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 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
225K+ 54.27% |
$21.4M - $23.5M
|
640K
$72.4M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-187- 1.45% |
$17.8K - $19.5K
|
12.7K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
49New |
$4.65K - $5.1K
|
49
$5.54K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-160- 1.28% |
$15.2K - $16.7K
|
12.3K
$1.39M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
643+ 55.67% |
$61K - $67K
|
1.8K
$203K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
190+ 228.92% |
$18K - $19.8K
|
273
$30.9K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
52+ 2.33% |
$4.94K - $5.42K
|
2.28K
$258K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-127- 3.24% |
$12.1K - $13.2K
|
3.79K
$429K
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
96KNew |
$9.11M - $10M
|
96K
$10.9M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-125- 1.97% |
$11.9K - $13K
|
6.23K
$704K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
SELL
|
- |
-200- 50.0% |
$19K - $20.8K
|
200
$22.6K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
503K+ 1.65% |
$47.7M - $52.4M
|
31M
$3.5B
|
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
14.7KNew |
$1.39M - $1.53M
|
14.7K
$1.66M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1.52KNew |
$144K - $158K
|
1.52K
$172K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
27.3K+ 1.43% |
$2.59M - $2.84M
|
1.94M
$219M
|
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
23.9KNew |
$2.26M - $2.48M
|
23.9K
$2.7M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
25.3K+ 58.67% |
$2.4M - $2.63M
|
68.4K
$7.73M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
37.3K+ 3.21% |
$3.54M - $3.88M
|
1.2M
$135M
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
359New |
$34.1K - $37.4K
|
359
$40.6K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
400+ 6.44% |
$38K - $41.7K
|
6.61K
$747K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
857+ 36.27% |
$81.3K - $89.2K
|
3.22K
$364K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
826+ 27.2% |
$78.4K - $86K
|
3.86K
$437K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-248- 2.94% |
$23.5K - $25.8K
|
8.17K
$924K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
212+ 1.18% |
$20.1K - $22.1K
|
18.2K
$2.05M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
183KNew |
$17.4M - $19.1M
|
183K
$20.7M
|
|
|
May 08, 2025
Q1 2025
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-52.4K- 2.79% |
$4.97M - $5.45M
|
1.83M
$206M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
15K+ 41.48% |
$1.42M - $1.56M
|
51.2K
$5.78M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-409- 5.41% |
$38.8K - $42.6K
|
7.15K
$808K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
48+ 0.69% |
$4.56K - $5K
|
6.99K
$790K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-309- 1.22% |
$29.3K - $32.2K
|
24.9K
$2.82M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
309K+ 22.16% |
$29.3M - $32.1M
|
1.7M
$192M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.13K- 27.89% |
$107K - $118K
|
2.93K
$331K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.2K- 27.34% |
$208K - $229K
|
5.84K
$660K
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-352- 2.53% |
$33.4K - $36.7K
|
13.6K
$1.53M
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
2.77KNew |
$263K - $289K
|
2.77K
$314K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
2.46K+ 2.54% |
$234K - $256K
|
99.5K
$11.2M
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
3.75KNew |
$356K - $391K
|
3.75K
$424K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.59K+ 54.26% |
$151K - $166K
|
4.53K
$512K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-313K- 1.78% |
$29.7M - $32.6M
|
17.3M
$1.96B
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
14.6K+ 5.01% |
$1.38M - $1.52M
|
306K
$34.6M
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-925- 21.26% |
$87.8K - $96.3K
|
3.43K
$387K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.3K+ 8.71% |
$2.68M - $2.94M
|
353K
$39.8M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.07K+ 9.37% |
$102K - $111K
|
12.5K
$1.41M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
4+ 0.12% |
$380 - $417
|
3.33K
$376K
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
14KNew |
$1.33M - $1.46M
|
14K
$1.59M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.37K- 5.02% |
$130K - $142K
|
25.8K
$2.92M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-2.05M- 16.75% |
$194M - $213M
|
10.2M
$1.15B
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.16K- 2.05% |
$110K - $121K
|
55.6K
$6.28M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
163K+ 4.41% |
$15.5M - $17M
|
3.86M
$437M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
557New |
$52.9K - $58K
|
557
$63K
|