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 21, 2022
Q3 2022
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-330- 1.25% |
$5.55K - $33.2K
|
26.1K
$2.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-346- 1.07% |
$5.82K - $34.8K
|
32K
$3.21M
|
|
|
Nov 02, 2022
Q3 2022
|
Tobam
|
SELL
|
- |
-365- 21.22% |
$6.14K - $36.8K
|
1.36K
$136K
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-382- 3.47% |
$6.43K - $38.5K
|
10.6K
$1.07M
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-410- 27.68% |
$6.9K - $41.3K
|
1.07K
$108K
|
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-426- 2.29% |
$7.17K - $42.9K
|
18.2K
$1.83M
|
|
|
Oct 07, 2022
Q3 2022
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-470- 7.18% |
$7.91K - $47.3K
|
6.07K
$610K
|
|
|
Oct 03, 2022
Q3 2022
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-495- 0.24% |
$8.33K - $49.9K
|
202K
$20.3M
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-500- 8.77% |
$8.41K - $50.4K
|
5.2K
$522K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-545- 7.7% |
$9.17K - $54.9K
|
6.53K
$656K
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-613- 12.19% |
$10.3K - $61.7K
|
4.42K
$444K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-616- 0.35% |
$10.4K - $62K
|
175K
$17.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-626- 6.94% |
$10.5K - $63.1K
|
8.4K
$844K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-629- 16.96% |
$10.6K - $63.4K
|
3.08K
$309K
|
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-730- 74.49% |
$12.3K - $73.5K
|
250
$25.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-744- 1.28% |
$12.5K - $74.9K
|
57.4K
$5.76M
|
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-842- 8.55% |
$14.2K - $84.8K
|
9.01K
$905K
|
|
|
Oct 24, 2022
Q3 2022
|
Dorchester Wealth Management CO
|
SELL
|
- |
-870- 0.46% |
$14.6K - $87.6K
|
187K
$18.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-882- 1.2% |
$14.8K - $88.8K
|
72.5K
$7.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-917- 0.94% |
$15.4K - $92.4K
|
97.1K
$9.75M
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.14K- 31.37% |
$19.2K - $115K
|
2.49K
$251K
|
|
|
Nov 03, 2022
Q3 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.25K- 3.78% |
$21K - $126K
|
31.9K
$3.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.25K- 34.26% |
$21.1K - $126K
|
2.4K
$242K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.26K- 9.27% |
$21.2K - $127K
|
12.3K
$1.24M
|
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.31K- 1.19% |
$22K - $132K
|
109K
$10.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.46K- 33.73% |
$24.6K - $147K
|
2.87K
$288K
|
|
|
Nov 10, 2022
Q3 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-1.46K- 1.8% |
$24.6K - $147K
|
79.7K
$8.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.84K- 4.24% |
$30.9K - $185K
|
41.6K
$4.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-1.86K- 0.75% |
$31.2K - $187K
|
247K
$24.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.88K- 6.71% |
$31.6K - $189K
|
26.1K
$2.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-2.04K- 42.37% |
$34.3K - $206K
|
2.78K
$279K
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.66K- 9.41% |
$44.8K - $268K
|
25.6K
$2.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-2.69K- 1.39% |
$45.2K - $271K
|
190K
$19.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Metis Global Partners, LLC
|
SELL
|
- |
-2.76K- 11.38% |
$46.4K - $278K
|
21.5K
$2.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.41K- 36.37% |
$57.4K - $344K
|
5.97K
$600K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-3.47K- 5.77% |
$58.4K - $350K
|
56.7K
$5.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Todd Asset Management LLC
|
SELL
|
- |
-4.04K- 1.12% |
$68K - $407K
|
357K
$35.9M
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4.12KClosed |
$69.2K - $415K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-4.31K- 16.89% |
$72.4K - $434K
|
21.2K
$2.13M
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.33K- 48.06% |
$72.7K - $436K
|
4.68K
$470K
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-5.06K- 15.68% |
$85.2K - $510K
|
27.2K
$2.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
SELL
|
- |
-5.26K- 5.16% |
$88.4K - $529K
|
96.5K
$9.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.13K- 34.04% |
$103K - $618K
|
11.9K
$1.19M
|
|
|
Oct 17, 2022
Q3 2022
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-6.7K- 4.1% |
$113K - $675K
|
157K
$15.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Scheer, Rowlett & Associates Investment Management Ltd.
|
SELL
|
- |
-7.19K- 3.23% |
$121K - $724K
|
215K
$21.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-8.31K- 0.22% |
$140K - $837K
|
3.69M
$371M
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-9.46K- 4.36% |
$159K - $953K
|
208K
$20.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.98K- 96.05% |
$168K - $1M
|
410
$41.2K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.9K- 43.44% |
$183K - $1.1M
|
14.2K
$1.42M
|
|
|
Nov 03, 2022
Q3 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-12.5K- 1.41% |
$210K - $1.26M
|
873K
$87.7M
|