BM Technologies, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
DE LISLE PARTNERS LLP | 02/13/2025 | 1.14 M | $5.60 M | 157.36% | 9.70% |
M3F, INC. | 02/13/2025 | 1.13 M | $5.53 M | 100.00% | 9.58% |
02/12/2025 | 590,000 | $2.89 M | 100.00% | 5.00% | |
PACIFIC RIDGE CAPITAL PARTNERS, LLC | 02/12/2025 | 503,711 | $2.46 M | -11.33% | 4.27% |
VANGUARD GROUP INC | 02/11/2025 | 418,351 | $2.05 M | 0.00% | 3.55% |
GABELLI FUNDS LLC | 02/13/2025 | 326,936 | $1.60 M | 100.00% | 2.77% |
GABELLI & CO INVESTMENT ADVISERS, INC. | 02/13/2025 | 237,000 | $1.16 M | 100.00% | 2.01% |
UBS GROUP AG | 02/14/2025 | 200,004 | $978,020 | 100.00% | 1.70% |
RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 127,000 | $621,030 | 72.31% | 1.08% |
FNY INVESTMENT ADVISERS, LLC | 01/13/2025 | 125,000 | $611,000 | 100.00% | 1.06% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 92,962 | $454,761 | -3.83% | 0.79% |
BLACKROCK, INC. | 02/07/2025 | 86,925 | $425,064 | -16.41% | 0.74% |
JBF CAPITAL, INC. | 02/13/2025 | 60,400 | $295,356 | 100.00% | 0.51% |
PRELUDE CAPITAL MANAGEMENT, LLC | 02/14/2025 | 60,000 | $293,400 | 100.00% | 0.51% |
AMERICAN FINANCIAL GROUP INC | 02/11/2025 | 51,262 | $250,671 | 0.00% | 0.43% |
TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 38,914 | $190,289 | -20.46% | 0.33% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 38,475 | $188,138 | 26.98% | 0.33% |
STATE STREET CORP | 02/14/2025 | 38,423 | $187,888 | 18.87% | 0.33% |
ESSEX INVESTMENT MANAGEMENT CO LLC | 02/07/2025 | 38,024 | $185,937 | -10.36% | 0.32% |
BELVEDERE TRADING LLC | 01/31/2025 | 37,400 | $182,886 | 100.00% | 0.32% |
PENDERFUND CAPITAL MANAGEMENT LTD. | 02/14/2025 | 33,400 | $233,813 | 100.00% | 0.28% |
BARINGS LLC | 02/07/2025 | 31,790 | $155,453 | 0.00% | 0.27% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 22,000 | $107,580 | -77.30% | 0.19% |
XTX TOPCO LTD | 02/13/2025 | 21,686 | $106,045 | 100.00% | 0.18% |
PRICE T ROWE ASSOCIATES INC /MD/ | 02/14/2025 | 19,800 | $97,000 | 0.00% | 0.17% |
CITADEL ADVISORS LLC | 02/14/2025 | 16,100 | $78,729 | 29.84% | 0.14% |
CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 01/23/2025 | 16,100 | $78,729 | 100.00% | 0.14% |
NORTHERN TRUST CORP | 02/14/2025 | 15,739 | $76,964 | 6.06% | 0.13% |
SCHECHTER INVESTMENT ADVISORS, LLC | 02/06/2025 | 15,690 | $76,724 | -3.76% | 0.13% |
CITADEL ADVISORS LLC | 02/14/2025 | 14,664 | $71,707 | 14.59% | 0.12% |
ROMANO BROTHERS AND COMPANY | 01/16/2025 | 11,500 | $56,235 | 0.00% | 0.10% |
CUBIST SYSTEMATIC STRATEGIES, LLC | 02/14/2025 | 11,200 | $54,768 | 100.00% | 0.09% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 10,210 | $49,927 | 0.00% | 0.09% |
DEUTSCHE BANK AG\ | 02/14/2025 | 3,089 | $15,105 | 0.00% | 0.03% |
MORGAN STANLEY | 02/14/2025 | 2,928 | $14,318 | -26.34% | 0.02% |
BELVEDERE TRADING LLC | 01/31/2025 | 1,710 | $8,362 | 100.00% | 0.01% |
BELVEDERE TRADING LLC | 01/31/2025 | 1,700 | $8,313 | 100.00% | 0.01% |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 02/13/2025 | 1,180 | $6,000 | 0.00% | 0.01% |
ADIRONDACK TRUST CO | 01/17/2025 | 880 | $4,303 | 0.00% | 0.01% |
BARCLAYS PLC | 02/13/2025 | 523 | $3,000 | 0.00% | 0.00% |
BANK OF AMERICA CORP /DE/ | 02/14/2025 | 210 | $1,027 | -46.56% | 0.00% |
CITADEL ADVISORS LLC | 02/14/2025 | 200 | $978 | 100.00% | 0.00% |
ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 180 | $880 | 0.00% | 0.00% |
TOWER RESEARCH CAPITAL LLC (TRC) | 02/13/2025 | 160 | $782 | 0.63% | 0.00% |
RIDGEWOOD INVESTMENTS LLC | 01/10/2025 | 153 | $748 | 0.00% | 0.00% |
CITIGROUP INC | 02/12/2025 | 148 | $724 | 0.00% | 0.00% |
INVESTORS RESEARCH CORP | 02/07/2025 | 138 | $675 | 0.00% | 0.00% |
PFS PARTNERS, LLC | 01/27/2025 | 90 | $441 | 0.00% | 0.00% |
JPMORGAN CHASE & CO | 02/12/2025 | 40 | $196 | 0.00% | 0.00% |
FARTHER FINANCE ADVISORS, LLC | 02/10/2025 | 10 | $49 | 0.00% | 0.00% |
BM Technologies, Inc. institutional Ownership - FAQ's
During the previous two years, 62 institutional investors and hedge funds held shares of BM Technologies, Inc.. The most heavily invested institutionals were:
Farther Finance Advisors, LLC: 0
PFS Partners, LLC: 0
ADIRONDACK TRUST CO: 0
Investors Research Corp: 0
ROMANO BROTHERS AND COMPANY: 0
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.: 0
46.80% of BM Technologies, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 5.23 M shares in the last 24 months. This purchase volume represents approximately $0 in transactions.