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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
400New |
$35.9K - $41.4K
|
400
$45.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
378+ 10.31% |
$33.9K - $39.1K
|
4.05K
$457K
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
274+ 10.1% |
$24.6K - $28.3K
|
2.99K
$338K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
129New |
$11.6K - $13.3K
|
129
$14.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
82+ 0.5% |
$7.36K - $8.48K
|
16.4K
$1.86M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
59New |
$5.3K - $6.1K
|
59
$6.67K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
56New |
$5.03K - $5.79K
|
56
$6.33K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
50New |
$4.49K - $5.17K
|
50
$5.65K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
44New |
$3.95K - $4.55K
|
44
$4.97K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
39New |
$3.5K - $4.03K
|
39
$4.41K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
38+ 1.45% |
$3.41K - $3.93K
|
2.65K
$300K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
35+ 21.47% |
$3.14K - $3.62K
|
198
$22.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
28New |
$2.51K - $2.89K
|
28
$3.16K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
16New |
$1.44K - $1.65K
|
16
$1.81K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
15+ 34.88% |
$1.35K - $1.55K
|
58
$6.56K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
13+ 0.25% |
$1.17K - $1.34K
|
5.16K
$583K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
9New |
$808 - $931
|
9
$1.02K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9+ 6.72% |
$808 - $931
|
143
$16.2K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3New |
$269 - $310
|
3
$339
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2New |
$180 - $207
|
2
$226
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 2.17% |
$89.8 - $103
|
47
$5.31K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.83% |
$89.8 - $103
|
122
$13.8K
|
|
| Q3 2024 | |||||||
|
Nov 04, 2024
Q3 2024
|
New Gen Asset Management LTD
|
BUY
|
- |
50KNew |
$3.95M - $4.54M
|
50K
$5.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
25K+ 5.26% |
$1.98M - $2.27M
|
500K
$56.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
10.6K+ 157.06% |
$839K - $963K
|
17.4K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$794K - $911K
|
10K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
9.49K+ 2.6% |
$750K - $861K
|
375K
$42.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.41K+ 58.32% |
$586K - $673K
|
20.1K
$2.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.45KNew |
$352K - $404K
|
4.45K
$503K
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
3.93KNew |
$311K - $357K
|
3.93K
$445K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
3.7KNew |
$293K - $336K
|
3.7K
$418K
|
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
3.63KNew |
$287K - $330K
|
3.63K
$411K
|
|
|
Nov 14, 2024
Q3 2024
|
Murchinson Ltd.
Toronto, A6 |
BUY
|
- |
2.71KNew |
$214K - $246K
|
2.71K
$306K
|
|
|
Nov 08, 2024
Q3 2024
|
Alta Advisers LTD
|
BUY
|
- |
2.54KNew |
$201K - $231K
|
2.54K
$287K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.5KNew |
$198K - $227K
|
2.5K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.34KNew |
$185K - $212K
|
2.34K
$264K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
2.33KNew |
$184K - $211K
|
2.33K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
2.27KNew |
$180K - $206K
|
2.27K
$257K
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
2.23KNew |
$176K - $202K
|
2.23K
$251K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
2.22KNew |
$176K - $202K
|
2.22K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1.25K+ 12.69% |
$99.1K - $114K
|
11.1K
$1.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
473+ 37.36% |
$37.4K - $42.9K
|
1.74K
$197K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
315New |
$24.9K - $28.6K
|
315
$35.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
187+ 0.03% |
$14.8K - $17K
|
619K
$70M
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
172+ 2.79% |
$13.6K - $15.6K
|
6.34K
$717K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
59+ 1.94% |
$4.67K - $5.36K
|
3.09K
$350K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
45New |
$3.56K - $4.08K
|
45
$5.09K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
25New |
$1.98K - $2.27K
|
25
$2.83K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
13+ 0.3% |
$1.03K - $1.18K
|
4.36K
$493K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
12+ 0.48% |
$949 - $1.09K
|
2.53K
$285K
|
|