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 08, 2020
Q1 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-15Closed |
$581 - $1.2K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Papp L Roy & Associates
|
SELL
|
- |
-3.15KClosed |
$122K - $251K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Bison Wealth, LLC
|
SELL
|
- |
-3.21KClosed |
$124K - $256K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Bray Capital Advisors
|
SELL
|
- |
-350- 30.43% |
$13.5K - $27.9K
|
800
$80.1K
|
|
|
Apr 29, 2020
Q1 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-450Closed |
$17.4K - $35.9K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-54Closed |
$2.09K - $4.31K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-2.75KClosed |
$106K - $219K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-446Closed |
$17.3K - $35.6K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.84KClosed |
$110K - $226K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-86Closed |
$3.33K - $6.86K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
James Investment Research Inc
|
SELL
|
- |
-3.55KClosed |
$137K - $283K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-2.87KClosed |
$111K - $229K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Country Trust Bank
|
SELL
|
- |
-800Closed |
$31K - $63.8K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
553New |
$21.4K - $44.1K
|
553
$55.4K
|
|
|
Apr 14, 2020
Q1 2020
|
Steph & CO
|
SELL
|
- |
-4.01KClosed |
$155K - $320K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-476Closed |
$18.4K - $38K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Sep 04, 2020
Q4 2019
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-26.6KClosed |
$1.9M - $2.07M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-100Closed |
$7.14K - $7.76K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Hazelview Securities Inc.
Toronto, A6 |
SELL
|
- |
-56.5KClosed |
$4.03M - $4.38M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
850New |
$60.7K - $66K
|
850
$85.1K
|
|
|
Feb 13, 2020
Q4 2019
|
Weil Company, Inc.
|
SELL
|
- |
-100Closed |
$7.14K - $7.76K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-5.85KClosed |
$418K - $454K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
150New |
$10.7K - $11.6K
|
150
$15K
|
|
|
Feb 04, 2020
Q4 2019
|
Legacy Bridge, LLC
|
SELL
|
- |
-251Closed |
$17.9K - $19.5K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-39Closed |
$2.78K - $3.03K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Pictet North America Advisors Sa
|
SELL
|
- |
-68.9KClosed |
$4.92M - $5.35M
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
33New |
$2.36K - $2.56K
|
33
$3.31K
|
|
|
Jan 29, 2020
Q4 2019
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-45.7KClosed |
$3.26M - $3.55M
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-146Closed |
$10.4K - $11.3K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-363Closed |
$25.9K - $28.2K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 18, 2019
Q3 2019
|
Covington Capital Management
|
SELL
|
- |
-250Closed |
$16.7K - $19.3K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Ars Investment Partners, LLC
|
SELL
|
- |
-6.27KClosed |
$419K - $484K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-2.83MClosed |
$190M - $219M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-2.75KClosed |
$184K - $212K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-113Closed |
$7.56K - $8.72K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-152Closed |
$10.2K - $11.7K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Fortem Financial Group, LLC
|
SELL
|
- |
-2.94KClosed |
$197K - $227K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-13.9KClosed |
$927K - $1.07M
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Lipe & Dalton
|
SELL
|
- |
-500Closed |
$33.5K - $38.6K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Symmetry Partners, LLC
|
SELL
|
- |
-6.88KClosed |
$460K - $531K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-200Closed |
$13.4K - $15.4K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-256Closed |
$17.1K - $19.8K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-152KClosed |
$10.1M - $11.7M
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Continental Advisors LLC
Chicago, IL |
SELL
|
PUT |
-20KClosed |
$1.34M - $1.54M
|
0
$0
|
|
|
Oct 22, 2019
Q3 2019
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-2Closed |
$134 - $154
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-62Closed |
$4.15K - $4.79K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 15, 2019
Q2 2019
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.95KClosed |
$141K - $154K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-7.39KClosed |
$537K - $585K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-625KClosed |
$45.4M - $49.5M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-7.29KClosed |
$529K - $577K
|
0
$0
|
|