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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-43.8K- 62.58% |
$3.65M - $4.39M
|
26.2K
$3.25M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.67KClosed |
$389K - $468K
|
0
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-3.6K- 31.03% |
$300K - $361K
|
8K
$992K
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-1.76K- 32.28% |
$146K - $176K
|
3.69K
$457K
|
|
|
Feb 14, 2023
Q4 2022
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-1.35K- 34.23% |
$112K - $135K
|
2.58K
$320K
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.26K- 84.95% |
$105K - $127K
|
224
$27.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-691- 14.78% |
$57.5K - $69.2K
|
3.98K
$494K
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-109- 0.43% |
$9.08K - $10.9K
|
25.5K
$3.16M
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-23- 0.58% |
$1.91K - $2.3K
|
3.96K
$490K
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-3- 0.31% |
$250 - $300
|
953
$118K
|
|
| Q3 2022 | |||||||
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-262KClosed |
$4.4M - $26.3M
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-120K- 7.82% |
$2.02M - $12.1M
|
1.42M
$176M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-48.1K- 70.27% |
$809K - $4.85M
|
20.4K
$2.52M
|
|
|
Oct 25, 2022
Q3 2022
|
Artemis Investment Management LLP
|
SELL
|
- |
-21.6K- 44.66% |
$364K - $2.18M
|
26.8K
$3.32M
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.14K- 31.37% |
$19.2K - $115K
|
2.49K
$309K
|
|
|
Nov 02, 2022
Q3 2022
|
Tobam
|
SELL
|
- |
-365- 21.22% |
$6.14K - $36.8K
|
1.36K
$168K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-297- 5.65% |
$5K - $29.9K
|
4.96K
$615K
|
|
|
Oct 18, 2022
Q3 2022
|
Wendell David Associates Inc
|
SELL
|
- |
-200- 8.0% |
$3.36K - $20.1K
|
2.3K
$285K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-52Closed |
$875 - $5.24K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Cvi Holdings, LLC
Wilmington, DE |
SELL
|
- |
-104KClosed |
$9.73M - $12.3M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
PUT |
-96.5KClosed |
$9.06M - $11.4M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-44.3KClosed |
$4.16M - $5.24M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-16.5KClosed |
$1.55M - $1.95M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-11.3KClosed |
$1.06M - $1.33M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-7.54KClosed |
$707K - $892K
|
0
$0
|
|
|
Aug 24, 2022
Q2 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-7.52KClosed |
$706K - $890K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-5.14KClosed |
$482K - $608K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.18KClosed |
$299K - $376K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-2.3KClosed |
$216K - $272K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-2.15KClosed |
$202K - $254K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-2.01KClosed |
$188K - $237K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2KClosed |
$188K - $236K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.97KClosed |
$185K - $234K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-1.92K- 50.21% |
$180K - $227K
|
1.9K
$236K
|
|
|
Jul 15, 2022
Q2 2022
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-1.84KClosed |
$172K - $217K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.79KClosed |
$168K - $212K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.75KClosed |
$165K - $207K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-1.74KClosed |
$163K - $206K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.72KClosed |
$161K - $203K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
SELL
|
- |
-1.7KClosed |
$160K - $201K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.68K- 38.28% |
$158K - $199K
|
2.71K
$336K
|
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-870- 3.79% |
$81.6K - $103K
|
22.1K
$2.74M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-643Closed |
$60.3K - $76.1K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-584- 18.52% |
$54.8K - $69.1K
|
2.57K
$319K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-538Closed |
$50.5K - $63.6K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-500Closed |
$46.9K - $59.1K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-400Closed |
$37.5K - $47.3K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-292- 6.63% |
$27.4K - $34.5K
|
4.11K
$510K
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-273Closed |
$25.6K - $32.3K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-260Closed |
$24.4K - $30.8K
|
0
$0
|
|