A detailed history of Avantax Advisory Services, Inc. transactions in Bank Of Montreal stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 6,746 shares of BMO stock, worth $670,282. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,746
Previous 5,155 30.86%
Holding current value
$670,282
Previous $465,000 40.65%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025

BUY
$89.75 - $103.39 $142,792 - $164,493
1,591 Added 30.86%
6,746 $654,000
Q3 2024

Nov 13, 2024

BUY
$79.1 - $90.77 $1,423 - $1,633
18 Added 0.35%
5,155 $465,000
Q2 2024

Aug 09, 2024

BUY
$83.3 - $98.36 $93,962 - $110,950
1,128 Added 28.14%
5,137 $430,000
Q1 2024

May 08, 2024

BUY
$89.53 - $98.63 $142,442 - $156,920
1,591 Added 65.8%
4,009 $391,000
Q4 2023

Feb 07, 2024

BUY
$74.22 - $99.55 $179,463 - $240,711
2,418 New
2,418 $239,000
Q2 2023

Aug 11, 2023

BUY
$82.89 - $92.23 $2,072 - $2,305
25 Added 1.11%
2,280 $205,000
Q1 2023

Apr 28, 2023

SELL
$84.39 - $101.98 $675 - $815
-8 Reduced 0.35%
2,255 $200,000
Q4 2022

Feb 13, 2023

SELL
$83.26 - $100.16 $27,475 - $33,052
-330 Reduced 12.73%
2,263 $205,000
Q3 2022

Nov 01, 2022

BUY
$16.82 - $100.72 $8,712 - $52,172
518 Added 24.96%
2,593 $227,000
Q2 2022

Aug 02, 2022

BUY
$93.85 - $118.29 $12,294 - $15,495
131 Added 6.74%
2,075 $200,000
Q1 2022

Apr 27, 2022

BUY
$108.89 - $122.34 $5,008 - $5,627
46 Added 2.42%
1,944 $228,000
Q4 2021

Jan 24, 2022

BUY
$100.75 - $112.3 $191,223 - $213,145
1,898 New
1,898 $205,000

Others Institutions Holding BMO

About BANK OF MONTREAL


  • Ticker BMO
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 674,361,024
  • Market Cap $67B
  • Description
  • Bank of Montreal provides diversified financial services primarily in North America. The company's personal banking products and services include checking and savings accounts, credit cards, mortgages, and financial and investment advice services; and commercial banking products and services comprise business deposit accounts, commercial credit ...
More about BMO
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