A detailed history of Wetherby Asset Management Inc transactions in Bank Of Montreal stock. As of the latest transaction made, Wetherby Asset Management Inc holds 16,358 shares of BMO stock, worth $1.58 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
16,358
Previous 17,864 8.43%
Holding current value
$1.58 Million
Previous $1.5 Million 1.47%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 14, 2024

SELL
$79.1 - $90.77 $119,124 - $136,699
-1,506 Reduced 8.43%
16,358 $1.48 Million
Q2 2024

Aug 14, 2024

SELL
$83.3 - $98.36 $124,200 - $146,654
-1,491 Reduced 7.7%
17,864 $1.5 Million
Q1 2024

May 15, 2024

SELL
$89.53 - $98.63 $3,849 - $4,241
-43 Reduced 0.22%
19,355 $1.89 Million
Q4 2023

Feb 14, 2024

SELL
$74.22 - $99.55 $80,677 - $108,210
-1,087 Reduced 5.31%
19,398 $1.92 Million
Q3 2023

Nov 14, 2023

BUY
$82.18 - $93.86 $118,421 - $135,252
1,441 Added 7.57%
20,485 $1.73 Million
Q2 2023

Aug 14, 2023

BUY
$82.89 - $92.23 $86,454 - $96,195
1,043 Added 5.79%
19,044 $1.72 Million
Q1 2023

May 12, 2023

BUY
$84.39 - $101.98 $23,544 - $28,452
279 Added 1.57%
18,001 $1.6 Million
Q4 2022

Feb 14, 2023

SELL
$83.26 - $100.16 $66,524 - $80,027
-799 Reduced 4.31%
17,722 $1.61 Million
Q3 2022

Nov 14, 2022

BUY
$16.82 - $100.72 $29,014 - $173,742
1,725 Added 10.27%
18,521 $1.62 Million
Q2 2022

Aug 15, 2022

SELL
$93.85 - $118.29 $225,896 - $284,724
-2,407 Reduced 12.53%
16,796 $1.62 Million
Q1 2022

May 16, 2022

BUY
$108.89 - $122.34 $253,387 - $284,685
2,327 Added 13.79%
19,203 $2.27 Million
Q4 2021

Feb 14, 2022

BUY
$100.75 - $112.3 $33,952 - $37,845
337 Added 2.04%
16,876 $1.82 Million
Q3 2021

Nov 15, 2021

BUY
$95.96 - $103.83 $40,591 - $43,920
423 Added 2.62%
16,539 $1.65 Million
Q2 2021

Aug 16, 2021

BUY
$89.26 - $106.41 $44,451 - $52,992
498 Added 3.19%
16,116 $1.65 Million
Q1 2021

May 14, 2021

SELL
$74.31 - $89.94 $32,176 - $38,944
-433 Reduced 2.7%
15,618 $1.39 Million
Q4 2020

Feb 11, 2021

BUY
$58.0 - $76.94 $889,372 - $1.18 Million
15,334 Added 2138.63%
16,051 $1.22 Million
Q3 2020

Dec 16, 2020

SELL
$52.13 - $63.75 $723,199 - $884,403
-13,873 Reduced 95.09%
717 $42,000
Q3 2020

Dec 16, 2020

SELL
$52.13 - $63.75 $52,911 - $64,706
-1,015 Reduced 6.5%
14,590 $852,000
Q3 2020

Nov 13, 2020

BUY
$52.13 - $63.75 $124,538 - $152,298
2,389 Added 18.08%
15,605 $911,000
Q2 2020

Aug 14, 2020

BUY
$44.31 - $58.3 $137,139 - $180,438
3,095 Added 30.58%
13,216 $701,000
Q1 2020

May 06, 2020

SELL
$38.71 - $79.77 $107,187 - $220,883
-2,769 Reduced 21.48%
10,121 $509,000
Q4 2019

Jan 28, 2020

BUY
$71.38 - $77.63 $31,549 - $34,312
442 Added 3.55%
12,890 $999,000
Q3 2019

Oct 31, 2019

BUY
$66.9 - $77.18 $76,399 - $88,139
1,142 Added 10.1%
12,448 $918,000
Q2 2019

Jul 25, 2019

BUY
$72.61 - $79.14 $2,396 - $2,611
33 Added 0.29%
11,306 $853,000
Q1 2019

May 09, 2019

BUY
$65.83 - $78.27 $38,313 - $45,553
582 Added 5.44%
11,273 $843,000
Q4 2018

Jan 30, 2019

SELL
$63.51 - $83.41 $86,310 - $113,354
-1,359 Reduced 11.28%
10,691 $699,000
Q3 2018

Nov 07, 2018

BUY
$76.79 - $83.81 $27,644 - $30,171
360 Added 3.08%
12,050 $994,000
Q2 2018

Jul 24, 2018

BUY
$74.84 - $79.49 $98,414 - $104,529
1,315 Added 12.67%
11,690 $903,000
Q1 2018

May 04, 2018

BUY
$74.4 - $84.11 $34,670 - $39,195
466 Added 4.7%
10,375 $784,000
Q4 2017

Feb 09, 2018

BUY
$76.21 - $80.02 $7,087 - $7,441
93 Added 0.95%
9,909 $793,000
Q3 2017

Nov 13, 2017

BUY
$71.44 - $75.87 $701,255 - $744,739
9,816
9,816 $743,000

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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