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 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
$99M
|
|
|
May 13, 2020
Q1 2020
|
Barclays PLC
London, X0 |
BUY
|
PUT |
17.9K+ 5966.67% |
$693K - $1.43M
|
18.2K
$1.8M
|
|
|
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
|
|
|
May 08, 2020
Q1 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-15Closed |
$581 - $1.2K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Papp L Roy & Associates
|
SELL
|
- |
-3.15KClosed |
$122K - $251K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Bison Wealth, LLC
|
SELL
|
- |
-3.21KClosed |
$124K - $256K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Bray Capital Advisors
|
SELL
|
- |
-350- 30.43% |
$13.5K - $27.9K
|
800
$79.2K
|
|
|
Apr 29, 2020
Q1 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-450Closed |
$17.4K - $35.9K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-54Closed |
$2.09K - $4.31K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-2.75KClosed |
$106K - $219K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-446Closed |
$17.3K - $35.6K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.84KClosed |
$110K - $226K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-86Closed |
$3.33K - $6.86K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
James Investment Research Inc
|
SELL
|
- |
-3.55KClosed |
$137K - $283K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-2.87KClosed |
$111K - $229K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Country Trust Bank
|
SELL
|
- |
-800Closed |
$31K - $63.8K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
553New |
$21.4K - $44.1K
|
553
$54.8K
|
|
|
Apr 14, 2020
Q1 2020
|
Steph & CO
|
SELL
|
- |
-4.01KClosed |
$155K - $320K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-476Closed |
$18.4K - $38K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Sep 04, 2020
Q4 2019
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-26.6KClosed |
$1.9M - $2.07M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-100Closed |
$7.14K - $7.76K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Hazelview Securities Inc.
Toronto, A6 |
SELL
|
- |
-56.5KClosed |
$4.03M - $4.38M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
850New |
$60.7K - $66K
|
850
$84.2K
|
|
|
Feb 13, 2020
Q4 2019
|
Weil Company, Inc.
|
SELL
|
- |
-100Closed |
$7.14K - $7.76K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-5.85KClosed |
$418K - $454K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
150New |
$10.7K - $11.6K
|
150
$14.9K
|
|
|
Feb 04, 2020
Q4 2019
|
Legacy Bridge, LLC
|
SELL
|
- |
-251Closed |
$17.9K - $19.5K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-39Closed |
$2.78K - $3.03K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Pictet North America Advisors Sa
|
SELL
|
- |
-68.9KClosed |
$4.92M - $5.35M
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
33New |
$2.36K - $2.56K
|
33
$3.27K
|
|
|
Jan 29, 2020
Q4 2019
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-45.7KClosed |
$3.26M - $3.55M
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-146Closed |
$10.4K - $11.3K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-363Closed |
$25.9K - $28.2K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 18, 2019
Q3 2019
|
Covington Capital Management
|
SELL
|
- |
-250Closed |
$16.7K - $19.3K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Ars Investment Partners, LLC
|
SELL
|
- |
-6.27KClosed |
$419K - $484K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-2.83MClosed |
$190M - $219M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-2.75KClosed |
$184K - $212K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-113Closed |
$7.56K - $8.72K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-152Closed |
$10.2K - $11.7K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Fortem Financial Group, LLC
|
SELL
|
- |
-2.94KClosed |
$197K - $227K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-13.9KClosed |
$927K - $1.07M
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Lipe & Dalton
|
SELL
|
- |
-500Closed |
$33.5K - $38.6K
|
0
$0
|
|