 38.62% |
$6.4M - $8.58M
|
137K
$13.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-87.6K- 6.5% |
$6.5M - $8.72M
|
1.26M
$127M
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-101K- 68.88% |
$7.5M - $10.1M
|
45.7K
$4.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-113K- 40.57% |
$8.37M - $11.2M
|
165K
$16.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-118K- 4.04% |
$8.74M - $11.7M
|
2.79M
$281M
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-124K- 94.38% |
$9.24M - $12.4M
|
7.42K
$747K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-125K- 33.28% |
$9.26M - $12.4M
|
250K
$25.2M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-126K- 15.66% |
$9.37M - $12.6M
|
679K
$68.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-135K- 82.9% |
$10M - $13.4M
|
27.8K
$2.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Value Partners Investments Inc.
|
SELL
|
- |
-156K- 20.2% |
$11.6M - $15.5M
|
616K
$62.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-181K- 80.47% |
$13.4M - $18M
|
43.8K
$4.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-372K- 2.66% |
$27.6M - $37.1M
|
13.6M
$1.37B
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-481K- 27.42% |
$35.7M - $47.9M
|
1.27M
$128M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-514K- 28.74% |
$38.1M - $51.1M
|
1.27M
$128M
|
|
|
Feb 14, 2024
Q4 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-634K- 26.56% |
$47.1M - $63.1M
|
1.75M
$177M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-815K- 71.97% |
$60.5M - $81.2M
|
318K
$32M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-856K- 5.79% |
$63.6M - $85.2M
|
13.9M
$1.4B
|
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-860K- 27.46% |
$63.9M - $85.7M
|
2.27M
$229M
|