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 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
$10.9K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-1.02K- 97.79% |
$111K - $124K
|
23
$2.28K
|
|
|
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
$223K
|
|
|
Apr 26, 2022
Q1 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
2.07KNew |
$225K - $253K
|
2.07K
$205K
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
150New |
$16.3K - $18.4K
|
150
$14.9K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
35New |
$3.81K - $4.28K
|
35
$3.47K
|
|
|
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
$14.2K
|
|
| Q4 2021 | |||||||
|
May 09, 2023
Q4 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-86Closed |
$8.66K - $9.66K
|
0
$0
|
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
3.52KNew |
$355K - $396K
|
3.52K
$349K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$10.1K - $11.2K
|
100
$9.9K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
707New |
$71.2K - $79.4K
|
707
$70K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
48New |
$4.84K - $5.39K
|
48
$4.75K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1+ 2.17% |
$101 - $112
|
47
$4.65K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
32New |
$3.22K - $3.59K
|
32
$3.17K
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-600- 66.67% |
$60.5K - $67.4K
|
300
$29.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-500- 16.67% |
$50.4K - $56.2K
|
2.5K
$248K
|
|
|
Feb 14, 2022
Q4 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-1.93KClosed |
$194K - $217K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-179KClosed |
$18M - $20.1M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-18.6KClosed |
$1.87M - $2.09M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Drw Securities, LLC
Chicago, IL |
SELL
|
PUT |
-21.6KClosed |
$2.18M - $2.43M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
46.5KNew |
$4.68M - $5.22M
|
46.5K
$4.61M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.3KClosed |
$232K - $258K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 5.0% |
$101 - $112
|
21
$2.08K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
35New |
$3.53K - $3.93K
|
35
$3.47K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-63Closed |
$6.35K - $7.07K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Claret Asset Management Corp
|
SELL
|
- |
-76.6KClosed |
$7.72M - $8.6M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
109New |
$11K - $12.2K
|
109
$10.8K
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
SELL
|
- |
-3.36KClosed |
$339K - $378K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
SELL
|
- |
-150Closed |
$15.1K - $16.8K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
150New |
$15.1K - $16.8K
|
150
$14.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
960New |
$96.7K - $108K
|
960
$95.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-8.35KClosed |
$842K - $938K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
1K+ 37.04% |
$101K - $112K
|
3.7K
$366K
|
|
| Q3 2021 | |||||||
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-1.76K- 4.6% |
$169K - $183K
|
36.5K
$3.62M
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-5.9K- 64.13% |
$566K - $613K
|
3.3K
$327K
|
|
|
Nov 15, 2021
Q3 2021
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-13.8KClosed |
$1.32M - $1.43M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Caas Capital Management LP
New York, NY |
SELL
|
PUT |
-100KClosed |
$9.6M - $10.4M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
25.2KNew |
$2.42M - $2.62M
|
25.2K
$2.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-854Closed |
$81.9K - $88.7K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
54New |
$5.18K - $5.61K
|
54
$5.35K
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
500KNew |
$48M - $51.9M
|
500K
$49.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
CALL |
40KNew |
$3.84M - $4.15M
|
40K
$3.96M
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.45KClosed |
$139K - $150K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-3.54KClosed |
$339K - $367K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
540+ 900.0% |
$51.8K - $56.1K
|
600
$59.4K
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-13Closed |
$1.25K - $1.35K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-3.13KClosed |
$300K - $325K
|
0
$0
|
|