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 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.64K+ 71.88% |
$147K - $169K
|
3.91K
$361K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.59K+ 30.86% |
$143K - $164K
|
6.75K
$622K
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
1.54K+ 20.82% |
$138K - $160K
|
8.96K
$826K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.49KNew |
$134K - $154K
|
1.49K
$137K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.42K+ 12.43% |
$127K - $147K
|
12.8K
$1.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.4K+ 5.44% |
$126K - $145K
|
27.2K
$2.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.4K+ 23.96% |
$126K - $145K
|
7.24K
$668K
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.32K+ 473.74% |
$118K - $136K
|
1.6K
$147K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.21K+ 32.1% |
$108K - $125K
|
4.96K
$458K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.1K+ 2038.89% |
$98.8K - $114K
|
1.16K
$106K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.09KNew |
$97.5K - $112K
|
1.09K
$100K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.05K+ 4.35% |
$94.6K - $109K
|
25.3K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1K+ 7.88% |
$89.8K - $103K
|
13.7K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
988+ 1.81% |
$88.7K - $102K
|
55.7K
$5.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
973+ 20.01% |
$87.3K - $101K
|
5.84K
$538K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
918+ 11.89% |
$82.4K - $94.9K
|
8.64K
$797K
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
884+ 5.32% |
$79.3K - $91.4K
|
17.5K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
867+ 0.21% |
$77.8K - $89.6K
|
418K
$38.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
788+ 0.43% |
$70.7K - $81.5K
|
183K
$16.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
788New |
$70.7K - $81.5K
|
788
$72.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
661+ 172.14% |
$59.3K - $68.3K
|
1.05K
$96.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
649+ 7.8% |
$58.2K - $67.1K
|
8.97K
$827K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
624+ 180.87% |
$56K - $64.5K
|
969
$89.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
617New |
$55.4K - $63.8K
|
617
$56.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
610+ 245.97% |
$54.7K - $63.1K
|
858
$79.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
567+ 9.59% |
$50.9K - $58.6K
|
6.48K
$597K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
551+ 110.2% |
$49.5K - $57K
|
1.05K
$96.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
538+ 13.69% |
$48.3K - $55.6K
|
4.47K
$412K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
415+ 0.8% |
$37.2K - $42.9K
|
52.2K
$4.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
410+ 6.65% |
$36.8K - $42.4K
|
6.58K
$607K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
400New |
$35.9K - $41.4K
|
400
$36.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
400New |
$35.9K - $41.4K
|
400
$36.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
387+ 9.32% |
$34.7K - $40K
|
4.54K
$418K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
378+ 10.31% |
$33.9K - $39.1K
|
4.05K
$373K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
369+ 27.58% |
$33.1K - $38.2K
|
1.71K
$157K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
358+ 140.94% |
$32.1K - $37K
|
612
$56.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
337+ 10.32% |
$30.2K - $34.8K
|
3.6K
$332K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
319+ 10.91% |
$28.6K - $33K
|
3.24K
$299K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
317+ 3.03% |
$28.5K - $32.8K
|
10.8K
$994K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
305+ 8.86% |
$27.4K - $31.5K
|
3.75K
$345K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
291+ 0.8% |
$26.1K - $30.1K
|
36.9K
$3.4M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
278+ 5.45% |
$25K - $28.7K
|
5.38K
$496K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
277+ 1.31% |
$24.9K - $28.6K
|
21.4K
$1.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
274+ 10.1% |
$24.6K - $28.3K
|
2.99K
$275K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
273+ 35.27% |
$24.5K - $28.2K
|
1.05K
$96.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
260+ 0.56% |
$23.3K - $26.9K
|
46.4K
$4.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
246+ 282.76% |
$22.1K - $25.4K
|
333
$30.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
243+ 1.16% |
$21.8K - $25.1K
|
21.1K
$1.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
210+ 0.49% |
$18.8K - $21.7K
|
43.1K
$3.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
204+ 1.77% |
$18.3K - $21.1K
|
11.8K
$1.08M
|