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 55 institutions that hold shares in the stock, with a total of 3.12 Million shares, which have been reported (via 13F filing form) to have a value of $14.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
11,500
shares
|
$54,395
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2024 Q2 2024 |
10,210
shares
|
$48,293
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
10,000
shares
|
$47,300
0.0% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
7,985
shares
|
$37,769
0.0% of portfolio
|
Q2 2024
Added 9.55%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
3,975
shares
|
$18,801
0.0% of portfolio
|
Q4 2023
Reduced 11.49%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
3,360
shares
|
$15,892
0.0% of portfolio
|
Q2 2024
Added 2013.21%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 14, 2024 Q2 2024 |
3,089
shares
|
$14,610
0.0% of portfolio
|
Q3 2021
Reduced 18.37%
|
|
|
Wolverine Asset Management LLC
|
Aug 01, 2024 Q2 2024 |
2,372
shares
|
$11,219
0.0% of portfolio
|
Q2 2024
Reduced 49.11%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
1,712
shares
|
$8,097
0.0% of portfolio
|
Q2 2024
Reduced 90.58%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Aug 26, 2024 Q2 2024 |
1,180
shares
|
$5,581
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 14, 2024 Q2 2024 |
1,003
shares
|
$4,744
0.0% of portfolio
|
Q2 2024
Reduced 94.7%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
880
shares
|
$4,162
0.0% of portfolio
|
Q1 2022
Added 117.28%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2024 Q2 2024 |
523
shares
|
$2,473
0.0% of portfolio
|
Q4 2022
Reduced 15.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
411
shares
|
$1,944
0.0% of portfolio
|
Q2 2024
Added 34.31%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
391
shares
|
$1,849
0.0% of portfolio
|
Q2 2024
Added 21.43%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
355
shares
|
$1,679
0.0% of portfolio
|
Q2 2024
Added 39.22%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
153
shares
|
$723
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
148
shares
|
$700
0.0% of portfolio
|
Q2 2022
Reduced 87.11%
|
|
|
Investors Research Corp
|
Jul 31, 2024 Q2 2024 |
138
shares
|
$652
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 25, 2024 Q2 2024 |
90
shares
|
$425
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 09, 2024 Q2 2024 |
71
shares
|
$335
0.0% of portfolio
|
Q4 2023
Added 22.41%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
29
shares
|
$137
0.0% of portfolio
|
Q2 2022
Reduced 77.34%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
10
shares
|
$47
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
10
shares
|
$47
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
7
shares
|
$33
0.0% of portfolio
|
Q2 2024
New holding
|