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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.13KNew |
$427K - $505K
|
5.13K
$580K
|
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-4.1K- 4.81% |
$342K - $403K
|
81.2K
$9.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
129New |
$10.7K - $12.7K
|
129
$14.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
PUT |
36New |
$3K - $3.54K
|
36
$4.07K
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.2KNew |
$100K - $118K
|
1.2K
$136K
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.94KNew |
$328K - $388K
|
3.94K
$445K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-2.4M- 76.24% |
$200M - $236M
|
748K
$84.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-3.78K- 21.16% |
$315K - $372K
|
14.1K
$1.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.75K- 88.91% |
$146K - $172K
|
218
$24.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-100- 1.32% |
$8.33K - $9.84K
|
7.49K
$847K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-23.7K- 3.8% |
$1.97M - $2.33M
|
599K
$67.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Uss Investment Management LTD
|
BUY
|
- |
2.5K+ 2.35% |
$208K - $246K
|
109K
$12.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-1.97K- 88.09% |
$164K - $194K
|
267
$30.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-50- 50.0% |
$4.17K - $4.92K
|
50
$5.65K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
8+ 23.53% |
$666 - $787
|
42
$4.75K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-10- 0.22% |
$833 - $984
|
4.57K
$517K
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
51+ 5.06% |
$4.25K - $5.02K
|
1.06K
$120K
|
|
|
Aug 09, 2024
Q2 2024
|
Quilter PLC
|
SELL
|
- |
-80- 2.08% |
$6.66K - $7.87K
|
3.77K
$426K
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
21.4K+ 72.5% |
$1.78M - $2.11M
|
51K
$5.76M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-500- 50.45% |
$41.7K - $49.2K
|
491
$55.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.39K- 52.2% |
$365K - $431K
|
4.02K
$454K
|
|
|
Aug 07, 2024
Q2 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-231- 8.66% |
$19.2K - $22.7K
|
2.44K
$275K
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
320+ 39.07% |
$26.7K - $31.5K
|
1.14K
$129K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-79- 31.1% |
$6.58K - $7.77K
|
175
$19.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-7.79K- 55.69% |
$649K - $766K
|
6.2K
$701K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-19- 0.19% |
$1.58K - $1.87K
|
9.77K
$1.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-292- 45.48% |
$24.3K - $28.7K
|
350
$39.6K
|
|
|
Jul 31, 2024
Q2 2024
|
New Gen Asset Management LTD
|
BUY
|
CALL |
100KNew |
$8.33M - $9.84M
|
100K
$11.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
200+ 2.95% |
$16.7K - $19.7K
|
6.98K
$789K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-315- 44.06% |
$26.2K - $31K
|
400
$45.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
22.2K+ 362.02% |
$1.85M - $2.18M
|
28.3K
$3.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
677+ 18.81% |
$56.4K - $66.6K
|
4.28K
$483K
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
43New |
$3.58K - $4.23K
|
43
$4.86K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-500- 50.0% |
$41.7K - $49.2K
|
500
$56.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
150New |
$12.5K - $14.8K
|
150
$17K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
26+ 0.46% |
$2.17K - $2.56K
|
5.65K
$638K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-300- 47.24% |
$25K - $29.5K
|
335
$37.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-22- 0.77% |
$1.83K - $2.16K
|
2.84K
$321K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-100- 6.99% |
$8.33K - $9.84K
|
1.33K
$150K
|
|
|
Jul 10, 2024
Q2 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-184K- 61.61% |
$15.4M - $18.1M
|
115K
$13M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
700New |
$58.3K - $68.9K
|
700
$79.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
263New |
$21.9K - $25.9K
|
263
$29.7K
|
|
| Q1 2024 | |||||||
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-78.5K- 38.73% |
$7.03M - $7.74M
|
124K
$14M
|
|
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
7.36MNew |
$659M - $726M
|
7.36M
$832M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.64KNew |
$236K - $260K
|
2.64K
$298K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-576- 9.04% |
$51.6K - $56.8K
|
5.79K
$655K
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
870+ 112.55% |
$77.9K - $85.8K
|
1.64K
$186K
|
|
|
May 16, 2024
Q1 2024
|
Murchinson Ltd.
Toronto, A6 |
BUY
|
PUT |
136KNew |
$12.2M - $13.4M
|
136K
$15.3M
|
|
|
May 15, 2024
Q1 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-20.1K- 45.89% |
$1.8M - $1.98M
|
23.7K
$2.68M
|
|