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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
1.54K+ 15.35% |
$25.9K - $155K
|
11.6K
$1.16M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.83KNew |
$30.8K - $185K
|
1.83K
$184K
|
|
|
Oct 25, 2022
Q3 2022
|
Artemis Investment Management LLP
|
SELL
|
- |
-21.6K- 44.66% |
$364K - $2.18M
|
26.8K
$2.68M
|
|
|
Oct 18, 2022
Q3 2022
|
Wendell David Associates Inc
|
SELL
|
- |
-200- 8.0% |
$3.36K - $20.1K
|
2.3K
$230K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
62New |
$1.04K - $6.24K
|
62
$6.21K
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.14K- 31.37% |
$19.2K - $115K
|
2.49K
$250K
|
|
| Q2 2022 | |||||||
|
Aug 24, 2022
Q2 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-7.52KClosed |
$706K - $890K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
403New |
$37.8K - $47.7K
|
403
$40.4K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.33K- 38.39% |
$124K - $157K
|
2.13K
$213K
|
|
|
Aug 15, 2022
Q2 2022
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-4.71KClosed |
$442K - $557K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.84K+ 7.78% |
$172K - $217K
|
25.4K
$2.55M
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-1.74KClosed |
$163K - $206K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-11.3KClosed |
$1.06M - $1.33M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
250+ 11.24% |
$23.5K - $29.6K
|
2.48K
$248K
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
5.62KNew |
$527K - $665K
|
5.62K
$563K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.79KClosed |
$168K - $212K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-643Closed |
$60.3K - $76.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cvi Holdings, LLC
Wilmington, DE |
SELL
|
- |
-104KClosed |
$9.73M - $12.3M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
6.89KNew |
$647K - $815K
|
6.89K
$690K
|
|
|
Aug 15, 2022
Q2 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
PUT |
-96.5KClosed |
$9.06M - $11.4M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.79KClosed |
$168K - $211K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.68K- 38.28% |
$158K - $199K
|
2.71K
$272K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.72KClosed |
$161K - $203K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.97KClosed |
$185K - $234K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-292- 6.63% |
$27.4K - $34.5K
|
4.11K
$412K
|
|
|
Aug 12, 2022
Q2 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-44.3KClosed |
$4.16M - $5.24M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
251+ 1.69% |
$23.6K - $29.7K
|
15.1K
$1.51M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-18- 0.86% |
$1.69K - $2.13K
|
2.08K
$208K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-202- 2.05% |
$19K - $23.9K
|
9.67K
$969K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-584- 18.52% |
$54.8K - $69.1K
|
2.57K
$257K
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
200New |
$18.8K - $23.7K
|
200
$20K
|
|
|
Aug 10, 2022
Q2 2022
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-16.5KClosed |
$1.55M - $1.95M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
605New |
$56.8K - $71.6K
|
605
$60.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-106Closed |
$9.95K - $12.5K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-5.14KClosed |
$482K - $608K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-500Closed |
$46.9K - $59.1K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-7.54KClosed |
$707K - $892K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.18KClosed |
$299K - $376K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-2.01KClosed |
$188K - $237K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
SELL
|
- |
-1.7KClosed |
$160K - $201K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Buckhead Capital Management LLC
|
SELL
|
- |
-1.91KClosed |
$179K - $226K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-122Closed |
$11.4K - $14.4K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-2.3KClosed |
$216K - $272K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-260Closed |
$24.4K - $30.8K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2KClosed |
$188K - $236K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
33New |
$3.1K - $3.9K
|
33
$3.31K
|
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-1.85KClosed |
$174K - $219K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1New |
$93.9 - $118
|
1
$100
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-400Closed |
$37.5K - $47.3K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-273Closed |
$25.6K - $32.3K
|
0
$0
|
|