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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
230+ 0.29% |
$19.4K - $23.5K
|
78.7K
$9.76M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
145New |
$12.2K - $14.8K
|
145
$18K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
100New |
$8.44K - $10.2K
|
100
$12.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
73New |
$6.16K - $7.44K
|
73
$9.05K
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
58+ 2.1% |
$4.89K - $5.91K
|
2.81K
$349K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
PUT |
671KNew |
$55.9M - $67.2M
|
671K
$83.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
91.3K+ 446.66% |
$7.6M - $9.15M
|
112K
$13.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Monaco Asset Management Sam
|
BUY
|
- |
44.7KNew |
$3.72M - $4.48M
|
44.7K
$5.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
26.6KNew |
$2.22M - $2.67M
|
26.6K
$3.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
22KNew |
$1.83M - $2.2M
|
22K
$2.73M
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
14.6KNew |
$1.22M - $1.46M
|
14.6K
$1.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
11.2KNew |
$936K - $1.13M
|
11.2K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5.94KNew |
$495K - $595K
|
5.94K
$737K
|
|
|
Feb 14, 2023
Q4 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
5.5KNew |
$458K - $551K
|
5.5K
$682K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
4.88KNew |
$406K - $488K
|
4.88K
$605K
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
4KNew |
$333K - $401K
|
4K
$496K
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.58KNew |
$298K - $358K
|
3.58K
$443K
|
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
2.8KNew |
$233K - $280K
|
2.8K
$347K
|
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.73KNew |
$227K - $273K
|
2.73K
$338K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.7KNew |
$225K - $270K
|
2.7K
$334K
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
2.22KNew |
$185K - $222K
|
2.22K
$275K
|
|
|
Feb 14, 2023
Q4 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
1.75KNew |
$146K - $175K
|
1.75K
$217K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
730+ 292.0% |
$60.8K - $73.1K
|
980
$121K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
600New |
$50K - $60.1K
|
600
$74.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
315New |
$26.2K - $31.6K
|
315
$39K
|
|
|
Feb 14, 2023
Q4 2022
|
Unio Capital LLC
|
BUY
|
- |
190+ 4.09% |
$15.8K - $19K
|
4.83K
$599K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
155New |
$12.9K - $15.5K
|
155
$19.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
117New |
$9.74K - $11.7K
|
117
$14.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
100New |
$8.33K - $10K
|
100
$12.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
40New |
$3.33K - $4.01K
|
40
$4.96K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
26New |
$2.16K - $2.6K
|
26
$3.22K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
12New |
$999 - $1.2K
|
12
$1.49K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
PUT |
10New |
$833 - $1K
|
10
$1.24K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
PUT |
30KNew |
$505K - $3.02M
|
30K
$3.72M
|
|
|
May 04, 2023
Q3 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
15KNew |
$252K - $1.51M
|
15K
$1.86M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.83KNew |
$30.8K - $185K
|
1.83K
$227K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
1.54K+ 15.35% |
$25.9K - $155K
|
11.6K
$1.43M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
333New |
$5.6K - $33.5K
|
333
$41.3K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
300New |
$5.05K - $30.2K
|
300
$37.2K
|
|
|
Nov 04, 2022
Q3 2022
|
Ti Trust, Inc
|
BUY
|
- |
140+ 2.14% |
$2.35K - $14.1K
|
6.69K
$830K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
BUY
|
- |
95New |
$1.6K - $9.57K
|
95
$11.8K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
62New |
$1.04K - $6.24K
|
62
$7.69K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
51New |
$858 - $5.14K
|
51
$6.32K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
50+ 2.55% |
$841 - $5.04K
|
2.01K
$250K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
31+ 0.04% |
$521 - $3.12K
|
84.3K
$10.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
4+ 0.44% |
$67.3 - $403
|
916
$114K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
5.62KNew |
$527K - $665K
|
5.62K
$696K
|
|
|
Aug 15, 2022
Q2 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.84K+ 7.78% |
$172K - $217K
|
25.4K
$3.15M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
692New |
$64.9K - $81.9K
|
692
$85.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
605New |
$56.8K - $71.6K
|
605
$75K
|
|