Purchases and Sales Made in Q4 2025 in Bank Of Montreal (BMO)
This table provides information about the institutional ownership of Bank Of Montreal (BMO) during Q4 2025. 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 16, 2026
Q4 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
104KNew |
$12.8M - $13.6M
|
104K
$12.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
23.1K+ 16.27% |
$2.83M - $3.02M
|
165K
$20.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
18.9KNew |
$2.31M - $2.46M
|
18.9K
$2.34M
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
4.7K+ 43.36% |
$576K - $614K
|
15.6K
$1.93M
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
4.64KNew |
$568K - $605K
|
4.64K
$575K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.31K+ 52.88% |
$282K - $301K
|
6.66K
$826K
|
|
|
Jan 15, 2026
Q4 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
2.08K+ 100.0% |
$255K - $271K
|
4.16K
$516K
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.62KNew |
$199K - $212K
|
1.62K
$201K
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
1.55KNew |
$189K - $202K
|
1.55K
$192K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.09K+ 15.61% |
$134K - $142K
|
8.08K
$1M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.09K+ 41.42% |
$133K - $142K
|
3.72K
$461K
|
|
|
Jan 23, 2026
Q4 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
930New |
$114K - $121K
|
930
$115K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
700New |
$85.7K - $91.3K
|
700
$86.8K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
499+ 20.27% |
$61.1K - $65.1K
|
2.96K
$367K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
486+ 11.08% |
$59.5K - $63.4K
|
4.87K
$604K
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
323+ 11.06% |
$39.6K - $42.1K
|
3.24K
$402K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
323+ 10.9% |
$39.6K - $42.1K
|
3.29K
$407K
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
BUY
|
- |
299+ 1.78% |
$36.6K - $39K
|
17.1K
$2.12M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
262New |
$32.1K - $34.2K
|
262
$32.5K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
139+ 7.45% |
$17K - $18.1K
|
2.01K
$249K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
105+ 0.99% |
$12.9K - $13.7K
|
10.7K
$1.33M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
68New |
$8.33K - $8.87K
|
68
$8.43K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
43New |
$5.27K - $5.61K
|
43
$5.33K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
39+ 2.13% |
$4.78K - $5.09K
|
1.87K
$232K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
21+ 1.27% |
$2.57K - $2.74K
|
1.67K
$207K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
17+ 0.72% |
$2.08K - $2.22K
|
2.39K
$297K
|
|
|
Jan 20, 2026
Q4 2025
|
Trust Investment Advisors
|
BUY
|
- |
10+ 0.64% |
$1.22K - $1.3K
|
1.58K
$196K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6+ 0.96% |
$735 - $783
|
628
$77.8K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
6+ 0.15% |
$735 - $783
|
4.01K
$498K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
5+ 2.66% |
$612 - $652
|
193
$23.9K
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
4+ 66.67% |
$490 - $522
|
10
$1.24K
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
SELL
|
- |
-2- 0.15% |
$245 - $261
|
1.3K
$161K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-9- 0.42% |
$1.1K - $1.17K
|
2.13K
$264K
|
|
|
Jan 21, 2026
Q4 2025
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-19- 0.98% |
$2.33K - $2.48K
|
1.92K
$238K
|
|
|
Jan 21, 2026
Q4 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-20- 0.05% |
$2.45K - $2.61K
|
41.4K
$5.13M
|
|
|
Jan 16, 2026
Q4 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-28- 0.33% |
$3.43K - $3.65K
|
8.4K
$1.04M
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-70- 0.14% |
$8.57K - $9.13K
|
50.2K
$6.23M
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-75- 0.31% |
$9.19K - $9.78K
|
24K
$2.97M
|
|
|
Jan 21, 2026
Q4 2025
|
Country Trust Bank
|
SELL
|
- |
-100- 51.81% |
$12.2K - $13K
|
93
$11.5K
|
|
|
Jan 14, 2026
Q4 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-107- 8.71% |
$13.1K - $14K
|
1.12K
$139K
|
|
|
Jan 23, 2026
Q4 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-150- 1.08% |
$18.4K - $19.6K
|
13.7K
$1.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-203- 1.57% |
$24.9K - $26.5K
|
12.7K
$1.58M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-250- 27.75% |
$30.6K - $32.6K
|
651
$80.7K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-515- 18.03% |
$63.1K - $67.2K
|
2.34K
$290K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-575- 17.35% |
$70.4K - $75K
|
2.74K
$340K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-634- 23.16% |
$77.7K - $82.7K
|
2.1K
$261K
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
SELL
|
- |
-637- 22.13% |
$78K - $83.1K
|
2.24K
$278K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-941- 34.41% |
$115K - $123K
|
1.79K
$222K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.47K- 6.34% |
$180K - $192K
|
21.7K
$2.69M
|
|
|
Jan 23, 2026
Q4 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-1.7K- 28.85% |
$208K - $222K
|
4.19K
$520K
|
|