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 14, 2021
Q1 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
PUT |
12KNew |
$892K - $1.08M
|
12K
$1.19M
|
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
BUY
|
- |
10.4KNew |
$772K - $934K
|
10.4K
$1.03M
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
CALL |
36.2KNew |
$2.1M - $2.79M
|
36.2K
$3.6M
|
|
|
Feb 09, 2021
Q4 2020
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2.94KNew |
$170K - $226K
|
2.94K
$292K
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1KNew |
$58K - $76.9K
|
1K
$99.4K
|
|
|
Feb 05, 2021
Q4 2020
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
160New |
$9.28K - $12.3K
|
160
$15.9K
|
|
|
Jan 28, 2021
Q4 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
65New |
$3.77K - $5K
|
65
$6.46K
|
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
17New |
$986 - $1.31K
|
17
$1.69K
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Scotia Capital Inc.
|
BUY
|
CALL |
200KNew |
$10.4M - $12.8M
|
200K
$19.9M
|
|
|
Oct 30, 2020
Q3 2020
|
American Assets Investment Management, LLC
|
BUY
|
- |
16K+ 20.0% |
$834K - $1.02M
|
96K
$9.54M
|
|
|
Oct 28, 2020
Q3 2020
|
Puzo Michael J
|
BUY
|
- |
3.5KNew |
$182K - $223K
|
3.5K
$348K
|
|
| Q2 2020 | |||||||
|
Aug 01, 2022
Q2 2020
|
Cowen Prime Advisors LLC
|
BUY
|
- |
753New |
$33.4K - $43.9K
|
753
$74.8K
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
60New |
$2.66K - $3.5K
|
60
$5.96K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9+ 1.43% |
$399 - $525
|
637
$63.3K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
CALL |
1MNew |
$38.7M - $79.8M
|
1M
$99.4M
|
|
|
May 13, 2020
Q1 2020
|
Barclays PLC
London, X0 |
BUY
|
PUT |
17.9K+ 5966.67% |
$693K - $1.43M
|
18.2K
$1.81M
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
553New |
$21.4K - $44.1K
|
553
$54.9K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
850New |
$60.7K - $66K
|
850
$84.5K
|
|
|
Feb 06, 2020
Q4 2019
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
150New |
$10.7K - $11.6K
|
150
$14.9K
|
|
|
Jan 29, 2020
Q4 2019
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
33New |
$2.36K - $2.56K
|
33
$3.28K
|
|
| Q2 2019 | |||||||
|
Aug 07, 2019
Q2 2019
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
130KNew |
$9.44M - $10.3M
|
130K
$12.9M
|
|
|
Jul 19, 2019
Q2 2019
|
Focused Wealth Management, Inc
|
BUY
|
- |
150New |
$10.9K - $11.9K
|
150
$14.9K
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
17K+ 171.77% |
$1.12M - $1.33M
|
26.9K
$2.67M
|
|
|
May 01, 2019
Q1 2019
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.43KNew |
$226K - $269K
|
3.43K
$341K
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
87New |
$5.53K - $7.26K
|
87
$8.64K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
29.3KNew |
$2.25M - $2.45M
|
29.3K
$2.91M
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
334New |
$25.6K - $28K
|
334
$33.2K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
250New |
$18.7K - $19.9K
|
250
$24.8K
|
|
| Q1 2018 | |||||||
|
Oct 04, 2024
Q1 2018
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
7.96K+ 7.03% |
$593K - $670K
|
121K
$12M
|
|
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.87K+ 7764.86% |
$214K - $242K
|
2.91K
$289K
|
|
| Q3 2017 | |||||||
|
Oct 11, 2017
Q3 2017
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
4.48KNew |
$320K - $340K
|
4.48K
$445K
|
|
|
Nov 03, 2017
Q3 2017
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
2.93KNew |
$210K - $223K
|
2.93K
$291K
|
|
|
Oct 12, 2017
Q3 2017
|
Webster Bank, N. A.
|
BUY
|
- |
1.4KNew |
$100K - $106K
|
1.4K
$139K
|
|
| Q2 2017 | |||||||
|
Aug 14, 2017
Q2 2017
|
Ubs Group Ag
|
BUY
|
PUT |
100+ 50.0% |
N/A
|
300
$29.8K
|
|
| Q4 2014 | |||||||
|
Aug 29, 2019
Q4 2014
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.7KNew |
N/A
|
1.7K
$169K
|
|