A detailed history of Nicolet Advisory Services, LLC transactions in Bank Of Montreal stock. As of the latest transaction made, Nicolet Advisory Services, LLC holds 7,540 shares of BMO stock, worth $730,173. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,540
Previous 7,918 4.77%
Holding current value
$730,173
Previous $663,000 2.56%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Nov 12, 2024

SELL
$79.1 - $90.77 $29,899 - $34,311
-378 Reduced 4.77%
7,540 $680,000
Q2 2024

Aug 14, 2024

SELL
$83.3 - $98.36 $2,832 - $3,344
-34 Reduced 0.43%
7,918 $663,000
Q1 2024

May 09, 2024

SELL
$89.53 - $98.63 $201,621 - $222,114
-2,252 Reduced 22.07%
7,952 $776,000
Q4 2023

Feb 13, 2024

SELL
$74.22 - $99.55 $104,798 - $140,564
-1,412 Reduced 12.16%
10,204 $1.01 Million
Q3 2023

Nov 07, 2023

BUY
$82.18 - $93.86 $9,450 - $10,793
115 Added 1.0%
11,616 $980,000
Q2 2023

Aug 09, 2023

BUY
$82.89 - $92.23 $16,578 - $18,446
200 Added 1.77%
11,501 $1.04 Million
Q1 2023

May 09, 2023

BUY
$84.39 - $101.98 $165,657 - $200,186
1,963 Added 21.02%
11,301 $1.01 Million
Q4 2022

Feb 09, 2023

BUY
$83.26 - $100.16 $256,107 - $308,092
3,076 Added 49.12%
9,338 $846,000
Q3 2022

Nov 10, 2022

SELL
$16.82 - $100.72 $218 - $1,309
-13 Reduced 0.21%
6,262 $535,000
Q2 2022

Aug 08, 2022

BUY
$93.85 - $118.29 $281 - $354
3 Added 0.05%
6,275 $611,000
Q1 2022

May 10, 2022

SELL
$108.89 - $122.34 $12,195 - $13,702
-112 Reduced 1.75%
6,272 $723,000
Q3 2021

Nov 16, 2021

BUY
$95.96 - $103.83 $15,353 - $16,612
160 Added 2.57%
6,384 $637,000
Q2 2021

Aug 11, 2021

SELL
$89.26 - $106.41 $1,963 - $2,341
-22 Reduced 0.35%
6,224 $638,000
Q1 2021

May 03, 2021

BUY
$74.31 - $89.94 $108,864 - $131,762
1,465 Added 30.64%
6,246 $557,000
Q4 2020

Feb 09, 2021

SELL
$58.0 - $76.94 $12,470 - $16,542
-215 Reduced 4.3%
4,781 $364,000
Q3 2020

Oct 27, 2020

SELL
$52.13 - $63.75 $258,304 - $315,881
-4,955 Reduced 49.79%
4,996 $292,000
Q2 2020

Aug 14, 2020

BUY
$44.31 - $58.3 $177 - $233
4 Added 0.04%
9,951 $528,000
Q1 2020

Apr 21, 2020

BUY
$38.71 - $79.77 $185,149 - $381,539
4,783 Added 92.62%
9,947 $500,000
Q4 2019

Jan 23, 2020

BUY
$71.38 - $77.63 $6,566 - $7,141
92 Added 1.81%
5,164 $400,000
Q3 2019

Oct 22, 2019

BUY
$66.9 - $77.18 $77,737 - $89,683
1,162 Added 29.72%
5,072 $374,000
Q2 2019

Jul 26, 2019

BUY
$72.61 - $79.14 $217 - $237
3 Added 0.08%
3,910 $295,000
Q1 2019

May 10, 2019

BUY
$65.83 - $78.27 $257,197 - $305,800
3,907 New
3,907 $292,000

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 $65.3B
  • 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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