A detailed history of Kestra Advisory Services, LLC transactions in Bank Of Montreal stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 7,394 shares of BMO stock, worth $619,986. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,394
Previous 7,220 2.41%
Holding current value
$619,986
Previous $714,000 1.12%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 15, 2024

BUY
$89.53 - $98.63 $15,578 - $17,161
174 Added 2.41%
7,394 $722,000
Q4 2023

Feb 14, 2024

SELL
$74.22 - $99.55 $81,567 - $109,405
-1,099 Reduced 13.21%
7,220 $714,000
Q3 2023

Nov 09, 2023

BUY
$82.18 - $93.86 $146,116 - $166,883
1,778 Added 27.18%
8,319 $701,000
Q2 2023

Aug 11, 2023

BUY
$82.89 - $92.23 $22,048 - $24,533
266 Added 4.24%
6,541 $590,000
Q1 2023

May 12, 2023

SELL
$84.39 - $101.98 $102,955 - $124,415
-1,220 Reduced 16.28%
6,275 $559,000
Q4 2022

Jan 31, 2023

SELL
$83.26 - $100.16 $199,990 - $240,584
-2,402 Reduced 24.27%
7,495 $679,000
Q3 2022

Nov 01, 2022

BUY
$16.82 - $100.72 $3,717 - $22,259
221 Added 2.28%
9,897 $867 Million
Q2 2022

Aug 12, 2022

BUY
$93.85 - $118.29 $223,926 - $282,239
2,386 Added 32.73%
9,676 $931,000
Q1 2022

Apr 26, 2022

SELL
$108.89 - $122.34 $96,149 - $108,026
-883 Reduced 10.8%
7,290 $860,000
Q4 2021

Jan 20, 2022

SELL
$100.75 - $112.3 $6,548 - $7,299
-65 Reduced 0.79%
8,173 $880,000
Q3 2021

Oct 19, 2021

SELL
$95.96 - $103.83 $35,505 - $38,417
-370 Reduced 4.3%
8,238 $821,000
Q2 2021

Jul 28, 2021

BUY
$89.26 - $106.41 $145,493 - $173,448
1,630 Added 23.36%
8,608 $882,000
Q1 2021

May 10, 2021

SELL
$74.31 - $89.94 $137,547 - $166,478
-1,851 Reduced 20.97%
6,978 $621,000
Q4 2020

Jan 20, 2021

BUY
$58.0 - $76.94 $505,586 - $670,685
8,717 Added 7783.04%
8,829 $669 Million
Q3 2020

Nov 12, 2020

BUY
$52.13 - $63.75 $5,838 - $7,140
112 New
112 $439 Million

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 $56.5B
  • 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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