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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.3KNew |
$565K - $651K
|
6.3K
$713K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
6.19K+ 32.49% |
$556K - $640K
|
25.3K
$2.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
6.08KNew |
$545K - $628K
|
6.08K
$688K
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
5.6K+ 7.87% |
$503K - $579K
|
76.8K
$8.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
5.39K+ 1.08% |
$484K - $558K
|
504K
$57M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.32K+ 177.41% |
$478K - $550K
|
8.33K
$942K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.19K+ 16.73% |
$465K - $536K
|
36.2K
$4.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.18KNew |
$465K - $535K
|
5.18K
$586K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
4.96K+ 2.61% |
$445K - $513K
|
195K
$22.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
BUY
|
- |
4.93K+ 2440.59% |
$442K - $510K
|
5.13K
$581K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.52KNew |
$405K - $467K
|
4.52K
$511K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.48KNew |
$402K - $463K
|
4.48K
$507K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.48KNew |
$402K - $463K
|
4.48K
$507K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
4.41KNew |
$395K - $456K
|
4.41K
$499K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
4.28KNew |
$384K - $442K
|
4.28K
$484K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
4.23KNew |
$379K - $437K
|
4.23K
$478K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.17K+ 29.64% |
$374K - $431K
|
18.2K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Jain Global LLC
New York, NY |
BUY
|
- |
4.06KNew |
$364K - $420K
|
4.06K
$459K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.92KNew |
$352K - $405K
|
3.92K
$444K
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
3.77K+ 45.75% |
$338K - $390K
|
12K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.76KNew |
$337K - $388K
|
3.76K
$425K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.71K+ 7.98% |
$333K - $383K
|
50.2K
$5.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
3.68KNew |
$330K - $380K
|
3.68K
$416K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.67K+ 76.96% |
$330K - $380K
|
8.44K
$956K
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
3.6K+ 0.26% |
$323K - $372K
|
1.39M
$158M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.57KNew |
$320K - $369K
|
3.57K
$404K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.55KNew |
$319K - $367K
|
3.55K
$402K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.54KNew |
$318K - $366K
|
3.54K
$401K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.5K+ 80.86% |
$314K - $362K
|
7.83K
$887K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
3.46KNew |
$311K - $358K
|
3.46K
$392K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
3.37KNew |
$302K - $348K
|
3.37K
$381K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
3.35KNew |
$301K - $346K
|
3.35K
$379K
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
3.32K+ 31.36% |
$298K - $343K
|
13.9K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.32KNew |
$298K - $343K
|
3.32K
$376K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
3.3KNew |
$296K - $341K
|
3.3K
$373K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
3.11KNew |
$279K - $321K
|
3.11K
$352K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.07KNew |
$275K - $317K
|
3.07K
$347K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.04KNew |
$273K - $314K
|
3.04K
$344K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
3.02KNew |
$271K - $312K
|
3.02K
$342K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.94KNew |
$264K - $304K
|
2.94K
$332K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.9K+ 61.08% |
$260K - $300K
|
7.64K
$865K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.82KNew |
$253K - $292K
|
2.82K
$320K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.8K+ 71.67% |
$251K - $290K
|
6.71K
$760K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.8K+ 23.96% |
$251K - $289K
|
14.5K
$1.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.79KNew |
$251K - $289K
|
2.79K
$316K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
2.72KNew |
$244K - $281K
|
2.72K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.68K+ 67.76% |
$241K - $277K
|
6.65K
$752K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
2.62K+ 29.39% |
$235K - $271K
|
11.5K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.6KNew |
$234K - $269K
|
2.6K
$295K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.54K+ 13.31% |
$228K - $262K
|
21.6K
$2.44M
|