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 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
132KNew |
$12.5M - $13.7M
|
132K
$14.9M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-5.02K- 1.01% |
$476K - $523K
|
493K
$55.7M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
434K+ 159.61% |
$41.2M - $45.2M
|
705K
$79.7M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
33K+ 6.13% |
$3.13M - $3.44M
|
571K
$64.5M
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
1.5K+ 8.57% |
$142K - $156K
|
19K
$2.15M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-133- 2.83% |
$12.6K - $13.9K
|
4.57K
$516K
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
13.9K+ 1.35% |
$1.32M - $1.44M
|
1.04M
$118M
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
2.5KNew |
$237K - $260K
|
2.5K
$283K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-2.57K- 11.9% |
$244K - $268K
|
19K
$2.15M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.3K+ 4.9% |
$1.07M - $1.18M
|
243K
$27.4M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
3.37KNew |
$320K - $351K
|
3.37K
$381K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
175+ 7.58% |
$16.6K - $18.2K
|
2.49K
$281K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-39.9K- 14.7% |
$3.79M - $4.16M
|
232K
$26.2M
|
|
|
May 12, 2025
Q1 2025
|
Scheer, Rowlett & Associates Investment Management Ltd.
|
BUY
|
- |
206K+ 57.76% |
$19.6M - $21.5M
|
563K
$63.6M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-712K- 5.18% |
$67.6M - $74.1M
|
13M
$1.47B
|
|
|
May 12, 2025
Q1 2025
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
12.8K+ 29.13% |
$1.22M - $1.34M
|
56.9K
$6.43M
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
35.4K+ 20.46% |
$3.36M - $3.69M
|
208K
$23.6M
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
3.02M+ 139.14% |
$286M - $314M
|
5.19M
$586M
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
103K+ 5.64% |
$9.79M - $10.7M
|
1.93M
$218M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
303K+ 8.35% |
$28.8M - $31.6M
|
3.94M
$445M
|
|
|
May 12, 2025
Q1 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-162K- 2.42% |
$15.4M - $16.9M
|
6.55M
$740M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
11+ 3.3% |
$1.04K - $1.15K
|
344
$38.9K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-644K- 9.73% |
$61.1M - $67.1M
|
5.97M
$675M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-216- 2.2% |
$20.5K - $22.5K
|
9.61K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
352+ 5.3% |
$33.4K - $36.7K
|
7K
$791K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.8K+ 1997.89% |
$360K - $395K
|
3.99K
$451K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.6K+ 28.39% |
$437K - $479K
|
20.8K
$2.35M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
4+ 2.88% |
$380 - $417
|
143
$16.2K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
32+ 0.36% |
$3.04K - $3.33K
|
9K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.09K- 47.67% |
$104K - $114K
|
1.2K
$136K
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
300+ 0.43% |
$28.5K - $31.2K
|
70.3K
$7.95M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-346K- 35.28% |
$32.8M - $36M
|
635K
$71.8M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-81- 84.38% |
$7.69K - $8.44K
|
15
$1.7K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.52KNew |
$334K - $366K
|
3.52K
$397K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-81.8K- 7.48% |
$7.76M - $8.52M
|
1.01M
$114M
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
24New |
$2.28K - $2.5K
|
24
$2.71K
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
545KNew |
$51.8M - $56.8M
|
545K
$61.6M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-68- 0.3% |
$6.45K - $7.08K
|
22.2K
$2.51M
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
PUT |
-6.4K- 64.65% |
$607K - $666K
|
3.5K
$396K
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
600New |
$57K - $62.5K
|
600
$67.8K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
197+ 0.81% |
$18.7K - $20.5K
|
24.5K
$2.77M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
2.71K+ 0.54% |
$257K - $282K
|
506K
$57.2M
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
5.54KNew |
$526K - $577K
|
5.54K
$626K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-524- 0.94% |
$49.7K - $54.6K
|
55.2K
$6.23M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-29.9K- 0.86% |
$2.84M - $3.12M
|
3.46M
$391M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.22K- 39.74% |
$306K - $335K
|
4.88K
$552K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-72- 52.94% |
$6.83K - $7.5K
|
64
$7.23K
|
|
|
May 09, 2025
Q1 2025
|
Mufg Securities (Canada), Ltd.
New York, NY |
SELL
|
- |
-2.07K- 0.19% |
$196K - $215K
|
1.11M
$126M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-308K- 11.62% |
$29.3M - $32.1M
|
2.35M
$265M
|