Latest Institutional Purchases of Bank Of Montreal (BMO)

BMO Quotes by TradingView

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 10, 2023 Q4 2022
Single Point Partners, LLC

BUY
 -
2.22K
New
$185K - $222K
2.22K $204K
Feb 14, 2023 Q4 2022
Grayhawk Investment Strategies Inc.

Calgary, A0
BUY
 -
1.75K
New
$146K - $175K
1.75K $161K
Jan 19, 2023 Q4 2022
Iron Horse Wealth Management, LLC

BUY
 -
730
+ 292.0%
$60.8K - $73.1K
980 $90.4K
Sep 01, 2023 Q4 2022
Jag Capital Management, LLC

BUY
 -
600
New
$50K - $60.1K
600 $55.3K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
315
New
$26.2K - $31.6K
315 $29K
Feb 14, 2023 Q4 2022
Unio Capital LLC

BUY
 -
190
+ 4.09%
$15.8K - $19K
4.83K $445K
Feb 06, 2023 Q4 2022
Brinker Capital Investments, LLC

BUY
 -
165
+ 3.04%
$13.7K - $16.5K
5.59K $515K
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
155
New
$12.9K - $15.5K
155 $14.3K
Jan 20, 2023 Q4 2022
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
117
New
$9.74K - $11.7K
117 $10.8K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
100
New
$8.33K - $10K
100 $9.22K
Feb 14, 2023 Q4 2022
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
26
New
$2.16K - $2.6K
26 $2.4K
Feb 14, 2023 Q4 2022
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
12
New
$999 - $1.2K
12 $1.11K
Feb 03, 2023 Q4 2022
D.A. Davidson & Co.

BUY
 PUT
10
New
$833 - $1K
10 $922
Q3 2022
Nov 14, 2022 Q3 2022
Lombard Odier Asset Management (Usa) Corp

New York, NY
BUY
 PUT
30K
New
$505K - $3.02M
30K $2.77M
May 04, 2023 Q3 2022
Baader Bank Aktiengesellschaft

Unterschleissheim, 2M
BUY
 -
15K
New
$252K - $1.51M
15K $1.38M
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
1.83K
New
$30.8K - $185K
1.83K $169K
Oct 28, 2022 Q3 2022
Comerica Bank

BUY
 -
1.54K
+ 15.35%
$25.9K - $155K
11.6K $1.07M
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
333
New
$5.6K - $33.5K
333 $30.7K
Nov 09, 2022 Q3 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 PUT
300
New
$5.05K - $30.2K
300 $27.7K
Nov 04, 2022 Q3 2022
Ti Trust, Inc

BUY
 -
140
+ 2.14%
$2.35K - $14.1K
6.69K $617K
Nov 14, 2022 Q3 2022
Retirement Group, LLC

BUY
 -
95
New
$1.6K - $9.57K
95 $8.76K
Oct 11, 2022 Q3 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
62
New
$1.04K - $6.24K
62 $5.72K
Nov 03, 2022 Q3 2022
Spectrum Management Group, LLC

BUY
 -
51
New
$858 - $5.14K
51 $4.7K
Nov 08, 2022 Q3 2022
Wealthsimple Inc.

Toronto, A6
BUY
 -
50
+ 2.55%
$841 - $5.04K
2.01K $186K
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
BUY
 -
31
+ 0.04%
$521 - $3.12K
84.3K $7.77M
Nov 02, 2022 Q3 2022
Hudock, Inc.

BUY
 -
4
+ 0.44%
$67.3 - $403
916 $84.5K
Q2 2022
Aug 15, 2022 Q2 2022
Verition Fund Management LLC

Greenwich, CT
BUY
 -
6.89K
New
$647K - $815K
6.89K $635K
Aug 15, 2022 Q2 2022
Gyon Technologies Capital Management, LP

Denville, NJ
BUY
 -
5.62K
New
$527K - $665K
5.62K $518K
Aug 15, 2022 Q2 2022
Price T Rowe Associates Inc

Baltimore, MD
BUY
 -
1.84K
+ 7.78%
$172K - $217K
25.4K $2.34M
Jul 26, 2022 Q2 2022
Venture Visionary Partners LLC

BUY
 -
692
New
$64.9K - $81.9K
692 $63.8K
Aug 09, 2022 Q2 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
605
New
$56.8K - $71.6K
605 $55.8K
Aug 16, 2022 Q2 2022
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
403
New
$37.8K - $47.7K
403 $37.2K
Aug 12, 2022 Q2 2022
Bi Asset Management Fondsmaeglerselskab A

Kobenhavn, G7
BUY
 -
251
+ 1.69%
$23.6K - $29.7K
15.1K $1.39M
Aug 15, 2022 Q2 2022
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
BUY
 -
250
+ 11.24%
$23.5K - $29.6K
2.48K $228K
Aug 10, 2022 Q2 2022
Cnb Bank

Clearfield, PA
BUY
 -
200
New
$18.8K - $23.7K
200 $18.4K
Jul 18, 2022 Q2 2022
Money Concepts Capital Corp

BUY
 -
200
+ 266.67%
$18.8K - $23.7K
275 $25.4K
Jul 18, 2022 Q2 2022
Field & Main Bank

BUY
 -
40
New
$3.75K - $4.73K
40 $3.69K
Jul 25, 2022 Q2 2022
Ls Investment Advisors, LLC

BUY
 -
12
New
$1.13K - $1.42K
12 $1.11K
Jul 15, 2022 Q2 2022
Cordasco Financial Network

BUY
 -
3
+ 0.12%
$282 - $355
2.46K $227K
Aug 01, 2022 Q2 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
1
New
$93.9 - $118
1 $92.2
Q1 2022
May 11, 2022 Q1 2022
Marvin & Palmer Associates Inc

Wilmington, DE
BUY
 -
69.7K
New
$7.59M - $8.52M
69.7K $6.42M
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
21.6K
New
$2.36M - $2.65M
21.6K $2M
Apr 26, 2022 Q1 2022
Solidarilty Wealth, LLC

Lehi, UT
BUY
 -
2.07K
New
$225K - $253K
2.07K $190K
May 13, 2022 Q1 2022
Bartlett & Co. LLC

BUY
 -
1.33K
New
$145K - $163K
1.33K $123K
May 12, 2022 Q1 2022
Tompkins Financial Corp

BUY
 -
1K
New
$109K - $122K
1K $92.2K
Oct 13, 2023 Q1 2022
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
181
New
$19.7K - $22.1K
181 $16.7K
Apr 25, 2022 Q1 2022
Westside Investment Management, Inc.

BUY
 -
150
New
$16.3K - $18.4K
150 $13.8K
May 05, 2022 Q1 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
110
New
$12K - $13.5K
110 $10.1K
Apr 26, 2022 Q1 2022
Good Life Advisors, LLC

BUY
 -
92
+ 4.26%
$10K - $11.3K
2.25K $208K

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