A detailed history of United Capital Financial Advisers, LLC transactions in Bank Of Montreal stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 2,738 shares of BMO stock, worth $274,101. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,738
Previous 2,818 2.84%
Holding current value
$274,101
Previous $236,000 4.24%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

SELL
$79.1 - $90.77 $6,328 - $7,261
-80 Reduced 2.84%
2,738 $246,000
Q2 2024

Aug 14, 2024

SELL
$83.3 - $98.36 $3,831 - $4,524
-46 Reduced 1.61%
2,818 $236,000
Q1 2024

May 15, 2024

SELL
$89.53 - $98.63 $21,755 - $23,967
-243 Reduced 7.82%
2,864 $279,000
Q4 2023

Feb 14, 2024

BUY
$74.22 - $99.55 $230,601 - $309,301
3,107 New
3,107 $307,000
Q4 2022

Feb 14, 2023

SELL
$83.26 - $100.16 $17,900 - $21,534
-215 Reduced 8.8%
2,229 $201,000
Q3 2022

Nov 14, 2022

BUY
$16.82 - $100.72 $41,108 - $246,159
2,444 New
2,444 $214,000
Q1 2020

May 15, 2020

SELL
$38.71 - $79.77 $134,052 - $276,243
-3,463 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$71.38 - $77.63 $247,188 - $268,832
3,463 New
3,463 $268,000
Q3 2019

Nov 14, 2019

SELL
$66.9 - $77.18 $216,956 - $250,294
-3,243 Closed
0 $0
Q2 2019

Aug 13, 2019

BUY
$72.61 - $79.14 $40,516 - $44,160
558 Added 20.78%
3,243 $245,000
Q1 2019

May 14, 2019

BUY
$65.83 - $78.27 $176,753 - $210,154
2,685 New
2,685 $201,000
Q4 2018

Feb 14, 2019

SELL
$63.51 - $83.41 $156,488 - $205,522
-2,464 Closed
0 $0
Q3 2018

Nov 14, 2018

BUY
$76.79 - $83.81 $189,210 - $206,507
2,464 New
2,464 $203,000

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 $67.5B
  • 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
Track This Portfolio

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, 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 United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.