Purchases and Sales Made in Q2 2023 in Bank Of Montreal (BMO)
This table provides information about the institutional ownership of Bank Of Montreal (BMO) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
33New |
$2.74K - $3.04K
|
33
$3.31K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
27+ 1.04% |
$2.24K - $2.49K
|
2.63K
$263K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25+ 1.11% |
$2.07K - $2.31K
|
2.28K
$228K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18+ 9.94% |
$1.49K - $1.66K
|
199
$19.9K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
14+ 0.14% |
$1.16K - $1.29K
|
10.4K
$1.04M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
14+ 5.98% |
$1.16K - $1.29K
|
248
$24.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
13+ 0.38% |
$1.08K - $1.2K
|
3.4K
$341K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
11New |
$912 - $1.01K
|
11
$1.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
8+ 0.26% |
$663 - $738
|
3.1K
$310K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
7+ 2.29% |
$580 - $646
|
313
$31.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
5+ 0.21% |
$414 - $461
|
2.35K
$235K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5+ 0.12% |
$414 - $461
|
4.06K
$406K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.67% |
$249 - $277
|
450
$45.1K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$82.9 - $92.2
|
2.55K
$256K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 1.89% |
$82.9 - $92.2
|
54
$5.41K
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 1.05% |
$166 - $184
|
188
$18.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3- 0.01% |
$249 - $277
|
20.3K
$2.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-7- 0.16% |
$580 - $646
|
4.28K
$429K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-8- 0.28% |
$663 - $738
|
2.86K
$286K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-9- 2.31% |
$746 - $830
|
381
$38.2K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-10- 0.2% |
$829 - $922
|
4.93K
$494K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-14- 0.22% |
$1.16K - $1.29K
|
6.25K
$626K
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-16- 0.45% |
$1.33K - $1.48K
|
3.54K
$355K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-16- 55.17% |
$1.33K - $1.48K
|
13
$1.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-17- 0.33% |
$1.41K - $1.57K
|
5.17K
$518K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-18- 0.82% |
$1.49K - $1.66K
|
2.17K
$217K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-19- 18.45% |
$1.57K - $1.75K
|
84
$8.41K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-25- 0.14% |
$2.07K - $2.31K
|
18.3K
$1.83M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-27- 0.86% |
$2.24K - $2.49K
|
3.11K
$311K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-29- 1.7% |
$2.4K - $2.67K
|
1.68K
$168K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-38- 3.89% |
$3.15K - $3.5K
|
939
$94.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-39- 1.35% |
$3.23K - $3.6K
|
2.84K
$284K
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-46- 0.73% |
$3.81K - $4.24K
|
6.22K
$623K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-49- 0.29% |
$4.06K - $4.52K
|
16.8K
$1.69M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-50- 0.33% |
$4.14K - $4.61K
|
14.9K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-55- 0.14% |
$4.56K - $5.07K
|
40K
$4M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-62- 1.11% |
$5.14K - $5.72K
|
5.54K
$554K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
SELL
|
- |
-75- 2.5% |
$6.22K - $6.92K
|
2.93K
$293K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-77- 5.59% |
$6.38K - $7.1K
|
1.3K
$130K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-79- 0.9% |
$6.55K - $7.29K
|
8.7K
$872K
|
|
|
Jul 26, 2023
Q2 2023
|
Baskin Financial Services Inc.
|
SELL
|
- |
-100- 1.5% |
$8.29K - $9.22K
|
6.57K
$659K
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-100- 0.71% |
$8.29K - $9.22K
|
14K
$1.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-100- 3.15% |
$8.29K - $9.22K
|
3.08K
$308K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-110- 12.64% |
$9.12K - $10.1K
|
760
$76.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-112- 0.99% |
$9.28K - $10.3K
|
11.2K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-117- 14.3% |
$9.7K - $10.8K
|
701
$70.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-120- 4.35% |
$9.95K - $11.1K
|
2.64K
$265K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-123- 4.16% |
$10.2K - $11.3K
|
2.84K
$284K
|