Institutional Ownership Bm Technologies, Inc. (BMTX)
This table provides information about the institutional ownership of Bm Technologies, Inc. (BMTX). We have compiled data on the 5 institutions that hold shares in the stock, with a total of 310,578 shares, which have been reported (via 13F filing form) to have a value of $1.55 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jacob Asset Management Of New York LLC
Hermosa Beach, CA |
Nov 01, 2023 Q3 2023 |
175,000
shares
|
$873,250
0.5% of portfolio
|
Q2 2023
Added 9.38%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
106,067
shares
|
$529,274
0.0% of portfolio
|
Q2 2024
Reduced 15.17%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
29,472
shares
|
$147,065
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
29
shares
|
$144
0.0% of portfolio
|
Q2 2022
Reduced 77.34%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
10
shares
|
$49
0.0% of portfolio
|
Q3 2022
New holding
|