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% |
| ODDO BHF ASSET MANAGEMENT SAS | 02/12/2025 | 590.00 K | $2.89 M | 100.00% | 5.00% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 02/12/2025 | 503.71 K | $2.46 M | -11.33% | 4.27% |
| VANGUARD GROUP INC | 02/11/2025 | 418.35 K | $2.05 M | 0.00% | 3.55% |
| GABELLI FUNDS LLC | 02/13/2025 | 326.94 K | $1.60 M | 100.00% | 2.77% |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 02/13/2025 | 237.00 K | $1.16 M | 100.00% | 2.01% |
| UBS GROUP AG | 02/14/2025 | 200.00 K | $978.02 K | 100.00% | 1.70% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 127.00 K | $621.03 K | 72.31% | 1.08% |
| FNY INVESTMENT ADVISERS, LLC | 01/13/2025 | 125.00 K | $611.00 K | 100.00% | 1.06% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 92.96 K | $454.76 K | -3.83% | 0.79% |
| BLACKROCK, INC. | 02/07/2025 | 86.93 K | $425.06 K | -16.41% | 0.74% |
| JBF CAPITAL, INC. | 02/13/2025 | 60.40 K | $295.36 K | 100.00% | 0.51% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 02/14/2025 | 60.00 K | $293.40 K | 100.00% | 0.51% |
| AMERICAN FINANCIAL GROUP INC | 02/11/2025 | 51.26 K | $250.67 K | 0.00% | 0.43% |
| TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 38.91 K | $190.29 K | -20.46% | 0.33% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 38.48 K | $188.14 K | 26.98% | 0.33% |
| STATE STREET CORP | 02/14/2025 | 38.42 K | $187.89 K | 18.87% | 0.33% |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 02/07/2025 | 38.02 K | $185.94 K | -10.36% | 0.32% |
| BELVEDERE TRADING LLC | 01/31/2025 | 37.40 K | $182.89 K | 100.00% | 0.32% |
| PENDERFUND CAPITAL MANAGEMENT LTD. | 02/14/2025 | 33.40 K | $233.81 K | 100.00% | 0.28% |
| BARINGS LLC | 02/07/2025 | 31.79 K | $155.45 K | 0.00% | 0.27% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 22.00 K | $107.58 K | -77.30% | 0.19% |
| XTX TOPCO LTD | 02/13/2025 | 21.69 K | $106.05 K | 100.00% | 0.18% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/14/2025 | 19.80 K | $97.00 K | 0.00% | 0.17% |
| CITADEL ADVISORS LLC | 02/14/2025 | 16.10 K | $78.73 K | 29.84% | 0.14% |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 01/23/2025 | 16.10 K | $78.73 K | 100.00% | 0.14% |
| NORTHERN TRUST CORP | 02/14/2025 | 15.74 K | $76.96 K | 6.06% | 0.13% |
| SCHECHTER INVESTMENT ADVISORS, LLC | 02/06/2025 | 15.69 K | $76.72 K | -3.76% | 0.13% |
| CITADEL ADVISORS LLC | 02/14/2025 | 14.66 K | $71.71 K | 14.59% | 0.12% |
| ROMANO BROTHERS AND COMPANY | 01/16/2025 | 11.50 K | $56.24 K | 0.00% | 0.10% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 02/14/2025 | 11.20 K | $54.77 K | 100.00% | 0.09% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 10.21 K | $49.93 K | 0.00% | 0.09% |
| DEUTSCHE BANK AG\ | 06/30/2025 | 3.09 K | $15.11 K | 0.00% | 0.03% |
| MORGAN STANLEY | 05/15/2025 | 2.93 K | $14.32 K | -26.34% | 0.02% |
| BELVEDERE TRADING LLC | 01/31/2025 | 1.71 K | $8.36 K | 100.00% | 0.01% |
| BELVEDERE TRADING LLC | 01/31/2025 | 1.70 K | $8.31 K | 100.00% | 0.01% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 02/13/2025 | 1.18 K | $6.00 K | 0.00% | 0.01% |
| ADIRONDACK TRUST CO | 01/17/2025 | 880 | $4.30 K | 0.00% | 0.01% |
| BARCLAYS PLC | 02/13/2025 | 523 | $3.00 K | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 02/14/2025 | 210 | $1.03 K | -46.56% | 0.00% |
| CITADEL ADVISORS LLC | 02/14/2025 | 200 | $978 | 100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 06/06/2025 | 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, 8 institutional investors and hedge funds held shares of BM Technologies, Inc.. The most heavily invested institutionals were:
Schechter Investment Advisors, LLC: 0
BlackRock Inc.: 106,067
JACOB ASSET MANAGEMENT OF NEW YORK LLC: 175,000
EA Series Trust: 29,472
WIPFLI FINANCIAL ADVISORS LLC,: 10
Forager Funds Management Pty Ltd: 0
46.80% of BM Technologies, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 310.55 K shares in the last 24 months. This purchase volume represents approximately $0 in transactions.