Purchases and Sales Made in Q4 2024 in Bank Of Montreal (BMO)
This table provides information about the institutional ownership of Bank Of Montreal (BMO) during Q4 2024. 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, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-911- 87.85% |
$81.8K - $94.2K
|
126
$12.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.16K- 10.75% |
$104K - $119K
|
9.59K
$950K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.25K- 2.46% |
$112K - $129K
|
49.4K
$4.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-1.49K- 4.92% |
$133K - $154K
|
28.7K
$2.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.51K- 23.33% |
$135K - $156K
|
4.95K
$490K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.7K- 35.91% |
$153K - $176K
|
3.04K
$301K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.14K- 2.84% |
$192K - $221K
|
73.2K
$7.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-2.72K- 75.1% |
$244K - $281K
|
901
$89.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.77K- 10.31% |
$249K - $287K
|
24.1K
$2.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.77K- 99.94% |
$428K - $494K
|
3
$297
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-5.13K- 30.81% |
$460K - $530K
|
11.5K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-8.6K- 4.74% |
$772K - $889K
|
173K
$17.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-11.9K- 0.92% |
$1.07M - $1.23M
|
1.29M
$127M
|
|
|
Jan 15, 2025
Q4 2024
|
Nexus Investment Management Ulc
|
SELL
|
- |
-12.4K- 76.27% |
$1.11M - $1.28M
|
3.85K
$382K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-14.3K- 11.19% |
$1.28M - $1.48M
|
114K
$11.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-15.1K- 6.05% |
$1.35M - $1.56M
|
234K
$23.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-22.7K- 76.39% |
$2.04M - $2.35M
|
7.03K
$696K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-30.1K- 98.88% |
$2.7M - $3.11M
|
341
$33.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-257K- 3.88% |
$23.1M - $26.6M
|
6.37M
$631M
|