Purchases and Sales Made in Q3 2023 in Bank Of Montreal (BMO)

BMO Quotes by TradingView

This table provides information about the institutional ownership of Bank Of Montreal (BMO) during Q3 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
Oct 26, 2023 Q3 2023
Nbt Bank N A

BUY
 -
3.63K
New
$298K - $340K
3.63K $364K
Nov 14, 2023 Q3 2023
Axq Capital, LP

Jersey City, NJ
BUY
 -
3.4K
New
$279K - $319K
3.4K $341K
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
3.14K
New
$258K - $295K
3.14K $315K
Nov 06, 2023 Q3 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
3.05K
New
$250K - $286K
3.05K $306K
Nov 14, 2023 Q3 2023
Zacks Investment Management

Chicago, IL
BUY
 -
2.74K
+ 54.89%
$225K - $257K
7.73K $776K
Nov 02, 2023 Q3 2023
West Family Investments, Inc.

Carlsbad, CA
BUY
 -
2.65K
New
$218K - $249K
2.65K $267K
Nov 09, 2023 Q3 2023
Hillsdale Investment Management Inc.

Toronto, A6
BUY
 -
2.63K
+ 6.38%
$216K - $247K
43.8K $4.4M
Nov 08, 2023 Q3 2023
Newport Trust CO

Washington, DC
BUY
 -
2.26K
+ 0.15%
$186K - $212K
1.46M $147M
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
2.22K
+ 33.25%
$182K - $208K
8.88K $892K
Nov 07, 2023 Q3 2023
Ibex Wealth Advisors

Lebanon, NJ
BUY
 -
2.17K
+ 75.65%
$178K - $203K
5.03K $505K
Dec 09, 2024 Q3 2023
Swedbank Ab

Stockholm, V7
BUY
 -
2.1K
New
$172K - $197K
2.1K $211K
Nov 13, 2023 Q3 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
1.99K
+ 6.32%
$163K - $186K
33.4K $3.35M
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
1.88K
+ 8.75%
$155K - $177K
23.4K $2.35M
Nov 08, 2023 Q3 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
1.85K
+ 24.12%
$152K - $173K
9.5K $955K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
1.78K
+ 27.18%
$146K - $167K
8.32K $836K
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
1.72K
+ 18.03%
$141K - $161K
11.3K $1.13M
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
1.68K
+ 49.5%
$138K - $158K
5.09K $511K
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
1.63K
+ 7.39%
$134K - $153K
23.6K $2.38M
Nov 14, 2023 Q3 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
1.59K
+ 3.17%
$130K - $149K
51.6K $5.18M
Nov 13, 2023 Q3 2023
Ensign Peak Advisors, Inc

Salt Lake City, UT
BUY
 -
1.5K
+ 3.51%
$123K - $141K
44.2K $4.44M
Nov 14, 2023 Q3 2023
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
1.44K
+ 7.57%
$118K - $135K
20.5K $2.06M
Nov 08, 2023 Q3 2023
Sequoia Financial Advisors, LLC

BUY
 -
1.31K
+ 46.16%
$107K - $122K
4.13K $415K
Nov 08, 2023 Q3 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
1.28K
New
$105K - $120K
1.28K $128K
Nov 14, 2023 Q3 2023
Harvest Portfolios Group Inc.

Oakville, A6
BUY
 -
1.24K
+ 4.17%
$102K - $116K
30.9K $3.1M
Nov 14, 2023 Q3 2023
Investment Management Corp Of Ontario

Toronto, Z4
BUY
 -
1.17K
+ 1.33%
$95.9K - $110K
88.7K $8.91M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
1K
+ 1.76%
$82.2K - $93.9K
57.9K $5.81M
Nov 02, 2023 Q3 2023
M&T Bank Corp

BUY
 -
999
+ 1.7%
$82.1K - $93.8K
59.7K $6M
Jul 19, 2024 Q3 2023
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
863
+ 1438.33%
$70.9K - $81K
923 $92.7K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
852
+ 31.9%
$70K - $80K
3.52K $354K
Nov 08, 2023 Q3 2023
Massachusetts Financial Services CO

Boston, MA
BUY
 -
826
+ 0.05%
$67.9K - $77.5K
1.51M $151M
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
803
New
$66K - $75.4K
803 $80.7K
Nov 14, 2023 Q3 2023
D. E. Shaw & Co., Inc.

New York, NY
BUY
 -
800
+ 2.18%
$65.7K - $75.1K
37.6K $3.77M
Oct 16, 2023 Q3 2023
First Affirmative Financial Network

BUY
 -
769
+ 23.18%
$63.2K - $72.2K
4.09K $411K
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
757
+ 9.17%
$62.2K - $71.1K
9.01K $905K
Nov 08, 2023 Q3 2023
Crossmark Global Holdings, Inc.

BUY
 -
753
+ 1.74%
$61.9K - $70.7K
43.9K $4.41M
Nov 06, 2023 Q3 2023
Assenagon Asset Management S.A.

BUY
 -
753
+ 1.79%
$61.9K - $70.7K
42.8K $4.3M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
704
+ 5.59%
$57.9K - $66.1K
13.3K $1.34M
Nov 14, 2023 Q3 2023
Power Corp Of Canada

Montreal, Quebec, Z4
BUY
 -
652
+ 1.33%
$53.6K - $61.2K
49.6K $4.98M
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
647
+ 1.83%
$53.2K - $60.7K
36K $3.62M
Nov 13, 2023 Q3 2023
Rodgers Brothers Inc.

Harmony, PA
BUY
 -
600
+ 5.78%
$49.3K - $56.3K
11K $1.1M
Nov 14, 2023 Q3 2023
First Manhattan CO

New York, NY
BUY
 -
500
New
$41.1K - $46.9K
500 $50.2K
Nov 13, 2023 Q3 2023
Azimuth Capital Investment Management LLC

Bloomfield Hills, MI
BUY
 -
425
+ 1.06%
$34.9K - $39.9K
40.4K $4.06M
Nov 14, 2023 Q3 2023
Probity Advisors, Inc.

Dallas, TX
BUY
 -
395
+ 4.13%
$32.5K - $37.1K
9.95K $999K
Nov 01, 2023 Q3 2023
Stonehage Fleming Financial Services Holdings LTD

BUY
 -
393
New
$32.3K - $36.9K
393 $39.5K
Nov 13, 2023 Q3 2023
Pacer Advisors, Inc.

Malvern, PA
BUY
 -
366
+ 5.97%
$30.1K - $34.4K
6.5K $653K
Oct 23, 2023 Q3 2023
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
BUY
 -
340
New
$27.9K - $31.9K
340 $34.2K
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
335
+ 43.85%
$27.5K - $31.4K
1.1K $110K
Oct 23, 2023 Q3 2023
Maryland State Retirement & Pension System

BUY
 -
327
+ 1.36%
$26.9K - $30.7K
24.4K $2.45M
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
314
+ 5.55%
$25.8K - $29.5K
5.97K $600K

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