Latest Institutional Purchases of Bank Of Montreal (BMO)
This list provides information on the latest institutional transactions involving Bank Of Montreal (BMO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
3.52KNew |
$355K - $396K
|
3.52K
$398K
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
1K+ 37.04% |
$101K - $112K
|
3.7K
$418K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
960New |
$96.7K - $108K
|
960
$109K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
707New |
$71.2K - $79.4K
|
707
$79.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
150New |
$15.1K - $16.8K
|
150
$17K
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
109New |
$11K - $12.2K
|
109
$12.3K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$10.1K - $11.2K
|
100
$11.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
35New |
$3.53K - $3.93K
|
35
$3.96K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
32New |
$3.22K - $3.59K
|
32
$3.62K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1+ 2.17% |
$101 - $112
|
47
$5.31K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 5.0% |
$101 - $112
|
21
$2.37K
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
CALL |
40KNew |
$3.84M - $4.15M
|
40K
$4.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
25.2KNew |
$2.42M - $2.62M
|
25.2K
$2.85M
|
|
|
Nov 02, 2021
Q3 2021
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
20.1KNew |
$1.93M - $2.09M
|
20.1K
$2.27M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.34KNew |
$224K - $242K
|
2.34K
$264K
|
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
526New |
$50.5K - $54.6K
|
526
$59.5K
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
CALL |
200New |
$19.2K - $20.8K
|
200
$22.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
54New |
$5.18K - $5.61K
|
54
$6.1K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
50New |
$4.8K - $5.19K
|
50
$5.65K
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
34New |
$3.26K - $3.53K
|
34
$3.84K
|
|
| Q2 2021 | |||||||
|
Jul 06, 2021
Q2 2021
|
Enterprise Bank & Trust CO
|
BUY
|
- |
2.92KNew |
$261K - $311K
|
2.92K
$330K
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
2.24KNew |
$199K - $238K
|
2.24K
$253K
|
|
|
Jul 21, 2021
Q2 2021
|
Corbenic Partners LLC
|
BUY
|
- |
152New |
$13.6K - $16.2K
|
152
$17.2K
|
|
|
Jul 28, 2021
Q2 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
20New |
$1.79K - $2.13K
|
20
$2.26K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
PUT |
12KNew |
$892K - $1.08M
|
12K
$1.36M
|
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
BUY
|
- |
10.4KNew |
$772K - $934K
|
10.4K
$1.17M
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
CALL |
36.2KNew |
$2.1M - $2.79M
|
36.2K
$4.09M
|
|
|
Feb 09, 2021
Q4 2020
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2.94KNew |
$170K - $226K
|
2.94K
$332K
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1KNew |
$58K - $76.9K
|
1K
$113K
|
|
|
Jan 28, 2021
Q4 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
65New |
$3.77K - $5K
|
65
$7.35K
|
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
17New |
$986 - $1.31K
|
17
$1.92K
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Scotia Capital Inc.
|
BUY
|
CALL |
200KNew |
$10.4M - $12.8M
|
200K
$22.6M
|
|
|
Oct 28, 2020
Q3 2020
|
Puzo Michael J
|
BUY
|
- |
3.5KNew |
$182K - $223K
|
3.5K
$396K
|
|
| Q2 2020 | |||||||
|
Aug 01, 2022
Q2 2020
|
Cowen Prime Advisors LLC
|
BUY
|
- |
753New |
$33.4K - $43.9K
|
753
$85.1K
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
60New |
$2.66K - $3.5K
|
60
$6.78K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9+ 1.43% |
$399 - $525
|
637
$72K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
CALL |
1MNew |
$38.7M - $79.8M
|
1M
$113M
|
|
|
May 13, 2020
Q1 2020
|
Barclays PLC
London, X0 |
BUY
|
PUT |
17.9K+ 5966.67% |
$693K - $1.43M
|
18.2K
$2.06M
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
553New |
$21.4K - $44.1K
|
553
$62.5K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
850New |
$60.7K - $66K
|
850
$96.1K
|
|
|
Feb 06, 2020
Q4 2019
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
150New |
$10.7K - $11.6K
|
150
$17K
|
|
|
Jan 29, 2020
Q4 2019
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
33New |
$2.36K - $2.56K
|
33
$3.73K
|
|
| Q2 2019 | |||||||
|
Aug 07, 2019
Q2 2019
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
130KNew |
$9.44M - $10.3M
|
130K
$14.7M
|
|
|
Jul 19, 2019
Q2 2019
|
Focused Wealth Management, Inc
|
BUY
|
- |
150New |
$10.9K - $11.9K
|
150
$17K
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
17K+ 171.77% |
$1.12M - $1.33M
|
26.9K
$3.04M
|
|
|
May 01, 2019
Q1 2019
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.43KNew |
$226K - $269K
|
3.43K
$388K
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
87New |
$5.53K - $7.26K
|
87
$9.83K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
29.3KNew |
$2.25M - $2.45M
|
29.3K
$3.31M
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
334New |
$25.6K - $28K
|
334
$37.8K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
250New |
$18.7K - $19.9K
|
250
$28.3K
|
|