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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
641+ 10.25% |
$50.7K - $58.2K
|
6.9K
$683K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-71- 44.94% |
$5.62K - $6.44K
|
87
$8.62K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-1.2K- 3.32% |
$94.9K - $109K
|
34.9K
$3.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
PUT |
-1.2K- 3.9% |
$94.9K - $109K
|
29.6K
$2.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
SELL
|
- |
-1.58M- 8.47% |
$125M - $144M
|
17.1M
$1.7B
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.15K- 33.7% |
$91K - $104K
|
2.26K
$224K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
61+ 2.41% |
$4.83K - $5.54K
|
2.59K
$257K
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
2.23KNew |
$176K - $202K
|
2.23K
$220K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-3.34K- 19.79% |
$264K - $303K
|
13.5K
$1.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
268+ 1.3% |
$21.2K - $24.3K
|
20.9K
$2.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-25K- 90.21% |
$1.98M - $2.27M
|
2.71K
$269K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-305- 9.5% |
$24.1K - $27.7K
|
2.9K
$288K
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.73K- 56.24% |
$216K - $247K
|
2.12K
$210K
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-11.4K- 6.85% |
$902K - $1.03M
|
155K
$15.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-207- 1.53% |
$16.4K - $18.8K
|
13.3K
$1.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
86+ 2.31% |
$6.8K - $7.81K
|
3.81K
$378K
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
554+ 1.77% |
$43.8K - $50.3K
|
31.8K
$3.15M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-126- 5.01% |
$9.97K - $11.4K
|
2.39K
$237K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-50- 43.48% |
$3.95K - $4.54K
|
65
$6.44K
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
248K+ 72.95% |
$19.6M - $22.5M
|
588K
$58.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
25New |
$1.98K - $2.27K
|
25
$2.48K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
2.22KNew |
$176K - $202K
|
2.22K
$220K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-83- 2.35% |
$6.57K - $7.53K
|
3.44K
$341K
|
|
|
Oct 28, 2024
Q3 2024
|
Davis Rea Ltd.
|
SELL
|
- |
-2.24K- 43.31% |
$177K - $203K
|
2.93K
$290K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
229+ 1.99% |
$18.1K - $20.8K
|
11.8K
$1.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4K- 17.33% |
$316K - $363K
|
19.1K
$1.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
342+ 44.94% |
$27.1K - $31K
|
1.1K
$109K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.41K+ 58.32% |
$586K - $673K
|
20.1K
$1.99M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-935- 78.31% |
$74K - $84.9K
|
259
$25.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-347- 4.34% |
$27.4K - $31.5K
|
7.65K
$757K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-13.1K- 38.99% |
$1.04M - $1.19M
|
20.5K
$2.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-7.52K- 4.94% |
$595K - $682K
|
145K
$14.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
59+ 1.94% |
$4.67K - $5.36K
|
3.09K
$306K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
100New |
$7.91K - $9.08K
|
100
$9.9K
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-79.3K- 66.43% |
$6.27M - $7.2M
|
40.1K
$3.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
172+ 2.79% |
$13.6K - $15.6K
|
6.34K
$628K
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
473+ 37.36% |
$37.4K - $42.9K
|
1.74K
$172K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
25.6K+ 640.0% |
$2.02M - $2.32M
|
29.6K
$2.93M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
662+ 3.24% |
$52.4K - $60.1K
|
21.1K
$2.09M
|
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
6.34K+ 3.6% |
$502K - $576K
|
183K
$18.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-50- 8.33% |
$3.95K - $4.54K
|
550
$54.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
313+ 3.65% |
$24.8K - $28.4K
|
8.89K
$881K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-316- 8.83% |
$25K - $28.7K
|
3.26K
$323K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
7+ 1.47% |
$554 - $635
|
482
$47.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.09K- 3.69% |
$166K - $190K
|
54.7K
$5.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.1K- 16.92% |
$954K - $1.09M
|
59.2K
$5.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-337- 2.14% |
$26.7K - $30.6K
|
15.4K
$1.52M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
315New |
$24.9K - $28.6K
|
315
$31.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1.06K- 28.44% |
$84.1K - $96.5K
|
2.68K
$265K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
2.27K+ 21.44% |
$180K - $206K
|
12.9K
$1.28M
|