A detailed history of Caldwell Trust CO transactions in Bank Of Montreal stock. As of the latest transaction made, Caldwell Trust CO holds 1,500 shares of BMO stock, worth $185,940. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,500
Previous 1,500 -0.0%
Holding current value
$185,940
Previous $166 Million 17.73%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 22, 2025

BUY
$87.54 - $110.63 $131,310 - $165,945
1,500 New
1,500 $166 Million
Q3 2021

Oct 02, 2025

BUY
$95.96 - $103.83 $47,980 - $51,915
500 Added 50.0%
1,500 $150 Million
Q1 2021

Oct 02, 2025

SELL
$74.31 - $89.94 $37,155 - $44,970
-500 Reduced 33.33%
1,000 $89.1 Million
Q4 2020

Oct 02, 2025

SELL
$58.0 - $76.94 $29,000 - $38,470
-500 Reduced 33.33%
1,000 $76 Million
Q3 2020

Oct 02, 2025

BUY
$52.13 - $63.75 $52,130 - $63,750
1,000 Added 500.0%
1,200 $70.1 Million
Q1 2020

Oct 02, 2025

SELL
$38.71 - $79.77 $50,323 - $103,701
-1,300 Reduced 86.67%
200 $10.1 Million
Q4 2019

Oct 06, 2025

SELL
$71.38 - $77.63 $92,794 - $100,919
-1,300 Reduced 86.67%
200 $15.5 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 $83.6B
  • 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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