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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
144+ 0.13% |
$12.6K - $15.9K
|
109K
$13.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
96+ 9.05% |
$8.4K - $10.6K
|
1.16K
$143K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-521- 13.07% |
$45.6K - $57.6K
|
3.47K
$430K
|
|
|
Aug 12, 2025
Q2 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-699- 18.62% |
$61.2K - $77.3K
|
3.06K
$379K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
1.91KNew |
$167K - $211K
|
1.91K
$236K
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
2.69KNew |
$235K - $297K
|
2.69K
$333K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.44KNew |
$126K - $159K
|
1.44K
$178K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.29K+ 11.15% |
$200K - $253K
|
22.8K
$2.83M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
35+ 60.34% |
$3.06K - $3.87K
|
93
$11.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
88+ 2.86% |
$7.7K - $9.74K
|
3.17K
$393K
|
|
|
Aug 11, 2025
Q2 2025
|
Chiron Capital Management, LLC
|
SELL
|
- |
-710- 23.99% |
$62.2K - $78.5K
|
2.25K
$279K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
223New |
$19.5K - $24.7K
|
223
$27.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Cherokee Insurance CO
Sterling Heights, MI |
BUY
|
- |
3.01KNew |
$263K - $332K
|
3.01K
$372K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
850+ 11.72% |
$74.4K - $94K
|
8.1K
$1M
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.09KNew |
$95.3K - $120K
|
1.09K
$135K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
23New |
$2.01K - $2.54K
|
23
$2.85K
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-637- 23.14% |
$55.8K - $70.5K
|
2.12K
$262K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
23New |
$2.01K - $2.54K
|
23
$2.85K
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
BUY
|
- |
5.95KNew |
$521K - $658K
|
5.95K
$738K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-181- 3.1% |
$15.8K - $20K
|
5.66K
$701K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
50+ 121.95% |
$4.38K - $5.53K
|
91
$11.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
2.06KNew |
$181K - $228K
|
2.06K
$256K
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
3.11KNew |
$272K - $344K
|
3.11K
$386K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-29- 4.51% |
$2.54K - $3.21K
|
614
$76.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-26- 0.08% |
$2.28K - $2.88K
|
33.6K
$4.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.98KNew |
$173K - $218K
|
1.98K
$245K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
1KNew |
$87.5K - $111K
|
1K
$124K
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
880New |
$77K - $97.4K
|
880
$109K
|
|
|
Aug 04, 2025
Q2 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
2.08KNew |
$182K - $230K
|
2.08K
$258K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
8.08KNew |
$707K - $893K
|
8.08K
$1M
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
200+ 100.0% |
$17.5K - $22.1K
|
400
$49.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.83KNew |
$160K - $202K
|
1.83K
$227K
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
SELL
|
- |
-2.01K- 35.23% |
$176K - $222K
|
3.69K
$458K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-13- 0.51% |
$1.14K - $1.44K
|
2.51K
$311K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-160- 0.11% |
$14K - $17.7K
|
145K
$17.9M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.08KNew |
$182K - $230K
|
2.08K
$258K
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2.41KNew |
$211K - $267K
|
2.41K
$299K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
352New |
$30.8K - $38.9K
|
352
$43.6K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
585KNew |
$51.2M - $64.7M
|
585K
$72.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-365- 5.76% |
$32K - $40.4K
|
5.98K
$741K
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-899- 99.89% |
$78.7K - $99.5K
|
1
$124
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
77.6K+ 1102.2% |
$6.79M - $8.58M
|
84.6K
$10.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
2KNew |
$175K - $221K
|
2K
$248K
|
|
|
Jul 25, 2025
Q2 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
2.08KNew |
$182K - $230K
|
2.08K
$257K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-77- 38.89% |
$6.74K - $8.52K
|
121
$15K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.6K- 3.17% |
$315K - $398K
|
110K
$13.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.93KNew |
$169K - $213K
|
1.93K
$239K
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-1.6K- 11.43% |
$140K - $177K
|
12.4K
$1.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-125- 5.47% |
$10.9K - $13.8K
|
2.16K
$268K
|
|