A detailed history of Beverly Hills Private Wealth, LLC transactions in Bank Of Montreal stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 2,832 shares of BMO stock, worth $263,404. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,832
Previous 2,885 1.84%
Holding current value
$263,404
Previous $282 Million 15.72%
% of portfolio
0.05%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

SELL
$83.3 - $98.36 $4,414 - $5,213
-53 Reduced 1.84%
2,832 $238 Million
Q1 2024

May 08, 2024

BUY
$89.53 - $98.63 $39,124 - $43,101
437 Added 17.85%
2,885 $282 Million
Q4 2023

Jan 29, 2024

SELL
$74.22 - $99.55 $42,676 - $57,241
-575 Reduced 19.02%
2,448 $242 Million
Q3 2023

Nov 08, 2023

SELL
$82.18 - $93.86 $244,074 - $278,764
-2,970 Reduced 49.56%
3,023 $255 Million
Q2 2023

Aug 09, 2023

BUY
$82.89 - $92.23 $269,641 - $300,024
3,253 Added 118.72%
5,993 $535 Million
Q1 2023

May 03, 2023

BUY
$84.39 - $101.98 $231,228 - $279,425
2,740 New
2,740 $244 Million

Others Institutions Holding BMO

About BANK OF MONTREAL


  • Ticker BMO
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 674,361,024
  • Market Cap $62.7B
  • 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
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