Purchases and Sales Made in Q4 2024 in Bank Of Montreal (BMO)
This table provides information about the institutional ownership of Bank Of Montreal (BMO) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
317+ 3.03% |
$28.5K - $32.8K
|
10.8K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
219+ 47.51% |
$19.7K - $22.6K
|
680
$67.3K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
175+ 4.24% |
$15.7K - $18.1K
|
4.3K
$426K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
153New |
$13.7K - $15.8K
|
153
$15.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
146+ 16.17% |
$13.1K - $15.1K
|
1.05K
$104K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
139+ 4.56% |
$12.5K - $14.4K
|
3.19K
$315K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
129New |
$11.6K - $13.3K
|
129
$12.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
125+ 4.56% |
$11.2K - $12.9K
|
2.87K
$284K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
59New |
$5.3K - $6.1K
|
59
$5.84K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
53New |
$4.76K - $5.48K
|
53
$5.25K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
53+ 0.61% |
$4.76K - $5.48K
|
8.72K
$864K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
50New |
$4.49K - $5.17K
|
50
$4.95K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
39New |
$3.5K - $4.03K
|
39
$3.86K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
38+ 1.45% |
$3.41K - $3.93K
|
2.65K
$263K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
35+ 21.47% |
$3.14K - $3.62K
|
198
$19.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
32+ 0.06% |
$2.87K - $3.31K
|
50.6K
$5.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
28+ 1.16% |
$2.51K - $2.89K
|
2.44K
$242K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
27+ 3.17% |
$2.42K - $2.79K
|
879
$87.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
16+ 0.26% |
$1.44K - $1.65K
|
6.27K
$621K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
15+ 34.88% |
$1.35K - $1.55K
|
58
$5.74K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
11+ 0.08% |
$987 - $1.14K
|
13.5K
$1.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9+ 6.72% |
$808 - $931
|
143
$14.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
6+ 0.2% |
$539 - $620
|
3.03K
$300K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5+ 0.11% |
$449 - $517
|
4.44K
$440K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3+ 6.98% |
$269 - $310
|
46
$4.56K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.83% |
$89.8 - $103
|
122
$12.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-4- 0.02% |
$359 - $414
|
16.5K
$1.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-5- 5.0% |
$449 - $517
|
95
$9.41K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-33- 16.02% |
$2.96K - $3.41K
|
173
$17.1K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-44- 1.67% |
$3.95K - $4.55K
|
2.6K
$257K
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-57- 0.77% |
$5.12K - $5.89K
|
7.39K
$732K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-57- 10.05% |
$5.12K - $5.89K
|
510
$50.5K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-60- 2.52% |
$5.39K - $6.2K
|
2.33K
$230K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-67- 8.34% |
$6.01K - $6.93K
|
736
$72.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-92- 4.04% |
$8.26K - $9.51K
|
2.19K
$216K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-107- 11.02% |
$9.6K - $11.1K
|
864
$85.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-116- 3.42% |
$10.4K - $12K
|
3.27K
$324K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-160- 1.86% |
$14.4K - $16.5K
|
8.44K
$836K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-206- 8.44% |
$18.5K - $21.3K
|
2.24K
$221K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-230- 7.7% |
$20.6K - $23.8K
|
2.76K
$273K
|
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-301- 0.43% |
$27K - $31.1K
|
68.9K
$6.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-320- 5.35% |
$28.7K - $33.1K
|
5.66K
$561K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-390- 15.69% |
$35K - $40.3K
|
2.1K
$208K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-475- 85.74% |
$42.6K - $49.1K
|
79
$7.82K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-578- 20.57% |
$51.9K - $59.8K
|
2.23K
$221K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-911- 87.85% |
$81.8K - $94.2K
|
126
$12.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.16K- 10.75% |
$104K - $119K
|
9.59K
$950K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.25K- 2.46% |
$112K - $129K
|
49.4K
$4.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-1.49K- 4.92% |
$133K - $154K
|
28.7K
$2.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.51K- 23.33% |
$135K - $156K
|
4.95K
$490K
|