Latest Institutional Transactions on Bank Of Montreal (BMO)

BMO Quotes by TradingView

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 06, 2021 Q3 2021
Mascoma Wealth Management LLC

BUY
 -
50
New
$4.8K - $5.19K
50 $5.01K
Q2 2021
Aug 16, 2021 Q2 2021
Polar Asset Management Partners Inc.

Toronto, A6
SELL
 PUT
-200K
- 50.0%
$17.9M - $21.3M
200K $20M
Aug 16, 2021 Q2 2021
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-733
Closed
$65.4K - $78K
0 $0
Aug 16, 2021 Q2 2021
Voya Financial Advisors, Inc.

Windsor, CT
SELL
 -
-3.67K
Closed
$328K - $391K
0 $0
Aug 16, 2021 Q2 2021
Bsw Wealth Partners

Boulder, CO
SELL
 -
-2.56K
Closed
$228K - $272K
0 $0
Aug 16, 2021 Q2 2021
Pathstone Family Office, LLC

Englewood, NJ
BUY
 PUT
2.24K
New
$199K - $238K
2.24K $224K
Aug 16, 2021 Q2 2021
Prelude Capital Management, LLC

New York, NY
SELL
 PUT
-50K
Closed
$4.46M - $5.32M
0 $0
Aug 16, 2021 Q2 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-300
Closed
$26.8K - $31.9K
0 $0
Aug 16, 2021 Q2 2021
Exodus Point Capital Management, LP

New York, NY
SELL
 -
-2.9K
Closed
$259K - $309K
0 $0
Aug 13, 2021 Q2 2021
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-158
Closed
$14.1K - $16.8K
0 $0
Aug 06, 2021 Q2 2021
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-120
Closed
$10.7K - $12.8K
0 $0
Aug 05, 2021 Q2 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-1.04K
Closed
$93K - $111K
0 $0
Jul 28, 2021 Q2 2021
Hc Financial Advisors Inc

BUY
 -
20
New
$1.79K - $2.13K
20 $2K
Jul 21, 2021 Q2 2021
Corbenic Partners LLC

BUY
 -
152
New
$13.6K - $16.2K
152 $15.2K
Jul 21, 2021 Q2 2021
Manchester Financial Inc

SELL
 -
-180
Closed
$16.1K - $19.2K
0 $0
Jul 06, 2021 Q2 2021
Enterprise Bank & Trust CO

BUY
 -
2.92K
New
$261K - $311K
2.92K $292K
Q1 2021
May 17, 2021 Q1 2021
Bain Capital Public Equity Management Ii, LLC

Boston, MA
SELL
 -
-734K
Closed
$54.5M - $66M
0 $0
May 17, 2021 Q1 2021
Nomura Holdings Inc

Tokyo, M0
SELL
 PUT
-200K
Closed
$14.9M - $18M
0 $0
May 17, 2021 Q1 2021
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-543
Closed
$40.4K - $48.8K
0 $0
May 14, 2021 Q1 2021
Eagle Asset Management Inc

St Petersburg, FL
SELL
 -
-91.9K
Closed
$6.83M - $8.27M
0 $0
May 14, 2021 Q1 2021
Mackenzie Financial Corp

Toronto Ontario, A6
BUY
 PUT
12K
New
$892K - $1.08M
12K $1.2M
May 14, 2021 Q1 2021
Athanor Capital, LP

New York, NY
SELL
 -
-3.99K
Closed
$296K - $358K
0 $0
May 13, 2021 Q1 2021
Sawtooth Solutions, LLC

SELL
 -
-2.82K
Closed
$209K - $253K
0 $0
May 13, 2021 Q1 2021
Ten Capital Wealth Advisors, LLC

Spokane, WA
SELL
 -
-77
Closed
$5.72K - $6.93K
0 $0
May 12, 2021 Q1 2021
True Private Wealth Advisors

SELL
 -
-233
Closed
$17.3K - $21K
0 $0
May 11, 2021 Q1 2021
Horizon Kinetics Asset Management LLC

SELL
 -
-6.06K
Closed
$450K - $545K
0 $0
May 10, 2021 Q1 2021
Xponance, Inc.

SELL
 -
-6.7K
Closed
$498K - $602K
0 $0
May 06, 2021 Q1 2021
Quantitative Systematic Strategies LLC

BUY
 -
10.4K
New
$772K - $934K
10.4K $1.04M
Apr 26, 2021 Q1 2021
Ferguson Wellman Capital Management, Inc

SELL
 -
-4.67K
Closed
$347K - $420K
0 $0
Apr 16, 2021 Q1 2021
Harbor Investment Advisory, LLC

SELL
 -
-17
Closed
$1.26K - $1.53K
0 $0
Apr 12, 2021 Q1 2021
Private Capital Group, LLC

SELL
 -
-9
Closed
$669 - $809
0 $0
Q4 2020
Feb 16, 2021 Q4 2020
Advisory Alpha, LLC

SELL
 -
-62
Closed
$3.6K - $4.77K
0 $0
Feb 16, 2021 Q4 2020
Paloma Partners Management CO

Greenwich, CT
BUY
 CALL
36.2K
New
$2.1M - $2.79M
36.2K $3.63M
Feb 16, 2021 Q4 2020
Zurich Insurance Group LTD

Zurich, V8
SELL
 -
-17K
Closed
$986K - $1.31M
0 $0
Feb 12, 2021 Q4 2020
Kovitz Investment Group Partners, LLC

SELL
 -
-4.54K
Closed
$263K - $349K
0 $0
Feb 12, 2021 Q4 2020
Banco De Sabadell, S.A

Miami, FL
SELL
 -
-17.6K
Closed
$1.02M - $1.35M
0 $0
Feb 12, 2021 Q4 2020
Mirova

Paris, I0
SELL
 -
-4.29K
Closed
$249K - $330K
0 $0
Feb 11, 2021 Q4 2020
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
SELL
 -
-100
- 50.0%
$5.8K - $7.69K
100 $10K
Feb 09, 2021 Q4 2020
Aft, Forsyth & Company, Inc.

BUY
 -
2.94K
New
$170K - $226K
2.94K $294K
Feb 08, 2021 Q4 2020
Flagship Harbor Advisors, LLC

SELL
 -
-62
Closed
$3.6K - $4.77K
0 $0
Feb 05, 2021 Q4 2020
Mc Ilrath & Eck, LLC

BUY
 -
160
New
$9.28K - $12.3K
160 $16K
Feb 05, 2021 Q4 2020
Rational Advisors LLC

Huntington, NY
SELL
 -
-26
Closed
$1.51K - $2K
0 $0
Feb 04, 2021 Q4 2020
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
1K
New
$58K - $76.9K
1K $100K
Jan 28, 2021 Q4 2020
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
65
New
$3.77K - $5K
65 $6.51K
Jan 21, 2021 Q4 2020
Cascade Investment Advisors, Inc.

Oregon City, OR
SELL
 -
-150
Closed
$8.7K - $11.5K
0 $0
Jan 21, 2021 Q4 2020
Clearview Wealth Advisors LLC

BUY
 -
17
New
$986 - $1.31K
17 $1.7K
Jan 20, 2021 Q4 2020
Tsfg, LLC

SELL
 -
-25
Closed
$1.45K - $1.92K
0 $0
Q3 2020
Nov 19, 2020 Q3 2020
Tru Independence LLC

SELL
 -
-100
Closed
$5.21K - $6.38K
0 $0
Nov 13, 2020 Q3 2020
Kore Private Wealth LLC

New York, NY
SELL
 -
-353
Closed
$18.4K - $22.5K
0 $0

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