Purchases and Sales Made in Q3 2022 in Bank Of Montreal (BMO)
This table provides information about the institutional ownership of Bank Of Montreal (BMO) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
292+ 193.38% |
$4.91K - $29.4K
|
443
$44.5K
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
285+ 6.08% |
$4.79K - $28.7K
|
4.97K
$499K
|
|
|
Nov 14, 2022
Q3 2022
|
Aviva PLC
|
BUY
|
- |
267+ 0.08% |
$4.49K - $26.9K
|
336K
$33.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
250+ 1.24% |
$4.21K - $25.2K
|
20.4K
$2.05M
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
233+ 1.7% |
$3.92K - $23.5K
|
13.9K
$1.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
225+ 5.04% |
$3.78K - $22.7K
|
4.69K
$471K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
221+ 2.28% |
$3.72K - $22.3K
|
9.9K
$994K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
217+ 14.97% |
$3.65K - $21.9K
|
1.67K
$167K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
215+ 14.92% |
$3.62K - $21.7K
|
1.66K
$166K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
212+ 7.73% |
$3.57K - $21.4K
|
2.96K
$297K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
205+ 103.54% |
$3.45K - $20.6K
|
403
$40.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
200+ 0.36% |
$3.36K - $20.1K
|
55.8K
$5.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
162+ 6.63% |
$2.72K - $16.3K
|
2.61K
$262K
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
158+ 4.45% |
$2.66K - $15.9K
|
3.71K
$372K
|
|
|
Nov 04, 2022
Q3 2022
|
Ti Trust, Inc
|
BUY
|
- |
140+ 2.14% |
$2.35K - $14.1K
|
6.69K
$672K
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
138+ 2.5% |
$2.32K - $13.9K
|
5.66K
$569K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
135+ 35.43% |
$2.27K - $13.6K
|
516
$51.8K
|
|
|
Oct 11, 2022
Q3 2022
|
Addenda Capital Inc.
|
BUY
|
- |
132+ 0.02% |
$2.22K - $13.3K
|
713K
$71.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
131+ 0.42% |
$2.2K - $13.2K
|
31K
$3.11M
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
129+ 3.39% |
$2.17K - $13K
|
3.94K
$396K
|
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
BUY
|
- |
124+ 2.18% |
$2.09K - $12.5K
|
5.81K
$583K
|
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
123+ 15.97% |
$2.07K - $12.4K
|
893
$89.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
114+ 3.73% |
$1.92K - $11.5K
|
3.17K
$318K
|
|
|
Nov 10, 2022
Q3 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
111+ 0.67% |
$1.87K - $11.2K
|
16.7K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
110+ 1.52% |
$1.85K - $11.1K
|
7.36K
$739K
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
106+ 3.26% |
$1.78K - $10.7K
|
3.36K
$338K
|
|
|
Nov 14, 2022
Q3 2022
|
Klcm Advisors, Inc.
|
BUY
|
- |
100+ 3.19% |
$1.68K - $10.1K
|
3.24K
$325K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
99+ 1.08% |
$1.67K - $9.97K
|
9.3K
$934K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
BUY
|
- |
95New |
$1.6K - $9.57K
|
95
$9.54K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
79+ 0.6% |
$1.33K - $7.96K
|
13.3K
$1.33M
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
76+ 1.66% |
$1.28K - $7.65K
|
4.65K
$467K
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
73+ 0.85% |
$1.23K - $7.35K
|
8.67K
$871K
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis
Paris, I0 |
BUY
|
- |
73+ 3.29% |
$1.23K - $7.35K
|
2.3K
$231K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
70+ 1.1% |
$1.18K - $7.05K
|
6.41K
$644K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
64+ 30.62% |
$1.08K - $6.45K
|
273
$27.4K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
62New |
$1.04K - $6.24K
|
62
$6.23K
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
57+ 1.04% |
$959 - $5.74K
|
5.52K
$555K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
51New |
$858 - $5.14K
|
51
$5.12K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
50+ 1.66% |
$841 - $5.04K
|
3.05K
$307K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
50+ 2.55% |
$841 - $5.04K
|
2.01K
$202K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
44+ 1.9% |
$740 - $4.43K
|
2.36K
$237K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
40+ 0.72% |
$673 - $4.03K
|
5.57K
$559K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
31+ 0.04% |
$521 - $3.12K
|
84.3K
$8.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
29+ 1.1% |
$488 - $2.92K
|
2.67K
$268K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
28+ 20.14% |
$471 - $2.82K
|
167
$16.8K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
20+ 22.99% |
$336 - $2.01K
|
107
$10.7K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
18+ 0.44% |
$303 - $1.81K
|
4.14K
$416K
|
|
|
Oct 17, 2022
Q3 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
16+ 0.61% |
$269 - $1.61K
|
2.62K
$264K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
14+ 0.46% |
$235 - $1.41K
|
3.03K
$304K
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
14+ 0.41% |
$235 - $1.41K
|
3.47K
$348K
|