A detailed history of Diversified Trust CO transactions in Bank Of Montreal stock. As of the latest transaction made, Diversified Trust CO holds 3,025 shares of BMO stock, worth $294,756. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,025
Previous 3,019 0.2%
Holding current value
$294,756
Previous $272,000 7.72%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 07, 2025

BUY
$89.75 - $103.39 $538 - $620
6 Added 0.2%
3,025 $293,000
Q3 2024

Oct 07, 2024

BUY
$79.1 - $90.77 $2,452 - $2,813
31 Added 1.04%
3,019 $272,000
Q2 2024

Jul 16, 2024

BUY
$83.3 - $98.36 $2,415 - $2,852
29 Added 0.98%
2,988 $250,000
Q4 2023

Jan 08, 2024

SELL
$74.22 - $99.55 $6,902 - $9,258
-93 Reduced 3.05%
2,959 $292,000
Q3 2023

Nov 17, 2023

BUY
$82.18 - $93.86 $6,492 - $7,414
79 Added 2.66%
3,052 $257,000
Q2 2023

Jul 18, 2023

BUY
$82.89 - $92.23 $246,431 - $274,199
2,973 New
2,973 $268,000
Q4 2022

Jan 17, 2023

BUY
$83.26 - $100.16 $184,254 - $221,654
2,213 New
2,213 $200,000
Q2 2022

Jul 12, 2022

SELL
$93.85 - $118.29 $844 - $1,064
-9 Reduced 0.42%
2,159 $208,000
Q3 2021

Jan 13, 2022

BUY
$95.96 - $103.83 $1,919 - $2,076
20 Added 0.93%
2,168 $216,000
Q2 2021

Jul 20, 2021

BUY
$89.26 - $106.41 $191,730 - $228,568
2,148 New
2,148 $220,000

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 $65.7B
  • 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 Diversified Trust CO Portfolio

Follow Diversified Trust CO 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 Diversified Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Diversified Trust CO with notifications on news.