A detailed history of Independent Advisor Alliance transactions in Bank Of Montreal stock. As of the latest transaction made, Independent Advisor Alliance holds 8,321 shares of BMO stock, worth $792,908. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,321
Previous 3,937 111.35%
Holding current value
$792,908
Previous $330,000 127.27%
% of portfolio
0.03%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$79.1 - $90.77 $346,774 - $397,935
4,384 Added 111.35%
8,321 $750,000
Q2 2024

Aug 12, 2024

BUY
$83.3 - $98.36 $11,412 - $13,475
137 Added 3.61%
3,937 $330,000
Q1 2024

May 08, 2024

BUY
$89.53 - $98.63 $92,305 - $101,687
1,031 Added 37.23%
3,800 $371,000
Q3 2023

Oct 24, 2023

SELL
$82.18 - $93.86 $575 - $657
-7 Reduced 0.25%
2,769 $233,000
Q2 2023

Jul 28, 2023

BUY
$82.89 - $92.23 $27,933 - $31,081
337 Added 13.82%
2,776 $250,000
Q1 2023

May 12, 2023

BUY
$84.39 - $101.98 $205,827 - $248,729
2,439 New
2,439 $217,000
Q2 2022

Aug 04, 2022

BUY
$93.85 - $118.29 $281 - $354
3 Added 0.14%
2,182 $210,000
Q4 2021

Feb 11, 2022

BUY
$100.75 - $112.3 $9,672 - $10,780
96 Added 4.61%
2,179 $235,000
Q3 2021

Nov 01, 2021

BUY
$95.96 - $103.83 $3,070 - $3,322
32 Added 1.56%
2,083 $208,000
Q2 2021

Aug 12, 2021

BUY
$89.26 - $106.41 $183,072 - $218,246
2,051 New
2,051 $210,000

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 $64.3B
  • 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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