Latest Institutional Transactions on Bank Of Montreal (BMO)
This table provides information on the latest institutional transactions involving Bank Of Montreal (BMO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.21K+ 12.15% |
$631K - $798K
|
66.5K
$7.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
PUT |
-3K- 10.49% |
$263K - $332K
|
25.6K
$2.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
4.2K+ 3.11% |
$368K - $465K
|
139K
$15.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-493- 3.41% |
$43.2K - $54.5K
|
13.9K
$1.58M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
992+ 6.52% |
$86.8K - $110K
|
16.2K
$1.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-258- 9.5% |
$22.6K - $28.5K
|
2.46K
$278K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
50+ 1.16% |
$4.38K - $5.53K
|
4.38K
$495K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-91- 2.6% |
$7.97K - $10.1K
|
3.41K
$385K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-127- 17.81% |
$11.1K - $14.1K
|
586
$66.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
188New |
$16.5K - $20.8K
|
188
$21.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
62+ 2.12% |
$5.43K - $6.86K
|
2.98K
$337K
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
SELL
|
- |
-1.27K- 0.25% |
$111K - $141K
|
507K
$57.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-370- 12.86% |
$32.4K - $40.9K
|
2.51K
$283K
|
|
| Q1 2025 | |||||||
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-498K- 5.59% |
$47.3M - $51.9M
|
8.41M
$951M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-221- 4.46% |
$21K - $23K
|
4.73K
$535K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-8.93K- 51.44% |
$848K - $930K
|
8.43K
$953K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
4.76K+ 65.7% |
$452K - $495K
|
12K
$1.36M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.11K- 39.59% |
$105K - $116K
|
1.69K
$191K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
24K+ 29.98% |
$2.28M - $2.5M
|
104K
$11.8M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
66.8K+ 7.14% |
$6.34M - $6.96M
|
1M
$113M
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
19.8KNew |
$1.87M - $2.06M
|
19.8K
$2.23M
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-155- 0.77% |
$14.7K - $16.1K
|
20K
$2.26M
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-176K- 4.13% |
$16.7M - $18.3M
|
4.08M
$462M
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
88KNew |
$8.35M - $9.16M
|
88K
$9.95M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
4.91K+ 103.11% |
$466K - $511K
|
9.67K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.14K+ 63.19% |
$488K - $536K
|
13.3K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
64.8K+ 3990.7% |
$6.15M - $6.75M
|
66.4K
$7.51M
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
71.3K+ 16.25% |
$6.77M - $7.43M
|
510K
$57.7M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-758K- 11.09% |
$72M - $78.9M
|
6.08M
$687M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
73.7K+ 189.49% |
$6.99M - $7.67M
|
113K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
24.1KNew |
$2.29M - $2.51M
|
24.1K
$2.73M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
25.6K+ 499.75% |
$2.43M - $2.66M
|
30.7K
$3.47M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-950- 1.79% |
$90.2K - $98.9K
|
52.3K
$5.91M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
8.82KNew |
$837K - $918K
|
8.82K
$996K
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-5.22K- 55.62% |
$496K - $544K
|
4.17K
$471K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
35+ 0.6% |
$3.32K - $3.64K
|
5.87K
$664K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
15.8K+ 11.4% |
$1.5M - $1.65M
|
154K
$17.4M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
359+ 5.54% |
$34.1K - $37.4K
|
6.84K
$773K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.85KNew |
$365K - $401K
|
3.85K
$435K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-241- 2.05% |
$22.9K - $25.1K
|
11.5K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
12New |
$1.14K - $1.25K
|
12
$1.36K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
928+ 10.99% |
$88.1K - $96.6K
|
9.37K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
77+ 1.28% |
$7.31K - $8.02K
|
6.08K
$687K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.2KNew |
$209K - $229K
|
2.2K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
82.2K+ 42.13% |
$7.81M - $8.57M
|
277K
$31.4M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-117- 3.44% |
$11.1K - $12.2K
|
3.28K
$371K
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-2.42K- 0.5% |
$229K - $252K
|
478K
$54M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25+ 104.17% |
$2.37K - $2.6K
|
49
$5.54K
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-2.4K- 3.13% |
$228K - $250K
|
74.4K
$8.41M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
2.24K+ 41.02% |
$212K - $233K
|
7.69K
$869K
|
|