Latest Institutional Transactions on Bm Technologies, Inc. (BMTX)
This table provides information on the latest institutional transactions involving Bm Technologies, Inc. (BMTX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
18.6KNew |
$26.3K - $66.3K
|
18.6K
$88.1K
|
|
| Q2 2023 | |||||||
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
153New |
$407 - $543
|
153
$724
|
|
|
Aug 14, 2023
Q2 2023
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
170+ 0.77% |
$452 - $604
|
22.3K
$105K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
CALL |
58New |
$154 - $206
|
58
$274
|
|
|
Aug 10, 2023
Q2 2023
|
Jacob Asset Management Of New York LLC
Hermosa Beach, CA |
BUY
|
- |
15K+ 9.38% |
$39.9K - $53.3K
|
175K
$828K
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
169New |
$450 - $600
|
169
$799
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
29.5KNew |
$78.4K - $105K
|
29.5K
$139K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1New |
$2.66 - $3.55
|
1
$4.73
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
260+ 0.38% |
$689 - $1.47K
|
69.3K
$328K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Css LLC
Chicago, IL |
BUY
|
CALL |
26.6KNew |
$127K - $225K
|
26.6K
$126K
|
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
9.2K+ 86.79% |
$43.8K - $77.9K
|
19.8K
$93.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
5.41K+ 92.53% |
$25.8K - $45.8K
|
11.3K
$53.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1K+ 7.3% |
$4.76K - $8.47K
|
14.7K
$69.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-96- 15.51% |
$457 - $813
|
523
$2.47K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
10.2KNew |
$48.6K - $86.5K
|
10.2K
$48.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Tejara Capital LTD
London, X0 |
BUY
|
- |
25.2KNew |
$120K - $213K
|
25.2K
$119K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-18- 78.26% |
$14.6 - $123
|
5
$23.7
|
|
|
Nov 10, 2022
Q3 2022
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-18.1K- 5.35% |
$14.7K - $124K
|
320K
$1.51M
|
|
|
Nov 10, 2022
Q3 2022
|
Myda Advisors LLC
Inwood, NY |
SELL
|
- |
-10.7K- 26.38% |
$8.71K - $73.6K
|
30K
$142K
|
|
|
Nov 07, 2022
Q3 2022
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-3.97K- 22.26% |
$3.22K - $27.2K
|
13.9K
$65.6K
|
|
|
Nov 01, 2022
Q3 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
286New |
$232 - $1.96K
|
286
$1.35K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
10New |
$8.1 - $68.5
|
10
$47.3
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
- |
-5.86K- 81.22% |
$4.75K - $40.1K
|
1.36K
$6.41K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
12New |
$69 - $104
|
12
$56.8
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2- 3.13% |
$11.5 - $17.3
|
62
$293
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.7KClosed |
$61.2K - $92K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-25.8K- 42.53% |
$148K - $223K
|
34.8K
$165K
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-32- 0.17% |
$184 - $276
|
19.2K
$90.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-19- 82.61% |
$109 - $164
|
4
$18.9
|
|
|
Aug 12, 2022
Q2 2022
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
13.7K+ 10.9% |
$78.8K - $118K
|
139K
$659K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-1K- 87.11% |
$5.75K - $8.64K
|
148
$700
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-19Closed |
$109 - $164
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-386Closed |
$2.22K - $3.34K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
SELL
|
- |
-19.5K- 37.99% |
$112K - $168K
|
31.8K
$150K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-99- 77.34% |
$569 - $855
|
29
$137
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-52Closed |
$299 - $449
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Forager Funds Management Pty LTD
|
SELL
|
- |
-230K- 56.93% |
$1.32M - $1.99M
|
174K
$822K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1Closed |
$5.75 - $8.64
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2Closed |
$11.5 - $17.3
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-676Closed |
$5.6K - $6.86K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-10.4KClosed |
$86K - $105K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-14.6KClosed |
$121K - $148K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-28.2KClosed |
$233K - $286K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
21.8KNew |
$180K - $221K
|
21.8K
$103K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-23Closed |
$190 - $233
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-12.3KClosed |
$102K - $124K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-26KClosed |
$215K - $264K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.6KClosed |
$13.2K - $16.2K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-11Closed |
$91.1 - $112
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-75- 43.6% |
$621 - $761
|
97
$459
|
|