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 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-250- 27.75% |
$30.6K - $32.6K
|
651
$80.7K
|
|
|
Jan 16, 2026
Q4 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
104KNew |
$12.8M - $13.6M
|
104K
$12.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-28- 0.33% |
$3.43K - $3.65K
|
8.4K
$1.04M
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
4.64KNew |
$568K - $605K
|
4.64K
$575K
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
23.1K+ 16.27% |
$2.83M - $3.02M
|
165K
$20.5M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
1.55KNew |
$189K - $202K
|
1.55K
$192K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
21+ 1.27% |
$2.57K - $2.74K
|
1.67K
$207K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
5+ 2.66% |
$612 - $652
|
193
$23.9K
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
323+ 11.06% |
$39.6K - $42.1K
|
3.24K
$402K
|
|
|
Jan 15, 2026
Q4 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
2.08K+ 100.0% |
$255K - $271K
|
4.16K
$516K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
68New |
$8.33K - $8.87K
|
68
$8.43K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.31K+ 52.88% |
$282K - $301K
|
6.66K
$826K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.09K+ 15.61% |
$134K - $142K
|
8.08K
$1M
|
|
|
Jan 14, 2026
Q4 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-107- 8.71% |
$13.1K - $14K
|
1.12K
$139K
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
SELL
|
- |
-637- 22.13% |
$78K - $83.1K
|
2.24K
$278K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
139+ 7.45% |
$17K - $18.1K
|
2.01K
$249K
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-70- 0.14% |
$8.57K - $9.13K
|
50.2K
$6.23M
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
BUY
|
- |
299+ 1.78% |
$36.6K - $39K
|
17.1K
$2.12M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.62KNew |
$199K - $212K
|
1.62K
$201K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-6.89K- 21.8% |
$844K - $899K
|
24.7K
$3.06M
|
|
|
Jan 12, 2026
Q4 2025
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-14.1K- 6.36% |
$1.73M - $1.84M
|
208K
$25.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
700New |
$85.7K - $91.3K
|
700
$86.8K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-575- 17.35% |
$70.4K - $75K
|
2.74K
$340K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-634- 23.16% |
$77.7K - $82.7K
|
2.1K
$261K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.47K- 6.34% |
$180K - $192K
|
21.7K
$2.69M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
6+ 0.15% |
$735 - $783
|
4.01K
$498K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.33K- 6.57% |
$531K - $565K
|
61.6K
$7.63M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
PUT |
-4K- 14.29% |
$490K - $522K
|
24K
$2.98M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
323+ 10.9% |
$39.6K - $42.1K
|
3.29K
$407K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.56K- 26.05% |
$436K - $464K
|
10.1K
$1.25M
|
|
|
Jan 08, 2026
Q4 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
18.9KNew |
$2.31M - $2.46M
|
18.9K
$2.34M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-9- 0.42% |
$1.1K - $1.17K
|
2.13K
$264K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6+ 0.96% |
$735 - $783
|
628
$77.8K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-515- 18.03% |
$63.1K - $67.2K
|
2.34K
$290K
|
|
|
Jan 07, 2026
Q4 2025
|
Value Partners Investments Inc.
|
SELL
|
- |
-46K- 8.99% |
$5.63M - $6M
|
465K
$57.7M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-7.52K- 33.59% |
$921K - $981K
|
14.9K
$1.84M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
486+ 11.08% |
$59.5K - $63.4K
|
4.87K
$604K
|
|
| Q3 2025 | |||||||
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 2.26% |
$663 - $784
|
272
$33.7K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
94+ 4.64% |
$10.4K - $12.3K
|
2.12K
$263K
|
|
|
Nov 24, 2025
Q3 2025
|
Trust Investment Advisors
|
BUY
|
- |
1.57KNew |
$173K - $205K
|
1.57K
$194K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 17.39% |
$442 - $523
|
27
$3.35K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8.43K- 79.35% |
$931K - $1.1M
|
2.19K
$272K
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
BUY
|
- |
25+ 1.28% |
$2.76K - $3.27K
|
1.98K
$246K
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
423+ 322.9% |
$46.7K - $55.3K
|
554
$68.7K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
118+ 1.43% |
$13K - $15.4K
|
8.35K
$1.03M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
323New |
$35.7K - $42.2K
|
323
$40K
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-5.95K- 1.48% |
$658K - $778K
|
397K
$49.2M
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
6.82K+ 1.57% |
$753K - $890K
|
441K
$54.6M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
340+ 12.14% |
$37.5K - $44.4K
|
3.14K
$389K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-898- 1.55% |
$99.2K - $117K
|
57.2K
$7.09M
|
|