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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
2.8KNew |
$233K - $280K
|
2.8K
$277K
|
|
|
Feb 14, 2023
Q4 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
PUT |
671KNew |
$55.9M - $67.2M
|
671K
$66.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Unio Capital LLC
|
BUY
|
- |
190+ 4.09% |
$15.8K - $19K
|
4.83K
$478K
|
|
|
Feb 14, 2023
Q4 2022
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
91.3K+ 446.66% |
$7.6M - $9.15M
|
112K
$11.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
40New |
$3.33K - $4.01K
|
40
$3.96K
|
|
|
Feb 14, 2023
Q4 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
1.75KNew |
$146K - $175K
|
1.75K
$173K
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5.94KNew |
$495K - $595K
|
5.94K
$588K
|
|
|
Feb 14, 2023
Q4 2022
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-1.35K- 34.23% |
$112K - $135K
|
2.58K
$256K
|
|
|
Feb 14, 2023
Q4 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-7.7K- 71.24% |
$641K - $771K
|
3.11K
$308K
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.24K- 12.18% |
$103K - $124K
|
8.91K
$883K
|
|
|
Feb 14, 2023
Q4 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
5.5KNew |
$458K - $551K
|
5.5K
$545K
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-1.76K- 32.28% |
$146K - $176K
|
3.69K
$365K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
12New |
$999 - $1.2K
|
12
$1.19K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
26New |
$2.16K - $2.6K
|
26
$2.58K
|
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
11.2KNew |
$936K - $1.13M
|
11.2K
$1.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
26.6KNew |
$2.22M - $2.67M
|
26.6K
$2.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
4.88KNew |
$406K - $488K
|
4.88K
$483K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
22KNew |
$1.83M - $2.2M
|
22K
$2.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.73KNew |
$227K - $273K
|
2.73K
$270K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-691- 14.78% |
$57.5K - $69.2K
|
3.98K
$395K
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
4KNew |
$333K - $401K
|
4K
$396K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
315New |
$26.2K - $31.6K
|
315
$31.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
14.6KNew |
$1.22M - $1.46M
|
14.6K
$1.45M
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.26K- 84.95% |
$105K - $127K
|
224
$22.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.7KNew |
$225K - $270K
|
2.7K
$267K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
165+ 3.04% |
$13.7K - $16.5K
|
5.59K
$553K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
PUT |
10New |
$833 - $1K
|
10
$990
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
155New |
$12.9K - $15.5K
|
155
$15.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.76KNew |
$396K - $476K
|
4.76K
$471K
|
|
|
Jan 31, 2023
Q4 2022
|
Monaco Asset Management Sam
|
BUY
|
- |
44.7KNew |
$3.72M - $4.48M
|
44.7K
$4.43M
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-109- 0.43% |
$9.08K - $10.9K
|
25.5K
$2.53M
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-3.6K- 31.03% |
$300K - $361K
|
8K
$792K
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.58KNew |
$298K - $358K
|
3.58K
$354K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
117New |
$9.74K - $11.7K
|
117
$11.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
730+ 292.0% |
$60.8K - $73.1K
|
980
$97.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.9K- 76.78% |
$906K - $1.09M
|
3.29K
$326K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-43.8K- 62.58% |
$3.65M - $4.39M
|
26.2K
$2.59M
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-3- 0.31% |
$250 - $300
|
953
$94.4K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-23- 0.58% |
$1.91K - $2.3K
|
3.96K
$392K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
100New |
$8.33K - $10K
|
100
$9.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
2.22KNew |
$185K - $222K
|
2.22K
$219K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-52Closed |
$875 - $5.24K
|
0
$0
|
|
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-262KClosed |
$4.4M - $26.3M
|
0
$0
|
|
|
May 04, 2023
Q3 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
15KNew |
$252K - $1.51M
|
15K
$1.49M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16- 6.25% |
$269 - $1.61K
|
240
$23.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-266K- 89.09% |
$4.48M - $26.8M
|
32.6K
$3.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
PUT |
30KNew |
$505K - $3.02M
|
30K
$2.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
BUY
|
- |
95New |
$1.6K - $9.57K
|
95
$9.41K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
31+ 0.04% |
$521 - $3.12K
|
84.3K
$8.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-48.1K- 70.27% |
$809K - $4.85M
|
20.4K
$2.02M
|
|