A detailed history of Ritholtz Wealth Management transactions in Bank Of Montreal stock. As of the latest transaction made, Ritholtz Wealth Management holds 11,675 shares of BMO stock, worth $1.13 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,675
Previous 12,042 3.05%
Holding current value
$1.13 Million
Previous $1.01 Million 4.36%
% of portfolio
0.03%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

SELL
$79.1 - $90.77 $29,029 - $33,312
-367 Reduced 3.05%
11,675 $1.05 Million
Q2 2024

Jul 31, 2024

SELL
$83.3 - $98.36 $5,997 - $7,081
-72 Reduced 0.59%
12,042 $1.01 Million
Q1 2024

Apr 24, 2024

BUY
$89.53 - $98.63 $329,828 - $363,352
3,684 Added 43.7%
12,114 $1.18 Million
Q4 2023

Jan 18, 2024

SELL
$74.22 - $99.55 $39,039 - $52,363
-526 Reduced 5.87%
8,430 $834,000
Q3 2023

Oct 13, 2023

SELL
$82.18 - $93.86 $289,931 - $331,138
-3,528 Reduced 28.26%
8,956 $755,000
Q2 2023

Jul 14, 2023

BUY
$82.89 - $92.23 $140,166 - $155,960
1,691 Added 15.67%
12,484 $1.13 Million
Q1 2023

Apr 19, 2023

SELL
$84.39 - $101.98 $1.13 Million - $1.36 Million
-13,339 Reduced 55.28%
10,793 $961,000
Q4 2022

Jan 18, 2023

BUY
$83.26 - $100.16 $947,249 - $1.14 Million
11,377 Added 89.2%
24,132 $0
Q3 2022

Oct 18, 2022

BUY
$16.82 - $100.72 $50,342 - $301,454
2,993 Added 30.66%
12,755 $1.12 Million
Q2 2022

Jul 15, 2022

BUY
$93.85 - $118.29 $57,060 - $71,920
608 Added 6.64%
9,762 $939,000
Q1 2022

Apr 14, 2022

BUY
$108.89 - $122.34 $588,223 - $660,880
5,402 Added 143.98%
9,154 $1.08 Million
Q4 2021

Jan 18, 2022

BUY
$100.75 - $112.3 $173,390 - $193,268
1,721 Added 84.74%
3,752 $404,000
Q3 2021

Oct 14, 2021

BUY
$95.96 - $103.83 $194,894 - $210,878
2,031 New
2,031 $203,000

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 $65.3B
  • 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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