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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
71New |
$5.27K - $7.07K
|
71
$8.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
32+ 0.85% |
$2.38K - $3.19K
|
3.78K
$469K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
5New |
$371 - $498
|
5
$620
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
70KNew |
$5.75M - $6.57M
|
70K
$8.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
52KNew |
$4.27M - $4.88M
|
52K
$6.45M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
15.4K+ 7.15% |
$1.26M - $1.44M
|
230K
$28.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
10.5KNew |
$863K - $986K
|
10.5K
$1.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
5.29KNew |
$435K - $496K
|
5.29K
$656K
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4.34KNew |
$357K - $408K
|
4.34K
$538K
|
|
|
Nov 14, 2023
Q3 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
3.4KNew |
$279K - $319K
|
3.4K
$421K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.28KNew |
$105K - $120K
|
1.28K
$158K
|
|
|
Nov 14, 2023
Q3 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
652+ 1.33% |
$53.6K - $61.2K
|
49.6K
$6.15M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
500New |
$41.1K - $46.9K
|
500
$62K
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
340New |
$27.9K - $31.9K
|
340
$42.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
143+ 5.56% |
$11.8K - $13.4K
|
2.71K
$336K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
128+ 1.33% |
$10.5K - $12K
|
9.75K
$1.21M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
100New |
$8.22K - $9.39K
|
100
$12.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
54+ 0.46% |
$4.44K - $5.07K
|
11.7K
$1.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
41+ 1.44% |
$3.37K - $3.85K
|
2.88K
$357K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6New |
$493 - $563
|
6
$744
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.27% |
$82.2 - $93.9
|
367
$45.5K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
530KNew |
$43.9M - $48.9M
|
530K
$65.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
151KNew |
$12.5M - $13.9M
|
151K
$18.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
24K+ 8.87% |
$1.99M - $2.21M
|
294K
$36.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
22.6KNew |
$1.87M - $2.08M
|
22.6K
$2.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
15.7KNew |
$1.3M - $1.45M
|
15.7K
$1.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
10KNew |
$829K - $922K
|
10K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.84KNew |
$567K - $631K
|
6.84K
$848K
|
|
|
Jul 31, 2023
Q2 2023
|
Strs Ohio
|
BUY
|
- |
6.62KNew |
$549K - $611K
|
6.62K
$821K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.3KNew |
$191K - $212K
|
2.3K
$285K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.3KNew |
$190K - $212K
|
2.3K
$284K
|
|
|
Jul 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
756+ 9.45% |
$62.7K - $69.7K
|
8.75K
$1.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
500New |
$41.4K - $46.1K
|
500
$62K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
369+ 1.25% |
$30.6K - $34K
|
29.8K
$3.69M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
286New |
$23.7K - $26.4K
|
286
$35.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
251New |
$20.8K - $23.1K
|
251
$31.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
250New |
$20.7K - $23.1K
|
250
$31K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
250+ 4.07% |
$20.7K - $23.1K
|
6.4K
$793K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
153New |
$12.7K - $14.1K
|
153
$19K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
33New |
$2.74K - $3.04K
|
33
$4.09K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
11New |
$912 - $1.01K
|
11
$1.36K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
874KNew |
$73.8M - $89.2M
|
874K
$108M
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
30.3KNew |
$2.55M - $3.09M
|
30.3K
$3.75M
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
13.6KNew |
$1.14M - $1.38M
|
13.6K
$1.68M
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
6.51KNew |
$550K - $664K
|
6.51K
$807K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.32KNew |
$365K - $441K
|
4.32K
$536K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.25K+ 39.18% |
$190K - $230K
|
8K
$992K
|
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
BUY
|
- |
1.25KNew |
$105K - $127K
|
1.25K
$155K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.14KNew |
$96.5K - $117K
|
1.14K
$142K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
999+ 99900.0% |
$84.3K - $102K
|
1K
$124K
|
|