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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2022
Q1 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
2.07KNew |
$225K - $253K
|
2.07K
$201K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.33KNew |
$145K - $163K
|
1.33K
$130K
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
1KNew |
$109K - $122K
|
1K
$97.5K
|
|
|
Oct 13, 2023
Q1 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
181New |
$19.7K - $22.1K
|
181
$17.6K
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
150New |
$16.3K - $18.4K
|
150
$14.6K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
110New |
$12K - $13.5K
|
110
$10.7K
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
92+ 4.26% |
$10K - $11.3K
|
2.25K
$220K
|
|
|
May 11, 2022
Q1 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
51New |
$5.55K - $6.24K
|
51
$4.97K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
35New |
$3.81K - $4.28K
|
35
$3.41K
|
|
|
May 06, 2022
Q1 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
16+ 0.52% |
$1.74K - $1.96K
|
3.1K
$302K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
46.5KNew |
$4.68M - $5.22M
|
46.5K
$4.53M
|
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
3.52KNew |
$355K - $396K
|
3.52K
$343K
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
1K+ 37.04% |
$101K - $112K
|
3.7K
$361K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
960New |
$96.7K - $108K
|
960
$93.6K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
707New |
$71.2K - $79.4K
|
707
$68.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
150New |
$15.1K - $16.8K
|
150
$14.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
109New |
$11K - $12.2K
|
109
$10.6K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$10.1K - $11.2K
|
100
$9.75K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
48New |
$4.84K - $5.39K
|
48
$4.68K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
35New |
$3.53K - $3.93K
|
35
$3.41K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
32New |
$3.22K - $3.59K
|
32
$3.12K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1+ 2.17% |
$101 - $112
|
47
$4.58K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 5.0% |
$101 - $112
|
21
$2.05K
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
500KNew |
$48M - $51.9M
|
500K
$48.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
CALL |
40KNew |
$3.84M - $4.15M
|
40K
$3.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
25.2KNew |
$2.42M - $2.62M
|
25.2K
$2.46M
|
|
|
Nov 02, 2021
Q3 2021
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
20.1KNew |
$1.93M - $2.09M
|
20.1K
$1.96M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.34KNew |
$224K - $242K
|
2.34K
$228K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
540+ 900.0% |
$51.8K - $56.1K
|
600
$58.5K
|
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
526New |
$50.5K - $54.6K
|
526
$51.3K
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
CALL |
200New |
$19.2K - $20.8K
|
200
$19.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
54New |
$5.18K - $5.61K
|
54
$5.26K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
50New |
$4.8K - $5.19K
|
50
$4.87K
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
34New |
$3.26K - $3.53K
|
34
$3.31K
|
|
| Q2 2021 | |||||||
|
Jul 06, 2021
Q2 2021
|
Enterprise Bank & Trust CO
|
BUY
|
- |
2.92KNew |
$261K - $311K
|
2.92K
$285K
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
2.24KNew |
$199K - $238K
|
2.24K
$218K
|
|
|
Jul 21, 2021
Q2 2021
|
Corbenic Partners LLC
|
BUY
|
- |
152New |
$13.6K - $16.2K
|
152
$14.8K
|
|
|
Jul 28, 2021
Q2 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
20New |
$1.79K - $2.13K
|
20
$1.95K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
PUT |
12KNew |
$892K - $1.08M
|
12K
$1.17M
|
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
BUY
|
- |
10.4KNew |
$772K - $934K
|
10.4K
$1.01M
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
CALL |
36.2KNew |
$2.1M - $2.79M
|
36.2K
$3.53M
|
|
|
Feb 09, 2021
Q4 2020
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2.94KNew |
$170K - $226K
|
2.94K
$286K
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1KNew |
$58K - $76.9K
|
1K
$97.5K
|
|
|
Jan 28, 2021
Q4 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
65New |
$3.77K - $5K
|
65
$6.34K
|
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
17New |
$986 - $1.31K
|
17
$1.66K
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Scotia Capital Inc.
|
BUY
|
CALL |
200KNew |
$10.4M - $12.8M
|
200K
$19.5M
|
|
|
Oct 30, 2020
Q3 2020
|
American Assets Investment Management, LLC
|
BUY
|
- |
16K+ 20.0% |
$834K - $1.02M
|
96K
$9.36M
|
|
|
Oct 28, 2020
Q3 2020
|
Puzo Michael J
|
BUY
|
- |
3.5KNew |
$182K - $223K
|
3.5K
$341K
|
|
| Q2 2020 | |||||||
|
Aug 01, 2022
Q2 2020
|
Cowen Prime Advisors LLC
|
BUY
|
- |
753New |
$33.4K - $43.9K
|
753
$73.4K
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
60New |
$2.66K - $3.5K
|
60
$5.85K
|
|