A detailed history of Steward Partners Investment Advisory, LLC transactions in Bank Of Montreal stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 2,297 shares of BMO stock, worth $199,540. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,297
Previous 2,281 0.7%
Holding current value
$199,540
Previous $222,000 13.51%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 08, 2024

BUY
$83.3 - $98.36 $1,332 - $1,573
16 Added 0.7%
2,297 $192,000
Q1 2024

May 15, 2024

SELL
$89.53 - $98.63 $15,667 - $17,260
-175 Reduced 7.13%
2,281 $222,000
Q4 2023

Feb 12, 2024

SELL
$74.22 - $99.55 $79,192 - $106,219
-1,067 Reduced 30.29%
2,456 $242,000
Q3 2023

Nov 13, 2023

BUY
$82.18 - $93.86 $70,017 - $79,968
852 Added 31.9%
3,523 $297,000
Q2 2023

Aug 14, 2023

SELL
$82.89 - $92.23 $98,887 - $110,030
-1,193 Reduced 30.87%
2,671 $241,000
Q1 2023

May 15, 2023

BUY
$84.39 - $101.98 $202,873 - $245,159
2,404 Added 164.66%
3,864 $344,000
Q4 2022

Feb 15, 2023

SELL
$83.26 - $100.16 $16,318 - $19,631
-196 Reduced 11.84%
1,460 $132,000
Q3 2022

Nov 10, 2022

BUY
$16.82 - $100.72 $3,616 - $21,654
215 Added 14.92%
1,656 $145,000
Q1 2022

May 02, 2022

BUY
$108.89 - $122.34 $4,900 - $5,505
45 Added 3.22%
1,441 $170,000
Q3 2021

Nov 12, 2021

BUY
$95.96 - $103.83 $15,161 - $16,405
158 Added 12.76%
1,396 $139,000
Q2 2021

Aug 13, 2021

SELL
$89.26 - $106.41 $372,124 - $443,623
-4,169 Reduced 77.1%
1,238 $127,000
Q1 2021

May 14, 2021

BUY
$74.31 - $89.94 $287,802 - $348,337
3,873 Added 252.48%
5,407 $481,000
Q4 2020

Feb 11, 2021

SELL
$58.0 - $76.94 $91,292 - $121,103
-1,574 Reduced 50.64%
1,534 $117,000
Q3 2020

Oct 30, 2020

BUY
$52.13 - $63.75 $6,568 - $8,032
126 Added 4.23%
3,108 $182,000
Q2 2020

Aug 06, 2020

SELL
$44.31 - $58.3 $60,394 - $79,462
-1,363 Reduced 31.37%
2,982 $159,000
Q1 2020

Apr 29, 2020

SELL
$38.71 - $79.77 $21,522 - $44,352
-556 Reduced 11.34%
4,345 $219,000
Q4 2019

Jan 17, 2020

SELL
$71.38 - $77.63 $23,127 - $25,152
-324 Reduced 6.2%
4,901 $379,000
Q3 2019

Oct 30, 2019

SELL
$66.9 - $77.18 $16,189 - $18,677
-242 Reduced 4.43%
5,225 $385,000
Q2 2019

Jul 25, 2019

SELL
$72.61 - $79.14 $43,275 - $47,167
-596 Reduced 9.83%
5,467 $412,000
Q1 2019

Apr 30, 2019

SELL
$65.83 - $78.27 $26,397 - $31,386
-401 Reduced 6.2%
6,063 $454,000
Q4 2018

Jan 15, 2019

SELL
$63.51 - $83.41 $121,558 - $159,646
-1,914 Reduced 22.85%
6,464 $422,000
Q3 2018

Oct 23, 2018

SELL
$76.79 - $83.81 $68,573 - $74,842
-893 Reduced 9.63%
8,378 $691,000
Q2 2018

Jul 20, 2018

BUY
$74.84 - $79.49 $272,642 - $289,582
3,643 Added 64.73%
9,271 $716,000
Q1 2018

Apr 20, 2018

BUY
$74.4 - $84.11 $418,723 - $473,371
5,628 New
5,628 $425,000

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 Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, 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 Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.