A detailed history of Cary Street Partners Investment Advisory LLC transactions in Bank Of Montreal stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 3,814 shares of BMO stock, worth $382,048. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,814
Previous 3,728 2.31%
Holding current value
$382,048
Previous $312,000 10.26%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 30, 2024

BUY
$79.1 - $90.77 $6,802 - $7,806
86 Added 2.31%
3,814 $344,000
Q2 2024

Jul 22, 2024

BUY
$83.3 - $98.36 $2,332 - $2,754
28 Added 0.76%
3,728 $312,000
Q4 2023

Feb 07, 2024

BUY
$74.22 - $99.55 $274,614 - $368,335
3,700 New
3,700 $366,000
Q2 2023

Aug 10, 2023

BUY
$82.89 - $92.23 $49,734 - $55,338
600 Added 16.22%
4,300 $388,000
Q4 2022

Feb 14, 2023

SELL
$83.26 - $100.16 $15,819 - $19,030
-190 Reduced 4.88%
3,700 $335,000
Q2 2022

Aug 15, 2022

BUY
$93.85 - $118.29 $365,076 - $460,148
3,890 New
3,890 $374,000

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 $67.6B
  • 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
Track This Portfolio

Track Cary Street Partners Investment Advisory LLC Portfolio

Follow Cary Street Partners Investment Advisory 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 Cary Street Partners Investment Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cary Street Partners Investment Advisory LLC with notifications on news.