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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
2.08KNew |
$182K - $230K
|
2.08K
$257K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
2.06KNew |
$181K - $228K
|
2.06K
$256K
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
2KNew |
$175K - $221K
|
2K
$248K
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.98KNew |
$173K - $218K
|
1.98K
$245K
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
1.93KNew |
$169K - $214K
|
1.93K
$239K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.93KNew |
$169K - $213K
|
1.93K
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.91KNew |
$167K - $211K
|
1.91K
$237K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
1.91KNew |
$167K - $211K
|
1.91K
$236K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.83KNew |
$160K - $202K
|
1.83K
$227K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.44KNew |
$126K - $159K
|
1.44K
$178K
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
1.26K+ 30.11% |
$110K - $139K
|
5.42K
$672K
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.09KNew |
$95.3K - $120K
|
1.09K
$135K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
1KNew |
$87.5K - $111K
|
1K
$124K
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
880New |
$77K - $97.4K
|
880
$109K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
850+ 11.72% |
$74.4K - $94K
|
8.1K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
549New |
$48.1K - $60.7K
|
549
$68.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
352New |
$30.8K - $38.9K
|
352
$43.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
223New |
$19.5K - $24.7K
|
223
$27.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
200+ 100.0% |
$17.5K - $22.1K
|
400
$49.6K
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
197+ 1.12% |
$17.2K - $21.8K
|
17.8K
$2.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
188New |
$16.5K - $20.8K
|
188
$23.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
144+ 0.13% |
$12.6K - $15.9K
|
109K
$13.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
144New |
$12.6K - $15.9K
|
144
$17.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
96+ 9.05% |
$8.4K - $10.6K
|
1.16K
$143K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
88+ 2.86% |
$7.7K - $9.74K
|
3.17K
$393K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
86New |
$7.53K - $9.51K
|
86
$10.7K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
65+ 1.17% |
$5.69K - $7.19K
|
5.61K
$695K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
50+ 121.95% |
$4.38K - $5.53K
|
91
$11.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
50+ 1.16% |
$4.38K - $5.53K
|
4.38K
$542K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
45+ 187.5% |
$3.94K - $4.98K
|
69
$8.55K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
35+ 60.34% |
$3.06K - $3.87K
|
93
$11.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
35New |
$3.06K - $3.87K
|
35
$4.34K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
34+ 2.17% |
$2.98K - $3.76K
|
1.6K
$199K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
25New |
$2.19K - $2.77K
|
25
$3.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
23New |
$2.01K - $2.54K
|
23
$2.85K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
23New |
$2.01K - $2.54K
|
23
$2.85K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
15+ 0.68% |
$1.31K - $1.66K
|
2.22K
$275K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
14+ 9.33% |
$1.23K - $1.55K
|
164
$20.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
11New |
$963 - $1.22K
|
11
$1.36K
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
9+ 0.2% |
$788 - $996
|
4.48K
$555K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3+ 6.98% |
$263 - $332
|
46
$5.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
309K+ 22.16% |
$29.3M - $32.1M
|
1.7M
$211M
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
96KNew |
$9.11M - $10M
|
96K
$11.9M
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
88KNew |
$8.35M - $9.16M
|
88K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
65.9KNew |
$6.25M - $6.86M
|
65.9K
$8.17M
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
19.8KNew |
$1.87M - $2.06M
|
19.8K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
10.2KNew |
$969K - $1.06M
|
10.2K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
7.67KNew |
$728K - $798K
|
7.67K
$950K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.57K+ 10.22% |
$623K - $684K
|
70.8K
$8.78M
|
|