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Get Institutions for : 
BM Technologies, Inc (BMTX)  
$1.72 0.02 (0.88%) as of 4:30 Tue 5/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 45    3
Total shares held : 
2,371,360  
% of shares held : 
19.44%  
Changes In:
New/increased positions vs   
old/decreased positions : 
0  
Amount of shares held : 
221,083  
% of shares held change : 
  1.81%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$2.10  
Last Quarter's Ending Price : 
$2.05  
Last Quarter's Average Price
$2.59  
Change from last quarter's     
avg. price to the last closing  : 
0.88 (33.78%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 87,388
 3.69%
 
Increased Positions :
13
 278,717
 11.75%
 
Unchanged Positions :
19
 587,799
 24.79%
 
Decreased Positions :
10
-42,089
-1.77%
 
Closed Positions :
6
-102,933
-4.34%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Financial Gravity Wealth Inc. 231 - 2023-12-31 26 $863,000 0
   JACOB ASSET MANAGEMENT OF NEW YORK LLC 50 - 2023-09-30 175,000 $350,000 0
   GEODE CAPITAL MANAGEMENT LLC 3975 - 2023-12-31 88,674 $182,000 0
   AMERICAN FINANCIAL GROUP INC 66 - 2024-03-31 51,262 $85,000 0
   BABSON CAPITAL MANAGEMENT LLC 148 - 2024-03-31 31,790 $52,000 0
   PRICE T ROWE ASSOCIATES INC /MD/ 2823 - 2023-12-31 19,800 $41,000 0
   Schechter Investment Advisors LLC 599 - 2024-03-31 14,690 $24,000 0
   ROMANO BROTHERS AND COMPANY 303 - 2024-03-31 11,500 $19,000 0
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 3434 - 2024-03-31 10,210 $17,000 0
   DEUTSCHE BANK AG 3436 - 2023-12-31 3,089 $6,000 0
   TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCK 1676 - 2023-12-31 1,180 $2,000 0
   Qube Research & Technologies Ltd 3432 - 2023-12-31 255 $1,000 0
   ADIRONDACK TRUST CO 483 - 2024-03-31 880 $1,000 0
   GREAT WEST LIFE ASSURANCE CO /CAN/ 2161 - 2023-12-31 286 $1,000 0
   BARCLAYS PLC 4005 - 2023-12-31 523 $1,000 0
   Advisor Group Holdings Inc. 6512 - 2024-03-31 306 $1,000 0
   PFS Partners LLC 449 - 2024-03-31 90 $0 0
   PROEQUITIES INC. 4531 - 2024-03-31 0 $0 0
   CITIGROUP INC 4534 - 2024-03-31 148 $0 0
   Investors Research Corp 991 - 2024-03-31 138 $0 0
   Covestor Ltd 2582 - 2024-03-31 71 $0 0
   TOWER RESEARCH CAPITAL LLC 6347 - 2023-12-31 159 $0 0

  22 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results