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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2019
Q2 2019
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-7.2KClosed |
$523K - $570K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-61Closed |
$4.43K - $4.83K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
130KNew |
$9.44M - $10.3M
|
130K
$14.7M
|
|
|
Aug 07, 2019
Q2 2019
|
Motco
|
SELL
|
- |
-789- 95.17% |
$57.3K - $62.4K
|
40
$4.52K
|
|
|
Aug 06, 2019
Q2 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-37Closed |
$2.69K - $2.93K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Private Wealth Partners, LLC
|
SELL
|
- |
-7.24KClosed |
$525K - $573K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-209Closed |
$15.2K - $16.5K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-130Closed |
$9.44K - $10.3K
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-170Closed |
$12.3K - $13.5K
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-3.31KClosed |
$241K - $262K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-348Closed |
$25.3K - $27.5K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-136Closed |
$9.87K - $10.8K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Focused Wealth Management, Inc
|
BUY
|
- |
150New |
$10.9K - $11.9K
|
150
$17K
|
|
|
Jul 17, 2019
Q2 2019
|
Sabal Trust CO
|
SELL
|
- |
-2.96KClosed |
$215K - $234K
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-159Closed |
$11.5K - $12.6K
|
0
$0
|
|
|
Jul 12, 2019
Q2 2019
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-273KClosed |
$19.8M - $21.6M
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-45Closed |
$3.27K - $3.56K
|
0
$0
|
|
|
Jul 08, 2019
Q2 2019
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-63.1KClosed |
$4.58M - $4.99M
|
0
$0
|
|
| Q1 2019 | |||||||
|
Aug 16, 2019
Q1 2019
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-82Closed |
$5.4K - $6.42K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-621Closed |
$40.9K - $48.6K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
17K+ 171.77% |
$1.12M - $1.33M
|
26.9K
$3.04M
|
|
|
May 14, 2019
Q1 2019
|
Spectrum Financial Alliance LTD LLC
|
SELL
|
- |
-340Closed |
$22.4K - $26.6K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-6.96KClosed |
$458K - $545K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-18Closed |
$1.18K - $1.41K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.58KClosed |
$301K - $358K
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-1.4KClosed |
$92.2K - $110K
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.43KNew |
$226K - $269K
|
3.43K
$388K
|
|
|
Apr 30, 2019
Q1 2019
|
Hoertkorn Richard Charles
|
SELL
|
- |
-394Closed |
$25.9K - $30.8K
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Arrow Financial Corp
|
SELL
|
- |
-75Closed |
$4.94K - $5.87K
|
0
$0
|
|
|
Apr 24, 2019
Q1 2019
|
Exane Derivatives
|
SELL
|
CALL |
-250Closed |
$16.5K - $19.6K
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-800Closed |
$52.7K - $62.6K
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-74Closed |
$4.87K - $5.79K
|
0
$0
|
|
| Q4 2018 | |||||||
|
May 24, 2021
Q4 2018
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-2.81KClosed |
$178K - $234K
|
0
$0
|
|
|
Feb 15, 2019
Q4 2018
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.83KClosed |
$180K - $236K
|
0
$0
|
|
|
Feb 15, 2019
Q4 2018
|
Algebris (Uk) LTD
London, X0 |
SELL
|
PUT |
-80KClosed |
$5.08M - $6.67M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-12Closed |
$762 - $1K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-418Closed |
$26.5K - $34.9K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-3.78KClosed |
$240K - $315K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-10.9KClosed |
$692K - $909K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
87New |
$5.53K - $7.26K
|
87
$9.83K
|
|
|
Feb 13, 2019
Q4 2018
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-46.9KClosed |
$2.98M - $3.91M
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Signature Wealth Management Group
|
SELL
|
- |
-100Closed |
$6.35K - $8.34K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-4.84KClosed |
$307K - $404K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Ims Capital Management
|
SELL
|
- |
-160Closed |
$10.2K - $13.3K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-2.66KClosed |
$169K - $221K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Harrington Investments, Inc
|
SELL
|
- |
-100Closed |
$6.35K - $8.34K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-2.55KClosed |
$162K - $213K
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.8KClosed |
$178K - $234K
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-100Closed |
$6.35K - $8.34K
|
0
$0
|
|
|
Jan 22, 2019
Q4 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.45KClosed |
$155K - $204K
|
0
$0
|
|