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 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8New |
$716 - $789
|
8
$738
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4+ 0.04% |
$358 - $395
|
10.3K
$950K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 1.82% |
$89.5 - $98.6
|
56
$5.16K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
PUT |
200KNew |
$14.8M - $19.9M
|
200K
$18.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
17.3KNew |
$1.28M - $1.72M
|
17.3K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.3KNew |
$915K - $1.23M
|
12.3K
$1.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
12KNew |
$891K - $1.19M
|
12K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Burgundy Asset Management Ltd.
Toronto, A6 |
BUY
|
- |
10K+ 6.67% |
$742K - $996K
|
160K
$14.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
9.2KNew |
$683K - $916K
|
9.2K
$848K
|
|
|
Jan 29, 2025
Q4 2023
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
8.43KNew |
$626K - $839K
|
8.43K
$777K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.66KNew |
$568K - $762K
|
7.66K
$706K
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
4.56KNew |
$339K - $454K
|
4.56K
$421K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
2.9KNew |
$215K - $289K
|
2.9K
$267K
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
2.64KNew |
$196K - $263K
|
2.64K
$244K
|
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
2.6KNew |
$193K - $259K
|
2.6K
$240K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.52KNew |
$187K - $250K
|
2.52K
$232K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.33KNew |
$173K - $232K
|
2.33K
$215K
|
|
|
Feb 12, 2024
Q4 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
2.33KNew |
$173K - $232K
|
2.33K
$214K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.09KNew |
$155K - $208K
|
2.09K
$193K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.01KNew |
$75.2K - $101K
|
1.01K
$93.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
990New |
$73.5K - $98.6K
|
990
$91.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
600New |
$44.5K - $59.7K
|
600
$55.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
400New |
$29.7K - $39.8K
|
400
$36.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
136+ 78.61% |
$10.1K - $13.5K
|
309
$28.5K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
96New |
$7.13K - $9.56K
|
96
$8.85K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
75New |
$5.57K - $7.47K
|
75
$6.92K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
71New |
$5.27K - $7.07K
|
71
$6.55K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
32+ 0.85% |
$2.38K - $3.19K
|
3.78K
$349K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
5New |
$371 - $498
|
5
$461
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
70KNew |
$5.75M - $6.57M
|
70K
$6.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
52KNew |
$4.27M - $4.88M
|
52K
$4.79M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
15.4K+ 7.15% |
$1.26M - $1.44M
|
230K
$21.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
10.5KNew |
$863K - $986K
|
10.5K
$968K
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
5.29KNew |
$435K - $496K
|
5.29K
$488K
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4.34KNew |
$357K - $408K
|
4.34K
$400K
|
|
|
Nov 14, 2023
Q3 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
3.4KNew |
$279K - $319K
|
3.4K
$313K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.28KNew |
$105K - $120K
|
1.28K
$118K
|
|
|
Nov 14, 2023
Q3 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
652+ 1.33% |
$53.6K - $61.2K
|
49.6K
$4.57M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
500New |
$41.1K - $46.9K
|
500
$46.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
340New |
$27.9K - $31.9K
|
340
$31.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
143+ 5.56% |
$11.8K - $13.4K
|
2.71K
$250K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
128+ 1.33% |
$10.5K - $12K
|
9.75K
$899K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
100New |
$8.22K - $9.39K
|
100
$9.22K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
100+ 3.76% |
$8.22K - $9.39K
|
2.76K
$254K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
54+ 0.46% |
$4.44K - $5.07K
|
11.7K
$1.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
41+ 1.44% |
$3.37K - $3.85K
|
2.88K
$266K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6New |
$493 - $563
|
6
$553
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.27% |
$82.2 - $93.9
|
367
$33.8K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
530KNew |
$43.9M - $48.9M
|
530K
$48.9M
|
|