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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
13.5KNew |
$1.21M - $1.33M
|
13.5K
$1.35M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
6.18KNew |
$553K - $609K
|
6.18K
$619K
|
|
|
May 14, 2024
Q1 2024
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-129K- 94.16% |
$11.5M - $12.7M
|
8K
$801K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4+ 0.04% |
$358 - $395
|
10.3K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.95K+ 171.27% |
$354K - $390K
|
6.26K
$627K
|
|
|
May 13, 2024
Q1 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.9K+ 2.04% |
$170K - $187K
|
95.2K
$9.53M
|
|
|
May 13, 2024
Q1 2024
|
Ninepoint Partners LP
|
BUY
|
- |
33.9KNew |
$3.04M - $3.35M
|
33.9K
$3.4M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
282+ 12.38% |
$25.2K - $27.8K
|
2.56K
$256K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
103KNew |
$9.26M - $10.2M
|
103K
$10.4M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-30.7K- 2.44% |
$2.75M - $3.03M
|
1.23M
$123M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8New |
$716 - $789
|
8
$801
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
126+ 4.57% |
$11.3K - $12.4K
|
2.88K
$289K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
173+ 8.41% |
$15.5K - $17.1K
|
2.23K
$223K
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
149+ 0.74% |
$13.3K - $14.7K
|
20.4K
$2.04M
|
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
1.4KNew |
$125K - $138K
|
1.4K
$140K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
1.1KNew |
$98.8K - $109K
|
1.1K
$111K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-420- 94.81% |
$37.6K - $41.4K
|
23
$2.3K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
103+ 0.58% |
$9.22K - $10.2K
|
17.9K
$1.79M
|
|
|
May 06, 2024
Q1 2024
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
105M+ 323501.62% |
$9.44B - $10.4B
|
106M
$10.6B
|
|
|
May 06, 2024
Q1 2024
|
Sciencast Management LP
|
BUY
|
- |
12.5KNew |
$1.11M - $1.23M
|
12.5K
$1.25M
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
2KNew |
$179K - $197K
|
2K
$200K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
250New |
$22.4K - $24.7K
|
250
$25K
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
170KNew |
$15.2M - $16.7M
|
170K
$17M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 1.82% |
$89.5 - $98.6
|
56
$5.61K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
5.55KNew |
$497K - $547K
|
5.55K
$556K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.04KNew |
$272K - $299K
|
3.04K
$304K
|
|
|
Apr 26, 2024
Q1 2024
|
Caldwell Investment Management Ltd.
|
BUY
|
- |
600+ 1.16% |
$53.7K - $59.2K
|
52.4K
$5.25M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
193+ 8.87% |
$17.3K - $19K
|
2.37K
$237K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
2.41K+ 114.67% |
$216K - $238K
|
4.51K
$452K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
7+ 0.34% |
$627 - $690
|
2.06K
$207K
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
12.9K+ 0.76% |
$1.16M - $1.27M
|
1.71M
$171M
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-100- 1.23% |
$8.95K - $9.86K
|
8.04K
$805K
|
|
|
Apr 18, 2024
Q1 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
4.66K+ 155333.33% |
$417K - $460K
|
4.66K
$467K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-50- 5.31% |
$4.48K - $4.93K
|
892
$89.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4.35K- 56.5% |
$390K - $429K
|
3.35K
$336K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-500- 10.03% |
$44.8K - $49.3K
|
4.48K
$449K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
2.56KNew |
$229K - $252K
|
2.56K
$256K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-23- 0.52% |
$2.06K - $2.27K
|
4.42K
$443K
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
100+ 0.73% |
$8.95K - $9.86K
|
13.8K
$1.39M
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
400+ 9.74% |
$35.8K - $39.5K
|
4.51K
$451K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
640+ 106.67% |
$57.3K - $63.1K
|
1.24K
$124K
|
|
| Q4 2023 | |||||||
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-2.1KClosed |
$156K - $209K
|
0
$0
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.76K- 15.8% |
$130K - $175K
|
9.36K
$938K
|
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
PUT |
200KNew |
$14.8M - $19.9M
|
200K
$20M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
96New |
$7.13K - $9.56K
|
96
$9.62K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-91- 1.57% |
$6.75K - $9.06K
|
5.71K
$572K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-149- 43.95% |
$11.1K - $14.8K
|
190
$19K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.01KNew |
$75.2K - $101K
|
1.01K
$101K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.3KNew |
$915K - $1.23M
|
12.3K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.74K- 35.44% |
$203K - $273K
|
4.99K
$500K
|
|