A detailed history of Lorne Steinberg Wealth Management Inc. transactions in Bank Of Montreal stock. As of the latest transaction made, Lorne Steinberg Wealth Management Inc. holds 69,494 shares of BMO stock, worth $6.27 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares
69,494
Previous 69,514 0.03%
Holding current value
$6.27 Million
Previous $6.79 Million 14.18%
% of portfolio
1.97%
Previous 2.29%

Shares

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

Jul 18, 2024

SELL
$83.3 - $98.36 $1,666 - $1,967
-20 Reduced 0.03%
69,494 $5.83 Million
Q1 2024

May 02, 2024

BUY
$89.53 - $98.63 $26,679 - $29,391
298 Added 0.43%
69,514 $6.79 Million
Q4 2023

Feb 01, 2024

BUY
$74.22 - $99.55 $234,683 - $314,777
3,162 Added 4.79%
69,216 $6.85 Million
Q3 2023

Oct 31, 2023

BUY
$82.18 - $93.86 $645,523 - $737,270
7,855 Added 13.5%
66,054 $5.57 Million
Q2 2023

Jul 14, 2023

BUY
$82.89 - $92.23 $66,975 - $74,521
808 Added 1.41%
58,199 $5.26 Million
Q1 2023

Apr 26, 2023

BUY
$84.39 - $101.98 $1.2 Million - $1.45 Million
14,187 Added 32.84%
57,391 $5.11 Million
Q4 2022

Feb 10, 2023

BUY
$83.26 - $100.16 $70,021 - $84,234
841 Added 1.99%
43,204 $3.91 Million
Q3 2022

Nov 09, 2022

BUY
$16.82 - $100.72 $418,582 - $2.51 Million
24,886 Added 142.39%
42,363 $3.74 Million
Q2 2022

Aug 10, 2022

BUY
$93.85 - $118.29 $17,362 - $21,883
185 Added 1.07%
17,477 $1.68 Million
Q1 2022

May 10, 2022

BUY
$108.89 - $122.34 $3,266 - $3,670
30 Added 0.17%
17,292 $2.04 Million
Q4 2021

Feb 14, 2022

SELL
$100.75 - $112.3 $41,811 - $46,604
-415 Reduced 2.35%
17,262 $1.85 Million
Q3 2021

Nov 09, 2021

SELL
$95.96 - $103.83 $214,950 - $232,579
-2,240 Reduced 11.25%
17,677 $1.75 Million
Q2 2021

Jul 20, 2021

BUY
$89.26 - $106.41 $13,835 - $16,493
155 Added 0.78%
19,917 $2.04 Million
Q1 2021

May 03, 2021

SELL
$74.31 - $89.94 $507,983 - $614,829
-6,836 Reduced 25.7%
19,762 $1.76 Million
Q4 2020

Mar 17, 2021

BUY
$58.0 - $76.94 $1.54 Million - $2.05 Million
26,598 New
26,598 $2.02 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 $60.8B
  • 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
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