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
|
Firestone Capital Management
|
BUY
|
- |
2.1KNew |
$188K - $217K
|
2.1K
$260K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.1KNew |
$188K - $217K
|
2.1K
$260K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.7KNew |
$153K - $176K
|
1.7K
$211K
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
1.54K+ 20.82% |
$138K - $160K
|
8.96K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.32K+ 473.74% |
$118K - $136K
|
1.6K
$198K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.09KNew |
$97.5K - $112K
|
1.09K
$135K
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
788+ 0.43% |
$70.7K - $81.5K
|
183K
$22.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
788New |
$70.7K - $81.5K
|
788
$97.7K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
636+ 30.81% |
$57.1K - $65.8K
|
2.7K
$335K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
617New |
$55.4K - $63.8K
|
617
$76.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
400New |
$35.9K - $41.4K
|
400
$49.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
59New |
$5.3K - $6.1K
|
59
$7.31K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
56New |
$5.03K - $5.79K
|
56
$6.94K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
50New |
$4.49K - $5.17K
|
50
$6.2K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
44New |
$3.95K - $4.55K
|
44
$5.45K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
39New |
$3.5K - $4.03K
|
39
$4.83K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
13+ 0.25% |
$1.17K - $1.34K
|
5.16K
$639K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9+ 6.72% |
$808 - $931
|
143
$17.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2New |
$180 - $207
|
2
$248
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.83% |
$89.8 - $103
|
122
$15.1K
|
|
| Q3 2024 | |||||||
|
Nov 04, 2024
Q3 2024
|
New Gen Asset Management LTD
|
BUY
|
- |
50KNew |
$3.95M - $4.54M
|
50K
$6.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
10.6K+ 157.06% |
$839K - $963K
|
17.4K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$794K - $911K
|
10K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
9.49K+ 2.6% |
$750K - $861K
|
375K
$46.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.41K+ 58.32% |
$586K - $673K
|
20.1K
$2.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.45KNew |
$352K - $404K
|
4.45K
$552K
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
3.93KNew |
$311K - $357K
|
3.93K
$488K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
3.7KNew |
$293K - $336K
|
3.7K
$459K
|
|
|
Nov 14, 2024
Q3 2024
|
Murchinson Ltd.
Toronto, A6 |
BUY
|
- |
2.71KNew |
$214K - $246K
|
2.71K
$335K
|
|
|
Nov 08, 2024
Q3 2024
|
Alta Advisers LTD
|
BUY
|
- |
2.54KNew |
$201K - $231K
|
2.54K
$315K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.5KNew |
$198K - $227K
|
2.5K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.34KNew |
$185K - $212K
|
2.34K
$290K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
2.33KNew |
$184K - $211K
|
2.33K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
2.27KNew |
$180K - $206K
|
2.27K
$281K
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
2.23KNew |
$176K - $202K
|
2.23K
$276K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
2.22KNew |
$176K - $202K
|
2.22K
$275K
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
473+ 37.36% |
$37.4K - $42.9K
|
1.74K
$216K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
315New |
$24.9K - $28.6K
|
315
$39K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
187+ 0.03% |
$14.8K - $17K
|
619K
$76.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
45New |
$3.56K - $4.08K
|
45
$5.58K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
25New |
$1.98K - $2.27K
|
25
$3.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
13+ 0.3% |
$1.03K - $1.18K
|
4.36K
$540K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
New Gen Asset Management LTD
|
BUY
|
CALL |
100KNew |
$8.33M - $9.84M
|
100K
$12.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
21.4K+ 72.5% |
$1.78M - $2.11M
|
51K
$6.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.03KNew |
$668K - $789K
|
8.03K
$995K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
7.01K+ 698.4% |
$584K - $689K
|
8.01K
$993K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.13KNew |
$427K - $505K
|
5.13K
$636K
|
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
4.2KNew |
$350K - $413K
|
4.2K
$521K
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.2KNew |
$100K - $118K
|
1.2K
$149K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
700New |
$58.3K - $68.9K
|
700
$86.8K
|
|