Purchases and Sales Made in Q4 2023 in Bank Of Montreal (BMO)
This table provides information about the institutional ownership of Bank Of Montreal (BMO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.01KNew |
$75.2K - $101K
|
1.01K
$102K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
990New |
$73.5K - $98.6K
|
990
$99.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
973New |
$72.2K - $96.9K
|
973
$97.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
892+ 16.59% |
$66.2K - $88.8K
|
6.27K
$630K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
850+ 7.53% |
$63.1K - $84.6K
|
12.1K
$1.22M
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
819New |
$60.8K - $81.5K
|
819
$82.3K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
786+ 7.68% |
$58.3K - $78.2K
|
11K
$1.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
775New |
$57.5K - $77.2K
|
775
$77.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
750+ 6.37% |
$55.7K - $74.7K
|
12.5K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
728+ 6.84% |
$54K - $72.5K
|
11.4K
$1.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
684+ 1.29% |
$50.8K - $68.1K
|
53.6K
$5.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
683New |
$50.7K - $68K
|
683
$68.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
669+ 22.96% |
$49.7K - $66.6K
|
3.58K
$360K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
610+ 1.05% |
$45.3K - $60.7K
|
58.5K
$5.87M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
600New |
$44.5K - $59.7K
|
600
$60.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
580+ 13.06% |
$43K - $57.7K
|
5.02K
$505K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
562+ 16.91% |
$41.7K - $55.9K
|
3.89K
$390K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
443New |
$32.9K - $44.1K
|
443
$44.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
437+ 14.29% |
$32.4K - $43.5K
|
3.5K
$351K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
426+ 108.4% |
$31.6K - $42.4K
|
819
$82.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
405+ 3375.0% |
$30.1K - $40.3K
|
417
$41.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
400New |
$29.7K - $39.8K
|
400
$40.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
339+ 1.69% |
$25.2K - $33.7K
|
20.4K
$2.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
338New |
$25.1K - $33.6K
|
338
$34K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
337+ 177.37% |
$25K - $33.5K
|
527
$52.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
322+ 5.0% |
$23.9K - $32.1K
|
6.76K
$679K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
312+ 4.24% |
$23.2K - $31.1K
|
7.67K
$771K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
294+ 0.57% |
$21.8K - $29.3K
|
51.9K
$5.21M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
287+ 13.12% |
$21.3K - $28.6K
|
2.47K
$249K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
268+ 117.54% |
$19.9K - $26.7K
|
496
$49.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
246+ 17.05% |
$18.3K - $24.5K
|
1.69K
$170K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
231+ 71.52% |
$17.1K - $23K
|
554
$55.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
223+ 2.7% |
$16.6K - $22.2K
|
8.5K
$853K
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
209+ 0.86% |
$15.5K - $20.8K
|
24.6K
$2.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
187+ 0.36% |
$13.9K - $18.6K
|
51.9K
$5.22M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
182New |
$13.5K - $18.1K
|
182
$18.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
182+ 1.95% |
$13.5K - $18.1K
|
9.54K
$958K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
168+ 6.91% |
$12.5K - $16.7K
|
2.6K
$261K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
167+ 3.81% |
$12.4K - $16.6K
|
4.55K
$457K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
158New |
$11.7K - $15.7K
|
158
$15.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
136+ 78.61% |
$10.1K - $13.5K
|
309
$31K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
130+ 39.04% |
$9.65K - $12.9K
|
463
$46.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
126+ 1.94% |
$9.35K - $12.5K
|
6.62K
$665K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
116+ 2.06% |
$8.61K - $11.5K
|
5.74K
$577K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
116+ 3.81% |
$8.61K - $11.5K
|
3.16K
$318K
|
|
|
Feb 13, 2024
Q4 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
110New |
$8.16K - $11K
|
110
$11.1K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
100+ 3.25% |
$7.42K - $9.96K
|
3.18K
$319K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
100+ 0.73% |
$7.42K - $9.96K
|
13.7K
$1.38M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
96New |
$7.13K - $9.56K
|
96
$9.64K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
75New |
$5.57K - $7.47K
|
75
$7.53K
|