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
$73.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
416K+ 2.6% |
$37.4M - $43M
|
16.4M
$1.63B
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
248K+ 7.18% |
$22.3M - $25.7M
|
3.7M
$367M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
PUT |
190K+ 22.3% |
$17.1M - $19.6M
|
1.04M
$103M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
73.2K+ 397.09% |
$6.57M - $7.57M
|
91.7K
$9.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
42.3KNew |
$3.8M - $4.38M
|
42.3K
$4.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
BUY
|
- |
39.8K+ 5.53% |
$3.58M - $4.12M
|
761K
$75.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
33.2KNew |
$2.98M - $3.43M
|
33.2K
$3.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
29KNew |
$2.6M - $3M
|
29K
$2.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
18.5KNew |
$1.66M - $1.91M
|
18.5K
$1.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
17.3KNew |
$1.55M - $1.79M
|
17.3K
$1.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.6K+ 140.58% |
$1.31M - $1.51M
|
25K
$2.47M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
14.5KNew |
$1.3M - $1.5M
|
14.5K
$1.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
11.1KNew |
$994K - $1.15M
|
11.1K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10.9KNew |
$976K - $1.12M
|
10.9K
$1.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
6.08KNew |
$545K - $628K
|
6.08K
$602K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
4.96K+ 2.61% |
$445K - $513K
|
195K
$19.3M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.48KNew |
$402K - $463K
|
4.48K
$444K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.48KNew |
$402K - $463K
|
4.48K
$443K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.17K+ 29.64% |
$374K - $431K
|
18.2K
$1.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.57KNew |
$320K - $369K
|
3.57K
$354K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.55KNew |
$319K - $367K
|
3.55K
$352K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
3.46KNew |
$311K - $358K
|
3.46K
$343K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
3.37KNew |
$302K - $348K
|
3.37K
$333K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
3.35KNew |
$301K - $346K
|
3.35K
$332K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
3.3KNew |
$296K - $341K
|
3.3K
$326K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
3.02KNew |
$271K - $312K
|
3.02K
$299K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.94KNew |
$264K - $304K
|
2.94K
$291K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.82KNew |
$253K - $292K
|
2.82K
$280K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.8K+ 71.67% |
$251K - $290K
|
6.71K
$664K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.8K+ 23.96% |
$251K - $289K
|
14.5K
$1.43M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
2.72KNew |
$244K - $281K
|
2.72K
$269K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.27KNew |
$204K - $235K
|
2.27K
$225K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.13KNew |
$191K - $220K
|
2.13K
$211K
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
2.12KNew |
$190K - $219K
|
2.12K
$209K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.97KNew |
$177K - $204K
|
1.97K
$195K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.86K+ 93.55% |
$167K - $192K
|
3.84K
$380K
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
1.54K+ 20.82% |
$138K - $160K
|
8.96K
$887K
|
|
|
Jan 08, 2025
Q4 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
1.38K+ 0.61% |
$124K - $143K
|
226K
$22.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.32K+ 473.74% |
$118K - $136K
|
1.6K
$158K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.09KNew |
$97.5K - $112K
|
1.09K
$108K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
884+ 28.19% |
$79.3K - $91.4K
|
4.02K
$398K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
788New |
$70.7K - $81.5K
|
788
$78K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
661+ 172.14% |
$59.3K - $68.3K
|
1.05K
$103K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
624+ 180.87% |
$56K - $64.5K
|
969
$96K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
551+ 110.2% |
$49.5K - $57K
|
1.05K
$104K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
538+ 13.69% |
$48.3K - $55.6K
|
4.47K
$442K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
400+ 0.78% |
$35.9K - $41.4K
|
51.9K
$5.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
387+ 9.32% |
$34.7K - $40K
|
4.54K
$449K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
369+ 27.58% |
$33.1K - $38.2K
|
1.71K
$169K
|