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 |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1.06K- 28.44% |
$84.1K - $96.5K
|
2.68K
$268K
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-1.02K- 14.74% |
$80.8K - $92.8K
|
5.91K
$592K
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-988- 1.37% |
$78.2K - $89.7K
|
71.3K
$7.14M
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-960- 4.97% |
$75.9K - $87.1K
|
18.3K
$1.84M
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-935- 78.31% |
$74K - $84.9K
|
259
$25.9K
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
CALL |
-900- 25.0% |
$71.2K - $81.7K
|
2.7K
$270K
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-896- 7.7% |
$70.9K - $81.3K
|
10.7K
$1.08M
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-810- 1.66% |
$64.1K - $73.5K
|
48.1K
$4.82M
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-679- 1.23% |
$53.7K - $61.6K
|
54.6K
$5.47M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-677- 1.82% |
$53.6K - $61.5K
|
36.6K
$3.66M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-674- 5.51% |
$53.3K - $61.2K
|
11.5K
$1.16M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-643- 15.23% |
$50.9K - $58.4K
|
3.58K
$358K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-592- 5.77% |
$46.8K - $53.7K
|
9.66K
$968K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-573- 10.95% |
$45.3K - $52K
|
4.66K
$467K
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-556- 19.63% |
$44K - $50.5K
|
2.28K
$228K
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-527- 4.61% |
$41.7K - $47.8K
|
10.9K
$1.09M
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
PUT |
-500- 2.16% |
$39.6K - $45.4K
|
22.7K
$2.27M
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-483- 0.9% |
$38.2K - $43.8K
|
53.3K
$5.34M
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-440- 8.3% |
$34.8K - $39.9K
|
4.86K
$487K
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-432- 10.31% |
$34.2K - $39.2K
|
3.76K
$376K
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-389- 4.8% |
$30.8K - $35.3K
|
7.72K
$774K
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-378- 4.77% |
$29.9K - $34.3K
|
7.54K
$755K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-350- 58.53% |
$27.7K - $31.8K
|
248
$24.8K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-347- 4.34% |
$27.4K - $31.5K
|
7.65K
$766K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-337- 2.14% |
$26.7K - $30.6K
|
15.4K
$1.54M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-316- 8.83% |
$25K - $28.7K
|
3.26K
$327K
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-305- 9.5% |
$24.1K - $27.7K
|
2.9K
$291K
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-277- 0.53% |
$21.9K - $25.1K
|
51.7K
$5.18M
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-274- 1.99% |
$21.7K - $24.9K
|
13.5K
$1.35M
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-259- 14.16% |
$20.5K - $23.5K
|
1.57K
$157K
|
|
Oct 24, 2024
Q3 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-253- 0.36% |
$20K - $23K
|
69.2K
$6.94M
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-250- 4.84% |
$19.8K - $22.7K
|
4.92K
$492K
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-216- 0.23% |
$17.1K - $19.6K
|
95.4K
$9.56M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-207- 2.38% |
$16.4K - $18.8K
|
8.49K
$850K
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-207- 1.53% |
$16.4K - $18.8K
|
13.3K
$1.33M
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-177- 2.08% |
$14K - $16.1K
|
8.32K
$834K
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-173- 49.43% |
$13.7K - $15.7K
|
177
$17.7K
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-126- 5.01% |
$9.97K - $11.4K
|
2.39K
$240K
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-120- 0.85% |
$9.49K - $10.9K
|
14.1K
$1.41M
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-105- 1.7% |
$8.31K - $9.53K
|
6.06K
$607K
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-105- 1.04% |
$8.31K - $9.53K
|
9.97K
$999K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-100- 80.65% |
$7.91K - $9.08K
|
24
$2.4K
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-100- 0.84% |
$7.91K - $9.08K
|
11.8K
$1.19M
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-83- 2.35% |
$6.57K - $7.53K
|
3.44K
$345K
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-81- 31.27% |
$6.41K - $7.35K
|
178
$17.8K
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-80- 2.84% |
$6.33K - $7.26K
|
2.74K
$274K
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-72- 0.54% |
$5.7K - $6.54K
|
13.2K
$1.32M
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-71- 44.94% |
$5.62K - $6.44K
|
87
$8.71K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-61- 13.17% |
$4.83K - $5.54K
|
402
$40.3K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-50- 43.48% |
$3.95K - $4.54K
|
65
$6.51K
|