A detailed history of Capital Group Private Client Services, Inc. transactions in Bank Of Montreal stock. As of the latest transaction made, Capital Group Private Client Services, Inc. holds 27,596 shares of BMO stock, worth $2.66 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
27,596
Previous 29,215 5.54%
Holding current value
$2.66 Million
Previous $2.45 Million 1.63%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 13, 2024

SELL
$79.1 - $90.77 $128,062 - $146,956
-1,619 Reduced 5.54%
27,596 $2.49 Million
Q2 2024

Aug 13, 2024

SELL
$83.3 - $98.36 $16,826 - $19,868
-202 Reduced 0.69%
29,215 $2.45 Million
Q1 2024

May 14, 2024

BUY
$89.53 - $98.63 $746,680 - $822,574
8,340 Added 39.57%
29,417 $2.87 Million
Q4 2023

Feb 13, 2024

SELL
$74.22 - $99.55 $163,432 - $219,209
-2,202 Reduced 9.46%
21,077 $2.09 Million
Q3 2023

Nov 13, 2023

SELL
$82.18 - $93.86 $854,261 - $975,674
-10,395 Reduced 30.87%
23,279 $1.96 Million
Q2 2023

Aug 11, 2023

BUY
$82.89 - $92.23 $2.79 Million - $3.11 Million
33,674 New
33,674 $3.04 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 $65.1B
  • 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 Capital Group Private Client Services, Inc. Portfolio

Follow Capital Group Private Client Services, Inc. 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 Capital Group Private Client Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Capital Group Private Client Services, Inc. with notifications on news.