Latest Institutional Sells of Bank Of Montreal (BMO)
This list provides information on the latest institutional transactions involving Bank Of Montreal (BMO) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-75- 0.6% |
$8.28K - $9.8K
|
12.4K
$1.54M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-74- 0.42% |
$8.17K - $9.67K
|
17.4K
$2.16M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-66- 0.57% |
$7.29K - $8.62K
|
11.5K
$1.42M
|
|
|
Oct 31, 2025
Q3 2025
|
Quilter PLC
|
SELL
|
- |
-60- 1.59% |
$6.63K - $7.84K
|
3.71K
$460K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-54- 1.11% |
$5.96K - $7.06K
|
4.79K
$594K
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
SELL
|
- |
-48- 1.64% |
$5.3K - $6.27K
|
2.88K
$357K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-48- 0.3% |
$5.3K - $6.27K
|
15.8K
$1.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
SELL
|
- |
-46- 0.9% |
$5.08K - $6.01K
|
5.04K
$625K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-45- 1.3% |
$4.97K - $5.88K
|
3.43K
$425K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-42- 8.4% |
$4.64K - $5.49K
|
458
$56.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-39- 2.53% |
$4.31K - $5.1K
|
1.5K
$186K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-38- 1.43% |
$4.2K - $4.97K
|
2.63K
$326K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-36- 1.93% |
$3.98K - $4.7K
|
1.83K
$227K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-35- 5.38% |
$3.87K - $4.57K
|
616
$76.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-32- 1.03% |
$3.53K - $4.18K
|
3.06K
$380K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-26- 3.43% |
$2.87K - $3.4K
|
732
$90.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-24- 2.33% |
$2.65K - $3.14K
|
1.01K
$125K
|
|
|
Nov 13, 2025
Q3 2025
|
Klcm Advisors, Inc.
|
SELL
|
- |
-21- 0.5% |
$2.32K - $2.74K
|
4.16K
$516K
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-20- 4.76% |
$2.21K - $2.61K
|
400
$49.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-20- 1.8% |
$2.21K - $2.61K
|
1.09K
$136K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-18- 28.57% |
$1.99K - $2.35K
|
45
$5.58K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-15- 0.53% |
$1.66K - $1.96K
|
2.8K
$347K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-13- 2.45% |
$1.44K - $1.7K
|
517
$64.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-12- 50.0% |
$1.33K - $1.57K
|
12
$1.49K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-11- 0.1% |
$1.21K - $1.44K
|
10.8K
$1.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-9- 0.1% |
$994 - $1.18K
|
8.73K
$1.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-8- 0.28% |
$884 - $1.05K
|
2.87K
$356K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-5- 1.93% |
$552 - $653
|
254
$31.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
SELL
|
- |
-4- 0.14% |
$442 - $523
|
2.94K
$364K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4- 0.08% |
$442 - $523
|
4.97K
$616K
|
|
|
Nov 05, 2025
Q3 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-3- 0.11% |
$331 - $392
|
2.64K
$327K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3- 0.07% |
$331 - $392
|
4.16K
$515K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-2- 66.67% |
$221 - $261
|
1
$124
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1- 11.11% |
$110 - $131
|
8
$992
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-317K- 64.89% |
$27.7M - $35M
|
171K
$21.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Sig North Trading, Ulc
Bala Cynwyd, PA |
SELL
|
- |
-134K- 71.0% |
$11.7M - $14.8M
|
54.7K
$6.78M
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-10.3K- 42.71% |
$903K - $1.14M
|
13.8K
$1.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-8.81K- 65.72% |
$771K - $975K
|
4.59K
$569K
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-5.68K- 73.87% |
$497K - $628K
|
2.01K
$249K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.6K- 3.17% |
$315K - $398K
|
110K
$13.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-2.23K- 25.33% |
$195K - $247K
|
6.58K
$816K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2.02K- 14.18% |
$177K - $224K
|
12.2K
$1.52M
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
SELL
|
- |
-2.01K- 35.23% |
$176K - $222K
|
3.69K
$458K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.89K- 26.45% |
$165K - $209K
|
5.26K
$652K
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-1.6K- 11.43% |
$140K - $177K
|
12.4K
$1.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-1.22K- 25.59% |
$107K - $135K
|
3.54K
$439K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-990- 20.5% |
$86.7K - $110K
|
3.84K
$476K
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-899- 99.89% |
$78.7K - $99.5K
|
1
$124
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-720- 40.04% |
$63K - $79.7K
|
1.08K
$134K
|
|
|
Aug 11, 2025
Q2 2025
|
Chiron Capital Management, LLC
|
SELL
|
- |
-710- 23.99% |
$62.2K - $78.5K
|
2.25K
$279K
|
|