Latest Institutional Purchases of Bank Of Montreal (BMO)
This list provides information on the latest institutional transactions involving Bank Of Montreal (BMO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
740KNew |
$66.4M - $76.5M
|
740K
$74.1M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
416K+ 2.6% |
$37.4M - $43M
|
16.4M
$1.64B
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
42.3KNew |
$3.8M - $4.38M
|
42.3K
$4.24M
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
BUY
|
- |
39.8K+ 5.53% |
$3.58M - $4.12M
|
761K
$76.1M
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
33.2KNew |
$2.98M - $3.43M
|
33.2K
$3.32M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.6K+ 140.58% |
$1.31M - $1.51M
|
25K
$2.5M
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
14.5KNew |
$1.3M - $1.5M
|
14.5K
$1.45M
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
11.1KNew |
$994K - $1.15M
|
11.1K
$1.11M
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10.9KNew |
$976K - $1.12M
|
10.9K
$1.09M
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.48KNew |
$402K - $463K
|
4.48K
$448K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.48KNew |
$402K - $463K
|
4.48K
$448K
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
3.35KNew |
$301K - $346K
|
3.35K
$335K
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
3.02KNew |
$271K - $312K
|
3.02K
$302K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.94KNew |
$264K - $304K
|
2.94K
$294K
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.82KNew |
$253K - $292K
|
2.82K
$283K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.8K+ 71.67% |
$251K - $290K
|
6.71K
$672K
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.8K+ 23.96% |
$251K - $289K
|
14.5K
$1.45M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.27KNew |
$204K - $235K
|
2.27K
$227K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.97KNew |
$177K - $204K
|
1.97K
$197K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.86K+ 93.55% |
$167K - $192K
|
3.84K
$384K
|
|
Jan 08, 2025
Q4 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
1.38K+ 0.61% |
$124K - $143K
|
226K
$22.6M
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.32K+ 473.74% |
$118K - $136K
|
1.6K
$160K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.09KNew |
$97.5K - $112K
|
1.09K
$109K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
884+ 28.19% |
$79.3K - $91.4K
|
4.02K
$402K
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
788New |
$70.7K - $81.5K
|
788
$78.9K
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
400+ 0.78% |
$35.9K - $41.4K
|
51.9K
$5.2M
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
369+ 55.24% |
$33.1K - $38.2K
|
1.04K
$104K
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
319+ 10.91% |
$28.6K - $33K
|
3.24K
$325K
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
317+ 3.03% |
$28.5K - $32.8K
|
10.8K
$1.08M
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
219+ 47.51% |
$19.7K - $22.6K
|
680
$68.1K
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
175+ 4.24% |
$15.7K - $18.1K
|
4.3K
$430K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
59New |
$5.3K - $6.1K
|
59
$5.91K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
53New |
$4.76K - $5.48K
|
53
$5.31K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
38+ 1.45% |
$3.41K - $3.93K
|
2.65K
$265K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
32+ 0.06% |
$2.87K - $3.31K
|
50.6K
$5.06M
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
28+ 1.16% |
$2.51K - $2.89K
|
2.44K
$245K
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
27+ 3.17% |
$2.42K - $2.79K
|
879
$88K
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
16+ 0.26% |
$1.44K - $1.65K
|
6.27K
$627K
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
6+ 0.2% |
$539 - $620
|
3.03K
$303K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3+ 6.98% |
$269 - $310
|
46
$4.61K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
3.8M+ 193.73% |
$300M - $344M
|
5.75M
$576M
|
|
Nov 13, 2024
Q3 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
3.07M+ 261.61% |
$243M - $279M
|
4.25M
$425M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
1.91M+ 15.76% |
$151M - $173M
|
14M
$1.4B
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.53M+ 14.93% |
$121M - $139M
|
11.8M
$1.18B
|
|
Nov 14, 2024
Q3 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
1.44M+ 3520.58% |
$114M - $130M
|
1.48M
$148M
|
|
Nov 13, 2024
Q3 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
1.05M+ 19.96% |
$82.7M - $94.9M
|
6.29M
$629M
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
789KNew |
$62.4M - $71.6M
|
789K
$79M
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
594K+ 2.03% |
$47M - $53.9M
|
29.9M
$3B
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
475K+ 46.56% |
$37.6M - $43.1M
|
1.5M
$150M
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
407K+ 2352.03% |
$32.2M - $36.9M
|
424K
$42.5M
|