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 |
|---|---|---|---|---|---|---|---|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-50- 1.71% |
$4.11K - $4.69K
|
2.88K
$326K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.68K- 33.11% |
$140K - $155K
|
3.4K
$385K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
11New |
$912 - $1.01K
|
11
$1.24K
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-39K- 27.79% |
$3.23M - $3.6M
|
101K
$11.5M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
286New |
$23.7K - $26.4K
|
286
$32.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
22.6KNew |
$1.87M - $2.08M
|
22.6K
$2.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.3KNew |
$191K - $212K
|
2.3K
$260K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
10KNew |
$829K - $922K
|
10K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.84KNew |
$567K - $631K
|
6.84K
$773K
|
|
|
Aug 14, 2023
Q2 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-17.9K- 67.16% |
$1.48M - $1.65M
|
8.74K
$988K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
530KNew |
$43.9M - $48.9M
|
530K
$59.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
15.7KNew |
$1.3M - $1.45M
|
15.7K
$1.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
SELL
|
- |
-74.2K- 90.68% |
$6.15M - $6.85M
|
7.63K
$862K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
369+ 1.25% |
$30.6K - $34K
|
29.8K
$3.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-150- 1.84% |
$12.4K - $13.8K
|
7.98K
$902K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
250New |
$20.7K - $23.1K
|
250
$28.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
151KNew |
$12.5M - $13.9M
|
151K
$17M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
24K+ 8.87% |
$1.99M - $2.21M
|
294K
$33.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Monaco Asset Management Sam
|
BUY
|
PUT |
25K+ 100.0% |
$2.07M - $2.31M
|
50K
$5.65M
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
500New |
$41.4K - $46.1K
|
500
$56.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
251New |
$20.8K - $23.1K
|
251
$28.4K
|
|
|
Aug 01, 2023
Q2 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-188K- 79.68% |
$15.6M - $17.4M
|
48K
$5.43M
|
|
|
Aug 01, 2023
Q2 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-71.9K- 26.74% |
$5.96M - $6.63M
|
197K
$22.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-451- 16.05% |
$37.4K - $41.6K
|
2.36K
$267K
|
|
|
Jul 31, 2023
Q2 2023
|
Strs Ohio
|
BUY
|
- |
6.62KNew |
$549K - $611K
|
6.62K
$749K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
33New |
$2.74K - $3.04K
|
33
$3.73K
|
|
|
Jul 27, 2023
Q2 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-204- 1.53% |
$16.9K - $18.8K
|
13.2K
$1.49M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.3KNew |
$190K - $212K
|
2.3K
$259K
|
|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-785- 4.95% |
$65.1K - $72.4K
|
15.1K
$1.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
756+ 9.45% |
$62.7K - $69.7K
|
8.75K
$989K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
250+ 4.07% |
$20.7K - $23.1K
|
6.4K
$723K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
153New |
$12.7K - $14.1K
|
153
$17.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-476- 11.09% |
$39.5K - $43.9K
|
3.82K
$432K
|
|
| Q1 2023 | |||||||
|
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
$22.6K
|
|
|
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
$3.42M
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
13.6KNew |
$1.14M - $1.38M
|
13.6K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.32KNew |
$365K - $441K
|
4.32K
$489K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.25K+ 39.18% |
$190K - $230K
|
8K
$904K
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
6.51KNew |
$550K - $664K
|
6.51K
$736K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
100New |
$8.44K - $10.2K
|
100
$11.3K
|
|
|
May 12, 2023
Q1 2023
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-12.1K- 67.22% |
$1.02M - $1.23M
|
5.9K
$667K
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
58+ 2.1% |
$4.89K - $5.91K
|
2.81K
$318K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-99- 99.0% |
$8.35K - $10.1K
|
1
$113
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.14KNew |
$96.5K - $117K
|
1.14K
$129K
|
|
|
May 11, 2023
Q1 2023
|
Timelo Investment Management Inc.
|
SELL
|
- |
-95K- 47.5% |
$8.02M - $9.69M
|
105K
$11.9M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-150- 3.66% |
$12.7K - $15.3K
|
3.95K
$446K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
999+ 99900.0% |
$84.3K - $102K
|
1K
$113K
|
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
BUY
|
- |
1.25KNew |
$105K - $127K
|
1.25K
$141K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
874KNew |
$73.8M - $89.2M
|
874K
$98.8M
|
|