BM Technologies -CW23BMTX.WSPreferred / convertible
13F holders, Q1 2024 (March 31)9holders
1famous investor
$0.01avg. 13F price*
At the end of Q1 2024, 9 institutions reported holding BM Technologies -CW23 (BMTX.WS) in their 13F filings. The largest holders were Walleye Capital LLC ($28K), Goldman Sachs Group Inc. ($2K) and D. E. Shaw & Co. ($1K). One famous investor held it David E. Shaw ( of D. E. Shaw & Co.'s portfolio).
- Company
- BM Technologies -CW23
- CUSIP
- 05591L115
- Latest filing quarter
- Q4 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $341 |
Ownership 9 holders
| Walleye Capital LLC | — | Reduce -0.1% | 2,420,942 | $28K |
| Goldman Sachs Group Inc. | — | No change | 128,625 | $2K |
| D. E. Shaw & Co. | — | No change | 95,265 | $1K |
| Venturi Wealth Management, LLC | — | No change | 12,880 | $155 |
| Wolverine Asset Management LLC | — | No change | 5,512 | $63 |
| UBS Group AG | — | Add +1220.7% | 4,332 | $52 |
| IFP Advisors, Inc | — | No change | 2,000 | $24 |
| Cambridge Investment Research Advisors, Inc. | — | No change | 24,304 | $0 |
| Virtu Financial LLC | — | Reduce -60.2% | 13,562 | $0 |
"% of holder's portfolio" is BMTX.WS's weight in each manager's 13F, not the share of BM Technologies -CW23 the manager owns.