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
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.52K+ 0.16% |
$226K - $261K
|
1.58M
$179M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.52KNew |
$226K - $260K
|
2.52K
$285K
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
2.4K+ 1.55% |
$215K - $248K
|
158K
$17.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.36KNew |
$212K - $244K
|
2.36K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.34KNew |
$210K - $242K
|
2.34K
$265K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.32K+ 11.63% |
$208K - $240K
|
22.3K
$2.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
2.31KNew |
$207K - $239K
|
2.31K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.31KNew |
$207K - $239K
|
2.31K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.28K+ 75.91% |
$204K - $236K
|
5.28K
$598K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.27KNew |
$204K - $235K
|
2.27K
$257K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.26K+ 10.72% |
$203K - $234K
|
23.4K
$2.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.24KNew |
$201K - $232K
|
2.24K
$254K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2.23KNew |
$200K - $230K
|
2.23K
$252K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.2KNew |
$197K - $227K
|
2.2K
$249K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.18KNew |
$196K - $226K
|
2.18K
$247K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.13KNew |
$191K - $220K
|
2.13K
$241K
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
2.12KNew |
$190K - $219K
|
2.12K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
2.1KNew |
$188K - $217K
|
2.1K
$238K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.1KNew |
$188K - $217K
|
2.1K
$238K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.1KNew |
$188K - $217K
|
2.1K
$237K
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
2.08KNew |
$187K - $215K
|
2.08K
$235K
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
2.08KNew |
$186K - $215K
|
2.08K
$235K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
2.07KNew |
$185K - $214K
|
2.07K
$234K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.97KNew |
$177K - $204K
|
1.97K
$223K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.94K+ 21.76% |
$174K - $200K
|
10.8K
$1.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.9K+ 144.23% |
$171K - $197K
|
3.22K
$364K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
1.89K+ 53.12% |
$170K - $196K
|
5.45K
$617K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.86K+ 93.55% |
$167K - $192K
|
3.84K
$435K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
1.84K+ 3.2% |
$165K - $190K
|
59.5K
$6.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.8K+ 1.89% |
$162K - $186K
|
97K
$11M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.72K+ 19.93% |
$154K - $177K
|
10.3K
$1.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.7K+ 58.42% |
$153K - $176K
|
4.62K
$523K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.7KNew |
$153K - $176K
|
1.7K
$192K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.67K+ 7.23% |
$150K - $173K
|
24.8K
$2.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.64K+ 71.88% |
$147K - $169K
|
3.91K
$443K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.59K+ 30.86% |
$143K - $164K
|
6.75K
$764K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.49KNew |
$134K - $154K
|
1.49K
$169K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.42K+ 12.43% |
$127K - $147K
|
12.8K
$1.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.4K+ 5.44% |
$126K - $145K
|
27.2K
$3.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.4K+ 23.96% |
$126K - $145K
|
7.24K
$820K
|
|
|
Jan 08, 2025
Q4 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
1.38K+ 0.61% |
$124K - $143K
|
226K
$25.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.32K+ 473.74% |
$118K - $136K
|
1.6K
$181K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.21K+ 32.1% |
$108K - $125K
|
4.96K
$562K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.1K+ 2038.89% |
$98.8K - $114K
|
1.16K
$131K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.09KNew |
$97.5K - $112K
|
1.09K
$123K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.05K+ 4.35% |
$94.6K - $109K
|
25.3K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1K+ 7.88% |
$89.8K - $103K
|
13.7K
$1.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
988+ 1.81% |
$88.7K - $102K
|
55.7K
$6.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
973+ 20.01% |
$87.3K - $101K
|
5.84K
$661K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
918+ 11.89% |
$82.4K - $94.9K
|
8.64K
$978K
|