Latest Institutional Transactions on Bill.Com Holdings, Inc. (BILL)
This table provides information on the latest institutional transactions involving Bill.Com Holdings, Inc. (BILL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.05K+ 28.35% |
$45.6K - $102K
|
4.74K
$239K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-314- 54.61% |
$13.7K - $30.5K
|
261
$13.1K
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
5KNew |
$218K - $485K
|
5K
$252K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
10New |
$436 - $971
|
10
$504
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
26+ 136.84% |
$1.13K - $2.52K
|
45
$2.27K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-47- 46.08% |
$2.05K - $4.56K
|
55
$2.77K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
13+ 26.0% |
$567 - $1.26K
|
63
$3.17K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
72New |
$3.14K - $6.99K
|
72
$3.63K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
163+ 86.7% |
$7.11K - $15.8K
|
351
$17.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
30KNew |
$1.31M - $2.91M
|
30K
$1.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
CALL |
30KNew |
$1.31M - $2.91M
|
30K
$1.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Peregrine Capital Management LLC
|
SELL
|
- |
-94.3K- 98.84% |
$4.11M - $9.15M
|
1.1K
$55.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-17.6K- 33.4% |
$767K - $1.71M
|
35.1K
$1.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
10New |
$436 - $971
|
10
$504
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.23K+ 120.64% |
$141K - $314K
|
5.91K
$298K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2- 5.26% |
$87.2 - $194
|
36
$1.81K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
200New |
$8.72K - $19.4K
|
200
$10.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
14New |
$610 - $1.36K
|
14
$705
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-959- 1.29% |
$41.8K - $93.1K
|
73.1K
$3.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Washington Capital Management Inc
|
BUY
|
- |
6.1K+ 98.39% |
$266K - $592K
|
12.3K
$619K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
15New |
$654 - $1.46K
|
15
$755
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1New |
$43.6 - $97.1
|
1
$50.4
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.07KNew |
$352K - $783K
|
8.07K
$406K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-14- 93.33% |
$610 - $1.36K
|
1
$50.4
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 350.0% |
$305 - $679
|
9
$453
|
|
| Q4 2024 | |||||||
|
Aug 13, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
5KNew |
$256K - $487K
|
5K
$252K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.36KNew |
$223K - $425K
|
4.36K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
50.3K+ 19.03% |
$2.57M - $4.9M
|
314K
$15.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
3.22KNew |
$165K - $314K
|
3.22K
$162K
|
|
|
Feb 14, 2025
Q4 2024
|
Mane Global Capital Management LP
New York, NY |
BUY
|
- |
503KNew |
$25.8M - $49M
|
503K
$25.3M
|
|
|
Feb 14, 2025
Q4 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
13KNew |
$664K - $1.26M
|
13K
$653K
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
- |
92KNew |
$4.71M - $8.96M
|
92K
$4.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
PUT |
80KNew |
$4.1M - $7.79M
|
80K
$4.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
247+ 202.46% |
$12.7K - $24.1K
|
369
$18.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
350New |
$17.9K - $34.1K
|
350
$17.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
234+ 0.37% |
$12K - $22.8K
|
63.6K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
658KNew |
$33.7M - $64.1M
|
658K
$33.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
3.34KNew |
$171K - $325K
|
3.34K
$168K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.03KNew |
$411K - $782K
|
8.03K
$404K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-13.2K- 80.98% |
$676K - $1.29M
|
3.1K
$156K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
CALL |
14.5KNew |
$743K - $1.41M
|
14.5K
$730K
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
13.9K+ 27.8% |
$712K - $1.35M
|
63.9K
$3.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
41KNew |
$2.1M - $3.99M
|
41K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Diker Management LLC
New York, NY |
BUY
|
- |
40K+ 200.0% |
$2.05M - $3.9M
|
60K
$3.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
5.15KNew |
$264K - $502K
|
5.15K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
13.1KNew |
$672K - $1.28M
|
13.1K
$661K
|
|
|
Feb 14, 2025
Q4 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-52K- 88.12% |
$2.66M - $5.07M
|
7.01K
$353K
|
|
|
Feb 14, 2025
Q4 2024
|
Interval Partners, LP
New York, NY |
BUY
|
- |
16.4KNew |
$841K - $1.6M
|
16.4K
$827K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
12.4K+ 18.91% |
$633K - $1.2M
|
77.7K
$3.91M
|
|