Latest Institutional Transactions on Bank Of Montreal (BMO)
This table provides information on the latest institutional transactions involving Bank Of Montreal (BMO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-8.6K- 4.74% |
$772K - $889K
|
173K
$17.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-4- 0.02% |
$359 - $414
|
16.5K
$1.65M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-390- 15.69% |
$35K - $40.3K
|
2.1K
$210K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
416K+ 2.6% |
$37.4M - $43M
|
16.4M
$1.64B
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
PUT |
190K+ 22.3% |
$17.1M - $19.6M
|
1.04M
$104M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
3.46KNew |
$311K - $358K
|
3.46K
$346K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
139+ 4.56% |
$12.5K - $14.4K
|
3.19K
$319K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.57KNew |
$320K - $369K
|
3.57K
$357K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
33.2KNew |
$2.98M - $3.43M
|
33.2K
$3.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
369+ 55.24% |
$33.1K - $38.2K
|
1.04K
$104K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.27KNew |
$204K - $235K
|
2.27K
$227K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
16+ 0.26% |
$1.44K - $1.65K
|
6.27K
$627K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.77K- 99.94% |
$428K - $494K
|
3
$300
|
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
11.1KNew |
$994K - $1.15M
|
11.1K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-1.49K- 4.92% |
$133K - $154K
|
28.7K
$2.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.97KNew |
$177K - $204K
|
1.97K
$197K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
3.02KNew |
$271K - $312K
|
3.02K
$302K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.86K+ 93.55% |
$167K - $192K
|
3.84K
$384K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.48KNew |
$402K - $463K
|
4.48K
$448K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.51K- 23.33% |
$135K - $156K
|
4.95K
$495K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.82KNew |
$253K - $292K
|
2.82K
$283K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.6K+ 140.58% |
$1.31M - $1.51M
|
25K
$2.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10.9KNew |
$976K - $1.12M
|
10.9K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-11.9K- 0.92% |
$1.07M - $1.23M
|
1.29M
$129M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-116- 3.42% |
$10.4K - $12K
|
3.27K
$327K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
788New |
$70.7K - $81.5K
|
788
$78.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
27+ 3.17% |
$2.42K - $2.79K
|
879
$88K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-57- 10.05% |
$5.12K - $5.89K
|
510
$51.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-578- 20.57% |
$51.9K - $59.8K
|
2.23K
$223K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-5.13K- 30.81% |
$460K - $530K
|
11.5K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
219+ 47.51% |
$19.7K - $22.6K
|
680
$68.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
BUY
|
- |
39.8K+ 5.53% |
$3.58M - $4.12M
|
761K
$76.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.77K- 10.31% |
$249K - $287K
|
24.1K
$2.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
319+ 10.91% |
$28.6K - $33K
|
3.24K
$325K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.8K+ 71.67% |
$251K - $290K
|
6.71K
$672K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
3.35KNew |
$301K - $346K
|
3.35K
$335K
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
42.3KNew |
$3.8M - $4.38M
|
42.3K
$4.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
884+ 28.19% |
$79.3K - $91.4K
|
4.02K
$402K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.09KNew |
$97.5K - $112K
|
1.09K
$109K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.94KNew |
$264K - $304K
|
2.94K
$294K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-2.72K- 75.1% |
$244K - $281K
|
901
$90.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
38+ 1.45% |
$3.41K - $3.93K
|
2.65K
$265K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-33- 16.02% |
$2.96K - $3.41K
|
173
$17.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Nexus Investment Management Ulc
|
SELL
|
- |
-12.4K- 76.27% |
$1.11M - $1.28M
|
3.85K
$386K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
400+ 0.78% |
$35.9K - $41.4K
|
51.9K
$5.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.25K- 2.46% |
$112K - $129K
|
49.4K
$4.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.48KNew |
$402K - $463K
|
4.48K
$448K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-107- 11.02% |
$9.6K - $11.1K
|
864
$86.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.8K+ 23.96% |
$251K - $289K
|
14.5K
$1.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
28+ 1.16% |
$2.51K - $2.89K
|
2.44K
$245K
|