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 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.83% |
$89.8 - $103
|
122
$12.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 2.17% |
$89.8 - $103
|
47
$4.67K
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2- 0.08% |
$180 - $207
|
2.39K
$237K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-4- 0.02% |
$359 - $414
|
16.5K
$1.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-5- 5.0% |
$449 - $517
|
95
$9.44K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-33- 2.13% |
$2.96K - $3.41K
|
1.51K
$150K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-33- 16.02% |
$2.96K - $3.41K
|
173
$17.2K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-44- 1.67% |
$3.95K - $4.55K
|
2.6K
$258K
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-57- 0.77% |
$5.12K - $5.89K
|
7.39K
$734K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-57- 10.05% |
$5.12K - $5.89K
|
510
$50.7K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-60- 2.52% |
$5.39K - $6.2K
|
2.33K
$231K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-65- 1.39% |
$5.83K - $6.72K
|
4.6K
$457K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-67- 8.34% |
$6.01K - $6.93K
|
736
$73.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-92- 4.04% |
$8.26K - $9.51K
|
2.19K
$217K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-97- 4.09% |
$8.71K - $10K
|
2.28K
$226K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-107- 11.02% |
$9.6K - $11.1K
|
864
$85.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-107- 3.68% |
$9.6K - $11.1K
|
2.8K
$278K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-110- 35.71% |
$9.87K - $11.4K
|
198
$19.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-116- 3.42% |
$10.4K - $12K
|
3.27K
$325K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-120- 5.56% |
$10.8K - $12.4K
|
2.04K
$202K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-135- 0.25% |
$12.1K - $14K
|
53.2K
$5.29M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-160- 1.86% |
$14.4K - $16.5K
|
8.44K
$839K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-206- 8.44% |
$18.5K - $21.3K
|
2.24K
$222K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-230- 7.7% |
$20.6K - $23.8K
|
2.76K
$274K
|
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-301- 0.43% |
$27K - $31.1K
|
68.9K
$6.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-320- 5.35% |
$28.7K - $33.1K
|
5.66K
$562K
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-353- 0.88% |
$31.7K - $36.5K
|
39.7K
$3.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-375- 14.02% |
$33.7K - $38.8K
|
2.3K
$229K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-390- 15.69% |
$35K - $40.3K
|
2.1K
$208K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-405- 97.12% |
$36.3K - $41.9K
|
12
$1.19K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-475- 85.74% |
$42.6K - $49.1K
|
79
$7.85K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-577- 12.96% |
$51.8K - $59.7K
|
3.88K
$385K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-578- 20.57% |
$51.9K - $59.8K
|
2.23K
$222K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-622- 29.33% |
$55.8K - $64.3K
|
1.5K
$149K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-690- 5.24% |
$61.9K - $71.3K
|
12.5K
$1.24M
|
|
|
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
$953K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.25K- 2.46% |
$112K - $129K
|
49.4K
$4.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-1.49K- 4.92% |
$133K - $154K
|
28.7K
$2.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.51K- 23.33% |
$135K - $156K
|
4.95K
$492K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.52K- 13.42% |
$136K - $157K
|
9.78K
$972K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.7K- 35.91% |
$153K - $176K
|
3.04K
$302K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.14K- 2.84% |
$192K - $221K
|
73.2K
$7.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-2.21K- 16.34% |
$199K - $229K
|
11.3K
$1.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-2.43K- 30.22% |
$218K - $251K
|
5.61K
$557K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-2.72K- 75.1% |
$244K - $281K
|
901
$89.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.77K- 10.31% |
$249K - $287K
|
24.1K
$2.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.77K- 99.94% |
$428K - $494K
|
3
$298
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-5.13K- 30.81% |
$460K - $530K
|
11.5K
$1.14M
|