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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.62KNew |
$179K - $212K
|
1.62K
$201K
|
|
|
Nov 12, 2025
Q3 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.6KNew |
$177K - $209K
|
1.6K
$198K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.59K+ 24.63% |
$175K - $207K
|
8.02K
$994K
|
|
|
Nov 24, 2025
Q3 2025
|
Trust Investment Advisors
|
BUY
|
- |
1.57KNew |
$173K - $205K
|
1.57K
$194K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.55KNew |
$171K - $203K
|
1.55K
$192K
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.55KNew |
$171K - $202K
|
1.55K
$192K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.45K+ 6.37% |
$160K - $189K
|
24.1K
$2.99M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.37K+ 6.02% |
$151K - $179K
|
24.1K
$2.98M
|
|
|
Oct 16, 2025
Q3 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
1.35K+ 3.05% |
$149K - $176K
|
45.6K
$5.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
1.26K+ 3.98% |
$139K - $165K
|
32.9K
$4.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.16K+ 11.34% |
$128K - $152K
|
11.4K
$1.41M
|
|
|
Oct 03, 2025
Q3 2025
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
1.13K+ 0.1% |
$124K - $147K
|
1.11M
$137M
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.11K+ 53.08% |
$123K - $145K
|
3.2K
$397K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.11K+ 42.39% |
$122K - $145K
|
3.73K
$462K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.06KNew |
$117K - $138K
|
1.06K
$131K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
1K+ 28.23% |
$110K - $131K
|
4.54K
$563K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
946+ 5.66% |
$104K - $124K
|
17.7K
$2.19M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
900+ 19.75% |
$99.4K - $118K
|
5.46K
$677K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
891+ 38.82% |
$98.4K - $116K
|
3.19K
$395K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
836+ 8.35% |
$92.3K - $109K
|
10.8K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
820+ 0.17% |
$90.6K - $107K
|
493K
$61.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
805+ 20.33% |
$88.9K - $105K
|
4.76K
$591K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
803+ 44.46% |
$88.7K - $105K
|
2.61K
$323K
|
|
|
Nov 14, 2025
Q3 2025
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
800New |
$88.4K - $105K
|
800
$99.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
777+ 23.45% |
$85.8K - $102K
|
4.09K
$507K
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
714New |
$78.9K - $93.3K
|
714
$88.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
641+ 3.87% |
$70.8K - $83.8K
|
17.2K
$2.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
640+ 22.7% |
$70.7K - $83.6K
|
3.46K
$429K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
563+ 7.41% |
$62.2K - $73.6K
|
8.16K
$1.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
545+ 1.45% |
$60.2K - $71.2K
|
38.1K
$4.73M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
526+ 35.07% |
$58.1K - $68.7K
|
2.03K
$251K
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
500New |
$55.2K - $65.3K
|
500
$62K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
493+ 4.24% |
$54.4K - $64.4K
|
12.1K
$1.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
455+ 163.08% |
$50.3K - $59.5K
|
734
$91K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
448+ 2.35% |
$49.5K - $58.5K
|
19.5K
$2.42M
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
423+ 322.9% |
$46.7K - $55.3K
|
554
$68.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
420+ 5.14% |
$46.4K - $54.9K
|
8.59K
$1.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
400+ 7.88% |
$44.2K - $52.3K
|
5.48K
$679K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
400New |
$44.2K - $52.3K
|
400
$49.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
393+ 20.62% |
$43.4K - $51.3K
|
2.3K
$285K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
382+ 17.16% |
$42.2K - $49.9K
|
2.61K
$323K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
366+ 11.5% |
$40.4K - $47.8K
|
3.55K
$440K
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
358+ 1.64% |
$39.5K - $46.8K
|
22.2K
$2.75M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
355+ 3.46% |
$39.2K - $46.4K
|
10.6K
$1.32M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
352+ 10.72% |
$38.9K - $46K
|
3.64K
$451K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
348New |
$38.4K - $45.5K
|
348
$43.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
342+ 12.29% |
$37.8K - $44.7K
|
3.13K
$387K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
340+ 12.14% |
$37.5K - $44.4K
|
3.14K
$389K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
323New |
$35.7K - $42.2K
|
323
$40K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
322+ 73.18% |
$35.6K - $42.1K
|
762
$94.5K
|
|