A detailed history of Pathstone Family Office, LLC transactions in Bank Of Montreal stock. As of the latest transaction made, Pathstone Family Office, LLC holds 5,086 shares of BMO stock, worth $425,799. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,086
Previous 3,402 49.5%
Holding current value
$425,799
Previous $307,000 39.74%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023

BUY
$82.18 - $93.86 $138,391 - $158,060
1,684 Added 49.5%
5,086 $429,000
Q2 2023

Jan 12, 2024

SELL
$82.89 - $92.23 $139,586 - $155,315
-1,684 Reduced 33.11%
3,402 $307,000
Q2 2023

Aug 14, 2023

BUY
$82.89 - $92.23 $1,077 - $1,198
13 Added 0.38%
3,402 $307,000
Q1 2023

May 15, 2023

SELL
$84.39 - $101.98 $173,252 - $209,364
-2,053 Reduced 37.73%
3,389 $301,000
Q4 2022

Oct 23, 2023

BUY
$83.26 - $100.16 $164,355 - $197,715
1,974 Added 56.92%
5,442 $493,000
Q4 2022

Feb 13, 2023

SELL
$83.26 - $100.16 $6,827 - $8,213
-82 Reduced 1.48%
5,442 $493,000
Q3 2022

Oct 23, 2023

BUY
$16.82 - $100.72 $235 - $1,410
14 Added 0.41%
3,468 $303,000
Q3 2022

Nov 14, 2022

BUY
$16.82 - $100.72 $958 - $5,741
57 Added 1.04%
5,524 $492,000
Q2 2022

Oct 23, 2023

BUY
$93.85 - $118.29 $4,880 - $6,151
52 Added 1.53%
3,454 $332,000
Q2 2022

Aug 15, 2022

BUY
$93.85 - $118.29 $305,294 - $384,797
3,253 Added 146.93%
5,467 $526,000
Q1 2022

May 16, 2022

SELL
$108.89 - $122.34 $2,286 - $2,569
-21 Reduced 0.94%
2,214 $272,000
Q2 2021

Aug 31, 2021

BUY
$89.26 - $106.41 $199,496 - $237,826
2,235 New
2,235 $229,000
Q1 2021

May 14, 2021

SELL
$74.31 - $89.94 $154,193 - $186,625
-2,075 Closed
0 $0
Q1 2020

Jun 11, 2020

BUY
$38.71 - $79.77 $80,323 - $165,522
2,075 New
2,075 $104,000
Q1 2020

May 07, 2020

SELL
$38.71 - $79.77 $80,323 - $165,522
-2,075 Closed
0 $0
Q1 2019

May 14, 2019

BUY
$65.83 - $78.27 $136,597 - $162,410
2,075 New
2,075 $155,000

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 $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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