A detailed history of Creative Planning transactions in Bank Of Montreal stock. As of the latest transaction made, Creative Planning holds 29,313 shares of BMO stock, worth $2.65 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
29,313
Previous 28,988 1.12%
Holding current value
$2.65 Million
Previous $2.83 Million 13.21%
% of portfolio
0.0%
Previous 0.0%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

BUY
$83.3 - $98.36 $27,072 - $31,967
325 Added 1.12%
29,313 $2.46 Million
Q1 2024

May 10, 2024

BUY
$89.53 - $98.63 $245,580 - $270,542
2,743 Added 10.45%
28,988 $2.83 Million
Q4 2023

Feb 14, 2024

SELL
$74.22 - $99.55 $233,050 - $312,587
-3,140 Reduced 10.69%
26,245 $2.6 Million
Q3 2023

Nov 16, 2023

BUY
$82.18 - $93.86 $516,008 - $589,346
6,279 Added 27.17%
29,385 $2.48 Million
Q2 2023

Jul 21, 2023

BUY
$82.89 - $92.23 $217,917 - $242,472
2,629 Added 12.84%
23,106 $2.09 Million
Q1 2023

May 15, 2023

BUY
$84.39 - $101.98 $360,345 - $435,454
4,270 Added 26.35%
20,477 $1.82 Million
Q4 2022

Feb 10, 2023

SELL
$83.26 - $100.16 $43,544 - $52,383
-523 Reduced 3.13%
16,207 $1.47 Million
Q3 2022

Nov 03, 2022

BUY
$16.82 - $100.72 $67,919 - $406,707
4,038 Added 31.82%
16,730 $1.47 Million
Q2 2022

Aug 15, 2022

BUY
$93.85 - $118.29 $105,205 - $132,603
1,121 Added 9.69%
12,692 $1.22 Million
Q1 2022

May 16, 2022

BUY
$108.89 - $122.34 $7,840 - $8,808
72 Added 0.63%
11,571 $1.37 Million
Q4 2021

Feb 11, 2022

BUY
$100.75 - $112.3 $65,084 - $72,545
646 Added 5.95%
11,499 $1.24 Million
Q3 2021

Nov 10, 2021

SELL
$95.96 - $103.83 $2.14 Million - $2.31 Million
-22,274 Reduced 67.24%
10,853 $1.08 Million
Q2 2021

Aug 04, 2021

BUY
$89.26 - $106.41 $2.36 Million - $2.81 Million
26,412 Added 393.33%
33,127 $3.4 Million
Q1 2021

Apr 30, 2021

BUY
$74.31 - $89.94 $34,702 - $42,001
467 Added 7.47%
6,715 $598,000
Q4 2020

Jan 29, 2021

SELL
$58.0 - $76.94 $55,912 - $74,170
-964 Reduced 13.37%
6,248 $475,000
Q3 2020

Nov 05, 2020

BUY
$52.13 - $63.75 $3,701 - $4,526
71 Added 0.99%
7,212 $421,000
Q2 2020

Jul 23, 2020

SELL
$44.31 - $58.3 $296,921 - $390,668
-6,701 Reduced 48.41%
7,141 $379,000
Q1 2020

May 05, 2020

BUY
$38.71 - $79.77 $238,492 - $491,462
6,161 Added 80.21%
13,842 $696,000
Q4 2019

Jan 30, 2020

SELL
$71.38 - $77.63 $121,631 - $132,281
-1,704 Reduced 18.16%
7,681 $595,000
Q3 2019

Nov 01, 2019

BUY
$66.9 - $77.18 $93,994 - $108,437
1,405 Added 17.61%
9,385 $692,000
Q2 2019

Jul 26, 2019

SELL
$72.61 - $79.14 $162,646 - $177,273
-2,240 Reduced 21.92%
7,980 $602,000
Q1 2019

Apr 24, 2019

SELL
$65.83 - $78.27 $76,560 - $91,028
-1,163 Reduced 10.22%
10,220 $765,000
Q4 2018

Feb 01, 2019

BUY
$63.51 - $83.41 $35,248 - $46,292
555 Added 5.13%
11,383 $744,000
Q3 2018

Oct 25, 2018

SELL
$76.79 - $83.81 $70,723 - $77,189
-921 Reduced 7.84%
10,828 $894,000
Q2 2018

Jul 20, 2018

SELL
$74.84 - $79.49 $149 - $158
-2 Reduced 0.02%
11,749 $908,000
Q1 2018

Apr 18, 2018

BUY
$74.4 - $84.11 $42,705 - $48,279
574 Added 5.14%
11,751 $888,000
Q4 2017

Jan 17, 2018

SELL
$76.21 - $80.02 $15,927 - $16,724
-209 Reduced 1.84%
11,177 $894,000
Q3 2017

Oct 17, 2017

BUY
$71.44 - $75.87 $813,415 - $863,855
11,386
11,386 $862,000

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 $61B
  • 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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