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 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-3.46K- 56.19% |
$310K - $342K
|
2.7K
$305K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
5KNew |
$448K - $493K
|
5K
$565K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-154- 45.03% |
$13.8K - $15.2K
|
188
$21.2K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
2.68KNew |
$240K - $265K
|
2.68K
$303K
|
|
|
May 14, 2024
Q1 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
1.11KNew |
$99.5K - $110K
|
1.11K
$126K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-84- 3.38% |
$7.52K - $8.28K
|
2.4K
$272K
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
13.5K+ 35.42% |
$1.21M - $1.33M
|
51.5K
$5.83M
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
2.33KNew |
$209K - $230K
|
2.33K
$263K
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
13.5KNew |
$1.21M - $1.33M
|
13.5K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
6.18KNew |
$553K - $609K
|
6.18K
$698K
|
|
|
May 14, 2024
Q1 2024
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-129K- 94.16% |
$11.5M - $12.7M
|
8K
$904K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4+ 0.04% |
$358 - $395
|
10.3K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.95K+ 171.27% |
$354K - $390K
|
6.26K
$708K
|
|
|
May 13, 2024
Q1 2024
|
Ninepoint Partners LP
|
BUY
|
- |
33.9KNew |
$3.04M - $3.35M
|
33.9K
$3.83M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
282+ 12.38% |
$25.2K - $27.8K
|
2.56K
$289K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-30.7K- 2.44% |
$2.75M - $3.03M
|
1.23M
$139M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8New |
$716 - $789
|
8
$904
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
126+ 4.57% |
$11.3K - $12.4K
|
2.88K
$326K
|
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
1.4KNew |
$125K - $138K
|
1.4K
$158K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
1.1KNew |
$98.8K - $109K
|
1.1K
$125K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-420- 94.81% |
$37.6K - $41.4K
|
23
$2.6K
|
|
|
May 06, 2024
Q1 2024
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
105M+ 323501.62% |
$9.44B - $10.4B
|
106M
$11.9B
|
|
|
May 06, 2024
Q1 2024
|
Sciencast Management LP
|
BUY
|
- |
12.5KNew |
$1.11M - $1.23M
|
12.5K
$1.41M
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
2KNew |
$179K - $197K
|
2K
$226K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 1.82% |
$89.5 - $98.6
|
56
$6.33K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
5.55KNew |
$497K - $547K
|
5.55K
$627K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.04KNew |
$272K - $299K
|
3.04K
$343K
|
|
|
Apr 26, 2024
Q1 2024
|
Caldwell Investment Management Ltd.
|
BUY
|
- |
600+ 1.16% |
$53.7K - $59.2K
|
52.4K
$5.92M
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
2.41K+ 114.67% |
$216K - $238K
|
4.51K
$510K
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
12.9K+ 0.76% |
$1.16M - $1.27M
|
1.71M
$193M
|
|
|
Apr 18, 2024
Q1 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
4.66K+ 155333.33% |
$417K - $460K
|
4.66K
$527K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-50- 5.31% |
$4.48K - $4.93K
|
892
$101K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4.35K- 56.5% |
$390K - $429K
|
3.35K
$379K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-500- 10.03% |
$44.8K - $49.3K
|
4.48K
$507K
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
100+ 0.73% |
$8.95K - $9.86K
|
13.8K
$1.56M
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
400+ 9.74% |
$35.8K - $39.5K
|
4.51K
$509K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
640+ 106.67% |
$57.3K - $63.1K
|
1.24K
$140K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-149K- 3.45% |
$11.1M - $14.9M
|
4.18M
$473M
|
|
|
Jan 29, 2025
Q4 2023
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
8.43KNew |
$626K - $839K
|
8.43K
$953K
|
|
|
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
$1.06M
|
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
PUT |
200KNew |
$14.8M - $19.9M
|
200K
$22.6M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-91- 1.57% |
$6.75K - $9.06K
|
5.71K
$645K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.01KNew |
$75.2K - $101K
|
1.01K
$114K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.3KNew |
$915K - $1.23M
|
12.3K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.74K- 35.44% |
$203K - $273K
|
4.99K
$564K
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
9.2KNew |
$683K - $916K
|
9.2K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Burgundy Asset Management Ltd.
Toronto, A6 |
BUY
|
- |
10K+ 6.67% |
$742K - $996K
|
160K
$18.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
400New |
$29.7K - $39.8K
|
400
$45.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-2.39M- 91.59% |
$178M - $238M
|
220K
$24.9M
|
|