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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
788+ 0.43% |
$70.7K - $81.5K
|
183K
$17.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
661+ 172.14% |
$59.3K - $68.3K
|
1.05K
$99.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
649+ 7.8% |
$58.2K - $67.1K
|
8.97K
$857K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
624+ 180.87% |
$56K - $64.5K
|
969
$92.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
617New |
$55.4K - $63.8K
|
617
$58.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
610+ 245.97% |
$54.7K - $63.1K
|
858
$81.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
567+ 9.59% |
$50.9K - $58.6K
|
6.48K
$619K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
551+ 110.2% |
$49.5K - $57K
|
1.05K
$100K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
538+ 13.69% |
$48.3K - $55.6K
|
4.47K
$427K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
415+ 0.8% |
$37.2K - $42.9K
|
52.2K
$4.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
410+ 6.65% |
$36.8K - $42.4K
|
6.58K
$628K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
400New |
$35.9K - $41.4K
|
400
$38.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
400+ 0.78% |
$35.9K - $41.4K
|
51.9K
$4.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
400New |
$35.9K - $41.4K
|
400
$38.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
387+ 9.32% |
$34.7K - $40K
|
4.54K
$433K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
378+ 10.31% |
$33.9K - $39.1K
|
4.05K
$386K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
369+ 55.24% |
$33.1K - $38.2K
|
1.04K
$99K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
369+ 27.58% |
$33.1K - $38.2K
|
1.71K
$163K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
358+ 140.94% |
$32.1K - $37K
|
612
$58.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
337+ 10.32% |
$30.2K - $34.8K
|
3.6K
$344K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
319+ 10.91% |
$28.6K - $33K
|
3.24K
$310K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
317+ 3.03% |
$28.5K - $32.8K
|
10.8K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
305+ 8.86% |
$27.4K - $31.5K
|
3.75K
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
291+ 0.8% |
$26.1K - $30.1K
|
36.9K
$3.52M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
278+ 5.45% |
$25K - $28.7K
|
5.38K
$513K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
277+ 1.31% |
$24.9K - $28.6K
|
21.4K
$2.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
274+ 10.1% |
$24.6K - $28.3K
|
2.99K
$285K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
273+ 35.27% |
$24.5K - $28.2K
|
1.05K
$100K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
260+ 0.56% |
$23.3K - $26.9K
|
46.4K
$4.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
246+ 282.76% |
$22.1K - $25.4K
|
333
$31.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
243+ 1.16% |
$21.8K - $25.1K
|
21.1K
$2.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
219+ 47.51% |
$19.7K - $22.6K
|
680
$64.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
210+ 0.49% |
$18.8K - $21.7K
|
43.1K
$4.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
208+ 8.02% |
$18.7K - $21.5K
|
2.8K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
204+ 1.77% |
$18.3K - $21.1K
|
11.8K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
201+ 179.46% |
$18K - $20.8K
|
313
$29.9K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
175+ 4.24% |
$15.7K - $18.1K
|
4.3K
$411K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
155+ 5.98% |
$13.9K - $16K
|
2.75K
$262K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
153New |
$13.7K - $15.8K
|
153
$14.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
146+ 16.17% |
$13.1K - $15.1K
|
1.05K
$100K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
139New |
$12.5K - $14.4K
|
139
$13.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
139+ 4.56% |
$12.5K - $14.4K
|
3.19K
$304K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
129New |
$11.6K - $13.3K
|
129
$12.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
125+ 2.01% |
$11.2K - $12.9K
|
6.36K
$607K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
125+ 4.56% |
$11.2K - $12.9K
|
2.87K
$274K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
100+ 1.2% |
$8.98K - $10.3K
|
8.42K
$804K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
96New |
$8.62K - $9.93K
|
96
$9.17K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
82+ 0.5% |
$7.36K - $8.48K
|
16.4K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
77+ 130.51% |
$6.91K - $7.96K
|
136
$13K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
74+ 6.71% |
$6.64K - $7.65K
|
1.18K
$112K
|