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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.28KNew |
$362K - $428K
|
3.28K
$406K
|
|
|
Nov 14, 2025
Q3 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.17KNew |
$351K - $415K
|
3.17K
$393K
|
|
|
Nov 07, 2025
Q3 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
3.11K+ 47.88% |
$344K - $407K
|
9.62K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
3.11KNew |
$343K - $406K
|
3.11K
$385K
|
|
|
Nov 12, 2025
Q3 2025
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
3KNew |
$331K - $392K
|
3K
$372K
|
|
|
Oct 31, 2025
Q3 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
3K+ 2.16% |
$331K - $392K
|
142K
$17.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
BUY
|
- |
2.92KNew |
$322K - $382K
|
2.92K
$362K
|
|
|
Nov 07, 2025
Q3 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
2.9K+ 2.67% |
$320K - $379K
|
111K
$13.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.87KNew |
$317K - $375K
|
2.87K
$356K
|
|
|
Nov 13, 2025
Q3 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
2.82K+ 120.14% |
$312K - $369K
|
5.17K
$641K
|
|
|
Nov 12, 2025
Q3 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
2.8K+ 0.69% |
$309K - $366K
|
409K
$50.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
2.63K+ 45.84% |
$290K - $344K
|
8.37K
$1.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.46KNew |
$272K - $322K
|
2.46K
$305K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.44K+ 130.17% |
$269K - $319K
|
4.31K
$534K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
2.4K+ 9.38% |
$265K - $314K
|
28K
$3.47M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.34K+ 12.78% |
$258K - $305K
|
20.6K
$2.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.27K+ 74.52% |
$251K - $297K
|
5.32K
$660K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.25K+ 9.39% |
$249K - $294K
|
26.2K
$3.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.2KNew |
$243K - $288K
|
2.2K
$273K
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.92K+ 8.44% |
$212K - $250K
|
24.6K
$3.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.9KNew |
$210K - $248K
|
1.9K
$235K
|
|
|
Nov 14, 2025
Q3 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
1.88KNew |
$207K - $245K
|
1.88K
$233K
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.87KNew |
$207K - $244K
|
1.87K
$232K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.87K+ 15.13% |
$207K - $244K
|
14.2K
$1.76M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.87KNew |
$206K - $244K
|
1.87K
$231K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.83K+ 9.41% |
$203K - $240K
|
21.3K
$2.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Wrapmanager Inc
|
BUY
|
- |
1.81KNew |
$200K - $237K
|
1.81K
$225K
|
|
|
Nov 14, 2025
Q3 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.81KNew |
$200K - $236K
|
1.81K
$224K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.79KNew |
$197K - $233K
|
1.79K
$222K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.78KNew |
$197K - $233K
|
1.78K
$221K
|
|
|
Nov 13, 2025
Q3 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.78KNew |
$196K - $232K
|
1.78K
$220K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.78KNew |
$196K - $232K
|
1.78K
$220K
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
1.75KNew |
$193K - $229K
|
1.75K
$217K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.7K+ 35.89% |
$188K - $222K
|
6.44K
$799K
|
|
|
Nov 06, 2025
Q3 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.7KNew |
$188K - $222K
|
1.7K
$211K
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.7KNew |
$188K - $222K
|
1.7K
$211K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.7KNew |
$187K - $222K
|
1.7K
$210K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.69K+ 5616.67% |
$186K - $220K
|
1.72K
$213K
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.69KNew |
$186K - $220K
|
1.69K
$209K
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
1.68KNew |
$186K - $220K
|
1.68K
$208K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.68KNew |
$185K - $219K
|
1.68K
$208K
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.68KNew |
$185K - $219K
|
1.68K
$208K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.65KNew |
$182K - $216K
|
1.65K
$205K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.65K+ 5.98% |
$182K - $215K
|
29.2K
$3.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.64KNew |
$181K - $214K
|
1.64K
$203K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
1.62KNew |
$179K - $212K
|
1.62K
$201K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.62KNew |
$179K - $212K
|
1.62K
$201K
|
|
|
Nov 12, 2025
Q3 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.6KNew |
$177K - $209K
|
1.6K
$198K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.59K+ 24.63% |
$175K - $207K
|
8.02K
$994K
|
|
|
Nov 24, 2025
Q3 2025
|
Trust Investment Advisors
|
BUY
|
- |
1.57KNew |
$173K - $205K
|
1.57K
$194K
|
|