Purchases and Sales Made in Q2 2022 in Bm Technologies, Inc. (BMTX)
This table provides information about the institutional ownership of Bm Technologies, Inc. (BMTX) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 04, 2022
Q2 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
16K+ 10.19% |
$92.1K - $138K
|
173K
$827K
|
|
Aug 12, 2022
Q2 2022
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
13.7K+ 10.9% |
$78.8K - $118K
|
139K
$665K
|
|
Nov 03, 2022
Q2 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
13.7KNew |
$78.7K - $118K
|
13.7K
$65.3K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10KNew |
$57.5K - $86.4K
|
10K
$47.7K
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
7.21KNew |
$41.5K - $62.3K
|
7.21K
$34.4K
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
3.92K+ 13982.14% |
$22.5K - $33.8K
|
3.94K
$18.8K
|
|
Jun 20, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.22KNew |
$18.5K - $27.8K
|
3.22K
$15.4K
|
|
Aug 03, 2022
Q2 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.67K+ 14.93% |
$9.59K - $14.4K
|
12.8K
$61.3K
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.09K+ 5.16% |
$6.24K - $9.38K
|
22.1K
$106K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
615+ 169.42% |
$3.54K - $5.31K
|
978
$4.67K
|
|
Jun 20, 2023
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
283New |
$1.63K - $2.45K
|
283
$1.35K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
60+ 3.49% |
$345 - $518
|
1.78K
$8.48K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
12New |
$69 - $104
|
12
$57.2
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$5.75 - $8.64
|
1
$4.77
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
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
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2- 3.13% |
$11.5 - $17.3
|
62
$296
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-3- 11.54% |
$17.3 - $25.9
|
23
$110
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-10Closed |
$57.5 - $86.4
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-12Closed |
$69 - $104
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-19- 82.61% |
$109 - $164
|
4
$19.1
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-19Closed |
$109 - $164
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-32- 0.17% |
$184 - $276
|
19.2K
$91.6K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-52Closed |
$299 - $449
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-65- 77.38% |
$374 - $562
|
19
$90.6
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-99- 77.34% |
$569 - $855
|
29
$138
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-99- 60.74% |
$569 - $855
|
64
$305
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-386Closed |
$2.22K - $3.34K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-439- 1.9% |
$2.52K - $3.79K
|
22.7K
$108K
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
SELL
|
- |
-891Closed |
$5.12K - $7.7K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-1K- 87.11% |
$5.75K - $8.64K
|
148
$706
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.78K- 84.59% |
$16K - $24K
|
506
$2.41K
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.8K- 59.92% |
$16.1K - $24.2K
|
1.87K
$8.92K
|
|
Aug 10, 2022
Q2 2022
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-3.45K- 16.2% |
$19.8K - $29.8K
|
17.8K
$85.1K
|
|
Aug 10, 2022
Q2 2022
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-4.35K- 1.27% |
$25K - $37.6K
|
338K
$1.61M
|
|
Aug 10, 2022
Q2 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-4.44K- 1.09% |
$25.5K - $38.3K
|
402K
$1.92M
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-5.29K- 4.46% |
$30.4K - $45.7K
|
113K
$541K
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.68K- 33.49% |
$44.2K - $66.4K
|
15.3K
$72.8K
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.68K- 33.49% |
$44.2K - $66.4K
|
15.3K
$72.8K
|
|
Aug 10, 2022
Q2 2022
|
Tieton Capital Management, LLC
Yakima, WA |
SELL
|
- |
-10.6K- 1.82% |
$60.7K - $91.2K
|
571K
$2.72M
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.7KClosed |
$61.2K - $92K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-14.5K- 4.44% |
$83.4K - $125K
|
312K
$1.49M
|
|
Aug 11, 2022
Q2 2022
|
Jacob Asset Management Of New York LLC
Hermosa Beach, CA |
SELL
|
- |
-15K- 10.0% |
$86.3K - $130K
|
135K
$644K
|
|
Aug 12, 2022
Q2 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-15.3K- 14.2% |
$88.1K - $132K
|
92.6K
$442K
|
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
SELL
|
- |
-19.5K- 37.99% |
$112K - $168K
|
31.8K
$152K
|
|
Aug 15, 2022
Q2 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-25.8K- 42.53% |
$148K - $223K
|
34.8K
$166K
|
|
Aug 12, 2022
Q2 2022
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-29.8K- 5.39% |
$171K - $257K
|
523K
$2.49M
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-56.3KClosed |
$324K - $486K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Myda Advisors LLC
Inwood, NY |
SELL
|
- |
-65.3K- 61.56% |
$375K - $564K
|
40.7K
$194K
|