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 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.75KClosed |
$165K - $207K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
692New |
$64.9K - $81.9K
|
692
$69.3K
|
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
SELL
|
- |
-1.7KClosed |
$160K - $201K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
12New |
$1.13K - $1.42K
|
12
$1.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-2.15KClosed |
$202K - $254K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-538Closed |
$50.5K - $63.6K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-25Closed |
$2.35K - $2.96K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
40New |
$3.75K - $4.73K
|
40
$4.01K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
200+ 266.67% |
$18.8K - $23.7K
|
275
$27.5K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
3+ 0.12% |
$282 - $355
|
2.46K
$246K
|
|
|
Jul 15, 2022
Q2 2022
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-1.84KClosed |
$172K - $217K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-870- 3.79% |
$81.6K - $103K
|
22.1K
$2.21M
|
|
|
Jul 12, 2022
Q2 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-2KClosed |
$188K - $237K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-65Closed |
$6.1K - $7.69K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-1.92K- 50.21% |
$180K - $227K
|
1.9K
$191K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.32K- 56.9% |
$124K - $156K
|
1K
$100K
|
|
| Q1 2022 | |||||||
|
Oct 13, 2023
Q1 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
181New |
$19.7K - $22.1K
|
181
$18.1K
|
|
|
May 16, 2022
Q1 2022
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-19.1KClosed |
$2.08M - $2.34M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21.6KNew |
$2.36M - $2.65M
|
21.6K
$2.17M
|
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-76.8KClosed |
$8.36M - $9.39M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-5.59KClosed |
$609K - $684K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-28.5KClosed |
$3.1M - $3.49M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-60KClosed |
$6.53M - $7.34M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-4.58KClosed |
$499K - $560K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.33KNew |
$145K - $163K
|
1.33K
$133K
|
|
|
May 13, 2022
Q1 2022
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-5.2KClosed |
$566K - $636K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
1KNew |
$109K - $122K
|
1K
$100K
|
|
|
May 12, 2022
Q1 2022
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-5.3KClosed |
$577K - $648K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-42.8KClosed |
$4.66M - $5.24M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-156KClosed |
$17M - $19.1M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-200Closed |
$21.8K - $24.5K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-3.14KClosed |
$342K - $384K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
69.7KNew |
$7.59M - $8.52M
|
69.7K
$6.98M
|
|
|
May 11, 2022
Q1 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
51New |
$5.55K - $6.24K
|
51
$5.11K
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-7.54KClosed |
$821K - $923K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-75Closed |
$8.17K - $9.18K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-172Closed |
$18.7K - $21K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.11KClosed |
$229K - $258K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
16+ 0.52% |
$1.74K - $1.96K
|
3.1K
$311K
|
|
|
May 06, 2022
Q1 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.24KClosed |
$244K - $274K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
110New |
$12K - $13.5K
|
110
$11K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-1.02K- 97.79% |
$111K - $124K
|
23
$2.3K
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-125Closed |
$13.6K - $15.3K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
92+ 4.26% |
$10K - $11.3K
|
2.25K
$226K
|
|
|
Apr 26, 2022
Q1 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
2.07KNew |
$225K - $253K
|
2.07K
$207K
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
150New |
$16.3K - $18.4K
|
150
$15K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
35New |
$3.81K - $4.28K
|
35
$3.51K
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-4Closed |
$436 - $489
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-21- 12.8% |
$2.29K - $2.57K
|
143
$14.3K
|
|
| Q4 2021 | |||||||
|
May 09, 2023
Q4 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-86Closed |
$8.66K - $9.66K
|
0
$0
|
|