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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
SELL
|
- |
-74.2K- 90.68% |
$6.15M - $6.85M
|
7.63K
$756K
|
|
|
Aug 01, 2023
Q2 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-71.9K- 26.74% |
$5.96M - $6.63M
|
197K
$19.5M
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-39K- 27.79% |
$3.23M - $3.6M
|
101K
$10M
|
|
|
Aug 14, 2023
Q2 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-17.9K- 67.16% |
$1.48M - $1.65M
|
8.74K
$866K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.68K- 33.11% |
$140K - $155K
|
3.4K
$337K
|
|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-785- 4.95% |
$65.1K - $72.4K
|
15.1K
$1.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-476- 11.09% |
$39.5K - $43.9K
|
3.82K
$378K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-451- 16.05% |
$37.4K - $41.6K
|
2.36K
$234K
|
|
|
Jul 27, 2023
Q2 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-204- 1.53% |
$16.9K - $18.8K
|
13.2K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-150- 1.84% |
$12.4K - $13.8K
|
7.98K
$791K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-8- 0.28% |
$663 - $738
|
2.86K
$283K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Timelo Investment Management Inc.
|
SELL
|
- |
-95K- 47.5% |
$8.02M - $9.69M
|
105K
$10.4M
|
|
|
May 09, 2023
Q1 2023
|
Thornburg Investment Management Inc
|
SELL
|
- |
-31K- 69.68% |
$2.61M - $3.16M
|
13.5K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-12.1K- 67.22% |
$1.02M - $1.23M
|
5.9K
$584K
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-9.3K- 97.89% |
$785K - $948K
|
200
$19.8K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-679- 47.45% |
$57.3K - $69.2K
|
752
$74.5K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-628Closed |
$53K - $64K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-150- 3.66% |
$12.7K - $15.3K
|
3.95K
$391K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-99- 99.0% |
$8.35K - $10.1K
|
1
$99
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-51- 54.84% |
$4.3K - $5.2K
|
42
$4.16K
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-43.8K- 62.58% |
$3.65M - $4.39M
|
26.2K
$2.59M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.9K- 76.78% |
$906K - $1.09M
|
3.29K
$326K
|
|
|
Feb 14, 2023
Q4 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-7.7K- 71.24% |
$641K - $771K
|
3.11K
$308K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.67KClosed |
$389K - $468K
|
0
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-3.6K- 31.03% |
$300K - $361K
|
8K
$792K
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-1.76K- 32.28% |
$146K - $176K
|
3.69K
$365K
|
|
|
Feb 14, 2023
Q4 2022
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-1.35K- 34.23% |
$112K - $135K
|
2.58K
$256K
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.26K- 84.95% |
$105K - $127K
|
224
$22.2K
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.24K- 12.18% |
$103K - $124K
|
8.91K
$883K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-691- 14.78% |
$57.5K - $69.2K
|
3.98K
$395K
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-109- 0.43% |
$9.08K - $10.9K
|
25.5K
$2.53M
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-23- 0.58% |
$1.91K - $2.3K
|
3.96K
$392K
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-3- 0.31% |
$250 - $300
|
953
$94.4K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-266K- 89.09% |
$4.48M - $26.8M
|
32.6K
$3.23M
|
|
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-262KClosed |
$4.4M - $26.3M
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-120K- 7.82% |
$2.02M - $12.1M
|
1.42M
$140M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-48.1K- 70.27% |
$809K - $4.85M
|
20.4K
$2.02M
|
|
|
Oct 25, 2022
Q3 2022
|
Artemis Investment Management LLP
|
SELL
|
- |
-21.6K- 44.66% |
$364K - $2.18M
|
26.8K
$2.65M
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.14K- 31.37% |
$19.2K - $115K
|
2.49K
$247K
|
|
|
Nov 02, 2022
Q3 2022
|
Tobam
|
SELL
|
- |
-365- 21.22% |
$6.14K - $36.8K
|
1.36K
$134K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-297- 5.65% |
$5K - $29.9K
|
4.96K
$491K
|
|
|
Oct 18, 2022
Q3 2022
|
Wendell David Associates Inc
|
SELL
|
- |
-200- 8.0% |
$3.36K - $20.1K
|
2.3K
$228K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-54- 1.12% |
$908 - $5.44K
|
4.77K
$472K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-52Closed |
$875 - $5.24K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-37- 1.47% |
$622 - $3.73K
|
2.48K
$245K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16- 6.25% |
$269 - $1.61K
|
240
$23.8K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Cvi Holdings, LLC
Wilmington, DE |
SELL
|
- |
-104KClosed |
$9.73M - $12.3M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
PUT |
-96.5KClosed |
$9.06M - $11.4M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-44.3KClosed |
$4.16M - $5.24M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-16.5KClosed |
$1.55M - $1.95M
|
0
$0
|
|