A detailed history of Schechter Investment Advisors, LLC transactions in Bank Of Montreal stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 3,450 shares of BMO stock, worth $299,977. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,450
Previous 3,161 9.14%
Holding current value
$299,977
Previous $312,000 7.69%
% of portfolio
0.03%
Previous 0.03%

Shares

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

May 06, 2024

BUY
$89.53 - $98.63 $25,874 - $28,504
289 Added 9.14%
3,450 $336,000
Q4 2023

Jan 17, 2024

BUY
$74.22 - $99.55 $8,609 - $11,547
116 Added 3.81%
3,161 $312,000
Q3 2023

Nov 06, 2023

BUY
$82.18 - $93.86 $250,238 - $285,803
3,045 New
3,045 $256,000
Q1 2023

Apr 28, 2023

SELL
$84.39 - $101.98 $843 - $1,019
-10 Reduced 0.31%
3,262 $290,000
Q4 2022

Feb 13, 2023

BUY
$83.26 - $100.16 $26,643 - $32,051
320 Added 10.84%
3,272 $296,000
Q3 2022

Nov 04, 2022

BUY
$16.82 - $100.72 $49,652 - $297,325
2,952 New
2,952 $259,000
Q1 2022

Nov 18, 2022

SELL
$108.89 - $122.34 $74,589 - $83,802
-685 Reduced 23.2%
2,267 $267,000
Q4 2021

Dec 27, 2022

SELL
$100.75 - $112.3 $108,608 - $121,059
-1,078 Reduced 36.52%
1,874 $202,000

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 $58.6B
  • 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
Track This Portfolio

Track Schechter Investment Advisors, LLC Portfolio

Follow Schechter Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schechter Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schechter Investment Advisors, LLC with notifications on news.