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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
22.6KNew |
$1.87M - $2.08M
|
22.6K
$2.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
15.7KNew |
$1.3M - $1.45M
|
15.7K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
10KNew |
$829K - $922K
|
10K
$922K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.84KNew |
$567K - $631K
|
6.84K
$631K
|
|
|
Jul 31, 2023
Q2 2023
|
Strs Ohio
|
BUY
|
- |
6.62KNew |
$549K - $611K
|
6.62K
$611K
|
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.05KNew |
$336K - $374K
|
4.05K
$374K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.3KNew |
$191K - $212K
|
2.3K
$212K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.3KNew |
$190K - $212K
|
2.3K
$212K
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.16K+ 35.26% |
$96.1K - $107K
|
4.45K
$410K
|
|
|
Jul 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
756+ 9.45% |
$62.7K - $69.7K
|
8.75K
$807K
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
500New |
$41.4K - $46.1K
|
500
$46.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
369+ 1.25% |
$30.6K - $34K
|
29.8K
$2.75M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
286New |
$23.7K - $26.4K
|
286
$26.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
251New |
$20.8K - $23.1K
|
251
$23.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
250New |
$20.7K - $23.1K
|
250
$23.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
250+ 4.07% |
$20.7K - $23.1K
|
6.4K
$590K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
153New |
$12.7K - $14.1K
|
153
$14.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
33New |
$2.74K - $3.04K
|
33
$3.04K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
11New |
$912 - $1.01K
|
11
$1.01K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
874KNew |
$73.8M - $89.2M
|
874K
$80.6M
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
30.3KNew |
$2.55M - $3.09M
|
30.3K
$2.79M
|
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
18.1KNew |
$1.52M - $1.84M
|
18.1K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
13.6KNew |
$1.14M - $1.38M
|
13.6K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
6.51KNew |
$550K - $664K
|
6.51K
$600K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.32KNew |
$365K - $441K
|
4.32K
$399K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.25K+ 39.18% |
$190K - $230K
|
8K
$738K
|
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
BUY
|
- |
1.25KNew |
$105K - $127K
|
1.25K
$115K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.14KNew |
$96.5K - $117K
|
1.14K
$105K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
999+ 99900.0% |
$84.3K - $102K
|
1K
$92.2K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
230+ 0.29% |
$19.4K - $23.5K
|
78.7K
$7.26M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
145New |
$12.2K - $14.8K
|
145
$13.4K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
100New |
$8.44K - $10.2K
|
100
$9.22K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
73New |
$6.16K - $7.44K
|
73
$6.73K
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
58+ 2.1% |
$4.89K - $5.91K
|
2.81K
$259K
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
37+ 1.38% |
$3.12K - $3.77K
|
2.71K
$250K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
PUT |
671KNew |
$55.9M - $67.2M
|
671K
$61.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
91.3K+ 446.66% |
$7.6M - $9.15M
|
112K
$10.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Monaco Asset Management Sam
|
BUY
|
- |
44.7KNew |
$3.72M - $4.48M
|
44.7K
$4.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
26.6KNew |
$2.22M - $2.67M
|
26.6K
$2.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
22KNew |
$1.83M - $2.2M
|
22K
$2.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
14.6KNew |
$1.22M - $1.46M
|
14.6K
$1.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
11.2KNew |
$936K - $1.13M
|
11.2K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5.94KNew |
$495K - $595K
|
5.94K
$548K
|
|
|
Feb 14, 2023
Q4 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
5.5KNew |
$458K - $551K
|
5.5K
$507K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
4.88KNew |
$406K - $488K
|
4.88K
$450K
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
4KNew |
$333K - $401K
|
4K
$369K
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.58KNew |
$298K - $358K
|
3.58K
$330K
|
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
2.8KNew |
$233K - $280K
|
2.8K
$258K
|
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.73KNew |
$227K - $273K
|
2.73K
$252K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.7KNew |
$225K - $270K
|
2.7K
$249K
|
|