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 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
18.6K+ 315.3% |
$1.76M - $1.93M
|
24.5K
$2.76M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
50+ 2.35% |
$4.75K - $5.21K
|
2.18K
$246K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-789- 21.01% |
$74.9K - $82.2K
|
2.97K
$335K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-32- 1.07% |
$3.04K - $3.33K
|
2.96K
$334K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
22KNew |
$2.09M - $2.3M
|
22K
$2.49M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
26+ 0.08% |
$2.47K - $2.71K
|
33.6K
$3.8M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
507+ 7.52% |
$48.1K - $52.8K
|
7.25K
$820K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
127+ 0.23% |
$12.1K - $13.2K
|
55.9K
$6.32M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
186+ 2.97% |
$17.7K - $19.4K
|
6.45K
$729K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
7+ 0.08% |
$664 - $729
|
8.73K
$986K
|
|
|
May 06, 2025
Q1 2025
|
Davis Rea Ltd.
|
BUY
|
- |
1.08K+ 36.85% |
$102K - $112K
|
4K
$452K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15- 0.09% |
$1.42K - $1.56K
|
15.9K
$1.8M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.93K+ 14.63% |
$183K - $200K
|
15.1K
$1.71M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
18K+ 4.71% |
$1.7M - $1.87M
|
399K
$45.1M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7+ 0.18% |
$664 - $729
|
3.88K
$439K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.07K+ 5.0% |
$101K - $111K
|
22.4K
$2.54M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
900New |
$85.4K - $93.7K
|
900
$102K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
255+ 4.74% |
$24.2K - $26.6K
|
5.63K
$636K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.05K- 6.37% |
$99.8K - $109K
|
15.5K
$1.75M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.17KNew |
$301K - $330K
|
3.17K
$358K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-19- 6.07% |
$1.8K - $1.98K
|
294
$33.2K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
70+ 2.55% |
$6.64K - $7.29K
|
2.82K
$318K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
2.01K+ 4.33% |
$191K - $209K
|
48.4K
$5.47M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
142+ 1.77% |
$13.5K - $14.8K
|
8.15K
$921K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-210- 1.95% |
$19.9K - $21.9K
|
10.6K
$1.19M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-23.3K- 1.45% |
$2.22M - $2.43M
|
1.59M
$179M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
40New |
$3.8K - $4.17K
|
40
$4.52K
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
2.49KNew |
$237K - $260K
|
2.49K
$282K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
193New |
$18.3K - $20.1K
|
193
$21.8K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.87KNew |
$273K - $299K
|
2.87K
$325K
|
|
|
May 02, 2025
Q1 2025
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
BUY
|
- |
242KNew |
$23M - $25.2M
|
242K
$27.4M
|
|
|
May 02, 2025
Q1 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
141K+ 6664.63% |
$13.4M - $14.7M
|
143K
$16.2M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
44+ 0.46% |
$4.18K - $4.58K
|
9.68K
$1.09M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5.76KNew |
$547K - $600K
|
5.76K
$651K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-125- 3.86% |
$11.9K - $13K
|
3.12K
$352K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-140- 4.25% |
$13.3K - $14.6K
|
3.16K
$357K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
405+ 405.0% |
$38.4K - $42.2K
|
505
$57.1K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
39+ 1.21% |
$3.7K - $4.06K
|
3.26K
$368K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
150New |
$14.2K - $15.6K
|
150
$17K
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
5.7KNew |
$541K - $594K
|
5.7K
$644K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-88- 0.81% |
$8.35K - $9.16K
|
10.7K
$1.21M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
355+ 23.83% |
$33.7K - $37K
|
1.85K
$209K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.05K- 1.76% |
$99.2K - $109K
|
58.4K
$6.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
160+ 0.11% |
$15.2K - $16.7K
|
145K
$16.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4+ 0.09% |
$380 - $417
|
4.45K
$503K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-578- 20.17% |
$54.9K - $60.2K
|
2.29K
$258K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.19KNew |
$208K - $228K
|
2.19K
$248K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-90- 93.75% |
$8.54K - $9.37K
|
6
$678
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
30+ 1.76% |
$2.85K - $3.12K
|
1.74K
$196K
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
2.95KNew |
$280K - $307K
|
2.95K
$334K
|