Latest Institutional Transactions on Bank Of Montreal (FNGS)
This table provides information on the latest institutional transactions involving Bank Of Montreal (FNGS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-114- 0.31% |
$4.13K - $5K
|
36.4K
$2.03M
|
|
| Q4 2023 | |||||||
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
17.6KNew |
$539K - $670K
|
17.6K
$979K
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
60.1KNew |
$1.84M - $2.29M
|
60.1K
$3.35M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
PUT |
-4.3K- 79.63% |
$132K - $164K
|
1.1K
$61.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
662New |
$20.3K - $25.2K
|
662
$36.9K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
55.8KNew |
$1.76M - $1.99M
|
55.8K
$3.11M
|
|
| Q2 2023 | |||||||
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
200New |
$4.99K - $6.8K
|
200
$11.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
78New |
$1.94K - $2.65K
|
78
$4.34K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
830+ 4.32% |
$20.7K - $28.2K
|
20K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
23KNew |
$574K - $784K
|
23K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-800- 7.04% |
$19.9K - $27.2K
|
10.6K
$588K
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
156KNew |
$3.88M - $5.3M
|
156K
$8.67M
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-203- 33.83% |
$3.8K - $5.45K
|
397
$22.1K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
780New |
$14.6K - $21K
|
780
$43.4K
|
|
| Q4 2022 | |||||||
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
138New |
$2.46K - $2.98K
|
138
$7.68K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
13KNew |
$231K - $280K
|
13K
$722K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
200New |
$3.57K - $4.31K
|
200
$11.1K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-681- 4.99% |
$12.1K - $14.7K
|
13K
$722K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
2.99KNew |
$53.4K - $64.6K
|
2.99K
$167K
|
|
|
Jan 20, 2023
Q4 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
13.6KNew |
$242K - $293K
|
13.6K
$756K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-300Closed |
$6.13K - $9.03K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.9KClosed |
$161K - $238K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
2.4KNew |
$49K - $72.3K
|
2.4K
$134K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.5KClosed |
$214K - $315K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-37Closed |
$756 - $1.11K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-480Closed |
$11.4K - $15.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
77.8KNew |
$1.85M - $2.58M
|
77.8K
$4.33M
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
156New |
$3.7K - $5.17K
|
156
$8.69K
|
|
|
May 13, 2022
Q1 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-15.8KClosed |
$375K - $523K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-23.5KClosed |
$558K - $780K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-400Closed |
$9.49K - $13.3K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-10.2KClosed |
$303K - $357K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-400Closed |
$10.8K - $12.8K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-35.2KClosed |
$952K - $1.13M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Xr Securities LLC
|
SELL
|
- |
-6.45KClosed |
$81K - $120K
|
0
$0
|
|