Purchases and Sales Made in Q4 2023 in Bhp Group LTD (BHP)
This table provides information about the institutional ownership of Bhp Group LTD (BHP) during Q4 2023. The information is specifically focused on institutions that hold shares of BHP Group Ltd.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
5.03KNew |
$276K - $346K
|
5.03K
$255K
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
5KNew |
$274K - $344K
|
5K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
4.74KNew |
$260K - $327K
|
4.74K
$240K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
4.57K+ 49.06% |
$251K - $315K
|
13.9K
$703K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
4.53K+ 12.43% |
$248K - $312K
|
41K
$2.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
4.5K+ 1.13% |
$247K - $310K
|
404K
$20.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.35K+ 60.49% |
$239K - $300K
|
11.5K
$585K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
4.35KNew |
$239K - $300K
|
4.35K
$220K
|
|
|
Feb 13, 2024
Q4 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
4.35KNew |
$238K - $299K
|
4.35K
$220K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.21KNew |
$231K - $290K
|
4.21K
$213K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.18K+ 18.05% |
$229K - $288K
|
27.3K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.09K+ 8.61% |
$224K - $282K
|
51.6K
$2.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
4.03KNew |
$221K - $278K
|
4.03K
$204K
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
4.01KNew |
$220K - $276K
|
4.01K
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
3.98KNew |
$218K - $274K
|
3.98K
$201K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.98KNew |
$218K - $274K
|
3.98K
$201K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.96K+ 97.61% |
$217K - $272K
|
8.01K
$406K
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
3.88K+ 6.95% |
$213K - $267K
|
59.8K
$3.03M
|
|
|
Jan 30, 2024
Q4 2023
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
3.82KNew |
$209K - $263K
|
3.82K
$193K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
3.81K+ 34.89% |
$209K - $262K
|
14.7K
$745K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.75K+ 22.84% |
$205K - $258K
|
20.1K
$1.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.7KNew |
$203K - $255K
|
3.7K
$188K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.69KNew |
$203K - $254K
|
3.69K
$187K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.69KNew |
$202K - $254K
|
3.69K
$187K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.64KNew |
$200K - $251K
|
3.64K
$184K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.58K+ 4.38% |
$196K - $247K
|
85.3K
$4.32M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
3.52KNew |
$193K - $242K
|
3.52K
$178K
|
|
|
Jan 17, 2024
Q4 2023
|
Ddd Partners, LLC
|
BUY
|
- |
3.5KNew |
$192K - $241K
|
3.5K
$177K
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
3.5KNew |
$192K - $241K
|
3.5K
$177K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Commodity Management, LLC
Stamford, CT |
BUY
|
- |
3.49KNew |
$192K - $241K
|
3.49K
$177K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.46KNew |
$190K - $238K
|
3.46K
$175K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
3.42K+ 77.74% |
$188K - $236K
|
7.82K
$396K
|
|
|
Jan 26, 2024
Q4 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
3.39KNew |
$186K - $234K
|
3.39K
$172K
|
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
3.34K+ 4.68% |
$183K - $230K
|
74.7K
$3.78M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.3KNew |
$181K - $227K
|
3.3K
$167K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.3KNew |
$181K - $227K
|
3.3K
$167K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.3KNew |
$181K - $227K
|
3.3K
$167K
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
3.28KNew |
$180K - $226K
|
3.28K
$166K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.27KNew |
$179K - $225K
|
3.27K
$165K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
3.26KNew |
$179K - $225K
|
3.26K
$165K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.22K+ 18.17% |
$177K - $222K
|
20.9K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
3.21KNew |
$176K - $221K
|
3.21K
$163K
|
|
|
Feb 05, 2024
Q4 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
3.2KNew |
$176K - $221K
|
3.2K
$162K
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
3.15KNew |
$173K - $217K
|
3.15K
$159K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
3.13KNew |
$172K - $216K
|
3.13K
$159K
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
3.13KNew |
$172K - $216K
|
3.13K
$159K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.11KNew |
$170K - $214K
|
3.11K
$157K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.1KNew |
$170K - $213K
|
3.1K
$157K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
3.06K+ 3.23% |
$168K - $211K
|
97.6K
$4.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.04KNew |
$167K - $209K
|
3.04K
$154K
|