Purchases and Sales Made in Q3 2021 in Bm Technologies, Inc. (BMTX)
This table provides information about the institutional ownership of Bm Technologies, Inc. (BMTX) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
381KNew |
$3.35M - $4.79M
|
381K
$1.83M
|
|
|
Nov 12, 2021
Q3 2021
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
279K+ 53.79% |
$2.45M - $3.5M
|
797K
$3.82M
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
104K+ 253.33% |
$917K - $1.31M
|
145K
$698K
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
90.8KNew |
$798K - $1.14M
|
90.8K
$436K
|
|
|
Nov 15, 2021
Q3 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
74.6K+ 465.15% |
$656K - $936K
|
90.6K
$435K
|
|
|
Nov 15, 2021
Q3 2021
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
72.6K+ 22.24% |
$638K - $911K
|
399K
$1.92M
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
56.4K+ 225.6% |
$496K - $708K
|
81.4K
$391K
|
|
|
Nov 12, 2021
Q3 2021
|
Jacob Asset Management Of New York LLC
Hermosa Beach, CA |
BUY
|
- |
40K+ 57.14% |
$352K - $502K
|
110K
$528K
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.3KNew |
$328K - $469K
|
37.3K
$179K
|
|
|
Nov 12, 2021
Q3 2021
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
33.9K+ 35.12% |
$298K - $426K
|
130K
$626K
|
|
|
Nov 01, 2021
Q3 2021
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
30.6K+ 100.0% |
$269K - $385K
|
61.3K
$294K
|
|
|
Nov 12, 2021
Q3 2021
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
29.6K+ 9.67% |
$260K - $371K
|
336K
$1.61M
|
|
|
Nov 15, 2021
Q3 2021
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
25.6K+ 42.73% |
$225K - $322K
|
85.6K
$411K
|
|
|
Nov 15, 2021
Q3 2021
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
12.8KNew |
$112K - $160K
|
12.8K
$61.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
12.2KNew |
$107K - $153K
|
12.2K
$58.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$87.9K - $125K
|
10K
$48K
|
|
|
Nov 12, 2021
Q3 2021
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
9.05KNew |
$79.5K - $114K
|
9.05K
$43.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
9K+ 60.16% |
$79.1K - $113K
|
23.9K
$115K
|
|
|
Nov 12, 2021
Q3 2021
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
4.26K+ 503.07% |
$37.4K - $53.4K
|
5.1K
$24.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
3.96KNew |
$34.8K - $49.7K
|
3.96K
$19K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.95K+ 4.21% |
$25.9K - $37K
|
73K
$350K
|
|
|
Jun 21, 2023
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.09KNew |
$18.3K - $26.2K
|
2.09K
$10K
|
|
|
Mar 22, 2023
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.09KNew |
$18.3K - $26.2K
|
2.09K
$10K
|
|
|
Nov 15, 2021
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.09KNew |
$18.3K - $26.2K
|
2.09K
$10K
|
|
|
May 17, 2024
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.09KNew |
$18.3K - $26.2K
|
2.09K
$10K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.99K+ 6875.86% |
$17.5K - $25K
|
2.02K
$9.71K
|
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.45K+ 3.95% |
$12.8K - $18.2K
|
38.2K
$183K
|
|
|
Nov 15, 2021
Q3 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
1.42KNew |
$12.4K - $17.8K
|
1.42K
$6.8K
|
|
|
Mar 30, 2023
Q3 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
1.42KNew |
$12.4K - $17.8K
|
1.42K
$6.8K
|
|
|
Jun 21, 2023
Q3 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
1.42KNew |
$12.4K - $17.8K
|
1.42K
$6.8K
|
|
|
Nov 09, 2021
Q3 2021
|
Sageworth Trust CO
|
BUY
|
- |
887+ 4927.78% |
$7.8K - $11.1K
|
905
$4.34K
|
|
|
Nov 15, 2021
Q3 2021
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
808New |
$7.1K - $10.1K
|
808
$3.88K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
524New |
$4.61K - $6.58K
|
524
$2.52K
|
|
|
Nov 15, 2021
Q3 2021
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
490+ 2.09% |
$4.31K - $6.15K
|
23.9K
$115K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
433+ 178.19% |
$3.81K - $5.43K
|
676
$3.24K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
351New |
$3.09K - $4.41K
|
351
$1.68K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
230+ 127.07% |
$2.02K - $2.89K
|
411
$1.97K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
192New |
$1.69K - $2.41K
|
192
$922
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
172New |
$1.51K - $2.16K
|
172
$826
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
148New |
$1.3K - $1.86K
|
148
$710
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
138New |
$1.21K - $1.73K
|
138
$662
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
92New |
$809 - $1.15K
|
92
$442
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
44New |
$387 - $552
|
44
$211
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
42New |
$369 - $527
|
42
$202
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
23New |
$202 - $289
|
23
$110
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11New |
$96.7 - $138
|
11
$52.8
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
1+ 4.76% |
$8.79 - $12.6
|
22
$106
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1New |
$8.79 - $12.6
|
1
$4.8
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Winmill & Co. Inc
Millbrook, NY |
SELL
|
- |
-1- 0.03% |
$8.79 - $12.6
|
3.08K
$14.8K
|