Global Retirement Partners, LLC Bank Of Montreal Transaction History

Global Retirement Partners, LLC

$4.24 Billion
Q3 2025

A detailed history of Global Retirement Partners, LLC transactions in Bank Of Montreal stock. As of the latest transaction made, Global Retirement Partners, LLC holds 1,502 shares of BMO stock, worth $186,187. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,502

Previous 1,541 2.53%

Holding current value

$186,187

Previous $170,000 14.71%

% of portfolio

0.0%

Previous 0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$110.44 - $130.66 $4,307 - $5,095	-39 Reduced 2.53%	1,502 $195,000
Q2 2025 Aug 12, 2025	BUY	$87.54 - $110.63 $43,419 - $54,872	496 Added 47.46%	1,541 $170,000
Q4 2024 Jan 31, 2025	BUY	$89.75 - $103.39 $59,324 - $68,340	661 Added 172.14%	1,045 $101,000
Q3 2024 Oct 16, 2024	SELL	$79.1 - $90.77 $3,796 - $4,356	-48 Reduced 11.11%	384 $34,000
Q2 2024 Jul 23, 2024	SELL	$83.3 - $98.36 $8,080 - $9,540	-97 Reduced 18.34%	432 $36,000

Q1 2024 Apr 23, 2024	BUY	$89.53 - $98.63 $179 - $197	2 Added 0.38%	529 $51,000
Q4 2023 Jan 18, 2024	BUY	$74.22 - $99.55 $25,012 - $33,548	337 Added 177.37%	527 $52,000
Q3 2023 Oct 13, 2023	BUY	$82.18 - $93.86 $164 - $187	2 Added 1.06%	190 $16,000
Q2 2023 Jul 20, 2023	SELL	$82.89 - $92.23 $165 - $184	-2 Reduced 1.05%	188 $16,000
Q1 2023 May 05, 2023	SELL	$84.39 - $101.98 $8,523 - $10,299	-101 Reduced 34.71%	190 $16,000
Q4 2022 Feb 13, 2023	SELL	$83.26 - $100.16 $1,082 - $1,302	-13 Reduced 4.28%	291 $26,000
Q3 2022 Nov 03, 2022	SELL	$16.82 - $100.72 $252 - $1,510	-15 Reduced 4.7%	304 $28,000
Q2 2022 Jul 15, 2022	BUY	$93.85 - $118.29 $563 - $709	6 Added 1.92%	319 $31,000
Q1 2022 Jul 14, 2022	BUY	$108.89 - $122.34 $34,082 - $38,292	313 New	313 $33,000
Q4 2021 Jan 21, 2022	SELL	$100.75 - $112.3 $12,392 - $13,812	-123 Closed	0 $0
Q4 2020 Jan 13, 2021	SELL	$58.0 - $76.94 $464 - $615	-8 Reduced 6.11%	123 $9,000
Q2 2020 Jul 13, 2020	SELL	$44.31 - $58.3 $12,849 - $16,907	-290 Reduced 68.88%	131 $7,000
Q4 2019 Jan 23, 2020	SELL	$71.38 - $77.63 $12,634 - $13,740	-177 Reduced 29.6%	421 $33,000
Q3 2019 Nov 19, 2019	SELL	$66.9 - $77.18 $1,070 - $1,234	-16 Reduced 2.61%	598 $44,000
Q2 2019 Nov 19, 2019	SELL	$72.61 - $79.14 $7,261 - $7,914	-100 Reduced 14.01%	614 $46,000
Q1 2018 Aug 10, 2018	BUY	$74.4 - $84.11 $20,608 - $23,298	277 Added 63.39%	714 $54,000
Q3 2017 Aug 10, 2018	BUY	$71.44 - $75.87 $25,504 - $27,085	357 Added 446.25%	437 $33,000
Q2 2017 Aug 10, 2018	BUY	N/A	80	80 $6,000

Others Institutions Holding BMO

# of Institutions

675

Shares Held

361M

Call Options Held

7.63M

Put Options Held

12.4M

View Full List

About BANK OF MONTREAL

Ticker BMO
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 674,361,024
Market Cap $83.6B
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 ...

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Global Retirement Partners, LLC Bank Of Montreal Transaction History