A detailed history of Hb Wealth Management, LLC transactions in Bank Of Montreal stock. As of the latest transaction made, Hb Wealth Management, LLC holds 4,155 shares of BMO stock, worth $515,053. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,155
Previous 4,158 0.07%
Holding current value
$515,053
Previous $459,000 17.86%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

SELL
$110.44 - $130.66 $331 - $391
-3 Reduced 0.07%
4,155 $541,000
Q2 2025

Jul 17, 2025

SELL
$87.54 - $110.63 $32,477 - $41,043
-371 Reduced 8.19%
4,158 $459,000
Q1 2025

May 07, 2025

BUY
$94.92 - $104.14 $151,207 - $165,895
1,593 Added 54.26%
4,529 $432,000
Q4 2024

Jan 15, 2025

BUY
$89.75 - $103.39 $263,506 - $303,553
2,936 New
2,936 $284,000

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 $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 ...
More about BMO
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