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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1.52KNew |
$144K - $158K
|
1.52K
$189K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-248- 2.94% |
$23.5K - $25.8K
|
8.17K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
309K+ 22.16% |
$29.3M - $32.1M
|
1.7M
$211M
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
2.77KNew |
$263K - $289K
|
2.77K
$344K
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-925- 21.26% |
$87.8K - $96.3K
|
3.43K
$425K
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
186+ 2.97% |
$17.7K - $19.4K
|
6.45K
$800K
|
|
|
May 06, 2025
Q1 2025
|
Davis Rea Ltd.
|
BUY
|
- |
1.08K+ 36.85% |
$102K - $112K
|
4K
$496K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
70+ 2.55% |
$6.64K - $7.29K
|
2.82K
$349K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
40New |
$3.8K - $4.17K
|
40
$4.96K
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
2.49KNew |
$237K - $260K
|
2.49K
$309K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
150New |
$14.2K - $15.6K
|
150
$18.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-90- 93.75% |
$8.54K - $9.37K
|
6
$744
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
469New |
$44.5K - $48.8K
|
469
$58.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-33- 21.57% |
$3.13K - $3.44K
|
120
$14.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
81+ 7.74% |
$7.69K - $8.44K
|
1.13K
$140K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-37- 0.76% |
$3.51K - $3.85K
|
4.85K
$601K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-4- 13.33% |
$380 - $417
|
26
$3.22K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
180New |
$17.1K - $18.7K
|
180
$22.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
682New |
$64.7K - $71K
|
682
$84.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
50New |
$4.75K - $5.21K
|
50
$6.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-70- 2.02% |
$6.64K - $7.29K
|
3.39K
$420K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
152New |
$14.4K - $15.8K
|
152
$18.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3+ 0.13% |
$285 - $312
|
2.27K
$282K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-600- 26.09% |
$57K - $62.5K
|
1.7K
$211K
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
2.68KNew |
$254K - $279K
|
2.68K
$332K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-58- 0.31% |
$5.51K - $6.04K
|
18.5K
$2.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
200+ 39.22% |
$19K - $20.8K
|
710
$88K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
35New |
$3.32K - $3.64K
|
35
$4.34K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.41KNew |
$229K - $251K
|
2.41K
$299K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-16- 0.63% |
$1.52K - $1.67K
|
2.54K
$315K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-16- 0.36% |
$1.52K - $1.67K
|
4.46K
$553K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-30- 3.47% |
$2.85K - $3.12K
|
834
$103K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
58New |
$5.51K - $6.04K
|
58
$7.19K
|
|
| Q4 2024 | |||||||
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
636+ 30.81% |
$57.1K - $65.8K
|
2.7K
$335K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
44New |
$3.95K - $4.55K
|
44
$5.45K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.7KNew |
$153K - $176K
|
1.7K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-12.8K- 50.19% |
$1.15M - $1.33M
|
12.7K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.52K+ 0.16% |
$226K - $261K
|
1.58M
$196M
|
|
|
Feb 14, 2025
Q4 2024
|
Spartan Fund Management Inc.
|
BUY
|
- |
14.2KNew |
$1.27M - $1.47M
|
14.2K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
3.68KNew |
$330K - $380K
|
3.68K
$456K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
400New |
$35.9K - $41.4K
|
400
$49.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
2.1KNew |
$188K - $217K
|
2.1K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
PUT |
-900- 3.96% |
$80.8K - $93.1K
|
21.8K
$2.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-105- 65.63% |
$9.42K - $10.9K
|
55
$6.82K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
4.28KNew |
$384K - $442K
|
4.28K
$530K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
617New |
$55.4K - $63.8K
|
617
$76.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
20KNew |
$1.8M - $2.07M
|
20K
$2.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
56New |
$5.03K - $5.79K
|
56
$6.94K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-2.09K- 27.47% |
$187K - $216K
|
5.51K
$684K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-192- 17.58% |
$17.2K - $19.9K
|
900
$112K
|
|