Purchases and Sales Made in Q1 2024 in Bm Technologies, Inc. (BMTX)
This table provides information about the institutional ownership of Bm Technologies, Inc. (BMTX) during Q1 2024. The information is specifically focused on institutions that hold shares of BM Technologies, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
De Lisle Partners LLP
Poole, X0 |
BUY
|
- |
425KNew |
$680K - $960K
|
425K
$2.01M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
52K+ 14.19% |
$83.2K - $118K
|
418K
$1.98M
|
|
|
May 10, 2024
Q1 2024
|
Tieton Capital Management, LLC
Yakima, WA |
BUY
|
- |
18.2K+ 3.87% |
$29.1K - $41.2K
|
488K
$2.31M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.5K+ 8.56% |
$4K - $5.65K
|
31.7K
$150K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.03K+ 6.35% |
$3.25K - $4.59K
|
34K
$161K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4+ 11.43% |
$6.4 - $9.04
|
39
$184
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 1.54% |
$1.6 - $2.26
|
66
$312
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6- 85.71% |
$9.6 - $13.6
|
1
$4.73
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10- 3.01% |
$16 - $22.6
|
322
$1.52K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-25- 96.15% |
$40 - $56.5
|
1
$4.73
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-59- 0.32% |
$94.4 - $133
|
18.2K
$86K
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-91- 0.24% |
$146 - $206
|
37.1K
$176K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-470- 0.37% |
$752 - $1.06K
|
125K
$591K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.13K- 17.39% |
$5.01K - $7.07K
|
14.9K
$70.3K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-8.59K- 54.09% |
$13.7K - $19.4K
|
7.29K
$34.5K
|
|
|
May 09, 2024
Q1 2024
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-10.8K- 1.67% |
$17.3K - $24.4K
|
635K
$3M
|
|
|
May 15, 2024
Q1 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-16K- 16.67% |
$25.7K - $36.2K
|
80.2K
$379K
|
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-34K- 64.26% |
$54.4K - $76.9K
|
18.9K
$89.5K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-35.8K- 77.04% |
$57.2K - $80.8K
|
10.7K
$50.4K
|