Advisor Group Holdings, Inc. Bank Of Montreal Transaction History

Advisor Group Holdings, Inc.

$39.8 Billion
Q4 2024

A detailed history of Advisor Group Holdings, Inc. transactions in Bank Of Montreal stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 25,267 shares of BMO stock, worth $2.54 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

25,267

Previous 24,213 4.35%

Holding current value

$2.54 Million

Previous $2.18 Million 12.27%

% of portfolio

0.01%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$89.75 - $103.39 $94,596 - $108,973	1,054 Added 4.35%	25,267 $2.45 Million
Q3 2024 Nov 13, 2024	BUY	$79.1 - $90.77 $103,383 - $118,636	1,307 Added 5.71%	24,213 $2.18 Million
Q2 2024 Aug 13, 2024	SELL	$83.3 - $98.36 $290,717 - $343,276	-3,490 Reduced 13.22%	22,906 $1.92 Million
Q1 2024 May 10, 2024	SELL	$89.53 - $98.63 $164,377 - $181,084	-1,836 Reduced 6.5%	26,396 $2.58 Million
Q4 2023 Feb 12, 2024	SELL	$74.22 - $99.55 $387,502 - $519,750	-5,221 Reduced 15.61%	28,232 $2.79 Million
Q3 2023 Nov 13, 2023	BUY	$82.18 - $93.86 $432,266 - $493,703	5,260 Added 18.66%	33,453 $2.82 Million
Q2 2023 Aug 10, 2023	SELL	$82.89 - $92.23 $57,276 - $63,730	-691 Reduced 2.39%	28,193 $2.55 Million
Q1 2023 May 12, 2023	BUY	$84.39 - $101.98 $1,772 - $2,141	21 Added 0.07%	28,884 $2.57 Million
Q4 2022 Feb 10, 2023	SELL	$83.26 - $100.16 $38,299 - $46,073	-460 Reduced 1.57%	28,863 $2.61 Million
Q3 2022 Nov 14, 2022	BUY	$16.82 - $100.72 $22,370 - $133,957	1,330 Added 4.75%	29,323 $2.57 Million
Q2 2022 Aug 10, 2022	SELL	$93.85 - $118.29 $798,851 - $1.01 Million	-8,512 Reduced 23.32%	27,993 $2.7 Million
Q1 2022 May 04, 2022	BUY	$108.89 - $122.34 $110,741 - $124,419	1,017 Added 2.87%	36,505 $3.89 Million
Q3 2021 Nov 05, 2021	SELL	$95.96 - $103.83 $91,353 - $98,846	-952 Reduced 2.61%	35,488 $3.55 Million
Q2 2021 Aug 02, 2021	SELL	$89.26 - $106.41 $151,920 - $181,109	-1,702 Reduced 4.46%	36,440 $3.74 Million
Q1 2021 May 13, 2021	BUY	$74.31 - $89.94 $196,401 - $237,711	2,643 Added 7.45%	38,142 $3.41 Million
Q4 2020 Feb 10, 2021	SELL	$58.0 - $76.94 $222,894 - $295,680	-3,843 Reduced 9.77%	35,499 $2.7 Million
Q3 2020 Nov 12, 2020	BUY	$52.13 - $63.75 $182,767 - $223,507	3,506 Added 9.78%	39,342 $2.28 Million
Q2 2020 Aug 14, 2020	SELL	$44.31 - $58.3 $942,473 - $1.24 Million	-21,270 Reduced 37.25%	35,836 $1.9 Million
Q1 2020 May 18, 2020	BUY	$38.71 - $79.77 $2.21 Million - $4.56 Million	57,106 New	57,106 $2.55 Million

Others Institutions Holding BMO

# of Institutions

603

Shares Held

342M

Call Options Held

8.04M

Put Options Held

13.9M

View Full List

About BANK OF MONTREAL

Ticker BMO
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 674,361,024
Market Cap $67.7B
Description
Bank of Montreal provides diversified financial services primarily in North America. The company's personal banking products and services include checking and savings accounts, credit cards, mortgages, and financial and investment advice services; and commercial banking products and services comprise business deposit accounts, commercial credit ...

More about BMO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Group Holdings, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Advisor Group Holdings, Inc. with notifications on news.

Account

Advisor Group Holdings, Inc. Bank Of Montreal Transaction History