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 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-576- 9.04% |
$51.6K - $56.8K
|
5.79K
$718K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-500- 10.03% |
$44.8K - $49.3K
|
4.48K
$556K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-154- 45.03% |
$13.8K - $15.2K
|
188
$23.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-50- 5.31% |
$4.48K - $4.93K
|
892
$111K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-30.3K- 46.78% |
$2.25M - $3.02M
|
34.5K
$4.28M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-2.79K- 61.37% |
$207K - $277K
|
1.75K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.74K- 35.44% |
$203K - $273K
|
4.99K
$618K
|
|
|
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
$3.53M
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.76K- 15.8% |
$130K - $175K
|
9.36K
$1.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-1.58K- 13.07% |
$117K - $157K
|
10.5K
$1.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.2K- 27.18% |
$89.1K - $119K
|
3.22K
$399K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
CALL |
-200- 3.51% |
$14.8K - $19.9K
|
5.5K
$682K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-179- 32.6% |
$13.3K - $17.8K
|
370
$45.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-130- 52.0% |
$9.65K - $12.9K
|
120
$14.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-117- 3.18% |
$8.68K - $11.6K
|
3.56K
$441K
|
|
|
Jan 23, 2024
Q4 2023
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-97- 0.92% |
$7.2K - $9.66K
|
10.4K
$1.29M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-91- 1.57% |
$6.75K - $9.06K
|
5.71K
$707K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-52- 54.17% |
$3.86K - $5.18K
|
44
$5.45K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-29- 3.26% |
$2.15K - $2.89K
|
861
$107K
|
|
| 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
$462K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-339- 77.22% |
$27.9K - $31.8K
|
100
$12.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-239- 4.77% |
$19.6K - $22.4K
|
4.78K
$592K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-50- 1.71% |
$4.11K - $4.69K
|
2.88K
$357K
|
|
|
Nov 08, 2023
Q3 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-42- 7.05% |
$3.45K - $3.94K
|
554
$68.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-13- 0.59% |
$1.07K - $1.22K
|
2.2K
$273K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-188K- 79.68% |
$15.6M - $17.4M
|
48K
$5.95M
|
|
|
Aug 11, 2023
Q2 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
SELL
|
- |
-74.2K- 90.68% |
$6.15M - $6.85M
|
7.63K
$946K
|
|
|
Aug 01, 2023
Q2 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-71.9K- 26.74% |
$5.96M - $6.63M
|
197K
$24.4M
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-39K- 27.79% |
$3.23M - $3.6M
|
101K
$12.6M
|
|
|
Aug 14, 2023
Q2 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-17.9K- 67.16% |
$1.48M - $1.65M
|
8.74K
$1.08M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.68K- 33.11% |
$140K - $155K
|
3.4K
$422K
|
|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-785- 4.95% |
$65.1K - $72.4K
|
15.1K
$1.87M
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-476- 11.09% |
$39.5K - $43.9K
|
3.82K
$473K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-451- 16.05% |
$37.4K - $41.6K
|
2.36K
$292K
|
|
|
Jul 27, 2023
Q2 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-204- 1.53% |
$16.9K - $18.8K
|
13.2K
$1.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-150- 1.84% |
$12.4K - $13.8K
|
7.98K
$990K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Timelo Investment Management Inc.
|
SELL
|
- |
-95K- 47.5% |
$8.02M - $9.69M
|
105K
$13M
|
|
|
May 09, 2023
Q1 2023
|
Thornburg Investment Management Inc
|
SELL
|
- |
-31K- 69.68% |
$2.61M - $3.16M
|
13.5K
$1.67M
|
|
|
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
$24.8K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-679- 47.45% |
$57.3K - $69.2K
|
752
$93.2K
|
|
|
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
$489K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-99- 99.0% |
$8.35K - $10.1K
|
1
$124
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-51- 54.84% |
$4.3K - $5.2K
|
42
$5.21K
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-43.8K- 62.58% |
$3.65M - $4.39M
|
26.2K
$3.25M
|
|
|
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
$992K
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-1.76K- 32.28% |
$146K - $176K
|
3.69K
$457K
|
|
|
Feb 14, 2023
Q4 2022
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-1.35K- 34.23% |
$112K - $135K
|
2.58K
$320K
|
|