Checchi Capital Advisers, LLC Bank Of Montreal Transaction History

Checchi Capital Advisers, LLC

$1.89 Billion
Q1 2025

A detailed history of Checchi Capital Advisers, LLC transactions in Bank Of Montreal stock. As of the latest transaction made, Checchi Capital Advisers, LLC holds 3,030 shares of BMO stock, worth $325,270. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,030

Previous 2,516 20.43%

Holding current value

$325,270

Previous $244,000 18.44%

% of portfolio

0.02%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$94.92 - $104.14 $48,788 - $53,527	514 Added 20.43%	3,030 $289,000
Q4 2024 Feb 04, 2025	BUY	$89.75 - $103.39 $225,811 - $260,129	2,516 New	2,516 $244,000
Q1 2024 Apr 25, 2024	BUY	$89.53 - $98.63 $17,279 - $19,035	193 Added 8.87%	2,368 $231,000
Q4 2023 Feb 07, 2024	SELL	$74.22 - $99.55 $74,368 - $99,749	-1,002 Reduced 31.54%	2,175 $215,000
Q3 2023 Nov 09, 2023	BUY	$82.18 - $93.86 $11,587 - $13,234	141 Added 4.64%	3,177 $268,000
Q2 2023 Aug 09, 2023	BUY	$82.89 - $92.23 $37,549 - $41,780	453 Added 17.54%	3,036 $274,000
Q1 2023 May 05, 2023	SELL	$84.39 - $101.98 $20,253 - $24,475	-240 Reduced 8.5%	2,583 $230,000
Q4 2022 Feb 10, 2023	SELL	$83.26 - $100.16 $44,793 - $53,886	-538 Reduced 16.01%	2,823 $255,000
Q3 2022 Nov 09, 2022	BUY	$16.82 - $100.72 $1,782 - $10,676	106 Added 3.26%	3,361 $295,000
Q2 2022 Aug 11, 2022	BUY	$93.85 - $118.29 $32,753 - $41,283	349 Added 12.01%	3,255 $328,000
Q1 2022 May 09, 2022	BUY	$108.89 - $122.34 $30,706 - $34,499	282 Added 10.75%	2,906 $343,000
Q4 2021 Feb 09, 2022	SELL	$100.75 - $112.3 $8,261 - $9,208	-82 Reduced 3.03%	2,624 $283,000
Q3 2021 Nov 09, 2021	BUY	$95.96 - $103.83 $7,292 - $7,891	76 Added 2.89%	2,706 $270,000
Q2 2021 Aug 06, 2021	BUY	$89.26 - $106.41 $32,312 - $38,520	362 Added 15.96%	2,630 $270,000
Q1 2021 May 10, 2021	BUY	$74.31 - $89.94 $168,535 - $203,983	2,268 New	2,268 $202,000
Q3 2020 Nov 10, 2020	SELL	$52.13 - $63.75 $198,719 - $243,015	-3,812 Closed	0 $0
Q2 2020 Aug 12, 2020	BUY	$44.31 - $58.3 $168,909 - $222,239	3,812 New	3,812 $202,000
Q1 2020 May 07, 2020	SELL	$38.71 - $79.77 $107,652 - $221,840	-2,781 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$71.38 - $77.63 $198,507 - $215,889	2,781 New	2,781 $216,000
Q4 2018 Feb 07, 2019	SELL	$63.51 - $83.41 $216,061 - $283,760	-3,402 Closed	0 $0
Q3 2018 Oct 29, 2018	BUY	$76.79 - $83.81 $24,112 - $26,316	314 Added 10.17%	3,402 $281,000
Q2 2018 Aug 06, 2018	BUY	$74.84 - $79.49 $523 - $556	7 Added 0.23%	3,088 $239,000
Q1 2018 May 01, 2018	BUY	$74.4 - $84.11 $2,232 - $2,523	30 Added 0.98%	3,081 $233,000
Q4 2017 Feb 02, 2018	BUY	$76.21 - $80.02 $232,516 - $244,141	3,051	3,051 $244,000

Others Institutions Holding BMO

# of Institutions

630

Shares Held

335M

Call Options Held

5.4M

Put Options Held

11.6M

View Full List

About BANK OF MONTREAL

Ticker BMO
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 674,361,024
Market Cap $72.4B
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 ...

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Checchi Capital Advisers, LLC Bank Of Montreal Transaction History