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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-38- 1.43% |
$4.2K - $4.97K
|
2.63K
$326K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.02K- 19.61% |
$223K - $264K
|
8.28K
$1.03M
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
13+ 0.22% |
$1.44K - $1.7K
|
5.9K
$731K
|
|
|
Oct 14, 2025
Q3 2025
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-9.52K- 33.55% |
$1.05M - $1.24M
|
18.9K
$2.34M
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.62KNew |
$179K - $212K
|
1.62K
$201K
|
|
|
Oct 09, 2025
Q3 2025
|
Addenda Capital Inc.
|
BUY
|
- |
63.4K+ 9.45% |
$7.01M - $8.29M
|
735K
$91.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
1.75KNew |
$193K - $229K
|
1.75K
$217K
|
|
|
Oct 09, 2025
Q3 2025
|
Baskin Financial Services Inc.
|
BUY
|
- |
195+ 2.84% |
$21.5K - $25.5K
|
7.07K
$876K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-6.74K- 23.08% |
$744K - $880K
|
22.5K
$2.78M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-250- 71.43% |
$27.6K - $32.7K
|
100
$12.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.99KNew |
$772K - $913K
|
6.99K
$866K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
400New |
$44.2K - $52.3K
|
400
$49.6K
|
|
|
Oct 08, 2025
Q3 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-125- 2.23% |
$13.8K - $16.3K
|
5.49K
$680K
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-460- 8.27% |
$50.8K - $60.1K
|
5.1K
$632K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-5- 1.93% |
$552 - $653
|
254
$31.5K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-12.9K- 26.5% |
$1.43M - $1.69M
|
35.8K
$4.44M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-486- 4.8% |
$53.7K - $63.5K
|
9.64K
$1.19M
|
|
|
Oct 03, 2025
Q3 2025
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
1.13K+ 0.1% |
$124K - $147K
|
1.11M
$137M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-2.04K- 96.91% |
$225K - $266K
|
65
$8.06K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.9M+ 13.72% |
$692M - $874M
|
65.5M
$8.12B
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
397K+ 8.55% |
$34.7M - $43.9M
|
5.04M
$625M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
197+ 1.12% |
$17.2K - $21.8K
|
17.8K
$2.2M
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-5.68K- 73.87% |
$497K - $628K
|
2.01K
$249K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2.02K- 14.18% |
$177K - $224K
|
12.2K
$1.52M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
15+ 0.68% |
$1.31K - $1.66K
|
2.22K
$275K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-6- 1.08% |
$525 - $664
|
551
$68.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-137- 4.6% |
$12K - $15.2K
|
2.84K
$353K
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
9+ 0.2% |
$788 - $996
|
4.48K
$555K
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
56.4K+ 50.09% |
$4.94M - $6.24M
|
169K
$20.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-1.22K- 25.59% |
$107K - $135K
|
3.54K
$439K
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
1.26K+ 30.11% |
$110K - $139K
|
5.42K
$672K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
549New |
$48.1K - $60.7K
|
549
$68.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
11New |
$963 - $1.22K
|
11
$1.36K
|
|
|
Aug 14, 2025
Q2 2025
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-100- 1.46% |
$8.75K - $11.1K
|
6.75K
$836K
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.91KNew |
$167K - $211K
|
1.91K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcw Group Inc
|
BUY
|
- |
4.33K+ 30.86% |
$379K - $479K
|
18.4K
$2.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Sig North Trading, Ulc
Bala Cynwyd, PA |
SELL
|
- |
-134K- 71.0% |
$11.7M - $14.8M
|
54.7K
$6.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-317K- 64.89% |
$27.7M - $35M
|
171K
$21.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
86New |
$7.53K - $9.51K
|
86
$10.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
29.7KNew |
$2.6M - $3.29M
|
29.7K
$3.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1- 6.25% |
$87.5 - $111
|
15
$1.86K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
45+ 187.5% |
$3.94K - $4.98K
|
69
$8.55K
|
|
|
Aug 13, 2025
Q2 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
9.2KNew |
$805K - $1.02M
|
9.2K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-990- 20.5% |
$86.7K - $110K
|
3.84K
$476K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.89K- 26.45% |
$165K - $209K
|
5.26K
$652K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
14+ 9.33% |
$1.23K - $1.55K
|
164
$20.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-720- 40.04% |
$63K - $79.7K
|
1.08K
$134K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-104- 4.15% |
$9.1K - $11.5K
|
2.4K
$298K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-2.23K- 25.33% |
$195K - $247K
|
6.58K
$816K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
144New |
$12.6K - $15.9K
|
144
$17.9K
|
|