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 31, 2022
Q3 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
11+ 0.35% |
$185 - $1.11K
|
3.18K
$320K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
7+ 2.15% |
$118 - $705
|
333
$33.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 0.74% |
$101 - $604
|
820
$82.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
4+ 0.44% |
$67.3 - $403
|
916
$92K
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4+ 0.04% |
$67.3 - $403
|
10.1K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.68% |
$50.5 - $302
|
442
$44.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3+ 0.09% |
$50.5 - $302
|
3.32K
$334K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.02% |
$16.8 - $101
|
4.73K
$475K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1+ 0.04% |
$16.8 - $101
|
2.33K
$234K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$16.8 - $101
|
2.6K
$262K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.56% |
$16.8 - $101
|
179
$18K
|
|
|
Nov 14, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-1- 0.03% |
$16.8 - $101
|
3.37K
$339K
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-2- 1.96% |
$33.6 - $201
|
100
$10K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-8- 8.33% |
$135 - $806
|
88
$8.84K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-9- 2.76% |
$151 - $906
|
317
$31.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10- 0.17% |
$168 - $1.01K
|
5.94K
$596K
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-13- 0.21% |
$219 - $1.31K
|
6.26K
$629K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-15- 4.7% |
$252 - $1.51K
|
304
$30.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16- 6.25% |
$269 - $1.61K
|
240
$24.1K
|
|
|
Jan 17, 2024
Q3 2022
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-17- 0.41% |
$286 - $1.71K
|
4.09K
$411K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-19- 0.5% |
$320 - $1.91K
|
3.76K
$378K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-19- 0.64% |
$320 - $1.91K
|
2.94K
$295K
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-19- 0.56% |
$320 - $1.91K
|
3.35K
$336K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-20- 0.53% |
$336 - $2.01K
|
3.73K
$374K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-20- 0.37% |
$336 - $2.01K
|
5.42K
$545K
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-33- 0.86% |
$555 - $3.32K
|
3.82K
$384K
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-37- 1.47% |
$622 - $3.73K
|
2.48K
$249K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-52Closed |
$875 - $5.24K
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-54- 1.12% |
$908 - $5.44K
|
4.77K
$479K
|
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-57- 28.93% |
$959 - $5.74K
|
140
$14.1K
|
|
|
Nov 08, 2022
Q3 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-86- 0.81% |
$1.45K - $8.66K
|
10.5K
$1.06M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-86- 6.2% |
$1.45K - $8.66K
|
1.3K
$131K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-98- 1.49% |
$1.65K - $9.87K
|
6.49K
$652K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-100- 1.4% |
$1.68K - $10.1K
|
7.03K
$706K
|
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-114- 2.79% |
$1.92K - $11.5K
|
3.98K
$400K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-155- 52.9% |
$2.61K - $15.6K
|
138
$13.9K
|
|
|
Oct 19, 2022
Q3 2022
|
Baskin Financial Services Inc.
|
SELL
|
- |
-175- 2.55% |
$2.94K - $17.6K
|
6.69K
$672K
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-190- 1.07% |
$3.2K - $19.1K
|
17.6K
$1.77M
|
|
|
Oct 18, 2022
Q3 2022
|
Wendell David Associates Inc
|
SELL
|
- |
-200- 8.0% |
$3.36K - $20.1K
|
2.3K
$231K
|
|
|
Oct 11, 2022
Q3 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-206- 2.42% |
$3.46K - $20.7K
|
8.3K
$834K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-222- 12.74% |
$3.73K - $22.4K
|
1.52K
$153K
|
|
|
Nov 14, 2022
Q3 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-235- 2.62% |
$3.95K - $23.7K
|
8.74K
$878K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-261- 7.07% |
$4.39K - $26.3K
|
3.43K
$345K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-292- 1.23% |
$4.91K - $29.4K
|
23.4K
$2.36M
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-297- 5.65% |
$5K - $29.9K
|
4.96K
$498K
|