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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2020
Q3 2020
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-213Closed |
$11.1K - $13.6K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-25Closed |
$1.3K - $1.59K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Column Capital Advisors, LLC
|
SELL
|
- |
-17Closed |
$886 - $1.08K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1K- 2.35% |
$52.1K - $63.8K
|
41.5K
$4.16M
|
|
|
Nov 12, 2020
Q3 2020
|
Scotia Capital Inc.
|
BUY
|
CALL |
200KNew |
$10.4M - $12.8M
|
200K
$20M
|
|
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-465Closed |
$24.2K - $29.6K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-250Closed |
$13K - $15.9K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-439Closed |
$22.9K - $28K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Slow Capital, Inc.
|
SELL
|
- |
-4.01KClosed |
$209K - $256K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-40.6KClosed |
$2.12M - $2.59M
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-78Closed |
$4.07K - $4.97K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
American Assets Investment Management, LLC
|
BUY
|
- |
16K+ 20.0% |
$834K - $1.02M
|
96K
$9.62M
|
|
|
Oct 30, 2020
Q3 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-53Closed |
$2.76K - $3.38K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-50Closed |
$2.61K - $3.19K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Puzo Michael J
|
BUY
|
- |
3.5KNew |
$182K - $223K
|
3.5K
$351K
|
|
|
Oct 26, 2020
Q3 2020
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-17- 11.97% |
$886 - $1.08K
|
125
$12.5K
|
|
|
Oct 19, 2020
Q3 2020
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-240Closed |
$12.5K - $15.3K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9+ 1.43% |
$399 - $525
|
637
$63.8K
|
|
|
Aug 01, 2022
Q2 2020
|
Cowen Prime Advisors LLC
|
BUY
|
- |
753New |
$33.4K - $43.9K
|
753
$75.4K
|
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-96Closed |
$4.25K - $5.6K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-460Closed |
$20.4K - $26.8K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-551Closed |
$24.4K - $32.1K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-100Closed |
$4.43K - $5.83K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-3.35KClosed |
$148K - $195K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-406Closed |
$18K - $23.7K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-72- 2.28% |
$3.19K - $4.2K
|
3.08K
$308K
|
|
|
Aug 13, 2020
Q2 2020
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-74.4KClosed |
$3.3M - $4.34M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-206KClosed |
$9.11M - $12M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.77KClosed |
$256K - $337K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-144KClosed |
$6.39M - $8.41M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
60New |
$2.66K - $3.5K
|
60
$6.01K
|
|
|
Aug 11, 2020
Q2 2020
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-842KClosed |
$37.3M - $49.1M
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-1.34KClosed |
$59.4K - $78.1K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-136Closed |
$6.03K - $7.93K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-383Closed |
$17K - $22.3K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-37Closed |
$1.64K - $2.16K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Weaver Consulting Group
|
SELL
|
- |
-25Closed |
$1.11K - $1.46K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-73Closed |
$3.23K - $4.26K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-500Closed |
$22.2K - $29.2K
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-1.91KClosed |
$84.8K - $112K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-230Closed |
$10.2K - $13.4K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-78.9KClosed |
$3.05M - $6.29M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-11.8KClosed |
$457K - $943K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-33.7KClosed |
$1.3M - $2.69M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
CALL |
1MNew |
$38.7M - $79.8M
|
1M
$100M
|
|
|
May 13, 2020
Q1 2020
|
Barclays PLC
London, X0 |
BUY
|
PUT |
17.9K+ 5966.67% |
$693K - $1.43M
|
18.2K
$1.82M
|
|
|
May 13, 2020
Q1 2020
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-5.77KClosed |
$223K - $460K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
American Asset Management Inc.
|
SELL
|
- |
-3.26KClosed |
$126K - $260K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-44Closed |
$1.7K - $3.51K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-15.3KClosed |
$593K - $1.22M
|
0
$0
|
|