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 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.81KNew |
$362K - $397K
|
3.81K
$473K
|
|
|
May 15, 2025
Q1 2025
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
3.01KNew |
$286K - $313K
|
3.01K
$373K
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
2.77KNew |
$263K - $289K
|
2.77K
$344K
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
2.68KNew |
$254K - $279K
|
2.68K
$332K
|
|
|
Aug 15, 2025
Q1 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.6KNew |
$247K - $271K
|
2.6K
$322K
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
2.5KNew |
$237K - $260K
|
2.5K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.5KNew |
$237K - $260K
|
2.5K
$310K
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
2.49KNew |
$237K - $260K
|
2.49K
$309K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.41KNew |
$229K - $251K
|
2.41K
$299K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.7K+ 72.46% |
$161K - $177K
|
4.04K
$501K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1.52KNew |
$144K - $158K
|
1.52K
$189K
|
|
|
May 06, 2025
Q1 2025
|
Davis Rea Ltd.
|
BUY
|
- |
1.08K+ 36.85% |
$102K - $112K
|
4K
$496K
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1K+ 3.24% |
$94.9K - $104K
|
31.9K
$3.95M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
928+ 10.99% |
$88.1K - $96.6K
|
9.37K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
682New |
$64.7K - $71K
|
682
$84.5K
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
600New |
$57K - $62.5K
|
600
$74.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
469New |
$44.5K - $48.8K
|
469
$58.1K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
373New |
$35.4K - $38.8K
|
373
$46.2K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
355+ 1.49% |
$33.7K - $37K
|
24.2K
$2.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
200+ 39.22% |
$19K - $20.8K
|
710
$88K
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
186+ 2.97% |
$17.7K - $19.4K
|
6.45K
$800K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
180New |
$17.1K - $18.7K
|
180
$22.3K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
175+ 7.58% |
$16.6K - $18.2K
|
2.49K
$308K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
152New |
$14.4K - $15.8K
|
152
$18.8K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
150New |
$14.2K - $15.6K
|
150
$18.6K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
83+ 1.6% |
$7.88K - $8.64K
|
5.26K
$652K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
81+ 7.74% |
$7.69K - $8.44K
|
1.13K
$140K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
70+ 2.55% |
$6.64K - $7.29K
|
2.82K
$349K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
58New |
$5.51K - $6.04K
|
58
$7.19K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
50New |
$4.75K - $5.21K
|
50
$6.2K
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
49New |
$4.65K - $5.1K
|
49
$6.07K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
49New |
$4.65K - $5.1K
|
49
$6.07K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
40New |
$3.8K - $4.17K
|
40
$4.96K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
35New |
$3.32K - $3.64K
|
35
$4.34K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
12New |
$1.14K - $1.25K
|
12
$1.49K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
4+ 2.88% |
$380 - $417
|
143
$17.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3+ 0.13% |
$285 - $312
|
2.27K
$282K
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
59.2K+ 33446.33% |
$5.31M - $6.12M
|
59.4K
$7.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
20KNew |
$1.8M - $2.07M
|
20K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Spartan Fund Management Inc.
|
BUY
|
- |
14.2KNew |
$1.27M - $1.47M
|
14.2K
$1.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
11.1KNew |
$994K - $1.15M
|
11.1K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
4.28KNew |
$384K - $442K
|
4.28K
$530K
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
3.68KNew |
$330K - $380K
|
3.68K
$456K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.57KNew |
$320K - $369K
|
3.57K
$443K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
2.72KNew |
$244K - $281K
|
2.72K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.52K+ 0.16% |
$226K - $261K
|
1.58M
$196M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.24KNew |
$201K - $232K
|
2.24K
$278K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.18KNew |
$196K - $226K
|
2.18K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
2.1KNew |
$188K - $217K
|
2.1K
$260K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.1KNew |
$188K - $217K
|
2.1K
$260K
|
|