A detailed history of Crewe Advisors LLC transactions in Bank Of Montreal stock. As of the latest transaction made, Crewe Advisors LLC holds 715 shares of BMO stock, worth $60,238. This represents 0.01% of its overall portfolio holdings.

Number of Shares
715
Holding current value
$60,238
% of portfolio
0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$89.53 - $98.63 $64,013 - $70,520
715 New
715 $69,000
Q3 2023

Nov 08, 2023

BUY
$82.18 - $93.86 $16,436 - $18,772
200 Added 63.49%
515 $43,000
Q2 2023

Jul 28, 2023

BUY
$82.89 - $92.23 $26,110 - $29,052
315 New
315 $28,000
Q2 2022

Aug 02, 2022

SELL
$93.85 - $118.29 $57,717 - $72,748
-615 Closed
0 $0
Q4 2021

Feb 10, 2022

BUY
$100.75 - $112.3 $61,961 - $69,064
615 New
615 $66,000

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 $56.8B
  • 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 Crewe Advisors LLC Portfolio

Follow Crewe Advisors 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 Crewe Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crewe Advisors LLC with notifications on news.