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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.28K+ 11.74% |
$122K - $133K
|
12.2K
$1.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
24.2KNew |
$2.29M - $2.52M
|
24.2K
$2.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-168- 2.27% |
$15.9K - $17.5K
|
7.22K
$816K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
440New |
$41.8K - $45.8K
|
440
$49.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
426+ 0.46% |
$40.4K - $44.4K
|
92.1K
$10.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
29+ 0.58% |
$2.75K - $3.02K
|
4.99K
$564K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
469New |
$44.5K - $48.8K
|
469
$53K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-33- 21.57% |
$3.13K - $3.44K
|
120
$13.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
81+ 7.74% |
$7.69K - $8.44K
|
1.13K
$127K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.4K+ 0.74% |
$323K - $354K
|
464K
$52.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-37- 0.76% |
$3.51K - $3.85K
|
4.85K
$548K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
507+ 4.66% |
$48.1K - $52.8K
|
11.4K
$1.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.04K+ 4.54% |
$98.2K - $108K
|
23.8K
$2.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.12K- 8.78% |
$201K - $221K
|
22K
$2.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-35- 0.89% |
$3.32K - $3.64K
|
3.88K
$438K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-1.1K- 9.69% |
$104K - $114K
|
10.2K
$1.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.04K+ 3.6% |
$98.9K - $109K
|
30K
$3.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-25.7K- 18.26% |
$2.44M - $2.67M
|
115K
$13M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
243+ 28.32% |
$23.1K - $25.3K
|
1.1K
$124K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
31+ 5.07% |
$2.94K - $3.23K
|
643
$72.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Baskin Financial Services Inc.
|
BUY
|
- |
4.26K+ 134.17% |
$404K - $443K
|
7.43K
$840K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.82K- 21.57% |
$173K - $190K
|
6.62K
$748K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-100- 0.58% |
$9.49K - $10.4K
|
17.2K
$1.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
514+ 20.43% |
$48.8K - $53.5K
|
3.03K
$342K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-4- 13.33% |
$380 - $417
|
26
$2.94K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
3.3K+ 1.41% |
$313K - $343K
|
237K
$26.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-29- 0.96% |
$2.75K - $3.02K
|
3K
$339K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-68- 2.41% |
$6.45K - $7.08K
|
2.76K
$312K
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
1.07K+ 5.05% |
$101K - $111K
|
22.2K
$2.51M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-120- 2.42% |
$11.4K - $12.5K
|
4.83K
$546K
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-35- 0.09% |
$3.32K - $3.64K
|
39.7K
$4.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-360- 1.25% |
$34.2K - $37.5K
|
28.4K
$3.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
6.35KNew |
$603K - $661K
|
6.35K
$718K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
299K+ 1240.57% |
$28.4M - $31.1M
|
323K
$36.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
180New |
$17.1K - $18.7K
|
180
$20.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
196+ 5.44% |
$18.6K - $20.4K
|
3.8K
$429K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
309+ 8.25% |
$29.3K - $32.2K
|
4.06K
$458K
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-506K- 63.5% |
$48.1M - $52.7M
|
291K
$32.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
682New |
$64.7K - $71K
|
682
$77.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-511- 4.71% |
$48.5K - $53.2K
|
10.3K
$1.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
50New |
$4.75K - $5.21K
|
50
$5.65K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-70- 2.02% |
$6.64K - $7.29K
|
3.39K
$383K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
152New |
$14.4K - $15.8K
|
152
$17.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
120+ 2.61% |
$11.4K - $12.5K
|
4.72K
$533K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3+ 0.13% |
$285 - $312
|
2.27K
$257K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.23K- 11.36% |
$211K - $232K
|
17.4K
$1.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-600- 26.09% |
$57K - $62.5K
|
1.7K
$192K
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
2.68KNew |
$254K - $279K
|
2.68K
$303K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-310- 9.21% |
$29.4K - $32.3K
|
3.06K
$345K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-6- 0.18% |
$570 - $625
|
3.27K
$369K
|