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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2019
Q4 2018
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-3.9KClosed |
$248K - $325K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Trilogy Capital Inc.
|
SELL
|
- |
-555Closed |
$35.2K - $46.3K
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.94KClosed |
$187K - $245K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
29.3KNew |
$2.25M - $2.45M
|
29.3K
$3.31M
|
|
|
Nov 14, 2018
Q3 2018
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-228KClosed |
$17.5M - $19.1M
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
334New |
$25.6K - $28K
|
334
$37.8K
|
|
|
Nov 14, 2018
Q3 2018
|
Martin Currie LTD
Edinburgh, X0 |
SELL
|
- |
-8.2KClosed |
$630K - $687K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-3.19KClosed |
$245K - $268K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-2Closed |
$154 - $168
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-481Closed |
$36.9K - $40.3K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.15KClosed |
$88.6K - $96.7K
|
0
$0
|
|
|
Oct 26, 2018
Q3 2018
|
First Command Financial Services, Inc.
|
SELL
|
- |
-229Closed |
$17.6K - $19.2K
|
0
$0
|
|
|
Oct 22, 2018
Q3 2018
|
First Command Bank
|
SELL
|
- |
-229Closed |
$17.6K - $19.2K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Oct 05, 2018
Q2 2018
|
Optimum Investment Advisors
|
SELL
|
- |
-1KClosed |
$74.8K - $79.5K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-200Closed |
$15K - $15.9K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.5KClosed |
$112K - $119K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
250New |
$18.7K - $19.9K
|
250
$28.3K
|
|
|
Aug 13, 2018
Q2 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-2.68KClosed |
$201K - $213K
|
0
$0
|
|
|
Aug 09, 2018
Q2 2018
|
Gam Holding Ag
|
SELL
|
- |
-4.9KClosed |
$367K - $390K
|
0
$0
|
|
|
Aug 09, 2018
Q2 2018
|
Truepoint, Inc.
|
SELL
|
- |
-227Closed |
$17K - $18K
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Karp Capital Management Corp
|
SELL
|
- |
-14.1KClosed |
$1.06M - $1.12M
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Seven Eight Capital, LP
|
SELL
|
- |
-20.9KClosed |
$1.56M - $1.66M
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-118Closed |
$8.83K - $9.38K
|
0
$0
|
|
|
Aug 02, 2018
Q2 2018
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-600Closed |
$44.9K - $47.7K
|
0
$0
|
|
|
Jul 26, 2018
Q2 2018
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-588Closed |
$44K - $46.7K
|
0
$0
|
|
|
Jul 17, 2018
Q2 2018
|
Miller Howard Investments Inc
|
SELL
|
- |
-785KClosed |
$58.8M - $62.4M
|
0
$0
|
|
| Q1 2018 | |||||||
|
Oct 04, 2024
Q1 2018
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
7.96K+ 7.03% |
$593K - $670K
|
121K
$13.7M
|
|
|
May 07, 2020
Q1 2018
|
Royal Fund Management, LLC
|
SELL
|
- |
-21Closed |
$1.56K - $1.77K
|
0
$0
|
|
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.87K+ 7764.86% |
$214K - $242K
|
2.91K
$329K
|
|
|
May 15, 2018
Q1 2018
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-82Closed |
$6.1K - $6.9K
|
0
$0
|
|
|
May 10, 2018
Q1 2018
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-126Closed |
$9.37K - $10.6K
|
0
$0
|
|
|
May 08, 2018
Q1 2018
|
Wespac Advisors, LLC
|
SELL
|
- |
-2.6KClosed |
$193K - $219K
|
0
$0
|
|
|
May 04, 2018
Q1 2018
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-100Closed |
$7.44K - $8.41K
|
0
$0
|
|
|
May 02, 2018
Q1 2018
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-68.2KClosed |
$5.07M - $5.74M
|
0
$0
|
|
|
Apr 27, 2018
Q1 2018
|
Telemus Capital, LLC
|
SELL
|
- |
-300Closed |
$22.3K - $25.2K
|
0
$0
|
|
|
Apr 26, 2018
Q1 2018
|
Meritage Portfolio Management
|
SELL
|
- |
-47.7KClosed |
$3.55M - $4.01M
|
0
$0
|
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.19KClosed |
$88.3K - $99.8K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-65.6KClosed |
$5M - $5.25M
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-1.7KClosed |
$130K - $136K
|
0
$0
|
|
|
Feb 13, 2018
Q4 2017
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-7.23KClosed |
$551K - $579K
|
0
$0
|
|
|
Feb 08, 2018
Q4 2017
|
Barings LLC
|
SELL
|
- |
-14.3KClosed |
$1.09M - $1.14M
|
0
$0
|
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-89.9KClosed |
$6.85M - $7.19M
|
0
$0
|
|
|
Jan 17, 2018
Q4 2017
|
Mu Investments Co., Ltd.
|
SELL
|
- |
-350Closed |
$26.7K - $28K
|
0
$0
|
|
|
Jan 16, 2018
Q4 2017
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-31.1KClosed |
$2.37M - $2.49M
|
0
$0
|
|
|
Jan 11, 2018
Q4 2017
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-549Closed |
$41.8K - $43.9K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Sep 13, 2021
Q3 2017
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-500- 70.32% |
$35.7K - $37.9K
|
211
$23.8K
|
|
|
Nov 09, 2017
Q3 2017
|
Davidson Investment Advisors
|
SELL
|
- |
-426Closed |
$30.4K - $32.3K
|
0
$0
|
|
|
Nov 03, 2017
Q3 2017
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
2.93KNew |
$210K - $223K
|
2.93K
$332K
|
|
|
Oct 27, 2017
Q3 2017
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-35Closed |
$2.5K - $2.66K
|
0
$0
|
|
|
Oct 12, 2017
Q3 2017
|
Webster Bank, N. A.
|
BUY
|
- |
1.4KNew |
$100K - $106K
|
1.4K
$158K
|
|