Summit Global Investments Bank Of Montreal Transaction History

Summit Global Investments

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 31, 2023	SELL	$83.26 - $100.16 $9,075 - $10,917	-109 Reduced 0.43%	25,524 $2.31 Million
Q3 2022 Nov 14, 2022	SELL	$16.82 - $100.72 $44,808 - $268,318	-2,664 Reduced 9.41%	25,633 $2.25 Million
Q2 2022 Aug 23, 2022	BUY	$93.85 - $118.29 $1.5 Million - $1.89 Million	16,005 Added 130.21%	28,297 $2.72 Million
Q1 2022 Apr 29, 2022	SELL	$108.89 - $122.34 $46,496 - $52,239	-427 Reduced 3.36%	12,292 $1.45 Million
Q4 2021 Feb 14, 2022	BUY	$100.75 - $112.3 $89,566 - $99,834	889 Added 7.51%	12,719 $1.37 Million
Q3 2021 Nov 08, 2021	BUY	$95.96 - $103.83 $629,401 - $681,020	6,559 Added 124.44%	11,830 $1.18 Million
Q2 2021 Jan 28, 2022	BUY	$89.26 - $106.41 $470,489 - $560,887	5,271 New	5,271 $541,000
Q4 2019 Feb 13, 2020	SELL	$71.38 - $77.63 $697,739 - $758,833	-9,775 Closed	0 $0
Q3 2019 Nov 08, 2019	BUY	$66.9 - $77.18 $63,889 - $73,706	955 Added 10.83%	9,775 $721,000
Q2 2019 Aug 16, 2019	BUY	$72.61 - $79.14 $37,394 - $40,757	515 Added 6.2%	8,820 $665,000
Q1 2019 May 14, 2019	SELL	$65.83 - $78.27 $157,794 - $187,613	-2,397 Reduced 22.4%	8,305 $621,000
Q4 2018 Feb 08, 2019	SELL	$63.51 - $83.41 $25,276 - $33,197	-398 Reduced 3.59%	10,702 $699,000
Q3 2018 Nov 15, 2018	BUY	$76.79 - $83.81 $120,560 - $131,581	1,570 Added 16.47%	11,100 $916,000
Q1 2018 May 03, 2018	SELL	$74.4 - $84.11 $69,192 - $78,222	-930 Reduced 8.89%	9,530 $720,000
Q4 2017 Feb 14, 2018	BUY	$76.21 - $80.02 $797,156 - $837,009	10,460	10,460 $837,000

537

329M

8.71M

10.6M

Ticker BMO
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 674,361,024
Market Cap $64.3B
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 ...

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