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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
65+ 1.17% |
$5.69K - $7.19K
|
5.61K
$695K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-10.3K- 42.71% |
$903K - $1.14M
|
13.8K
$1.71M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-405- 80.2% |
$35.5K - $44.8K
|
100
$12.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-238- 10.87% |
$20.8K - $26.3K
|
1.95K
$242K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
25New |
$2.19K - $2.77K
|
25
$3.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
1.93KNew |
$169K - $214K
|
1.93K
$239K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3+ 6.98% |
$263 - $332
|
46
$5.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
35New |
$3.06K - $3.87K
|
35
$4.34K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
34+ 2.17% |
$2.98K - $3.76K
|
1.6K
$199K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-8.81K- 65.72% |
$771K - $975K
|
4.59K
$569K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-51- 0.84% |
$4.46K - $5.64K
|
6.03K
$747K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-258- 9.5% |
$22.6K - $28.5K
|
2.46K
$305K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
50+ 1.16% |
$4.38K - $5.53K
|
4.38K
$542K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
188New |
$16.5K - $20.8K
|
188
$23.3K
|
|
| Q1 2025 | |||||||
|
Dec 18, 2025
Q1 2025
|
Danske Bank A/S
Copenhagen K, G7 |
SELL
|
- |
-88- 2.65% |
$8.35K - $9.16K
|
3.23K
$400K
|
|
|
Aug 15, 2025
Q1 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.6KNew |
$247K - $271K
|
2.6K
$322K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-221- 4.46% |
$21K - $23K
|
4.73K
$586K
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
19.8KNew |
$1.87M - $2.06M
|
19.8K
$2.45M
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
88KNew |
$8.35M - $9.16M
|
88K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
12New |
$1.14K - $1.25K
|
12
$1.49K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
928+ 10.99% |
$88.1K - $96.6K
|
9.37K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
CALL |
-200K- 61.54% |
$19M - $20.8M
|
125K
$15.5M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.26K- 50.11% |
$215K - $236K
|
2.25K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.7K+ 72.46% |
$161K - $177K
|
4.04K
$501K
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
7.67KNew |
$728K - $798K
|
7.67K
$950K
|
|
|
May 15, 2025
Q1 2025
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-1.07K- 27.44% |
$102K - $112K
|
2.84K
$352K
|
|
|
May 15, 2025
Q1 2025
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
3.01KNew |
$286K - $313K
|
3.01K
$373K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.81KNew |
$362K - $397K
|
3.81K
$473K
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-47.5K- 42.22% |
$4.51M - $4.95M
|
65K
$8.06M
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
10.2KNew |
$969K - $1.06M
|
10.2K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.57K+ 10.22% |
$623K - $684K
|
70.8K
$8.78M
|
|
|
May 15, 2025
Q1 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.5KNew |
$237K - $260K
|
2.5K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
49New |
$4.65K - $5.1K
|
49
$6.07K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
355+ 1.49% |
$33.7K - $37K
|
24.2K
$2.99M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-6.03K- 15.88% |
$572K - $628K
|
32K
$3.96M
|
|
|
May 14, 2025
Q1 2025
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-2.41K- 98.77% |
$229K - $251K
|
30
$3.72K
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1K+ 3.24% |
$94.9K - $104K
|
31.9K
$3.95M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-103- 6.92% |
$9.78K - $10.7K
|
1.39K
$172K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
83+ 1.6% |
$7.88K - $8.64K
|
5.26K
$652K
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
65.9KNew |
$6.25M - $6.86M
|
65.9K
$8.17M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-122- 4.42% |
$11.6K - $12.7K
|
2.64K
$327K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
373New |
$35.4K - $38.8K
|
373
$46.2K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-133- 2.83% |
$12.6K - $13.9K
|
4.57K
$566K
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
2.5KNew |
$237K - $260K
|
2.5K
$310K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
175+ 7.58% |
$16.6K - $18.2K
|
2.49K
$308K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
4+ 2.88% |
$380 - $417
|
143
$17.7K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
PUT |
-6.4K- 64.65% |
$607K - $666K
|
3.5K
$434K
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
600New |
$57K - $62.5K
|
600
$74.4K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
49New |
$4.65K - $5.1K
|
49
$6.07K
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
96KNew |
$9.11M - $10M
|
96K
$11.9M
|
|