Latest Institutional Sells of Bank Of Montreal (BMO)
This list provides information on the latest institutional transactions involving Bank Of Montreal (BMO) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2021
Q1 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-91.9KClosed |
$6.83M - $8.27M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Xponance, Inc.
|
SELL
|
- |
-6.7KClosed |
$498K - $602K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-6.06KClosed |
$450K - $545K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-4.67KClosed |
$347K - $420K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-3.99KClosed |
$296K - $358K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.82KClosed |
$209K - $253K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-543Closed |
$40.4K - $48.8K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-233Closed |
$17.3K - $21K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-77Closed |
$5.72K - $6.93K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-17Closed |
$1.26K - $1.53K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-9Closed |
$669 - $809
|
0
$0
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-17.6KClosed |
$1.02M - $1.35M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-17KClosed |
$986K - $1.31M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Mirova
Paris, I0 |
SELL
|
- |
-4.29KClosed |
$249K - $330K
|
0
$0
|
|
Jan 21, 2021
Q4 2020
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-150Closed |
$8.7K - $11.5K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-100- 50.0% |
$5.8K - $7.69K
|
100
$11.3K
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-62Closed |
$3.6K - $4.77K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-62Closed |
$3.6K - $4.77K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-26Closed |
$1.51K - $2K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Tsfg, LLC
|
SELL
|
- |
-25Closed |
$1.45K - $1.92K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 03, 2020
Q3 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-40.6KClosed |
$2.12M - $2.59M
|
0
$0
|
|
Nov 04, 2020
Q3 2020
|
Slow Capital, Inc.
|
SELL
|
- |
-4.01KClosed |
$209K - $256K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-465Closed |
$24.2K - $29.6K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-439Closed |
$22.9K - $28K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-353Closed |
$18.4K - $22.5K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-250Closed |
$13K - $15.9K
|
0
$0
|
|
Oct 19, 2020
Q3 2020
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-240Closed |
$12.5K - $15.3K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-213Closed |
$11.1K - $13.6K
|
0
$0
|
|
Nov 19, 2020
Q3 2020
|
Tru Independence LLC
|
SELL
|
- |
-100Closed |
$5.21K - $6.38K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-78Closed |
$4.07K - $4.97K
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-53Closed |
$2.76K - $3.38K
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-50Closed |
$2.61K - $3.19K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-25Closed |
$1.3K - $1.59K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Column Capital Advisors, LLC
|
SELL
|
- |
-17Closed |
$886 - $1.08K
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-17- 11.97% |
$886 - $1.08K
|
125
$14.1K
|
|
Q2 2020 | |||||||
Aug 11, 2020
Q2 2020
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-842KClosed |
$37.3M - $49.1M
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-144KClosed |
$6.39M - $8.41M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-74.4KClosed |
$3.3M - $4.34M
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.77KClosed |
$256K - $337K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-3.35KClosed |
$148K - $195K
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-1.91KClosed |
$84.8K - $112K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-1.34KClosed |
$59.4K - $78.1K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-551Closed |
$24.4K - $32.1K
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-500Closed |
$22.2K - $29.2K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-460Closed |
$20.4K - $26.8K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-406Closed |
$18K - $23.7K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-383Closed |
$17K - $22.3K
|
0
$0
|
|
Jul 07, 2020
Q2 2020
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-230Closed |
$10.2K - $13.4K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-136Closed |
$6.03K - $7.93K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-100Closed |
$4.43K - $5.83K
|
0
$0
|