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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.34KNew |
$185K - $212K
|
2.34K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$794K - $911K
|
10K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-4.73K- 2.22% |
$374K - $430K
|
209K
$23.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
25K+ 5.26% |
$1.98M - $2.27M
|
500K
$56.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-1.62K- 5.54% |
$128K - $147K
|
27.6K
$3.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-5.65K- 3.49% |
$447K - $513K
|
156K
$17.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
187+ 0.03% |
$14.8K - $17K
|
619K
$70M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
45New |
$3.56K - $4.08K
|
45
$5.09K
|
|
|
Nov 13, 2024
Q3 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
10.6K+ 157.06% |
$839K - $963K
|
17.4K
$1.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-12.3K- 27.33% |
$973K - $1.12M
|
32.7K
$3.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
CALL |
-900- 25.0% |
$71.2K - $81.7K
|
2.7K
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
13+ 0.3% |
$1.03K - $1.18K
|
4.36K
$493K
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
9.49K+ 2.6% |
$750K - $861K
|
375K
$42.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.45KNew |
$352K - $404K
|
4.45K
$503K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.36K- 87.46% |
$187K - $214K
|
338
$38.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3+ 5.0% |
$237 - $272
|
63
$7.12K
|
|
|
Nov 08, 2024
Q3 2024
|
Alta Advisers LTD
|
BUY
|
- |
2.54KNew |
$201K - $231K
|
2.54K
$287K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 16.67% |
$158 - $182
|
14
$1.58K
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
3.93KNew |
$311K - $357K
|
3.93K
$445K
|
|
|
Nov 04, 2024
Q3 2024
|
New Gen Asset Management LTD
|
BUY
|
- |
50KNew |
$3.95M - $4.54M
|
50K
$5.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
2.33KNew |
$184K - $211K
|
2.33K
$263K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-1.2K- 3.32% |
$94.9K - $109K
|
34.9K
$3.95M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
PUT |
-1.2K- 3.9% |
$94.9K - $109K
|
29.6K
$3.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.15K- 33.7% |
$91K - $104K
|
2.26K
$256K
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
2.23KNew |
$176K - $202K
|
2.23K
$251K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-50- 43.48% |
$3.95K - $4.54K
|
65
$7.35K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
25New |
$1.98K - $2.27K
|
25
$2.83K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
2.22KNew |
$176K - $202K
|
2.22K
$251K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.41K+ 58.32% |
$586K - $673K
|
20.1K
$2.27M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-935- 78.31% |
$74K - $84.9K
|
259
$29.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-347- 4.34% |
$27.4K - $31.5K
|
7.65K
$864K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
59+ 1.94% |
$4.67K - $5.36K
|
3.09K
$350K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
172+ 2.79% |
$13.6K - $15.6K
|
6.34K
$717K
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
473+ 37.36% |
$37.4K - $42.9K
|
1.74K
$197K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-50- 8.33% |
$3.95K - $4.54K
|
550
$62.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.1K- 16.92% |
$954K - $1.09M
|
59.2K
$6.69M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-337- 2.14% |
$26.7K - $30.6K
|
15.4K
$1.74M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
315New |
$24.9K - $28.6K
|
315
$35.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
12+ 0.48% |
$949 - $1.09K
|
2.53K
$285K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.5KNew |
$198K - $227K
|
2.5K
$283K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-81- 31.27% |
$6.41K - $7.35K
|
178
$20.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-25- 2.31% |
$1.98K - $2.27K
|
1.06K
$119K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1- 0.13% |
$79.1 - $90.8
|
772
$87.3K
|
|
| Q2 2024 | |||||||
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
16New |
$1.33K - $1.57K
|
16
$1.81K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
CALL |
3.9KNew |
$325K - $384K
|
3.9K
$441K
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-11.5K- 35.87% |
$955K - $1.13M
|
20.5K
$2.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.03KNew |
$668K - $789K
|
8.03K
$907K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
7.01K+ 698.4% |
$584K - $689K
|
8.01K
$905K
|
|
|
Aug 14, 2024
Q2 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-139K- 2.51% |
$11.6M - $13.7M
|
5.42M
$613M
|
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
4.2KNew |
$350K - $413K
|
4.2K
$475K
|
|