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 21, 2021
Q2 2021
|
Corbenic Partners LLC
|
BUY
|
- |
152New |
$13.6K - $16.2K
|
152
$18.8K
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-180Closed |
$16.1K - $19.2K
|
0
$0
|
|
|
Jul 06, 2021
Q2 2021
|
Enterprise Bank & Trust CO
|
BUY
|
- |
2.92KNew |
$261K - $311K
|
2.92K
$362K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
SELL
|
- |
-734KClosed |
$54.5M - $66M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
PUT |
-200KClosed |
$14.9M - $18M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-543Closed |
$40.4K - $48.8K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-91.9KClosed |
$6.83M - $8.27M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
PUT |
12KNew |
$892K - $1.08M
|
12K
$1.49M
|
|
|
May 14, 2021
Q1 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-3.99KClosed |
$296K - $358K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.82KClosed |
$209K - $253K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-77Closed |
$5.72K - $6.93K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-233Closed |
$17.3K - $21K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-6.06KClosed |
$450K - $545K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Xponance, Inc.
|
SELL
|
- |
-6.7KClosed |
$498K - $602K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
BUY
|
- |
10.4KNew |
$772K - $934K
|
10.4K
$1.29M
|
|
|
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-4.67KClosed |
$347K - $420K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-17Closed |
$1.26K - $1.53K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-9Closed |
$669 - $809
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-62Closed |
$3.6K - $4.77K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
CALL |
36.2KNew |
$2.1M - $2.79M
|
36.2K
$4.49M
|
|
|
Feb 16, 2021
Q4 2020
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-17KClosed |
$986K - $1.31M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-17.6KClosed |
$1.02M - $1.35M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Mirova
Paris, I0 |
SELL
|
- |
-4.29KClosed |
$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
$12.4K
|
|
|
Feb 09, 2021
Q4 2020
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2.94KNew |
$170K - $226K
|
2.94K
$364K
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-62Closed |
$3.6K - $4.77K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-26Closed |
$1.51K - $2K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1KNew |
$58K - $76.9K
|
1K
$124K
|
|
|
Jan 28, 2021
Q4 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
65New |
$3.77K - $5K
|
65
$8.06K
|
|
|
Jan 21, 2021
Q4 2020
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-150Closed |
$8.7K - $11.5K
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
17New |
$986 - $1.31K
|
17
$2.11K
|
|
|
Jan 20, 2021
Q4 2020
|
Tsfg, LLC
|
SELL
|
- |
-25Closed |
$1.45K - $1.92K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 19, 2020
Q3 2020
|
Tru Independence LLC
|
SELL
|
- |
-100Closed |
$5.21K - $6.38K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-353Closed |
$18.4K - $22.5K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-213Closed |
$11.1K - $13.6K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-25Closed |
$1.3K - $1.59K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Column Capital Advisors, LLC
|
SELL
|
- |
-17Closed |
$886 - $1.08K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Scotia Capital Inc.
|
BUY
|
CALL |
200KNew |
$10.4M - $12.8M
|
200K
$24.8M
|
|
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-465Closed |
$24.2K - $29.6K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-250Closed |
$13K - $15.9K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-439Closed |
$22.9K - $28K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Slow Capital, Inc.
|
SELL
|
- |
-4.01KClosed |
$209K - $256K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-78Closed |
$4.07K - $4.97K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-53Closed |
$2.76K - $3.38K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-50Closed |
$2.61K - $3.19K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Puzo Michael J
|
BUY
|
- |
3.5KNew |
$182K - $223K
|
3.5K
$434K
|
|
|
Oct 26, 2020
Q3 2020
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-17- 11.97% |
$886 - $1.08K
|
125
$15.5K
|
|
|
Oct 19, 2020
Q3 2020
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-240Closed |
$12.5K - $15.3K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9+ 1.43% |
$399 - $525
|
637
$79K
|
|
|
Aug 01, 2022
Q2 2020
|
Cowen Prime Advisors LLC
|
BUY
|
- |
753New |
$33.4K - $43.9K
|
753
$93.3K
|
|