A detailed history of Wealth Alliance transactions in Bank Of Montreal stock. As of the latest transaction made, Wealth Alliance holds 8,593 shares of BMO stock, worth $1.07 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
8,593
Previous 8,173 5.14%
Holding current value
$1.07 Million
Previous $904,000 23.78%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Nov 07, 2025

BUY
$110.44 - $130.66 $46,384 - $54,877
420 Added 5.14%
8,593 $1.12 Million
Q2 2025

Aug 08, 2025

BUY
$87.54 - $110.63 $2,363 - $2,987
27 Added 0.33%
8,173 $904,000
Q1 2025

May 05, 2025

BUY
$94.92 - $104.14 $13,478 - $14,787
142 Added 1.77%
8,146 $778,000
Q4 2024

Feb 03, 2025

BUY
$89.75 - $103.39 $718,359 - $827,533
8,004 New
8,004 $776,000
Q4 2023

Jan 30, 2024

BUY
$74.22 - $99.55 $179,909 - $241,309
2,424 New
2,424 $239,000

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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