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 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
PUT |
-75K- 99.73% |
$6.71M - $7.4M
|
200
$19.8K
|
|
|
May 14, 2024
Q1 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-65.9K- 73.01% |
$5.9M - $6.5M
|
24.4K
$2.41M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-30.7K- 2.44% |
$2.75M - $3.03M
|
1.23M
$122M
|
|
|
May 15, 2024
Q1 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-20.1K- 45.89% |
$1.8M - $1.98M
|
23.7K
$2.35M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-15.4K- 90.2% |
$1.37M - $1.51M
|
1.67K
$165K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4.35K- 56.5% |
$390K - $429K
|
3.35K
$332K
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-3.46K- 56.19% |
$310K - $342K
|
2.7K
$267K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-3.15K- 59.45% |
$282K - $311K
|
2.15K
$213K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-800- 5.93% |
$71.6K - $78.9K
|
12.7K
$1.26M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-576- 9.04% |
$51.6K - $56.8K
|
5.79K
$574K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-500- 10.03% |
$44.8K - $49.3K
|
4.48K
$444K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-420- 94.81% |
$37.6K - $41.4K
|
23
$2.28K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-154- 45.03% |
$13.8K - $15.2K
|
188
$18.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-100- 1.23% |
$8.95K - $9.86K
|
8.04K
$796K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-84- 3.38% |
$7.52K - $8.28K
|
2.4K
$238K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-50- 5.31% |
$4.48K - $4.93K
|
892
$88.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-23- 0.52% |
$2.06K - $2.27K
|
4.42K
$438K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-2.39M- 91.59% |
$178M - $238M
|
220K
$21.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-30.3K- 46.78% |
$2.25M - $3.02M
|
34.5K
$3.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-6.64K- 9.11% |
$493K - $661K
|
66.3K
$6.56M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-2.79K- 61.37% |
$207K - $277K
|
1.75K
$174K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.74K- 35.44% |
$203K - $273K
|
4.99K
$494K
|
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-2.1KClosed |
$156K - $209K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-1.96K- 6.44% |
$146K - $195K
|
28.5K
$2.82M
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.76K- 15.8% |
$130K - $175K
|
9.36K
$927K
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-1.58K- 13.07% |
$117K - $157K
|
10.5K
$1.04M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.2K- 27.18% |
$89.1K - $119K
|
3.22K
$318K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-877- 13.8% |
$65.1K - $87.3K
|
5.48K
$542K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-395- 4.38% |
$29.3K - $39.3K
|
8.61K
$853K
|
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-250- 5.43% |
$18.6K - $24.9K
|
4.35K
$431K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
CALL |
-200- 3.51% |
$14.8K - $19.9K
|
5.5K
$545K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-179- 32.6% |
$13.3K - $17.8K
|
370
$36.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-149- 43.95% |
$11.1K - $14.8K
|
190
$18.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-130- 52.0% |
$9.65K - $12.9K
|
120
$11.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-117- 3.18% |
$8.68K - $11.6K
|
3.56K
$352K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-100- 1.64% |
$7.42K - $9.96K
|
6K
$594K
|
|
|
Jan 23, 2024
Q4 2023
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-97- 0.92% |
$7.2K - $9.66K
|
10.4K
$1.03M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-91- 1.57% |
$6.75K - $9.06K
|
5.71K
$565K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-52- 54.17% |
$3.86K - $5.18K
|
44
$4.36K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-29- 3.26% |
$2.15K - $2.89K
|
861
$85.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-12- 9.45% |
$891 - $1.19K
|
115
$11.4K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-2.23K- 37.44% |
$183K - $209K
|
3.73K
$369K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-339- 77.22% |
$27.9K - $31.8K
|
100
$9.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-239- 4.77% |
$19.6K - $22.4K
|
4.78K
$473K
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-196- 5.09% |
$16.1K - $18.4K
|
3.66K
$362K
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-100- 3.61% |
$8.22K - $9.39K
|
2.67K
$265K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-50- 1.71% |
$4.11K - $4.69K
|
2.88K
$285K
|
|
|
Nov 08, 2023
Q3 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-42- 7.05% |
$3.45K - $3.94K
|
554
$54.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-13- 0.59% |
$1.07K - $1.22K
|
2.2K
$218K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-188K- 79.68% |
$15.6M - $17.4M
|
48K
$4.75M
|
|