A detailed history of Beacon Pointe Advisors, LLC transactions in Bank Of Montreal stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 51,744 shares of BMO stock, worth $5.1 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
51,744
Previous 52,021 0.53%
Holding current value
$5.1 Million
Previous $4.36 Million 7.02%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 14, 2024

SELL
$79.1 - $90.77 $21,910 - $25,143
-277 Reduced 0.53%
51,744 $4.67 Million
Q2 2024

Aug 12, 2024

SELL
$83.3 - $98.36 $85,965 - $101,507
-1,032 Reduced 1.95%
52,021 $4.36 Million
Q1 2024

May 14, 2024

SELL
$89.53 - $98.63 $45,481 - $50,104
-508 Reduced 0.95%
53,053 $5.18 Million
Q4 2023

Feb 08, 2024

BUY
$74.22 - $99.55 $50,766 - $68,092
684 Added 1.29%
53,561 $5.3 Million
Q3 2023

Nov 14, 2023

BUY
$82.18 - $93.86 $4.35 Million - $4.96 Million
52,877 New
52,877 $4.46 Million
Q1 2022

May 17, 2022

BUY
$108.89 - $122.34 $5.79 Million - $6.51 Million
53,179 New
53,179 $6.27 Million

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 $66.5B
  • 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
Track This Portfolio

Track Beacon Pointe Advisors, LLC Portfolio

Follow Beacon Pointe Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Pointe Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.