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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
BUY
|
- |
1.14K+ 22.21% |
$108K - $119K
|
6.27K
$709K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-269- 8.85% |
$25.5K - $28K
|
2.77K
$313K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-16.9K- 3.77% |
$1.6M - $1.76M
|
431K
$48.7M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
810+ 2.43% |
$76.9K - $84.4K
|
34.2K
$3.86M
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-3.27K- 4.72% |
$310K - $340K
|
66K
$7.46M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
350+ 7.94% |
$33.2K - $36.4K
|
4.76K
$538K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
10K+ 237.37% |
$952K - $1.04M
|
14.3K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20.5K- 11.32% |
$1.95M - $2.14M
|
161K
$18.2M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
97KNew |
$9.21M - $10.1M
|
97K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
83+ 1.6% |
$7.88K - $8.64K
|
5.26K
$594K
|
|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.08K+ 0.67% |
$102K - $112K
|
162K
$18.4M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-240Closed |
$22.8K - $25K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.5KNew |
$238K - $261K
|
2.5K
$283K
|
|
|
May 14, 2025
Q1 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-44- 0.14% |
$4.18K - $4.58K
|
30.6K
$3.46M
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
65.9KNew |
$6.25M - $6.86M
|
65.9K
$7.45M
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
269KNew |
$25.5M - $28M
|
269K
$30.4M
|
|
|
May 14, 2025
Q1 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
1.47M+ 66.55% |
$139M - $153M
|
3.68M
$416M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-122- 4.42% |
$11.6K - $12.7K
|
2.64K
$298K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
123+ 1.48% |
$11.7K - $12.8K
|
8.45K
$955K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
28+ 0.84% |
$2.66K - $2.92K
|
3.35K
$378K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
21.5K+ 9.02% |
$2.04M - $2.24M
|
260K
$29.4M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-189- 0.44% |
$17.9K - $19.7K
|
42.4K
$4.79M
|
|
|
May 13, 2025
Q1 2025
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
40.4K+ 2695.33% |
$3.84M - $4.21M
|
41.9K
$4.74M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1.07KNew |
$102K - $112K
|
1.07K
$121K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-7.24K- 5.37% |
$687K - $754K
|
127K
$14.4M
|
|
|
May 13, 2025
Q1 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
36.1KNew |
$3.42M - $3.76M
|
36.1K
$4.08M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
2+ 0.04% |
$190 - $208
|
4.47K
$505K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
904K+ 3.03% |
$85.9M - $94.2M
|
30.8M
$3.48B
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
PUT |
-602K- 60.07% |
$57.1M - $62.7M
|
400K
$45.2M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-39.7K- 1.1% |
$3.77M - $4.14M
|
3.56M
$403M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.59K+ 1.37% |
$435K - $477K
|
339K
$38.3M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
768+ 50.73% |
$72.9K - $80K
|
2.28K
$258K
|
|
|
May 13, 2025
Q1 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
397+ 8.75% |
$37.7K - $41.3K
|
4.94K
$558K
|
|
|
May 13, 2025
Q1 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
5K+ 678.43% |
$475K - $521K
|
5.74K
$648K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-24- 0.05% |
$2.28K - $2.5K
|
52.1K
$5.89M
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.75KNew |
$261K - $287K
|
2.75K
$311K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.61KNew |
$248K - $272K
|
2.61K
$295K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.7K+ 2.8% |
$1.2M - $1.32M
|
465K
$52.5M
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
BUY
|
- |
87.4KNew |
$8.3M - $9.1M
|
87.4K
$9.88M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
373New |
$35.4K - $38.8K
|
373
$42.2K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
19.2K+ 1439.31% |
$1.82M - $2M
|
20.5K
$2.32M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-72.6K- 4.96% |
$6.89M - $7.56M
|
1.39M
$157M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.47K+ 2.91% |
$425K - $466K
|
158K
$17.9M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.23K+ 1.15% |
$212K - $233K
|
196K
$22.2M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
605K+ 14.09% |
$57.5M - $63M
|
4.9M
$554M
|
|
|
May 13, 2025
Q1 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-16.9K- 10.39% |
$1.6M - $1.76M
|
146K
$16.5M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
411+ 0.1% |
$39K - $42.8K
|
419K
$47.3M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
654+ 14.16% |
$62.1K - $68.1K
|
5.27K
$596K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
261K+ 4.09% |
$24.7M - $27.1M
|
6.63M
$750M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-67- 2.47% |
$6.36K - $6.98K
|
2.65K
$299K
|