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, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
352+ 10.72% |
$38.9K - $46K
|
3.64K
$451K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.6K- 4.33% |
$2.17M - $2.56M
|
433K
$53.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
109+ 3.61% |
$12K - $14.2K
|
3.13K
$388K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
803+ 44.46% |
$88.7K - $105K
|
2.61K
$323K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.55KNew |
$171K - $203K
|
1.55K
$192K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-9.55K- 10.52% |
$1.05M - $1.25M
|
81.2K
$10.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-33.6K- 2.75% |
$3.71M - $4.39M
|
1.19M
$147M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.78KNew |
$197K - $233K
|
1.78K
$221K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
94.4K+ 4.13% |
$10.4M - $12.3M
|
2.38M
$295M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
366+ 11.5% |
$40.4K - $47.8K
|
3.55K
$440K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-2- 66.67% |
$221 - $261
|
1
$124
|
|
|
Oct 31, 2025
Q3 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
3K+ 2.16% |
$331K - $392K
|
142K
$17.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.68KNew |
$185K - $219K
|
1.68K
$208K
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
37New |
$4.09K - $4.83K
|
37
$4.59K
|
|
|
Oct 31, 2025
Q3 2025
|
Quilter PLC
|
SELL
|
- |
-60- 1.59% |
$6.63K - $7.84K
|
3.71K
$460K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.07M+ 17.3% |
$118M - $140M
|
7.26M
$900M
|
|
|
Oct 31, 2025
Q3 2025
|
Newport Trust CO
Washington, DC |
SELL
|
- |
-24K- 1.78% |
$2.65M - $3.13M
|
1.32M
$164M
|
|
|
Oct 31, 2025
Q3 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
5.36K+ 5.83% |
$592K - $701K
|
97.4K
$12.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-14.3K- 6.18% |
$1.58M - $1.87M
|
217K
$26.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.34K+ 12.78% |
$258K - $305K
|
20.6K
$2.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-145- 0.81% |
$16K - $18.9K
|
17.7K
$2.19M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
1.68KNew |
$186K - $220K
|
1.68K
$208K
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-337- 2.65% |
$37.2K - $44K
|
12.4K
$1.53M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
14New |
$1.55K - $1.83K
|
14
$1.74K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-74- 0.42% |
$8.17K - $9.67K
|
17.4K
$2.16M
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-57.2K- 3.61% |
$6.31M - $7.47M
|
1.53M
$189M
|
|
|
Oct 29, 2025
Q3 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
54.6K+ 859.94% |
$6.03M - $7.13M
|
60.9K
$7.55M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.18K- 12.15% |
$130K - $154K
|
8.54K
$1.06M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.7KNew |
$187K - $222K
|
1.7K
$210K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-104- 14.15% |
$11.5K - $13.6K
|
631
$78.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1New |
$110 - $131
|
1
$124
|
|
|
Oct 29, 2025
Q3 2025
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-3.68K- 3.55% |
$406K - $480K
|
99.9K
$12.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-26- 3.43% |
$2.87K - $3.4K
|
732
$90.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-101K- 96.78% |
$11.1M - $13.2M
|
3.35K
$416K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
34+ 21.38% |
$3.75K - $4.44K
|
193
$23.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-11- 0.1% |
$1.21K - $1.44K
|
10.8K
$1.34M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-42- 8.4% |
$4.64K - $5.49K
|
458
$56.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5+ 0.13% |
$552 - $653
|
3.78K
$468K
|
|
|
Oct 28, 2025
Q3 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.87K- 40.15% |
$207K - $244K
|
2.79K
$346K
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
358+ 1.64% |
$39.5K - $46.8K
|
22.2K
$2.75M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
96+ 0.09% |
$10.6K - $12.5K
|
109K
$13.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-44.8K- 97.17% |
$4.95M - $5.85M
|
1.3K
$161K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
70+ 1.62% |
$7.73K - $9.15K
|
4.38K
$543K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.67KNew |
$626K - $741K
|
5.67K
$703K
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
7.08K+ 10.29% |
$782K - $925K
|
75.9K
$9.41M
|
|
|
Oct 28, 2025
Q3 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
228+ 1.02% |
$25.2K - $29.8K
|
22.7K
$2.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
6New |
$663 - $784
|
6
$744
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-703- 2.9% |
$77.6K - $91.9K
|
23.5K
$2.91M
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.78KNew |
$196K - $232K
|
1.78K
$220K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.25K+ 9.39% |
$249K - $294K
|
26.2K
$3.25M
|
|