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 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-3.78K- 21.16% |
$315K - $372K
|
14.1K
$1.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-1.97K- 88.09% |
$164K - $194K
|
267
$30.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.75K- 88.91% |
$146K - $172K
|
218
$24.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-500- 50.45% |
$41.7K - $49.2K
|
491
$55.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-500- 50.0% |
$41.7K - $49.2K
|
500
$56.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-315- 44.06% |
$26.2K - $31K
|
400
$45.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-300- 47.24% |
$25K - $29.5K
|
335
$37.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-292- 45.48% |
$24.3K - $28.7K
|
350
$39.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-231- 8.66% |
$19.2K - $22.7K
|
2.44K
$275K
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-100- 1.32% |
$8.33K - $9.84K
|
7.49K
$847K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-100- 6.99% |
$8.33K - $9.84K
|
1.33K
$150K
|
|
|
Aug 09, 2024
Q2 2024
|
Quilter PLC
|
SELL
|
- |
-80- 2.08% |
$6.66K - $7.87K
|
3.77K
$426K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-79- 31.1% |
$6.58K - $7.77K
|
175
$19.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-50- 50.0% |
$4.17K - $4.92K
|
50
$5.65K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-22- 0.77% |
$1.83K - $2.16K
|
2.84K
$321K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-19- 0.19% |
$1.58K - $1.87K
|
9.77K
$1.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-10- 0.22% |
$833 - $984
|
4.57K
$517K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-129K- 94.16% |
$11.5M - $12.7M
|
8K
$904K
|
|
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-78.5K- 38.73% |
$7.03M - $7.74M
|
124K
$14M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-30.7K- 2.44% |
$2.75M - $3.03M
|
1.23M
$139M
|
|
|
May 15, 2024
Q1 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-20.1K- 45.89% |
$1.8M - $1.98M
|
23.7K
$2.68M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4.35K- 56.5% |
$390K - $429K
|
3.35K
$379K
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-3.46K- 56.19% |
$310K - $342K
|
2.7K
$305K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-576- 9.04% |
$51.6K - $56.8K
|
5.79K
$655K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-500- 10.03% |
$44.8K - $49.3K
|
4.48K
$507K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-420- 94.81% |
$37.6K - $41.4K
|
23
$2.6K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-154- 45.03% |
$13.8K - $15.2K
|
188
$21.2K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-84- 3.38% |
$7.52K - $8.28K
|
2.4K
$272K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-50- 5.31% |
$4.48K - $4.93K
|
892
$101K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-2.39M- 91.59% |
$178M - $238M
|
220K
$24.9M
|
|
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-149K- 3.45% |
$11.1M - $14.9M
|
4.18M
$473M
|
|
|
Feb 08, 2024
Q4 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-30.3K- 46.78% |
$2.25M - $3.02M
|
34.5K
$3.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-2.79K- 61.37% |
$207K - $277K
|
1.75K
$198K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.74K- 35.44% |
$203K - $273K
|
4.99K
$564K
|
|
|
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
$3.22M
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.76K- 15.8% |
$130K - $175K
|
9.36K
$1.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-1.58K- 13.07% |
$117K - $157K
|
10.5K
$1.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.2K- 27.18% |
$89.1K - $119K
|
3.22K
$363K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
CALL |
-200- 3.51% |
$14.8K - $19.9K
|
5.5K
$622K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-179- 32.6% |
$13.3K - $17.8K
|
370
$41.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-130- 52.0% |
$9.65K - $12.9K
|
120
$13.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-117- 3.18% |
$8.68K - $11.6K
|
3.56K
$402K
|
|
|
Jan 23, 2024
Q4 2023
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-97- 0.92% |
$7.2K - $9.66K
|
10.4K
$1.18M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-91- 1.57% |
$6.75K - $9.06K
|
5.71K
$645K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-52- 54.17% |
$3.86K - $5.18K
|
44
$4.97K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-29- 3.26% |
$2.15K - $2.89K
|
861
$97.3K
|
|
| 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
$422K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-339- 77.22% |
$27.9K - $31.8K
|
100
$11.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-239- 4.77% |
$19.6K - $22.4K
|
4.78K
$540K
|
|