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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.71K+ 109.0% |
$451K - $518K
|
10.9K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
54New |
$4.27K - $4.9K
|
54
$5.35K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-5- 2.5% |
$396 - $454
|
195
$19.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
194+ 0.79% |
$15.3K - $17.6K
|
24.9K
$2.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-204K- 11.31% |
$16.1M - $18.5M
|
1.6M
$158M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
161K+ 6.93% |
$12.7M - $14.6M
|
2.48M
$245M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.52K+ 432.72% |
$278K - $319K
|
4.33K
$429K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-11.9K- 67.15% |
$945K - $1.08M
|
5.84K
$579K
|
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
16.6KNew |
$1.32M - $1.51M
|
16.6K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Mufg Securities (Canada), Ltd.
New York, NY |
BUY
|
- |
261K+ 67.71% |
$20.7M - $23.7M
|
647K
$64.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3+ 5.0% |
$237 - $272
|
63
$6.24K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.15K- 9.22% |
$170K - $195K
|
21.1K
$2.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.38K+ 111.35% |
$347K - $398K
|
8.32K
$824K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
50.1KNew |
$3.96M - $4.55M
|
50.1K
$4.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
384KNew |
$30.4M - $34.9M
|
384K
$38.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
350+ 0.76% |
$27.7K - $31.8K
|
46.2K
$4.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
7.6KNew |
$601K - $690K
|
7.6K
$753K
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
17.2K+ 1.75% |
$1.36M - $1.56M
|
1M
$99.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-592- 5.77% |
$46.8K - $53.7K
|
9.66K
$957K
|
|
|
Nov 08, 2024
Q3 2024
|
Alta Advisers LTD
|
BUY
|
- |
2.54KNew |
$201K - $231K
|
2.54K
$252K
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
2.37KNew |
$188K - $215K
|
2.37K
$235K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.09KNew |
$244K - $280K
|
3.09K
$306K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
59New |
$4.67K - $5.36K
|
59
$5.84K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.12KNew |
$168K - $192K
|
2.12K
$210K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.32KNew |
$262K - $301K
|
3.32K
$328K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.7K+ 17.39% |
$1.01M - $1.16M
|
86.1K
$8.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-9.48K- 12.99% |
$750K - $860K
|
63.5K
$6.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
3.82K+ 3.69% |
$302K - $346K
|
107K
$10.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
66+ 4.46% |
$5.22K - $5.99K
|
1.55K
$153K
|
|
|
Nov 08, 2024
Q3 2024
|
Scheer, Rowlett & Associates Investment Management Ltd.
|
BUY
|
- |
8.49K+ 4.13% |
$672K - $771K
|
214K
$21.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-1.28M- 39.23% |
$101M - $116M
|
1.99M
$197M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.5K- 11.7% |
$118K - $136K
|
11.3K
$1.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1+ 0.03% |
$79.1 - $90.8
|
4K
$396K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
56+ 28.28% |
$4.43K - $5.08K
|
254
$25.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
209+ 6.04% |
$16.5K - $19K
|
3.67K
$363K
|
|
|
Nov 07, 2024
Q3 2024
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-24.3K- 1.25% |
$1.92M - $2.21M
|
1.92M
$190M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
38.8K+ 1.1% |
$3.07M - $3.52M
|
3.56M
$352M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1+ 0.03% |
$79.1 - $90.8
|
3.15K
$312K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
44.9KNew |
$3.55M - $4.08M
|
44.9K
$4.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-674- 5.51% |
$53.3K - $61.2K
|
11.5K
$1.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
7.76K+ 2.93% |
$614K - $704K
|
272K
$27M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.26KNew |
$179K - $206K
|
2.26K
$224K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-173- 49.43% |
$13.7K - $15.7K
|
177
$17.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.26K- 4.65% |
$99.5K - $114K
|
25.8K
$2.55M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 16.67% |
$158 - $182
|
14
$1.39K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.18K+ 7.56% |
$172K - $198K
|
31K
$3.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.29K- 5.19% |
$260K - $299K
|
60.2K
$5.96M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-389- 4.8% |
$30.8K - $35.3K
|
7.72K
$765K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-573- 10.95% |
$45.3K - $52K
|
4.66K
$462K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
774+ 0.44% |
$61.2K - $70.3K
|
178K
$17.6M
|