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 31, 2023
Q2 2023
|
Strs Ohio
|
BUY
|
- |
6.62KNew |
$549K - $611K
|
6.62K
$664K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
33New |
$2.74K - $3.04K
|
33
$3.31K
|
|
|
Jul 27, 2023
Q2 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-204- 1.53% |
$16.9K - $18.8K
|
13.2K
$1.32M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.3KNew |
$190K - $212K
|
2.3K
$230K
|
|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-785- 4.95% |
$65.1K - $72.4K
|
15.1K
$1.51M
|
|
|
Jul 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
756+ 9.45% |
$62.7K - $69.7K
|
8.75K
$877K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
250+ 4.07% |
$20.7K - $23.1K
|
6.4K
$641K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-8- 0.28% |
$663 - $738
|
2.86K
$286K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
153New |
$12.7K - $14.1K
|
153
$15.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-476- 11.09% |
$39.5K - $43.9K
|
3.82K
$382K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-9.3K- 97.89% |
$785K - $948K
|
200
$20K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-628Closed |
$53K - $64K
|
0
$0
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
30.3KNew |
$2.55M - $3.09M
|
30.3K
$3.03M
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
13.6KNew |
$1.14M - $1.38M
|
13.6K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.32KNew |
$365K - $441K
|
4.32K
$433K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3+ 0.09% |
$253 - $306
|
3.29K
$329K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.25K+ 39.18% |
$190K - $230K
|
8K
$801K
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
6.51KNew |
$550K - $664K
|
6.51K
$652K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
100New |
$8.44K - $10.2K
|
100
$10K
|
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
18.1KNew |
$1.52M - $1.84M
|
18.1K
$1.81M
|
|
|
May 12, 2023
Q1 2023
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-12.1K- 67.22% |
$1.02M - $1.23M
|
5.9K
$591K
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
58+ 2.1% |
$4.89K - $5.91K
|
2.81K
$282K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-99- 99.0% |
$8.35K - $10.1K
|
1
$100
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.14KNew |
$96.5K - $117K
|
1.14K
$115K
|
|
|
May 11, 2023
Q1 2023
|
Timelo Investment Management Inc.
|
SELL
|
- |
-95K- 47.5% |
$8.02M - $9.69M
|
105K
$10.5M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-150- 3.66% |
$12.7K - $15.3K
|
3.95K
$395K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
999+ 99900.0% |
$84.3K - $102K
|
1K
$100K
|
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
BUY
|
- |
1.25KNew |
$105K - $127K
|
1.25K
$125K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
874KNew |
$73.8M - $89.2M
|
874K
$87.6M
|
|
|
May 09, 2023
Q1 2023
|
Thornburg Investment Management Inc
|
SELL
|
- |
-31K- 69.68% |
$2.61M - $3.16M
|
13.5K
$1.35M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-679- 47.45% |
$57.3K - $69.2K
|
752
$75.3K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
230+ 0.29% |
$19.4K - $23.5K
|
78.7K
$7.89M
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
37+ 1.38% |
$3.12K - $3.77K
|
2.71K
$272K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
145New |
$12.2K - $14.8K
|
145
$14.5K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-51- 54.84% |
$4.3K - $5.2K
|
42
$4.21K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
73New |
$6.16K - $7.44K
|
73
$7.31K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.67KClosed |
$389K - $468K
|
0
$0
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
600New |
$50K - $60.1K
|
600
$60.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
2.8KNew |
$233K - $280K
|
2.8K
$280K
|
|
|
Feb 14, 2023
Q4 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
PUT |
671KNew |
$55.9M - $67.2M
|
671K
$67.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Unio Capital LLC
|
BUY
|
- |
190+ 4.09% |
$15.8K - $19K
|
4.83K
$484K
|
|
|
Feb 14, 2023
Q4 2022
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
91.3K+ 446.66% |
$7.6M - $9.15M
|
112K
$11.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
40New |
$3.33K - $4.01K
|
40
$4.01K
|
|
|
Feb 14, 2023
Q4 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
1.75KNew |
$146K - $175K
|
1.75K
$175K
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5.94KNew |
$495K - $595K
|
5.94K
$595K
|
|
|
Feb 14, 2023
Q4 2022
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-1.35K- 34.23% |
$112K - $135K
|
2.58K
$259K
|
|
|
Feb 14, 2023
Q4 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-7.7K- 71.24% |
$641K - $771K
|
3.11K
$311K
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.24K- 12.18% |
$103K - $124K
|
8.91K
$893K
|
|
|
Feb 14, 2023
Q4 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
5.5KNew |
$458K - $551K
|
5.5K
$551K
|
|