A detailed history of Ballentine Partners, LLC transactions in Bank Of Montreal stock. As of the latest transaction made, Ballentine Partners, LLC holds 2,923 shares of BMO stock, worth $276,603. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,923
Previous 3,080 5.1%
Holding current value
$276,603
Previous $258,000 1.94%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$79.1 - $90.77 $12,418 - $14,250
-157 Reduced 5.1%
2,923 $263,000
Q2 2024

Aug 06, 2024

SELL
$83.3 - $98.36 $32,820 - $38,753
-394 Reduced 11.34%
3,080 $258,000
Q1 2024

Apr 11, 2024

BUY
$89.53 - $98.63 $72,877 - $80,284
814 Added 30.6%
3,474 $339,000
Q4 2023

Jan 23, 2024

SELL
$74.22 - $99.55 $10,910 - $14,633
-147 Reduced 5.24%
2,660 $263,000
Q3 2023

Oct 19, 2023

BUY
$82.18 - $93.86 $14,710 - $16,800
179 Added 6.81%
2,807 $236,000
Q2 2023

Jul 26, 2023

BUY
$82.89 - $92.23 $2,238 - $2,490
27 Added 1.04%
2,628 $237,000
Q1 2023

Apr 27, 2023

BUY
$84.39 - $101.98 $1,519 - $1,835
18 Added 0.7%
2,601 $231,000
Q4 2022

Jan 27, 2023

SELL
$83.26 - $100.16 $48,623 - $58,493
-584 Reduced 18.44%
2,583 $0
Q3 2022

Oct 26, 2022

BUY
$16.82 - $100.72 $9,604 - $57,511
571 Added 22.0%
3,167 $278,000
Q2 2022

Aug 09, 2022

SELL
$93.85 - $118.29 $126,134 - $158,981
-1,344 Reduced 34.11%
2,596 $250,000
Q1 2022

May 05, 2022

BUY
$108.89 - $122.34 $45,189 - $50,771
415 Added 11.77%
3,940 $465,000
Q4 2020

Jan 25, 2021

SELL
$58.0 - $76.94 $1,624 - $2,154
-28 Reduced 0.79%
3,525 $268,000
Q3 2020

Oct 22, 2020

BUY
$52.13 - $63.75 $185,217 - $226,503
3,553 New
3,553 $208,000

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 $63.8B
  • 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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