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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
652+ 1.33% |
$53.6K - $61.2K
|
49.6K
$4.97M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
15.4K+ 7.15% |
$1.26M - $1.44M
|
230K
$23.1M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
500New |
$41.1K - $46.9K
|
500
$50.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
52KNew |
$4.27M - $4.88M
|
52K
$5.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
3.4KNew |
$279K - $319K
|
3.4K
$340K
|
|
|
Nov 14, 2023
Q3 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
10.5KNew |
$863K - $986K
|
10.5K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
100+ 3.76% |
$8.22K - $9.39K
|
2.76K
$276K
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-196- 5.09% |
$16.1K - $18.4K
|
3.66K
$366K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
70KNew |
$5.75M - $6.57M
|
70K
$7.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
128+ 1.33% |
$10.5K - $12K
|
9.75K
$977K
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-100- 3.61% |
$8.22K - $9.39K
|
2.67K
$268K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
41+ 1.44% |
$3.37K - $3.85K
|
2.88K
$289K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.28KNew |
$105K - $120K
|
1.28K
$128K
|
|
|
Nov 08, 2023
Q3 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-42- 7.05% |
$3.45K - $3.94K
|
554
$55.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.27% |
$82.2 - $93.9
|
367
$36.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6New |
$493 - $563
|
6
$601
|
|
|
Nov 01, 2023
Q3 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
143+ 5.56% |
$11.8K - $13.4K
|
2.71K
$272K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-13- 0.59% |
$1.07K - $1.22K
|
2.2K
$221K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-239- 4.77% |
$19.6K - $22.4K
|
4.78K
$478K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
54+ 0.46% |
$4.44K - $5.07K
|
11.7K
$1.17M
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4.34KNew |
$357K - $408K
|
4.34K
$435K
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
340New |
$27.9K - $31.9K
|
340
$34.1K
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
5.29KNew |
$435K - $496K
|
5.29K
$530K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
803New |
$66K - $75.4K
|
803
$80.4K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-50- 1.71% |
$4.11K - $4.69K
|
2.88K
$288K
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.68K- 33.11% |
$140K - $155K
|
3.4K
$341K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
11New |
$912 - $1.01K
|
11
$1.1K
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-39K- 27.79% |
$3.23M - $3.6M
|
101K
$10.2M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
286New |
$23.7K - $26.4K
|
286
$28.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
22.6KNew |
$1.87M - $2.08M
|
22.6K
$2.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.3KNew |
$191K - $212K
|
2.3K
$230K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
10KNew |
$829K - $922K
|
10K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.84KNew |
$567K - $631K
|
6.84K
$685K
|
|
|
Aug 14, 2023
Q2 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-17.9K- 67.16% |
$1.48M - $1.65M
|
8.74K
$875K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
530KNew |
$43.9M - $48.9M
|
530K
$53.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
15.7KNew |
$1.3M - $1.45M
|
15.7K
$1.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
SELL
|
- |
-74.2K- 90.68% |
$6.15M - $6.85M
|
7.63K
$764K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
369+ 1.25% |
$30.6K - $34K
|
29.8K
$2.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.05KNew |
$336K - $374K
|
4.05K
$406K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-150- 1.84% |
$12.4K - $13.8K
|
7.98K
$800K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
250New |
$20.7K - $23.1K
|
250
$25K
|
|
|
Aug 10, 2023
Q2 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
151KNew |
$12.5M - $13.9M
|
151K
$15.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
24K+ 8.87% |
$1.99M - $2.21M
|
294K
$29.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Monaco Asset Management Sam
|
BUY
|
PUT |
25K+ 100.0% |
$2.07M - $2.31M
|
50K
$5.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
500New |
$41.4K - $46.1K
|
500
$50.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
251New |
$20.8K - $23.1K
|
251
$25.1K
|
|
|
Aug 01, 2023
Q2 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-188K- 79.68% |
$15.6M - $17.4M
|
48K
$4.81M
|
|
|
Aug 01, 2023
Q2 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-71.9K- 26.74% |
$5.96M - $6.63M
|
197K
$19.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-451- 16.05% |
$37.4K - $41.6K
|
2.36K
$236K
|
|