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 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.92K+ 16.78% |
$389K - $446K
|
34.2K
$3.39M
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
12+ 0.48% |
$949 - $1.09K
|
2.53K
$250K
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.5KNew |
$198K - $227K
|
2.5K
$248K
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-81- 31.27% |
$6.41K - $7.35K
|
178
$17.6K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
462+ 53.97% |
$36.5K - $41.9K
|
1.32K
$131K
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
8+ 1.04% |
$633 - $726
|
774
$76.7K
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
2.37K+ 0.31% |
$187K - $215K
|
761K
$75.3M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-25- 2.31% |
$1.98K - $2.27K
|
1.06K
$104K
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1- 0.13% |
$79.1 - $90.8
|
772
$76.5K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-259- 14.16% |
$20.5K - $23.5K
|
1.57K
$155K
|
|
Q2 2024 | |||||||
Nov 12, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-2.62K- 22.55% |
$218K - $258K
|
9.01K
$892K
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
16New |
$1.33K - $1.57K
|
16
$1.58K
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
CALL |
3.9KNew |
$325K - $384K
|
3.9K
$386K
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-11.5K- 35.87% |
$955K - $1.13M
|
20.5K
$2.03M
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.03KNew |
$668K - $789K
|
8.03K
$795K
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
9.98KNew |
$832K - $982K
|
9.98K
$989K
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
7.01K+ 698.4% |
$584K - $689K
|
8.01K
$793K
|
|
Aug 14, 2024
Q2 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
58.2K+ 232.43% |
$4.85M - $5.72M
|
83.2K
$8.24M
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-5.79K- 7.52% |
$482K - $570K
|
71.2K
$7.05M
|
|
Aug 14, 2024
Q2 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-139K- 2.51% |
$11.6M - $13.7M
|
5.42M
$537M
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-25- 0.9% |
$2.08K - $2.46K
|
2.75K
$272K
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
40KNew |
$3.33M - $3.94M
|
40K
$3.96M
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
4.2KNew |
$350K - $413K
|
4.2K
$416K
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.4KNew |
$200K - $236K
|
2.4K
$238K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.13KNew |
$427K - $505K
|
5.13K
$508K
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-4.1K- 4.81% |
$342K - $403K
|
81.2K
$8.04M
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
129New |
$10.7K - $12.7K
|
129
$12.8K
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
PUT |
36New |
$3K - $3.54K
|
36
$3.57K
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.2KNew |
$100K - $118K
|
1.2K
$119K
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.94KNew |
$328K - $388K
|
3.94K
$390K
|
|
Aug 13, 2024
Q2 2024
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-2.4M- 76.24% |
$200M - $236M
|
748K
$74M
|
|
Aug 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-3.78K- 21.16% |
$315K - $372K
|
14.1K
$1.4M
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.75K- 88.91% |
$146K - $172K
|
218
$21.6K
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-100- 1.32% |
$8.33K - $9.84K
|
7.49K
$742K
|
|
Aug 13, 2024
Q2 2024
|
Anson Funds Management LP
Dallas, TX |
SELL
|
- |
-9.78K- 39.13% |
$815K - $962K
|
15.2K
$1.51M
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
4.7KNew |
$392K - $462K
|
4.7K
$466K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-23.7K- 3.8% |
$1.97M - $2.33M
|
599K
$59.3M
|
|
Aug 13, 2024
Q2 2024
|
Uss Investment Management LTD
|
BUY
|
- |
2.5K+ 2.35% |
$208K - $246K
|
109K
$10.8M
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-1.97K- 88.09% |
$164K - $194K
|
267
$26.4K
|
|
Aug 13, 2024
Q2 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-50- 50.0% |
$4.17K - $4.92K
|
50
$4.95K
|
|
Aug 12, 2024
Q2 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-140K- 51.85% |
$11.6M - $13.7M
|
130K
$12.8M
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-14- 0.38% |
$1.17K - $1.38K
|
3.71K
$367K
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-318- 9.22% |
$26.5K - $31.3K
|
3.13K
$310K
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
8+ 23.53% |
$666 - $787
|
42
$4.16K
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.99K+ 66.97% |
$165K - $195K
|
4.95K
$490K
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.3KNew |
$275K - $324K
|
3.3K
$326K
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
BUY
|
- |
3.7KNew |
$308K - $364K
|
3.7K
$367K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-10- 0.22% |
$833 - $984
|
4.57K
$453K
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
51+ 5.06% |
$4.25K - $5.02K
|
1.06K
$105K
|
|
Aug 09, 2024
Q2 2024
|
Quilter PLC
|
SELL
|
- |
-80- 2.08% |
$6.66K - $7.87K
|
3.77K
$373K
|