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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-15- 0.08% |
$1.35K - $1.55K
|
17.9K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-23- 0.84% |
$2.06K - $2.38K
|
2.72K
$307K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-23- 0.21% |
$2.06K - $2.38K
|
10.9K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-27- 0.05% |
$2.42K - $2.79K
|
54.5K
$6.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-30- 0.61% |
$2.69K - $3.1K
|
4.89K
$553K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-33- 2.13% |
$2.96K - $3.41K
|
1.51K
$171K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-33- 16.02% |
$2.96K - $3.41K
|
173
$19.6K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-44- 1.67% |
$3.95K - $4.55K
|
2.6K
$294K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-57- 10.05% |
$5.12K - $5.89K
|
510
$57.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-57- 0.77% |
$5.12K - $5.89K
|
7.39K
$837K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-60- 2.52% |
$5.39K - $6.2K
|
2.33K
$263K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-65- 33.33% |
$5.83K - $6.72K
|
130
$14.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-65- 1.39% |
$5.83K - $6.72K
|
4.6K
$520K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-67- 8.34% |
$6.01K - $6.93K
|
736
$83.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-85- 1.72% |
$7.63K - $8.79K
|
4.86K
$551K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-92- 4.04% |
$8.26K - $9.51K
|
2.19K
$247K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-95- 3.08% |
$8.53K - $9.82K
|
2.99K
$339K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-97- 4.09% |
$8.71K - $10K
|
2.28K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-105- 65.63% |
$9.42K - $10.9K
|
55
$6.23K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-107- 3.68% |
$9.6K - $11.1K
|
2.8K
$317K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-107- 11.02% |
$9.6K - $11.1K
|
864
$97.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-110- 35.71% |
$9.87K - $11.4K
|
198
$22.4K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-116- 3.42% |
$10.4K - $12K
|
3.27K
$370K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-116- 3.42% |
$10.4K - $12K
|
3.27K
$370K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-118- 3.74% |
$10.6K - $12.2K
|
3.04K
$344K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-120- 5.67% |
$10.8K - $12.4K
|
2K
$226K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-120- 5.56% |
$10.8K - $12.4K
|
2.04K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
SELL
|
- |
-126- 0.67% |
$11.3K - $13K
|
18.8K
$2.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-135- 0.25% |
$12.1K - $14K
|
53.2K
$6.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-145- 1.45% |
$13K - $15K
|
9.83K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-160- 1.86% |
$14.4K - $16.5K
|
8.44K
$956K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-179- 5.0% |
$16.1K - $18.5K
|
3.4K
$385K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-180- 10.79% |
$16.2K - $18.6K
|
1.49K
$168K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-192- 17.58% |
$17.2K - $19.9K
|
900
$102K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-206- 8.44% |
$18.5K - $21.3K
|
2.24K
$253K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-230- 7.7% |
$20.6K - $23.8K
|
2.76K
$312K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-284- 1.39% |
$25.5K - $29.4K
|
20.1K
$2.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-301- 0.43% |
$27K - $31.1K
|
68.9K
$7.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-320- 5.35% |
$28.7K - $33.1K
|
5.66K
$641K
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-353- 0.88% |
$31.7K - $36.5K
|
39.7K
$4.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-375- 14.02% |
$33.7K - $38.8K
|
2.3K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-383- 3.92% |
$34.4K - $39.6K
|
9.39K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-390- 15.69% |
$35K - $40.3K
|
2.1K
$237K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-405- 97.12% |
$36.3K - $41.9K
|
12
$1.36K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-405- 7.34% |
$36.3K - $41.9K
|
5.11K
$579K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-420- 3.55% |
$37.7K - $43.4K
|
11.4K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-456- 3.42% |
$40.9K - $47.1K
|
12.9K
$1.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-475- 85.74% |
$42.6K - $49.1K
|
79
$8.94K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-577- 12.96% |
$51.8K - $59.7K
|
3.88K
$439K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-578- 20.57% |
$51.9K - $59.8K
|
2.23K
$253K
|