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 52 institutions that hold shares in the stock, with a total of 2.95 Million shares, which have been reported (via 13F filing form) to have a value of $14.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
10,210
shares
|
$49,926
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$48,900
0.0% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,503
shares
|
$26,909
0.0% of portfolio
|
Q3 2024
Added 448.65%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,975
shares
|
$19,437
0.0% of portfolio
|
Q4 2023
Reduced 11.49%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
3,089
shares
|
$15,105
0.0% of portfolio
|
Q3 2021
Reduced 18.37%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
2,372
shares
|
$11,599
0.0% of portfolio
|
Q2 2024
Reduced 49.11%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 18, 2024 Q3 2024 |
1,180
shares
|
$5,770
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
880
shares
|
$4,303
0.0% of portfolio
|
Q1 2022
Added 117.28%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
523
shares
|
$2,557
0.0% of portfolio
|
Q4 2022
Reduced 15.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
393
shares
|
$1,921
0.0% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
180
shares
|
$880
0.0% of portfolio
|
Q3 2024
Reduced 56.2%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
159
shares
|
$777
0.0% of portfolio
|
Q3 2024
Reduced 95.27%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
153
shares
|
$748
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
148
shares
|
$723
0.0% of portfolio
|
Q2 2022
Reduced 87.11%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
138
shares
|
$674
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
90
shares
|
$440
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
71
shares
|
$347
0.0% of portfolio
|
Q4 2023
Added 22.41%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
40
shares
|
$195
0.0% of portfolio
|
Q1 2024
Reduced 2.5%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
29
shares
|
$141
0.0% of portfolio
|
Q2 2022
Reduced 77.34%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
10
shares
|
$48
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
10
shares
|
$48
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
7
shares
|
$34
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|