Purchases and Sales Made in Q2 2023 in Bm Technologies, Inc. (BMTX)
This table provides information about the institutional ownership of Bm Technologies, Inc. (BMTX) during Q2 2023. 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 14, 2023
Q2 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
60.9KNew |
$162K - $216K
|
60.9K
$288K
|
|
|
Aug 10, 2023
Q2 2023
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
35.1K+ 5.32% |
$93.5K - $125K
|
695K
$3.29M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
29.5KNew |
$78.4K - $105K
|
29.5K
$139K
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
29.5KNew |
$78.4K - $105K
|
29.5K
$139K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
18.5KNew |
$49.2K - $65.7K
|
18.5K
$87.5K
|
|
|
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 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15KNew |
$39.9K - $53.3K
|
15K
$71K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
992+ 0.9% |
$2.64K - $3.52K
|
111K
$523K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
322+ 1.77% |
$857 - $1.14K
|
18.6K
$87.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
269New |
$716 - $955
|
269
$1.27K
|
|
|
Aug 14, 2023
Q2 2023
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
170+ 0.77% |
$452 - $604
|
22.3K
$105K
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
169New |
$450 - $600
|
169
$799
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
153New |
$407 - $543
|
153
$724
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
153New |
$407 - $543
|
153
$724
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
58New |
$154 - $206
|
58
$274
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
19+ 1.05% |
$50.5 - $67.5
|
1.84K
$8.69K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7New |
$18.6 - $24.8
|
7
$33.1
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1New |
$2.66 - $3.55
|
1
$4.73
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 20.0% |
$2.66 - $3.55
|
4
$18.9
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4- 1.18% |
$10.6 - $14.2
|
335
$1.58K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12- 8.63% |
$31.9 - $42.6
|
127
$601
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-39- 11.3% |
$104 - $138
|
306
$1.45K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-150- 0.83% |
$399 - $533
|
18K
$85.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-751- 97.53% |
$2K - $2.67K
|
19
$89.9
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.7K- 29.37% |
$4.52K - $6.04K
|
4.09K
$19.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-1.9K- 18.01% |
$5.05K - $6.75K
|
8.65K
$40.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-3.7K- 2.84% |
$9.84K - $13.1K
|
127K
$599K
|
|
|
Aug 14, 2023
Q2 2023
|
Tieton Capital Management, LLC
Yakima, WA |
SELL
|
- |
-6.22K- 1.21% |
$16.5K - $22.1K
|
506K
$2.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-6.43K- 96.79% |
$17.1K - $22.8K
|
213
$1.01K
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-12.9K- 1.84% |
$34.3K - $45.8K
|
690K
$3.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-92K- 38.62% |
$245K - $326K
|
146K
$691K
|