A detailed history of Trifecta Capital Advisors, LLC transactions in Bank Of Montreal stock. As of the latest transaction made, Trifecta Capital Advisors, LLC holds 2,675 shares of BMO stock, worth $259,501. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,675
Previous 3,738 28.44%
Holding current value
$259,501
Previous $313 Million 23.02%
% of portfolio
0.05%
Previous 0.07%

Shares

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

Oct 16, 2024

SELL
$79.1 - $90.77 $84,083 - $96,488
-1,063 Reduced 28.44%
2,675 $241 Million
Q2 2024

Aug 07, 2024

BUY
$83.3 - $98.36 $119,868 - $141,540
1,439 Added 62.59%
3,738 $313 Million
Q3 2023

Nov 01, 2023

BUY
$82.18 - $93.86 $14,792 - $16,894
180 Added 8.49%
2,299 $194 Million
Q4 2022

Jan 17, 2023

BUY
$83.26 - $100.16 $176,427 - $212,239
2,119 New
2,119 $192 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 $65.4B
  • 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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