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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2020
Q4 2019
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
33New |
$2.36K - $2.56K
|
33
$4.09K
|
|
|
Jan 29, 2020
Q4 2019
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-45.7KClosed |
$3.26M - $3.55M
|
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 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
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-7.29KClosed |
$529K - $577K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-169Closed |
$12.3K - $13.4K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.7KClosed |
$196K - $214K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-19- 19.0% |
$1.38K - $1.5K
|
81
$10K
|
|
|
Aug 13, 2019
Q2 2019
|
Shaolin Capital Management LLC
Miami, FL |
SELL
|
- |
-5KClosed |
$363K - $396K
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-150Closed |
$10.9K - $11.9K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-7.2KClosed |
$523K - $570K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-61Closed |
$4.43K - $4.83K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
130KNew |
$9.44M - $10.3M
|
130K
$16.1M
|
|
|
Aug 07, 2019
Q2 2019
|
Motco
|
SELL
|
- |
-789- 95.17% |
$57.3K - $62.4K
|
40
$4.96K
|
|
|
Aug 06, 2019
Q2 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-37Closed |
$2.69K - $2.93K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Private Wealth Partners, LLC
|
SELL
|
- |
-7.24KClosed |
$525K - $573K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-209Closed |
$15.2K - $16.5K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-130Closed |
$9.44K - $10.3K
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-170Closed |
$12.3K - $13.5K
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-3.31KClosed |
$241K - $262K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-348Closed |
$25.3K - $27.5K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-136Closed |
$9.87K - $10.8K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Focused Wealth Management, Inc
|
BUY
|
- |
150New |
$10.9K - $11.9K
|
150
$18.6K
|
|
|
Jul 17, 2019
Q2 2019
|
Sabal Trust CO
|
SELL
|
- |
-2.96KClosed |
$215K - $234K
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-159Closed |
$11.5K - $12.6K
|
0
$0
|
|
|
Jul 12, 2019
Q2 2019
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-273KClosed |
$19.8M - $21.6M
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-45Closed |
$3.27K - $3.56K
|
0
$0
|
|
|
Jul 08, 2019
Q2 2019
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-63.1KClosed |
$4.58M - $4.99M
|
0
$0
|
|
| Q1 2019 | |||||||
|
Aug 16, 2019
Q1 2019
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-82Closed |
$5.4K - $6.42K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-621Closed |
$40.9K - $48.6K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
17K+ 171.77% |
$1.12M - $1.33M
|
26.9K
$3.34M
|
|
|
May 14, 2019
Q1 2019
|
Spectrum Financial Alliance LTD LLC
|
SELL
|
- |
-340Closed |
$22.4K - $26.6K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-6.96KClosed |
$458K - $545K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-18Closed |
$1.18K - $1.41K
|
0
$0
|
|