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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-196- 6.4% |
$21.6K - $25.6K
|
2.87K
$356K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
900+ 19.75% |
$99.4K - $118K
|
5.46K
$677K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.46K+ 38.24% |
$492K - $582K
|
16.1K
$2M
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-689- 93.74% |
$76.1K - $90K
|
46
$5.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.7KNew |
$188K - $222K
|
1.7K
$211K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
302+ 68.48% |
$33.4K - $39.5K
|
743
$92.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3- 0.07% |
$331 - $392
|
4.16K
$515K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
129+ 1.53% |
$14.2K - $16.9K
|
8.58K
$1.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-32- 1.03% |
$3.53K - $4.18K
|
3.06K
$380K
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
SELL
|
- |
-4- 0.14% |
$442 - $523
|
2.94K
$364K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-934- 2.21% |
$103K - $122K
|
41.4K
$5.13M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
282+ 4.53% |
$31.1K - $36.8K
|
6.51K
$806K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 2.13% |
$110 - $131
|
48
$5.95K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-48- 0.3% |
$5.3K - $6.27K
|
15.8K
$1.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
342+ 12.29% |
$37.8K - $44.7K
|
3.13K
$387K
|
|
|
Oct 22, 2025
Q3 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-144- 1.1% |
$15.9K - $18.8K
|
12.9K
$1.61M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-12- 50.0% |
$1.33K - $1.57K
|
12
$1.49K
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-141- 3.1% |
$15.6K - $18.4K
|
4.41K
$547K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.87K+ 15.13% |
$207K - $244K
|
14.2K
$1.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-20.9K- 21.69% |
$2.31M - $2.73M
|
75.4K
$9.34M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
215New |
$23.7K - $28.1K
|
215
$26.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.55KNew |
$171K - $202K
|
1.55K
$192K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
1.62KNew |
$179K - $212K
|
1.62K
$201K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
17+ 0.39% |
$1.88K - $2.22K
|
4.35K
$539K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
355+ 3.46% |
$39.2K - $46.4K
|
10.6K
$1.32M
|
|
|
Oct 21, 2025
Q3 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-566K- 8.85% |
$62.5M - $74M
|
5.83M
$723M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-39- 2.53% |
$4.31K - $5.1K
|
1.5K
$186K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
77New |
$8.5K - $10.1K
|
77
$9.54K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-379- 13.75% |
$41.9K - $49.5K
|
2.38K
$295K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1- 11.11% |
$110 - $131
|
8
$992
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.06KNew |
$117K - $138K
|
1.06K
$131K
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-675- 1.32% |
$74.5K - $88.2K
|
50.3K
$6.24M
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-740- 37.58% |
$81.7K - $96.7K
|
1.23K
$152K
|
|
|
Oct 17, 2025
Q3 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-1.64K- 22.81% |
$181K - $214K
|
5.54K
$687K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.44K+ 130.17% |
$269K - $319K
|
4.31K
$534K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
640+ 22.7% |
$70.7K - $83.6K
|
3.46K
$429K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
322+ 73.18% |
$35.6K - $42.1K
|
762
$94.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
1.35K+ 3.05% |
$149K - $176K
|
45.6K
$5.65M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7+ 5.56% |
$773 - $915
|
133
$16.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.37K+ 6.02% |
$151K - $179K
|
24.1K
$2.98M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
42+ 2.09% |
$4.64K - $5.49K
|
2.05K
$254K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
1+ 0.05% |
$110 - $131
|
1.99K
$247K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
19New |
$2.1K - $2.48K
|
19
$2.36K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-20- 1.8% |
$2.21K - $2.61K
|
1.09K
$136K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4- 0.08% |
$442 - $523
|
4.97K
$616K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.65KNew |
$182K - $216K
|
1.65K
$205K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
777+ 23.45% |
$85.8K - $102K
|
4.09K
$507K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
245+ 7.41% |
$27.1K - $32K
|
3.55K
$440K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-181- 1.9% |
$20K - $23.6K
|
9.35K
$1.16M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
448+ 2.35% |
$49.5K - $58.5K
|
19.5K
$2.42M
|
|