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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2019
Q4 2018
|
Trilogy Capital Inc.
|
SELL
|
- |
-555Closed |
$35.2K - $46.3K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-418Closed |
$26.5K - $34.9K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Ims Capital Management
|
SELL
|
- |
-160Closed |
$10.2K - $13.3K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Signature Wealth Management Group
|
SELL
|
- |
-100Closed |
$6.35K - $8.34K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Harrington Investments, Inc
|
SELL
|
- |
-100Closed |
$6.35K - $8.34K
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-100Closed |
$6.35K - $8.34K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-12Closed |
$762 - $1K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-228KClosed |
$17.5M - $19.1M
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Martin Currie LTD
Edinburgh, X0 |
SELL
|
- |
-8.2KClosed |
$630K - $687K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-3.19KClosed |
$245K - $268K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.15KClosed |
$88.6K - $96.7K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-481Closed |
$36.9K - $40.3K
|
0
$0
|
|
|
Oct 26, 2018
Q3 2018
|
First Command Financial Services, Inc.
|
SELL
|
- |
-229Closed |
$17.6K - $19.2K
|
0
$0
|
|
|
Oct 22, 2018
Q3 2018
|
First Command Bank
|
SELL
|
- |
-229Closed |
$17.6K - $19.2K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-2Closed |
$154 - $168
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 17, 2018
Q2 2018
|
Miller Howard Investments Inc
|
SELL
|
- |
-785KClosed |
$58.8M - $62.4M
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Seven Eight Capital, LP
|
SELL
|
- |
-20.9KClosed |
$1.56M - $1.66M
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Karp Capital Management Corp
|
SELL
|
- |
-14.1KClosed |
$1.06M - $1.12M
|
0
$0
|
|
|
Aug 09, 2018
Q2 2018
|
Gam Holding Ag
|
SELL
|
- |
-4.9KClosed |
$367K - $390K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-2.68KClosed |
$201K - $213K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.5KClosed |
$112K - $119K
|
0
$0
|
|
|
Oct 05, 2018
Q2 2018
|
Optimum Investment Advisors
|
SELL
|
- |
-1KClosed |
$74.8K - $79.5K
|
0
$0
|
|
|
Aug 02, 2018
Q2 2018
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-600Closed |
$44.9K - $47.7K
|
0
$0
|
|
|
Jul 26, 2018
Q2 2018
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-588Closed |
$44K - $46.7K
|
0
$0
|
|
|
Aug 09, 2018
Q2 2018
|
Truepoint, Inc.
|
SELL
|
- |
-227Closed |
$17K - $18K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-200Closed |
$15K - $15.9K
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-118Closed |
$8.83K - $9.38K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 02, 2018
Q1 2018
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-68.2KClosed |
$5.07M - $5.74M
|
0
$0
|
|
|
Apr 26, 2018
Q1 2018
|
Meritage Portfolio Management
|
SELL
|
- |
-47.7KClosed |
$3.55M - $4.01M
|
0
$0
|
|
|
May 08, 2018
Q1 2018
|
Wespac Advisors, LLC
|
SELL
|
- |
-2.6KClosed |
$193K - $219K
|
0
$0
|
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.19KClosed |
$88.3K - $99.8K
|
0
$0
|
|
|
Apr 27, 2018
Q1 2018
|
Telemus Capital, LLC
|
SELL
|
- |
-300Closed |
$22.3K - $25.2K
|
0
$0
|
|
|
May 10, 2018
Q1 2018
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-126Closed |
$9.37K - $10.6K
|
0
$0
|
|
|
May 04, 2018
Q1 2018
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-100Closed |
$7.44K - $8.41K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-82Closed |
$6.1K - $6.9K
|
0
$0
|
|
|
May 07, 2020
Q1 2018
|
Royal Fund Management, LLC
|
SELL
|
- |
-21Closed |
$1.56K - $1.77K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-89.9KClosed |
$6.85M - $7.19M
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-65.6KClosed |
$5M - $5.25M
|
0
$0
|
|
|
Jan 16, 2018
Q4 2017
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-31.1KClosed |
$2.37M - $2.49M
|
0
$0
|
|
|
Feb 08, 2018
Q4 2017
|
Barings LLC
|
SELL
|
- |
-14.3KClosed |
$1.09M - $1.14M
|
0
$0
|
|
|
Feb 13, 2018
Q4 2017
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-7.23KClosed |
$551K - $579K
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-1.7KClosed |
$130K - $136K
|
0
$0
|
|
|
Jan 11, 2018
Q4 2017
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-549Closed |
$41.8K - $43.9K
|
0
$0
|
|
|
Jan 17, 2018
Q4 2017
|
Mu Investments Co., Ltd.
|
SELL
|
- |
-350Closed |
$26.7K - $28K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Sep 13, 2021
Q3 2017
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-500- 70.32% |
$35.7K - $37.9K
|
211
$23.8K
|
|
|
Nov 09, 2017
Q3 2017
|
Davidson Investment Advisors
|
SELL
|
- |
-426Closed |
$30.4K - $32.3K
|
0
$0
|
|
|
Oct 27, 2017
Q3 2017
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-35Closed |
$2.5K - $2.66K
|
0
$0
|
|
| Q1 2017 | |||||||
|
Jan 25, 2018
Q1 2017
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
CALL |
-50KClosed |
N/A
|
0
$0
|
|
| Q4 2016 | |||||||
|
Aug 09, 2017
Q4 2016
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-72Closed |
N/A
|
0
$0
|
|