A detailed history of Orion Portfolio Solutions, LLC transactions in Bank Of Montreal stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 4,771 shares of BMO stock, worth $454,437. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,771
Previous 4,567 4.47%
Holding current value
$454,437
Previous $382,000 12.57%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 15, 2024

BUY
$79.1 - $90.77 $16,136 - $18,517
204 Added 4.47%
4,771 $430,000
Q2 2024

Aug 13, 2024

SELL
$83.3 - $98.36 $27,905 - $32,950
-335 Reduced 6.83%
4,567 $382,000
Q1 2024

May 09, 2024

BUY
$89.53 - $98.63 $20,054 - $22,093
224 Added 4.79%
4,902 $478,000
Q4 2023

Feb 09, 2024

SELL
$74.22 - $99.55 $39,781 - $53,358
-536 Reduced 10.28%
4,678 $462,000
Q3 2023

Nov 01, 2023

SELL
$82.18 - $93.86 $2,383 - $2,721
-29 Reduced 0.55%
5,214 $439,000
Q2 2023

Aug 14, 2023

BUY
$82.89 - $92.23 $5,056 - $5,626
61 Added 1.18%
5,243 $473,000
Q1 2023

Aug 30, 2023

SELL
$84.39 - $101.98 $5,147 - $6,220
-61 Reduced 1.16%
5,182 $461,000
Q1 2023

May 15, 2023

BUY
$84.39 - $101.98 $437,308 - $528,460
5,182 New
5,182 $461,000
Q3 2020

Nov 13, 2020

SELL
$52.13 - $63.75 $14,804 - $18,105
-284 Closed
0 $0
Q1 2020

May 15, 2020

BUY
$38.71 - $79.77 $10,954 - $22,574
283 Added 28300.0%
284 $14,000
Q4 2019

Feb 14, 2020

BUY
$71.38 - $77.63 $71 - $77
1 New
1 $0

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 $64.2B
  • 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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