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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-1.96K- 6.44% |
$146K - $195K
|
28.5K
$3.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.33KNew |
$173K - $232K
|
2.33K
$263K
|
|
|
Feb 12, 2024
Q4 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
2.33KNew |
$173K - $232K
|
2.33K
$263K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-179- 32.6% |
$13.3K - $17.8K
|
370
$41.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
5New |
$371 - $498
|
5
$565
|
|
|
Feb 08, 2024
Q4 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-30.3K- 46.78% |
$2.25M - $3.02M
|
34.5K
$3.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
32+ 0.85% |
$2.38K - $3.19K
|
3.78K
$427K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.09KNew |
$155K - $208K
|
2.09K
$237K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
2.9KNew |
$215K - $289K
|
2.9K
$328K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
71New |
$5.27K - $7.07K
|
71
$8.03K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
75New |
$5.57K - $7.47K
|
75
$8.48K
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
2.64KNew |
$196K - $263K
|
2.64K
$299K
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-1.58K- 13.07% |
$117K - $157K
|
10.5K
$1.18M
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
12KNew |
$891K - $1.19M
|
12K
$1.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-130- 52.0% |
$9.65K - $12.9K
|
120
$13.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-2.79K- 61.37% |
$207K - $277K
|
1.75K
$198K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.52KNew |
$187K - $250K
|
2.52K
$284K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-29- 3.26% |
$2.15K - $2.89K
|
861
$97.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.2K- 27.18% |
$89.1K - $119K
|
3.22K
$363K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
600New |
$44.5K - $59.7K
|
600
$67.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-97- 0.92% |
$7.2K - $9.66K
|
10.4K
$1.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
136+ 78.61% |
$10.1K - $13.5K
|
309
$34.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
CALL |
-200- 3.51% |
$14.8K - $19.9K
|
5.5K
$622K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-117- 3.18% |
$8.68K - $11.6K
|
3.56K
$402K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-52- 54.17% |
$3.86K - $5.18K
|
44
$4.97K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
100New |
$8.22K - $9.39K
|
100
$11.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-339- 77.22% |
$27.9K - $31.8K
|
100
$11.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-2.23K- 37.44% |
$183K - $209K
|
3.73K
$422K
|
|
|
Nov 14, 2023
Q3 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
652+ 1.33% |
$53.6K - $61.2K
|
49.6K
$5.6M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
15.4K+ 7.15% |
$1.26M - $1.44M
|
230K
$26M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
500New |
$41.1K - $46.9K
|
500
$56.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
52KNew |
$4.27M - $4.88M
|
52K
$5.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
3.4KNew |
$279K - $319K
|
3.4K
$384K
|
|
|
Nov 14, 2023
Q3 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
10.5KNew |
$863K - $986K
|
10.5K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-196- 5.09% |
$16.1K - $18.4K
|
3.66K
$413K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
70KNew |
$5.75M - $6.57M
|
70K
$7.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
128+ 1.33% |
$10.5K - $12K
|
9.75K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-100- 3.61% |
$8.22K - $9.39K
|
2.67K
$302K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
41+ 1.44% |
$3.37K - $3.85K
|
2.88K
$326K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.28KNew |
$105K - $120K
|
1.28K
$144K
|
|
|
Nov 08, 2023
Q3 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-42- 7.05% |
$3.45K - $3.94K
|
554
$62.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.27% |
$82.2 - $93.9
|
367
$41.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6New |
$493 - $563
|
6
$678
|
|
|
Nov 01, 2023
Q3 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
143+ 5.56% |
$11.8K - $13.4K
|
2.71K
$307K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-13- 0.59% |
$1.07K - $1.22K
|
2.2K
$249K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-239- 4.77% |
$19.6K - $22.4K
|
4.78K
$540K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
54+ 0.46% |
$4.44K - $5.07K
|
11.7K
$1.32M
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4.34KNew |
$357K - $408K
|
4.34K
$491K
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
340New |
$27.9K - $31.9K
|
340
$38.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
5.29KNew |
$435K - $496K
|
5.29K
$598K
|
|